Charged Alpha Stock Encyclopedia

Figma, Inc. (FIG) Q2 2026 — Q2 revenue $370.1M, up 48.2% YoY and above the top of the $348-350M guide. Non-GAAP EPS $0.08 vs a ~$0.04 bar - but GAAP EPS was MINUS $0.21 (a $112.2M net loss) after $147.6M of stock compensation, 39.9% of revenue. Net dollar retention 136%. Full-year revenue guidance RAISED $40M to $1.463-1.467B. Q3 guided to $373-375M, +36% YoY but only +1.1% sequentially. Stock -14...

SiTime Corporation (SITM) Q2 2026 — Q2 revenue $157.4M vs $146.5M est, up 127% YoY and 38.6% sequentially - above the top of the $140-150M guide. Non-GAAP EPS $2.34 vs a $1.95 bar and a $1.85-$2.00 guide. Non-GAAP gross margin 67.1%, operating margin 34.0%. GAAP net income $18.2M ($0.66 diluted) - the largest in company history. Q3 guided to $285-295M and $3.50-$3.65. Stock +26.58% to $687.50. The...

Etsy, Inc. (ETSY) Q2 2026 — Q2 GAAP diluted EPS $(0.36) vs a ~$0.75 bar - while revenue BEAT at $668.3M vs $646.1M est. Continuing-operations diluted EPS was $0.98, a 31% beat. The entire gap is Depop, sold to eBay on July 30 and booked as a discontinued operation: $(161.0)M, or $(1.34) a diluted share. GMS $2.6B +7.5%, take rate 25.9%, adjusted EBITDA $195.4M at a 29.2% margin. FY26 margin guidan...

Talen Energy Corporation (TLN) Q2 2026 — Q2 GAAP EPS $(2.00) vs a $3.21 bar; revenue $747M vs $832.8M est - but revenue INCLUDES a $(212)M non-cash derivative mark. Ex-mark revenue $959M, a 15% BEAT. Adjusted EBITDA $374M vs $90M LY; Adjusted FCF $212M vs $(78)M. 2026 guidance RAISED to $2,025-$2,225M EBITDA and $1,200-$1,350M FCF. Stock +2.6% to $338.31 on the print, 24% off its October high. Tal...

Pfizer Inc. (PFE) Q2 2026 — Q2 revenue $15,034M UP 3% reported but just 1% operationally, against a $14.55B Street bar. Adjusted EPS $0.77 beat a $0.68 consensus by 13% - and came in BELOW the $0.78 earned a year earlier. GAAP was a LOSS of $(0.04) on $4.3B of intangible impairments. FY26 revenue guidance raised $500M at the midpoint to $60.5-$62.5B; adjusted EPS guidance REAFFIRMED at $2.80-$3.00...

Fox Corporation (FOXA) Q4 FY2026 — Q4 revenue $4,212M UP 28% vs a $3,643M Street bar. Advertising $1,916M UP 78% on the FIFA Men's World Cup. Adjusted EBITDA $1,195M UP 27%. Adjusted EPS $1.79 vs $1.44. Full year: record revenue $17,126M and record adjusted EBITDA $3,906M. Stock +5.1% to $61.67 - still 19% below its January high. Fox closed fiscal 2026 with record revenue of $17.13B and record adj...

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 FY2026 — Revenue $342.2M UP 35.8% and UP 18.4% sequentially - above the Street AND above MACOM's own $331-339M guide. Adjusted EPS $1.40 vs $1.35. Adjusted gross margin 59.7%, adjusted operating margin 31.5%. Then the guide: fiscal Q4 revenue $415-425M vs a $364.1M consensus and adjusted EPS $1.97-$2.03 vs $1.49. Stock +11.0% to $292.54. MACOM be...

Insmed Incorporated (INSM) Q2 2026 — Revenue $425.5M UP 296% vs a ~$393M bar. BRINSUPRI $309.2M in launch quarter four, UP 49% sequentially. GAAP EPS -$0.06 vs a -$0.69 bar - but 88% of that result is a $99.8M NON-CASH gain on an earnout settled in Insmed's own shares. Ex-mark EPS is -$0.52, a 17-cent beat. FY26 BRINSUPRI guidance RAISED to $1.25-$1.40B from 'at least $1B'. Stock +32.0% to $130.73...

