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
Catégorie
Site du podcast
Dernier épisode
28 oct. 2026
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Épisodes
Toll Brothers Q1: Beat - But Profits Fell. Stock Round-Tripped From -3.6% To +0.9% 20.05.2026 8:45
Toll Brothers Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $124.13 - HOLD - BUY below $105.00 with $95.00 stop - AVOID above $160.00 TRIGGER: Q3 deliveries above guide-high OR mortgage rates fall to 6% WINDOW: Through Q4 FY2026 earnings (mid-December 2026) TRACKER: char...
Keysight Technologies Q1: Beat - But Profits Fell. Stock Round-Tripped From -3.6% To +0.9% 20.05.2026 9:06
Keysight Technologies Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 conviction, STRONG) - CURRENT @ $343.99 - BUY - BUY below $310.00 with $280.00 stop - AVOID above $420.00 TRIGGER: Q3 EPS above $2.49 (above guide high) OR FY26 revenue growth raised above 28% WINDOW: Through Q4 FY2026 (late November 2026...
CAVA Group Q1 2026: +32% Revenue, +9.7% Same-Store - Guide RAISED, Stock STILL Dropped 20.05.2026 8:12
CAVA Group Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $78.14 - HOLD - BUY below $55.00 with $45.00 stop - AVOID above $100.00 TRIGGER: Pullback below $55 OR same-store sales acceleration above plus 10% for two consecutive quarters WINDOW: Through Q3 FY2026 earnings (e...
Home Depot Q1: Beat - But Profits Fell. Stock Round-Tripped From -3.6% To +0.9% 20.05.2026 9:03
Home Depot Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $302.44 - HOLD - BUY below $260.00 with $240.00 stop - AVOID above $360.00 TRIGGER: Two consecutive quarters of US comp sales above plus 2% OR existing-home sales above 4.5 million annualized WINDOW: Through Q3 F...
Beyond Meat -14.78% On An EPS Beat — The Call: AVOID | BYND Q1 2026 19.05.2026 7:48
Beyond Meat Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: AVOID (4/5 conviction, STRONG) - CURRENT @ $3.40 - AVOID - BUY below $1.50 with $0.80 stop - AVOID above $5.00 (upside exhausted) TRIGGER: Q2 rev = $65M + positive adj. EBITDA in FY26 WINDOW: Through FY27 earnings TRACKER: charged-alpha.com/calls/BYND WALL...
Beyond Meat -14.78% On An EPS Beat — The Call: AVOID | BYND Q1 2026 19.05.2026 7:48
Beyond Meat Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: AVOID (4/5 conviction, STRONG) - CURRENT @ $3.40 - AVOID - BUY below $1.50 with $0.80 stop - AVOID above $5.00 (upside exhausted) TRIGGER: Q2 rev = $65M + positive adj. EBITDA in FY26 WINDOW: Through FY27 earnings TRACKER: charged-alpha.com/calls/BYND WALL...
Beyond Meat -14.78% On An EPS Beat — The Call: AVOID | BYND Q1 2026 [Pipeline X v3] 19.05.2026 7:54
Pipeline X Pilot v3 - Beyond Meat Q1 2026 earnings breakdown in 7 minutes 54 seconds. Pipeline X v3 adds: (1) conversational dialogue with Hudson & Lana alternating every section, (2) a 3-tier price-aware verdict (not "AVOID at any price"), and (3) Wall Street analyst consensus comparison. THE CALL: AVOID (4/5 conviction) - CURRENT @ $3.40 - AVOID - BUY below $1.50 with $0.80 stop - AVOID abov...
Beyond Meat Dropped 14.78% On An EPS Beat | BYND Q1 2026 [Pipeline X v2] 19.05.2026 8:32
Pipeline X Pilot v2 - Beyond Meat Q1 2026 earnings breakdown in 8 minutes 32 seconds. Pipeline X v2 is our new short-form quarterly format with a permanent Management & Earnings Quality section before the verdict. Compare this to our standard BYND deep dive (linked below) and tell us which format you prefer. THE CALL: AVOID (4/5 conviction) ENTRY: No position above $2.50 TRIGGER: Q2 rev = $65M...
Why Did Beyond Meat Drop 14.78% On An EPS Beat? | BYND Q1 2026 [Pipeline X Pilot] 19.05.2026 8:02
Pipeline X Pilot - Beyond Meat Q1 2026 earnings breakdown in under 6 minutes. Pipeline X is a new short-form quarterly format for Charged Alpha. Compare it to our standard BYND deep dive (linked below) and tell us which format you prefer. THE CALL: AVOID (4/5 conviction) ENTRY: No position recommended at any level above $2.50 TRIGGER: Only revisit if Q2 revenue at or above $65M AND positive adjust...
BYND Stock: AVOID Call — Drops 14.78% On EPS Beat | Q1 2026 Pipeline X Pilot 19.05.2026 8:02
🆕 PIPELINE X PILOT — Beyond Meat (BYND) Q1 2026 Earnings Analysis This is the first episode in our new Pipeline X format: ~9 minutes, chart-first, with explicit Buy/Hold/Trim/Avoid calls. We're testing whether a shorter, denser format serves earnings analysis better than our standard 15-minute deep dives. 📊 What you'll see in 8 minutes: 00:00 — The disconnect: EPS beat 16.7%, stock dropped 14.78...
