Colton Thomas
Charged Alpha Stock Encyclopedia
Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.
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Auteur
Colton Thomas
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Site du podcast
Dernier épisode
21 oct. 2026
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Épisodes
IMTX Stock Q2 2026: Immatics - The Phase 3 Slipped To H1 2027 19.08.2026 14:00
Immatics (IMTX) Q2 2026 — Immatics filed Q2 2026 on Form 6-K at 07:04 ET on Tuesday August 18, so the print day WAS the reaction session. Shares closed USD9.25 Monday, OPENED USD9.06 (-2.05 pct), traded to USD8.83 (-4.54 pct), and closed USD9.09, -1.73 pct, on 2.29x volume. Immatics is a clinical-stage cancer company in Tuebingen and Houston building TCR therapies against PRAME. Q2 2026 collaborat...
HLIO Stock Q2 2026: Helios - Electronics Closed A 370bp Gap 19.08.2026 12:56
Helios Technologies (HLIO) Q2 2026 — Helios filed Q2 2026 results on Form 8-K after the close on Monday August 10, so Tuesday August 11 was the reaction session. Shares closed USD81.52 Monday, OPENED USD82.01, ran to USD84.59 (+3.77 pct), then closed USD81.06, -0.56 pct, on 2.48x volume. Helios Technologies makes hydraulic cartridge valves and electronic controls for off-highway, industrial and ma...
SDRL Stock Q2 2026: Seadrill - A $71M Swing, $16M Of It Drilling 19.08.2026 14:37
Seadrill Limited (SDRL) Q2 2026 — Seadrill filed Q2 2026 results on Form 8-K before the US open on Monday August 10, call at 9.00am ET, so Monday August 10 was the reaction session. Shares closed USD43.24 on Friday, OPENED USD46.59 (+7.75 pct), and the session low of USD45.08 never came back to that close. It settled USD46.76, +8.14 pct, on 1.79x volume. Seadrill is a Bermuda-domiciled offshore dr...
HSAI Stock Q2 2026: Hesai Group - The EPS Miss That Was Not Real 19.08.2026 13:13
Hesai Group (HSAI) Q2 2026 — Hesai furnished Q2 2026 results on Form 6-K before the US open on Tuesday August 18, with the call at 8.00am ET, so Tuesday August 18 was the reaction session. The ADS closed at USD18.07 on August 17, OPENED at USD15.77 - a 12.8 pct gap down - bottomed at USD15.70 and closed at USD17.11, down 5.31 pct on the day but UP 8.53 pct open to close, on 3.83M shares against a...
BHP Stock FY2026: BHP Group - The Record Year Was Price, Not Tonnes 19.08.2026 13:28
BHP Group (BHP) FY2026 — BHP released full year results at 8.30am AEST on Tuesday August 18, which is 6.30pm ET on Monday August 17 - after the New York close - so Tuesday August 18 was the reaction session. The receipts closed at USD88.37 on August 17, OPENED at USD88.65, touched USD90.45 intraday and closed at USD89.09, up 0.81 pct, on 3.34M shares against a 2.53M twenty-session average. That is...
BIDU Stock Q2 2026: Baidu - The AI Engine Went Backwards, Not The Ads 19.08.2026 14:37
Baidu (BIDU) Q2 2026 — Baidu released Q2 2026 results before the US open on Tuesday August 18, so August 18 was itself the reaction session. The shares closed at USD104.12 on August 17, OPENED at USD94.35 - a 9.4 pct gap down - traded as low as USD89.60 and closed at USD90.87, down 12.73 pct, on 16.1M shares against a 2.0M twenty-session average. That is 8.1x normal volume, and the heaviest sessio...
ANDG Stock Q2 2026: Andersen Group - Record Revenue, And The 12% You Actually Own 18.08.2026 14:59
Andersen Group (ANDG) Q2 2026 — Andersen released after the close on Wednesday August 12 and held its call at 5:00pm ET, so Thursday August 13 was the reaction session. The shares OPENED at USD45.37 against a USD50.00 prior close - down 9.26 pct - traded as low as USD44.11 (-11.78 pct), then were bought back all session to close USD48.30, only 3.40 pct lower, on 854,720 shares (2.4x the 20-session...
OCTV Stock Q2 2026: Octave Intelligence - The $2.1B Write-Down Its Own Stock Caused 18.08.2026 15:16
Octave Intelligence plc (OCTV) Q2 2026 — Octave issued the release at 13:00 CEST (07:00am ET) on Wednesday August 12 and held the call at 8:00am ET, so August 12 was the reaction session. The shares OPENED at USD16.66 against a USD19.72 prior close - down 15.5 pct and the low of the day - then were bought back all session to close USD19.08, only 3.25 pct lower, on 7,793,542 shares (6.9x the 20-ses...