Warner Bros. Discovery, Inc. (WBD) Q2 2026 — Revenue $8,717M DOWN 12% ex-FX. Adjusted EBITDA $1,879M DOWN 6% ex-FX. Free cash flow $572M after ~$350M of deal costs. Streaming's first-ever $3B quarter, Adjusted EBITDA +63% ex-FX to $512M. Net debt $29.7B at 3.4x. GAAP EPS $0.06 vs a -$0.13 bar - but that is a $433M tax benefit on a $271M pre-tax loss. Stock +1.98% to $26.49 on a pre-market print. W...

Block, Inc. (XYZ) Q2 2026 — Gross profit $3,166M UP 25% vs its own $3.04B guide. Adjusted EPS $1.02 UP 65% vs an $0.871 bar. GAAP EPS $0.15 DOWN 83%. Record 27% adjusted operating margin. FY26 guide RAISED to $12.51B and $4.02 - but the implied second half went up only $54M of gross profit and $6M of operating income. Stock -4.75% to $80.20. Block (formerly Square, ticker SQ, now XYZ) beat and rai...

Motorola Solutions, Inc. (MSI) Q2 2026 — Sales $3,133M UP 13% vs a ~$3,031M bar. Non-GAAP EPS $4.41 UP 24% vs a $3.85 bar - and $0.53 above the TOP of the company's own May guide of $3.82-$3.88. GAAP EPS $3.33 UP 10%. Record Q2 backlog $15.6B UP 11%. FY26 guide RAISED for the third time to ~$12.975B and $17.62-$17.72. Stock +7.6% to $471.25. Motorola Solutions grew revenue $368M this quarter. $243...

Constellation Energy Corporation (CEG) Q2 2026 — GAAP EPS $1.42, DOWN 47%. Adjusted operating earnings $2.55, UP 33.5% against a ~$2.36 bar. Revenue $7,504M, up 23%, but BELOW a ~$7.83B bar. FY2026 guidance RAISED to $11.50-$12.50. One non-cash line is $0.94 of the $1.13 gap. Two earnings numbers in one filing, pointing opposite ways. GAAP EPS fell 47% to $1.42 while adjusted operating earnings -...

Howmet Aerospace Inc. (HWM) Q2 2026 — Revenue $2,547M UP 24% (21% organic). Adjusted EPS $1.33 vs a $1.24 bar, UP 46%. Adjusted EBITDA $817M, a 32.1% margin, UP 340bps. Free cash flow $479M. FY2026 guidance RAISED a third time, to $5.27. All three metrics cleared the TOP of the company's own raised range. The stock hit an all-time high near $300. Almost every 'beat' is a beat against a bar somebod...

Datadog, Inc. (DDOG) Q2 2026 — Revenue $1,121.5M UP 35.6% and ACCELERATING from 32.2%. Non-GAAP EPS $0.65 vs a ~$0.583 bar. Non-GAAP operating margin 22.9% vs 19.8%. FCF $278.7M. Both guides RAISED. The stock fell ~17% anyway, to roughly $234. Datadog grew revenue 36%, beat earnings by 11%, expanded non-GAAP operating margin 310bps to 22.9%, and RAISED both guides. The stock fell about 17%, to rou...

eBay Inc. (EBAY) Q2 2026 — Revenue $3,134M UP 15% vs a $3.02B bar. GMV $22,398M UP 15%. Non-GAAP EPS $1.60 vs $1.50 - a real beat against a RISING bar, and the full year was raised. But Active Buyers went 134M to 136M, up just 1.5%. eBay's GMV grew 15% to $22,398M - its best volume quarter in a decade. Its Active Buyer count grew 1.5%, from 134M to 136M. GMV per buyer went from $145.63 to $164.69,...

IonQ, Inc. (IONQ) Q2 2026 — Revenue $80.1M UP 287%, 20% above IonQ's own guided midpoint. GAAP EPS -$5.08 vs a -$0.56 bar - but ADJUSTED EPS was -$0.33, a 23-cent BEAT. $1,649.1M of the $1,868.6M net loss is a warrant mark. IonQ reported a net loss of $1,868.6M and GAAP EPS of -$5.08 against a -$0.56 bar. $1,649.1M of that - 88% - is one non-cash line: the change in fair value of warrant liabiliti...

