Charged Alpha Stock Encyclopedia

On Holding AG (ONON) Q2 2026 — Net sales CHF 850.3M, +21.6% constant currency. Gross margin a record 65.4% vs 61.5%, while fully absorbing US tariffs. Adjusted EBITDA CHF 168.1M, 19.8% margin. Adjusted diluted EPS Class A CHF 0.35 vs CHF (0.09). The 6-K was accepted 10:10 UTC, before the open, so the -20.29% close at $30.91 IS the reaction session. On raised full-year gross-margin guidance to a re...

Camtek Ltd. (CAMT) Q2 2026 — Revenue $133.2M, a record, +8.0% y/y. Non-GAAP EPS $0.78 vs a $0.761 bar - but $0.79 a year ago. GAAP EPS $0.46 vs $0.69, -33%. Q3 guided $158-160M, +20% q/q. The 6-K landed 7:16am ET Aug 10, BEFORE the open: CAMT gapped to $169.94 (+9.4%), fell to $147.75 (-4.9%), closed $158.10, +1.77%. Camtek printed the biggest quarter in its history - $133.2 million of revenue - a...

ChipMOS TECHNOLOGIES INC. (IMOS) Q2 2026 — Revenue NT$7,383.1M / US$231.8M at NT$31.85, +6.5% q/q and +28.7% y/y - the best quarter since 2014. Gross margin 18.0% vs 13.8% in March and 6.6% a year ago. EPS US$0.80 per basic ADS vs a US$0.64 bar, a 25% BEAT. The 6-K landed 6:10am ET Aug 11, BEFORE the open, so Aug 11 IS the reaction: +11.74% to $59.28 on 1.84x volume. ChipMOS printed its best quart...

Super Micro Computer, Inc. (SMCI) Q4 FY2026 — Net sales $11.120B vs $5.757B (+93.2%), MISSING an $11.599B bar by 4.1%. Non-GAAP diluted EPS $1.70 vs $0.923, an 84% BEAT; GAAP $1.62. Gross margin 17.5% vs 9.9% in March against the company's own 8.2-8.4% guidance. The 8-K was accepted 4:06pm ET Tue Aug 11 (AMC), so the $31.60 close is the session BEFORE the print; the after-hours move was about +6.2...

Quantum Computing, Inc. (QUBT) Q2 2026 — Revenue $5.551M vs $61K a year ago (about 91x) and $3.691M in March, beating a $5.1515M bar by 7.8%. GAAP EPS -$0.05 vs a -$0.0345 bar, a miss. The 8-K was accepted 4:23pm ET Mon Aug 10 (AMC), so Tuesday Aug 11 IS the reaction: $8.93 to $8.95, up 0.22%, after gapping up to $9.16 - which was also the high - and fading to close at $8.95 on 0.67x average volum...

Ambiq Micro, Inc. (AMBQ) Q2 2026 — Net sales $33.901M, up 89.7% y/y and 35.3% q/q, beating a $31.51M bar by 7.6%. Non-GAAP EPS -$0.07 vs -$0.257, a 19-cent beat. GAAP EPS -$0.32. The 8-K was accepted 7:31am ET Tue Aug 11 (BMO), so Tuesday IS the reaction: $63.92 to $65.29, up 2.14% - after an 8.7% intraday swing. Ambiq's June quarter was the best it has ever printed: net sales $33.901 million, up...

Aeva Technologies, Inc. (AEVA) Q2 2026 — Total revenue $6.136M, up 11.3% y/y - but PRODUCT revenue FELL 39.4% to $2.546M while professional service fees rose 174.5% to $3.590M. Non-GAAP EPS -$0.41 vs a -$0.43 bar, a 2-cent beat. The 8-K was accepted 4:10pm ET Wed Aug 5 (AMC), so Thu Aug 6 is the reaction: $19.61 to $25.26, UP 28.81% on 8.43M shares; $26.62 by Fri Aug 7. Aeva's headline read revenu...

Arteris, Inc. (AIP) Q2 2026 — Record revenue $24.134M, up 46% and above consensus - but non-GAAP EPS -$0.10 against a -$0.04157 bar, a six-cent MISS on cost. ACV plus royalties $99.5M, up 44%. The 8-K was accepted 4:13pm ET Thu Aug 6 (AMC), so Fri Aug 7 is the reaction: $31.62 to $29.78, DOWN 5.82%. Arteris printed four company records and the stock fell 5.82%. The document nobody read was filed a...

