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Will Hawaiian Electric’s (HE) EV Charger Expansion Reveal a Shift in Its Long-Term Strategy?

Simply Wall St·12/01/2025 08:16:06
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  • Hawaiian Electric recently unveiled new company-branded vinyl wraps for its upgraded fast electric vehicle chargers, highlighting efforts to improve reliability and expand its public EV charging network across Hawaii.
  • This infrastructure enhancement not only addresses growing EV adoption but also responds to regulatory support and state decarbonization goals, as charging demand has reached energy usage equivalent to thousands of homes each month.
  • We'll explore how Hawaiian Electric's expansion of its EV charging program and focus on charging station reliability could influence its future investment narrative.

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Hawaiian Electric Industries Investment Narrative Recap

To be a shareholder in Hawaiian Electric Industries, you would need conviction in Hawaii's long-term push toward transportation electrification and decarbonization, factors supported by the recent unveiling of upgraded branded fast chargers and a broadened public EV network. While these initiatives are timely, the biggest short-term catalyst remains regulatory and legislative support for grid modernization, and the primary risk continues to be wildfire-related litigation exposure; the latest EV charger news does not materially alter these immediate drivers.

Among recent announcements, the June 2025 Public Utilities Commission order, lifting the pilot cap and allowing the expansion of fast charging sites from 25 to 50, directly supports Hawaiian Electric’s EV infrastructure growth. This regulatory nod reinforces a catalyst already in play: increased demand and grid investments tied to electrification trends, which may drive long-term asset and revenue growth if successfully executed.

Yet, in contrast, investors should be aware that the pressure from wildfire liabilities could still threaten...

Read the full narrative on Hawaiian Electric Industries (it's free!)

Hawaiian Electric Industries' outlook anticipates $3.7 billion in revenue and $145.4 million in earnings by 2028. This projection is based on a 6.2% annual revenue growth rate and a $186.7 million increase in earnings from the current loss of $41.3 million.

Uncover how Hawaiian Electric Industries' forecasts yield a $10.75 fair value, a 9% downside to its current price.

Exploring Other Perspectives

HE Community Fair Values as at Dec 2025
HE Community Fair Values as at Dec 2025

Four members of the Simply Wall St Community estimated Hawaiian Electric’s fair value can range from US$4 to over US$6,060 a share. Despite this wide dispersion, ongoing wildfire litigation and settlement costs may weigh on future performance, so explore several viewpoints before drawing conclusions.

Explore 4 other fair value estimates on Hawaiian Electric Industries - why the stock might be a potential multi-bagger!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.