DoorDash, Inc. (DASH) Q2 2026 — Marketplace GOV $33,078M UP 36%. Revenue $4,454M UP 36% vs a $4.35B bar. Adjusted EBITDA $914M UP 40% vs $842M - and $44M above the TOP of the company's own guide. But GAAP EPS $0.46 MISSED the ~$0.47 bar, net income fell 30% to $200M, and income from operations FELL 4% to $156M. DoorDash's adjusted EBITDA grew 40% to $914M. Its income from operations - the audited...

Revolution Medicines, Inc. (RVMD) Q2 2026 — R&D $394.9M UP 76%. G&A $110.2M UP 172%. Net loss $644.4M. Loss per share $3.06 vs a $2.04 bar. Cash $3.94B. Product revenue: zero. RVMD lost $3.06 a share against a $2.04 bar - but $151.0M of that is a non-cash mark on EQRx warrants the 10-Q says rose 'as a result of an increase in our share price in 2026'. The loss got bigger because the stock...

Expedia Group, Inc. (EXPE) Q2 2026 — Gross bookings $33,928M UP 12%. Revenue $4,315M UP 14%. Adjusted EBITDA $1,119M UP 23% with 196bps of margin expansion. Adjusted EPS $5.76 vs the $5.22 bar - the sixth straight beat - and FY2026 guidance raised to $16.05-$16.22B. But B2B grew revenue 23% and added only $38M of profit. Expedia beat on every line and raised full-year guidance. But the story every...

McKesson Corporation (MCK) Q1 FY2027 — Revenue $105,380M UP 8%. Adjusted EPS $9.93 UP 20%, beating the $9.56 bar by $0.37 - the fourth straight beat - and FY2027 guidance was raised to $44.20-$45.00. But GAAP EPS was $5.15, DOWN 18%, and adjusted EARNINGS rose only 14%. McKesson reported two earnings numbers: GAAP EPS of $5.15, down 18%, and adjusted EPS of $9.93, up 20%. The $4.78 gap is six time...

MKS Inc. (MKSI) Q2 2026 — MKS reports AFTER the close - the 8-K was accepted at 4:31pm ET on Aug 5 - so the -2.39% close at $313.10 is a PRE-print price, not the reaction. The reaction so far is the after-hours tape: last trade $309.25, -1.23%. Revenue $1,248M (+28.3%) beat a ~$1,195M bar, non-GAAP EPS $3.30 beat $2.91, and Q3 is guided to $1,350M and $3.58. MKS beat on revenue, on GAAP earnings,...

CDW Corporation (CDW) Q2 2026 — Net sales $6,572.2M UP 10.0% beat a ~$6.21B bar and non-GAAP EPS $2.91 beat $2.80. Then the cascade: gross profit +6.3%, operating income +2.0%, gross margin 20.1% vs 20.8%. CDW opened at $115.45, traded to $113.00 (-26.6%), and closed down 9.03% at $140.10. CDW beat on revenue and on earnings - and the stock still closed down 9%. Here is why: revenue grew 10.0%, gr...

Western Digital Corporation (WDC) Q4 FY2026 — Revenue $3,747M UP 44% and non-GAAP EPS $3.56 beat a $3.29 bar. Non-GAAP gross margin 54.4%, up 1,310bp. Guidance came in ABOVE consensus. And the stock closed down 5.36% at $519.17 pre-print, then fell 11.12% after hours to $461.42. WD beat on both lines, guided ABOVE consensus and printed a 54.4% non-GAAP gross margin - and the shares still fell abou...

Coeur Mining, Inc. (CDE) Q2 2026 — Revenue $1,085.6M UP 126%, adjusted EBITDA $478.3M UP 124%, free cash flow $387.5M UP 165% - all company records. Adjusted EPS $0.12 against $0.16 a year ago: DOWN 25%. The share count rose 61% and a $140M non-cash charge took $0.10. Coeur posted record revenue, record adjusted EBITDA and record free cash flow - and adjusted earnings per share FELL 25%, from $0.1...

Axon Enterprise, Inc. (AXON) Q2 2026 — Net sales $904.4M UP 35.3% and guidance RAISED to 32-34%. Adjusted EBITDA $242.0M - but $144.3M of that is stock compensation added back. Non-GAAP EPS $1.88 beat a $1.83 bar and still fell 13.8%. Free cash flow: NEGATIVE $1.0M. Axon grew revenue 35.3%, raised guidance and beat both lines - and the stock fell 6% after hours. Free cash flow was NEGATIVE $1.0M,...