Voyager Technologies, Inc. (VOYG) Q2 2026 — Record net sales $52.746M, up 15.5% y/y - but gross profit FELL 45.7% to $4.457M, an 8.4% margin vs 18.0%. Adjusted EPS -$0.70 vs a -$0.87806 bar. Guidance raised to $275-305M. The 8-K was accepted 4:17pm ET Mon Aug 3 (AMC), so Tue Aug 4 is the reaction: $28.01 to $33.49, UP 19.56%; $41.85 by Fri Aug 7. Voyager raised full-year guidance to $275-305 milli...

Spyre Therapeutics, Inc. (SYRE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no product revenue, ever. Net loss $36.200M vs $36.717M. EPS -$0.36 vs a -$0.759 bar - but the entire beat was a $40.0M pegzilarginase milestone on a drug sold in 2023, which the 10-Q says is owed to CVR holders. Ex-milestone EPS -$0.768: no beat. Cash $1,145.3M, no debt. Released 4:02pm ET Aug 4 (AMC), so Aug 5 is th...

Kulicke and Soffa Industries, Inc. (KLIC) Q3 FY2026 — Q3 FY2026 (quarter ended July 4, 2026): net revenue $330.409M, +122.6% y/y and +36.2% q/q. Non-GAAP EPS $1.20 vs a ~$1.06 bar and the company's own $1.00 May guide; GAAP EPS $1.07. Gross margin 47.8%. Q4 guided to $375M and $1.42. The 8-K landed 4:07pm ET Aug 5 (AMC), so Aug 6 is the reaction: $93.84 to $90.66, DOWN 3.39%. Revenue more than dou...

GRAIL, Inc. (GRAL) Q2 2026 — Q2 2026: revenue $44.687M, +25.7% y/y, beating a ~$42.4M bar. Galleri volume +35% to more than 61,000 tests. Loss per share $2.56 vs a $2.66 estimate - a beat. But the operating loss WIDENED to $173.783M from $158.854M. The stock closed -14.53% on Aug 6, then rebounded 9.59% on Aug 7. GRAIL lost $2.56 a share against a $2.66 estimate and beat. Take out the $56.5M benef...

Ouster, Inc. (OUST) Q2 2026 — Q2 2026: revenue $54.626M, +55.9% y/y, beating a ~$51.5M bar by ~6%. GAAP gross margin 48.85%, the best ever. Net loss $18.114M ($0.27/sh). Adjusted EBITDA loss $4.453M. Reported AMC Aug 6; the stock closed -4.78% on Aug 7 after trading up 8.6% intraday. Ouster grew revenue 55.9% to $54.6M. Put the Stereolabs acquisition into both years, as its own 10-Q does, and it i...

Revvity, Inc. (RVTY) Q2 2026 — Q2 2026: revenue $729.7M, +1.3% y/y. GAAP EPS from continuing operations $0.48; adjusted $1.41 vs a $1.21 bar. But the release says $16M of tariff refunds sit inside that, about $0.11 of EPS. BMO Aug 4; the stock closed -3.32%. Revvity beat by 20 cents - $1.41 against $1.21 - and raised full-year guidance. Its own release says about $0.11 came from tariff refunds. St...

Cirrus Logic, Inc. (CRUS) Q1 FY2027 — Q1 FY2027: revenue $459.7M, +12.9% y/y, a record first quarter. GAAP EPS $1.47; non-GAAP $1.84 vs a $1.81 non-GAAP bar. But the 10-Q puts one end customer at 90% of net sales vs 86%. Reported AMC Aug 5; Aug 6 close -4.57%. Cirrus Logic posted a record June quarter - revenue up 12.9%, non-GAAP EPS up 21.9%. It also came out of that quarter MORE dependent on one...

Cheniere Energy, Inc. (LNG) Q2 2026 — Q2 2026: revenue $5,732M, +24% y/y. Consolidated Adjusted EBITDA $1,804M, +27%. Cheniere Distributable Cash Flow $1.17B on 184 cargoes. GAAP diluted EPS $14.65 - but the $3.11 bar is non-GAAP, and on that basis it was $3.02, a 2.9% MISS. Guidance RAISED again. Reported BMO Aug 6: +4.32%, then -3.62%. Cheniere raised full-year guidance a second time, and the Ad...