CLBT Stock Q2 2026: Cellebrite Earnings - $15M Of ARR, $1.1B Of Market Value 18.08.2026 12:57
Cellebrite DI Ltd (CLBT) Q2 2026 — Cellebrite is a foreign private issuer and files 6-K, not 8-K. The results 6-K cleared EDGAR at 11:15am ET on Thursday August 13 - BEFORE the open, so August 13 itself was the reaction session: the shares opened USD10.32 against a USD15.25 prior close, traded as low as USD9.58 and closed USD10.80. That is minus 29.18 pct on 36,750,400 shares, 30.9x the 20-session...
SEPN Stock Q2 2026: Septerna Earnings - The Market Paid 23 pct For A Half-Life 18.08.2026 14:28
Septerna (SEPN) Q2 2026 — The 8-K cleared EDGAR at 4:03pm ET on August 10, AFTER the close, so Tuesday August 11 was the reaction session: the shares opened only +1.85 pct at USD39.57, traded as low as USD38.62, then were bought all day to close +22.93 pct at USD47.76 on 2.91x average volume. USD44.50 on August 14. Septerna is a clinical-stage biotechnology company developing oral small molecule d...
QNT Stock Q2 2026: Quantinuum Earnings - The Bull Case Is Already The Price 17.08.2026 12:57
Quantinuum Inc (QNT) Q2 2026 — The results 8-K cleared EDGAR at 8:11pm ET on Monday August 11 - well AFTER the close, so Tuesday August 12 was the reaction session: the shares opened USD59.65 against a USD56.06 prior close, traded as high as USD72.40 and closed USD71.74. That is plus 27.97 pct on 4,584,200 shares, 3.45x the 20-session average, and it never traded back below Monday's close. By Augu...
WRD Stock Q2 2026: WeRide Earnings - Revenue Doubled, The Loss Did Not 17.08.2026 14:37
WeRide Inc. (WRD) Q2 2026 — The results 6-K cleared EDGAR at 9:22am ET on August 12 - eight minutes BEFORE the open, so Wednesday August 12 was itself the reaction session: the shares opened USD6.27 against a USD6.33 prior close, were sold all day, traded as low as USD5.64, and closed USD5.72. That is minus 9.64 pct on 11,169,549 ADSs, 4.16x the 63-session average. By August 17 they were USD6.08....
HAWK Stock Q2 2026: HawkEye 360 Earnings - The EPS Beat Was An IPO Artifact 17.08.2026 14:16
HawkEye 360 (HAWK) Q2 2026 — The 8-K cleared EDGAR at 4:05pm ET on August 13 - AFTER the close, so Friday August 14 was the reaction session: the shares opened minus 1.5 pct at USD24.00, fell as low as USD21.52 (minus 11.7 pct), and closed USD22.78, minus 6.52 pct, on 1.7M shares against a 1.29M average since listing. HawkEye 360 flies over 30 satellites that geolocate radio-frequency emitters and...
HTHT Stock Q2 2026: H World Group Earnings - Fees Up 25 Pct, Same-Hotel RevPAR Down 3 Pct 17.08.2026 14:28
H World Group (HTHT) Q2 2026 — The 6-K cleared EDGAR at 6:30am ET on August 17, with the call at 7:00am - BEFORE the open, so August 17 was the reaction session itself: the ADSs opened plus 8.66 pct at USD45.51, ran to USD46.73, never traded below Friday's USD41.88 close, and finished plus 11.37 pct at USD46.64 on 2.2x volume. H World Group is the largest hotel operator in China - Hanting, JI, Ora...
FLY Stock Q2 2026: Firefly Aerospace Earnings - Record Revenue, $9.4M From Launch 17.08.2026 14:59
Firefly Aerospace (FLY) Q2 2026 — The 8-K cleared EDGAR at 4:08pm ET on August 11, AFTER the close, so Wednesday August 12 was the reaction session: the shares opened +1.33 pct at USD26.71, ran to USD27.74 (+5.24 pct), then gave it back and closed +0.68 pct at USD26.54 on 1.02x average volume. USD26.67 on August 14. Firefly Aerospace is a space and defense technology company that listed on the Nas...
ESLT Stock Q2 2026: Elbit Systems Earnings - Record $32B Backlog, Stock Fell 8.3% 17.08.2026 14:37
Elbit Systems (ESLT) Q2 2026 — Elbit is a foreign private issuer, so Q2 2026 arrived on a Form 6-K, not an 8-K. It cleared EDGAR at 6:01am ET on August 11, BEFORE the open, so August 11 was the reaction session: the shares gapped down 5.96 pct, traded to USD760.42 and closed -8.27 pct at USD776.08 on 2.36x average volume. USD783.62 on August 14. Elbit Systems is an international defense technology...