BRC Stock: EPS Beats by 6% — Q3 FY2026 Earnings Analysis 18.05.2026 16:51
Brady Corporation just reported Q3 FY2026 earnings — eps beats by 6%. Here's what the double beat means for BRC and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $435M vs $420M expected (+3.6% beat) • EPS: $1.50 vs $1.42 expected (+5.6%...
RYAAY Stock: €17.7B Revenue — FY2026 Annual Earnings Analysis 18.05.2026 16:50
Ryanair Holdings just reported FY2026 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for RYAAY. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $17.7B vs $17.5B expected (+1.2% beat) • EPS: $2.31 vs $2.36 ex...
IQ Stock: Revenue In Line — Q1 2026 Earnings Analysis 18.05.2026 18:15
iQIYI just reported Q1 2026 earnings — revenue in line. The mixed results raise questions — here's our full breakdown of what it means for IQ. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $902M vs $903M expected (-0.1% miss) • EPS: $-0.04 vs $-0.26 expected (-84.6% beat) •...
RNW Stock: EPS In Line — FY2026 2026 Earnings Analysis 18.05.2026 18:06
ReNew Energy Global just reported FY2026 2026 earnings — eps in line. The mixed results raise questions — here's our full breakdown of what it means for RNW. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.7B vs $1.6B expected (+2.5% beat) • EPS: $0.13 vs $0.13 expected (+0...
BIDU Stock: $4.7B Revenue — Q1 2026 Earnings Analysis 18.05.2026 21:18
Baidu just reported Q1 2026 earnings — $4.7b revenue. Here's what the double beat means for BIDU and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $4.7B vs $4.5B expected (+2.4% beat) • EPS: $1.75 vs $1.67 expected (+4.8% beat) • Gross M...
TRUMY Stock: EPS Misses Estimates — Q1 2026 15.05.2026 17:06
## Chapters 0:00 The Trend Micro Story 3:57 Earnings Overview Trend Micro just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for TRUMY. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.9B • EP...
ANTOF Stock: EPS Beats, Revenue Misses — FY 2025 15.05.2026 17:22
## Chapters 0:00 The Antofagasta Story 3:55 Earnings Overview Antofagasta just reported FY 2025 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for ANTOF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.8B...
YAMHF Stock: EPS Beats, Revenue Misses — FY 2026 15.05.2026 16:46
Yamaha Motor FY2026 Annual Results — Charged Alpha deep dive. Yamaha Motor just reported FY 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for YAMHF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $15....
RBC Stock: EPS Beats by 8% — Q4 FY2026 Earnings Analysis 15.05.2026 17:19
## Chapters 0:00 The RBC Bearings Story 3:56 Earnings Overview RBC Bearings just reported Q4 FY2026 earnings — eps beats by 8%. Here's what the double beat means for RBC and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $518M • EPS: $3.6...
HTHT Stock: EPS Beats, Revenue Misses — Q1 2026 15.05.2026 16:16
## Chapters 0:00 The H World Group Story 3:47 Earnings Overview H World Group just reported Q1 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for HTHT. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $8...
MFG Stock: EPS Beats by 25% — FY 2026 Earnings Analysis 15.05.2026 17:14
## Chapters 0:00 The Mizuho Financial Group Story 3:56 Earnings Overview Mizuho Financial Group just reported FY 2026 earnings — eps beats by 25%. Here's what the double beat means for MFG and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue...
MUFG Stock: EPS Beats by 6% — FY 2026 Earnings Analysis 15.05.2026 16:37
Mitsubishi UFJ Financial Group just reported FY 2026 earnings — eps beats by 6%. Here's what the double beat means for MUFG and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $40.0B vs $38.5B expected (+3.9% beat) • EPS: $1.08 vs $1.02 ex...
BAP Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis 15.05.2026 17:13
## Chapters 0:00 The Credicorp Story 3:57 Earnings Overview Credicorp just reported Q1 2026 earnings — eps beats by 7%. Here's what the double beat means for BAP and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.8B vs $1.8B expected (...
RUM Stock: Revenue Misses by 2% — Q1 2026 Earnings Analysis 14.05.2026 19:11
## Chapters 0:00 The Rumble Story 3:56 Earnings Overview Rumble just reported Q1 2026 earnings — revenue misses by 2%. We break down what went wrong and whether RUM can recover. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $25M vs $26M expected (-2.0% miss) • EPS: $-0.12 vs...
BOOT Stock: $0.5B Revenue — Q4 FY2026 Earnings Analysis 14.05.2026 18:31
## Chapters 0:00 The Boot Barn Story 3:50 Earnings Overview Boot Barn just reported Q4 FY2026 earnings — $0.5b revenue. Here's what the double beat means for BOOT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $539M vs $531M expected...
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