Vishay Intertechnology, Inc. (VSH) Q2 2026 — Q2 2026 (ended July 4, 2026): GAAP revenue $888.6M, +16.6% y/y. Diluted EPS $0.19 vs a $0.1452 bar - a 30.9% BEAT, and adjusted EPS equals GAAP EPS exactly. Operating margin 6.0% from 2.9%. The 8-K was accepted 7:30am ET Aug 5 (BMO), so Aug 5 IS the reaction: $38.85 to $33.18, DOWN 10.61%. Aug 7 recovered to $35.41. Vishay beat by 31% against a bar that...

Redwire Corporation (RDW) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $117.1M, up 89.6% y/y, a record. Adjusted EPS -$0.09 vs a ~-$0.156 bar - a BEAT (the -$0.19 on the screens is GAAP). Gross margin a record 27.8% vs -30.9%. Adjusted EBITDA -$3.2M. 8-K accepted 4:28pm ET Aug 5 (AMC), so Aug 6 is the reaction: closed $11.83 (+10.4%); Aug 7 added 14.9% to $13.59. Redwire posted record...

ACM Research (ACMR) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $292.9M vs a $269.3M bar - a beat, up 36.0% y/y. Non-GAAP diluted EPS $0.61 vs a $0.4186 bar - a 46% beat. GAAP diluted EPS $1.23 vs $0.44. The 8-K was accepted 7:37am ET Fri Aug 7, BEFORE the open, so Friday IS the reaction: the stock opened $91.14 (+15.4%) and CLOSED $83.80, up 6.10%, giving back more than half the pop....

Dropbox (DBX) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $631.5M vs a $626.7M bar - a beat, up 0.9% y/y. Non-GAAP diluted EPS $0.75 vs a $0.739 bar - a beat. GAAP diluted EPS $0.42, DOWN from $0.45. The 8-K was accepted 4:08pm ET Thu Aug 6, AFTER the close, so FRIDAY Aug 7 is the reaction: DBX closed $34.81, UP 0.78% from $34.54. Dropbox beat on revenue and on earnings, and its free...

Rigetti Computing (RGTI) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $5.138M vs a $5.087M bar - a beat, UP 185% y/y. Gross margin 42.6% vs 31.4%. But non-GAAP diluted loss per share was $0.05 against a $0.046 bar - a MISS. GAAP diluted loss per share $0.16. The 8-K was accepted 4:05pm ET Thu Aug 6, AFTER the close, so FRIDAY Aug 7 is the reaction: RGTI closed $17.94, UP 8.5% from $16....

The Clorox Company (CLX) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $1.948B vs a $1.915B Street bar - a beat - but DOWN 2% y/y with organic sales -13%. Adjusted diluted EPS $1.66 vs a $1.64 bar - also a beat - but DOWN 42% from $2.87. GAAP diluted EPS $1.34, down 50% from $2.68. Gross margin 41.3% vs 46.5%, -520bp. The results 8-K was accepted 4:12pm ET Monday Aug 3, AFTER the...

Cognex Corporation (CGNX) Q2 2026 — Q2 2026 (13 weeks ended July 5, 2026): record revenue $291.263M, +16.9% y/y, the midpoint of the company's own $280-300M guide and 0.3% under a $292.1M Street bar - in line, not a miss. Adjusted diluted EPS $0.45 vs a $0.4238 bar and ABOVE its own $0.40-0.44 guide; GAAP EPS $0.43. Adjusted EBITDA margin 32.2% vs a 28-31% guide. GAAP operating margin 29.4% vs 17....

Lumen Technologies (LUMN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2,805M vs a $2,740M bar, but DOWN 9.3% year on year; loss per share excluding special items $(0.07) vs a $(0.134) estimate, a 6.4-cent beat on the same basis (Q1 $(0.47) + Q2 $(0.07) = the printed YTD $(0.54), so the basis ties). Adjusted EBITDA ex-specials $802M, DOWN 8.6%. Full-year 2026 guidance REITERATED. The...

Evergy, Inc. (EVRG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $0.88 vs $0.82, up 7.3%, against a $0.811 bar - an 8.5% beat on the same adjusted basis Evergy guides on. GAAP EPS was HIGHER at $0.91, up 23.0%, because a $7.9M venture gain was excluded. Revenues $1,500.1M vs a $1,363.3M bar. 2026 guidance REAFFIRMED at $4.14-4.34. The 8-K hit 7:00am ET Thursday Aug 6, BEFORE the o...