TBBB Stock Q2 2026: BBB Foods Earnings - EBITDA Grew 13.8%, Or 43.8% 17.08.2026 14:37
BBB Foods (TBBB) Q2 2026 — BBB Foods is a foreign private issuer, so the 2Q26 release arrived on a Form 6-K, not an 8-K. It cleared EDGAR at 4:30pm ET on August 12, AFTER the close, so August 13 was the reaction session: the shares opened +8.2 pct and closed +16.31 pct at USD49.20, the highest close of the twelve-month window, on 4.4x average volume. They eased to USD47.79 on August 14. Everything...
EROC Stock Q2 2026: ERock Earnings - Revenue Fell 42%, Backlog Rose 10x 17.08.2026 15:03
ERock (EROC) Q2 2026 — Q2 2026 (quarter ended June 30), the first quarter reported since ERock listed on the NYSE on June 11 2026 at USD21.50. The 8-K cleared EDGAR at 4:19pm ET on August 11, AFTER the close, so August 12 IS the reaction session: it gapped up 16.62 pct and closed plus 22.84 pct on 2.56x volume. Two more sessions took it to USD16.72 - plus 48.62 pct, yet still 22.2 pct below the li...
DPC Stock Q2 2026: DPC Holdings Earnings - Record Revenue, And The Margin Fell 17.08.2026 13:40
DPC Holdings (DPC) Q2 2026 — Q2 2026 (quarter ended June 28). DPC Holdings, trading as Doncasters, listed on the NYSE on June 25 2026 - this is its first reported quarter as a public company. The 8-K cleared EDGAR at 7:05am ET on August 11, BEFORE the open, so August 11 IS the reaction session: it opened plus 1.11 pct, ran to plus 11.19 pct, traded BELOW the prior close intraday, and closed plus 4...
BLTE Stock Q2 2026: Belite Bio Earnings - The FDA Said Yes And The Stock Fell 7% 17.08.2026 14:35
Belite Bio (BLTE) Q2 2026 — Q2 2026 (quarter ended June 30). Belite is a foreign private issuer - no 10-Q, the quarter is a 6-K. It cleared EDGAR 9:50pm ET August 12, AFTER the close, so August 13 IS the reaction session: opened dead flat, closed -7.07 pct on 3.04x volume. On August 11 the FDA accepted the first New Drug Application ever filed in Stargardt disease and granted Priority Review. The...
STN Stock Q2 2026: Stantec Earnings - The Quarter One Business Line Paid For 17.08.2026 15:03
Stantec (STN) Q2 2026 — Q2 2026 (quarter ended June 30). The 6-K cleared EDGAR at 21:03 on Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened -1.20 pct, fell as far as -4.59 pct intraday, then closed -0.32 pct on 1.60x volume. Stantec reported record net revenue, record adjusted EBITDA margin and a record CAD 9.2bn backlog, then raised its margin target....
SBS Stock Q2 2026: SABESP Earnings - The Interest Bill Ate The Tariff 17.08.2026 14:37
SABESP (SBS) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 18:55 ET Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened -4.71 pct at USD4.86 and CLOSED -8.24 pct at USD4.68 on 5.05x normal volume.) Companhia de Saneamento Basico do Estado de Sao Paulo is the water and sewage utility for Sao Paulo state - 371 municipalities, privatised in...
ALH Stock Q2 2026: Alliance Laundry Earnings - Only A Quarter Of The Beat Was The Business 17.08.2026 14:59
Alliance Laundry Holdings (ALH) Q2 2026 — Q2 2026 (quarter ended June 30; the Item 2.02 8-K cleared EDGAR 07:12 ET Thursday August 13, BEFORE the open, so Thursday IS the reaction session: it OPENED +7.9 pct - the high of the day - then closed -7.9 pct from that open, -0.6 pct on the session.) Alliance Laundry's pre-tax profit improved by USD33.4M year on year. Only about USD8.0M of it - 24 pct -...
RIOT Stock Q2 2026: Riot Platforms Earnings - The $9.1B AI Lease Paid For In Bitcoin 17.08.2026 14:28
Riot Platforms (RIOT) Q2 2026 — Q2 2026 (quarter ended June 30; the 10-Q cleared EDGAR 17:01 ET Monday August 10, AFTER the close, so Tuesday August 11 IS the reaction session: it OPENED +21.5 pct, fell back to USD19.34, and CLOSED +4.33 pct on 4.54x normal volume.) Riot Platforms signed 241 megawatts of AI data-centre leases worth USD9.8bn in seven months and issued zero new shares to pay for it....
SUZ Stock Q2 2026: Suzano Earnings - The Pulp Price Rose And Profit Fell 64% 17.08.2026 14:57
Suzano (SUZ) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 18:11 ET Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened +1.12 pct, which was the high of the day, and CLOSED -0.37 pct at USD7.99 on 1.51x normal volume.) Suzano is the largest producer of hardwood market pulp on earth. It prices pulp in dollars and reports in Brazilian reai...
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