Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1005 episodes

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.

Author

Colton Thomas

Episodes

MU Stock: Micron’s Revenue Exploded 346% On AI Memory - Still A Buy At $1 Trillion? Q3 FY2026 25.06.2026 10:28

MU (Micron) reported Q3 FY2026 earnings on 2026-06-24. Stock fell 0.3% on the print. Here's the breakdown: Is MU a buy, hold, or sell after this quarter? In this Micron (MU) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

PAYX Stock: Paychex Beat And Grew 12% - So Why Did It Fall? Q4 FY2026 24.06.2026 11:03

PAYX (Paychex) reported Q4 FY2026 earnings on 2026-06-24. Stock fell 3.6% on the print. Here's the breakdown: Is PAYX a buy, hold, or sell after this quarter? In this Paychex (PAYX) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

DAKT Stock: Daktronics Crushed Earnings And Swung To Profit - Why Only A Hold? Q4 FY2026 24.06.2026 11:02

DAKT (Daktronics) reported Q4 FY2026 earnings on 2026-06-24. Stock jumped 3.1% on the print. Here's the breakdown: Is DAKT a buy, hold, or sell after this quarter? In this Daktronics (DAKT) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending...

WOR Stock: Worthington’s Revenue Jumped 17% - So Why The Triple Miss? Q4 FY2026 24.06.2026 10:49

WOR (Worthington) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 0.8% on the print. Here's the breakdown: Is WOR a buy, hold, or sell after this quarter? In this Worthington (WOR) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending wit...

SUNB Stock: Sunbelt Beat And Raised Guidance - So Why Did It Crash 9%? Q4 FY2026 24.06.2026 10:29

SUNB (Sunbelt) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 9.4% on the print. Here's the breakdown: Is SUNB a buy, hold, or sell after this quarter? In this Sunbelt (SUNB) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

CCL Stock: Carnival Beat And Set Records - So Why Did It Just Drop 5%? Q2 FY2026 24.06.2026 10:38

CCL (Carnival) reported Q2 FY2026 earnings on 2026-06-23. Stock fell 4.9% on the print. Here's the breakdown: Is CCL a buy, hold, or sell after this quarter? In this Carnival (CCL) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cl...

FDX Stock: FedEx Beat And Spun Off Its Freight Arm - Is The Breakup Worth It? Q4 FY2026 23.06.2026 10:17

FDX (FedEx) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 3.5% on the print. Here's the breakdown: Is FDX a buy, hold, or sell after this quarter? In this FedEx (FDX) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pr...

CBRS Stock: Cerebras Grew 92% On A $20B OpenAI Deal - But Where’s The Catch? Q1 2026 23.06.2026 10:32

CBRS (Cerebras) reported Q1 2026 earnings on 2026-06-23. Stock jumped 1.0% on the print. Here's the breakdown: Is CBRS a buy, hold, or sell after this quarter? In this Cerebras (CBRS) Q1 2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

KR Stock: Kroger’s New Walmart CEO Is Cutting Prices On Purpose - And The Stock Fell Q1 FY2026 18.06.2026 10:09

KR (Kroger) reported Q1 FY2026 earnings on 2026-06-18. Stock fell 3.6% on the print. Here's the breakdown: Is KR a buy, hold, or sell after this quarter? In this Kroger (KR) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

ACN Stock: Accenture Beat Earnings - And Crashed To A Decade-Low 12x On AI Fears Q3 FY2026 18.06.2026 10:06

ACN (Accenture) reported Q3 FY2026 earnings on 2026-06-18. Stock fell 5.7% on the print. Here's the breakdown: Is ACN a buy, hold, or sell after this quarter? In this Accenture (ACN) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...

KMX Stock: CarMax Beat Earnings 39% - And The Stock Crashed 8%. Here’s Why Q1 FY2027 17.06.2026 9:43

KMX (CarMax) reported Q1 FY2027 earnings on 2026-06-17. Stock fell 7.6% on the print. Here's the breakdown: Is KMX a buy, hold, or sell after this quarter? In this CarMax (KMX) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear...

JBL Stock: Jabil’s $13B AI Engine Nearly Doubled Its Valuation - Is The Upside Gone? Q3 FY2026 17.06.2026 10:07

JBL (Jabil) reported Q3 FY2026 earnings on 2026-06-17. Stock jumped 4.8% on the print. Here's the breakdown: Is JBL a buy, hold, or sell after this quarter? In this Jabil (JBL) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear...

WW Stock: WeightWatchers Lost $5.20 a Share, 113% Worse Than Feared Q1 FY2026 16.06.2026 11:30

WW (WW International) reported Q1 FY2026 earnings on 2026-05-07. Stock jumped 1.3% on the print. Here's the breakdown: Is WW a buy, hold, or sell after this quarter? In this WW International (WW) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - e...

LZB Stock: Dividend Raised 10% in the Worst Housing Market in 30 Years Q4 FY2026 16.06.2026 11:10

LZB (La-Z-Boy) reported Q4 FY2026 earnings on 2026-06-16. Stock fell 1.8% on the print. Here's the breakdown: Is LZB a buy, hold, or sell after this quarter? In this La-Z-Boy (LZB) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cl...

WLY Stock: Wiley’s 50M Dollar AI Licensing Engine Hiding in a 218-Year-Old Publisher Q4 FY2026 16.06.2026 10:58

WLY (John Wiley & Sons) reported Q4 FY2026 earnings on 2026-06-16. Stock fell 1.9% on the print. Here's the breakdown: Is WLY a buy, hold, or sell after this quarter? In this John Wiley & Sons (WLY) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings...

NCLTY Stock: The $46B Japan Furniture King Most Americans Have Never Heard Of Q4 FY2026 16.06.2026 10:50

NCLTY (Nitori Holdings) reported Q4 FY2026 earnings on 2026-05-14. Stock fell 3.4% on the print. Here's the breakdown: Is NCLTY a buy, hold, or sell after this quarter? In this Nitori Holdings (NCLTY) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qualit...

PLAY Stock: 16 Cents vs 60 Cents - The Family Entertainment Wipeout Q1 FY2027 16.06.2026 10:55

PLAY (Dave & Buster's Entertainment) reported Q1 FY2027 earnings on 2026-06-15. Stock fell 4.7% on the print. Here's the breakdown: Is PLAY a buy, hold, or sell after this quarter? In this Dave & Buster's Entertainment (PLAY) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and...

5 Consumer Earnings, 1 Verdict: CASY vs CHWY vs LEN vs TCOM vs VFS 12.06.2026 9:59

Five consumer companies reported earnings in one week - and together they map the entire 2026 American wallet. Here's the breakdown: Is the consumer dead or just picky? In this Retail Reckoning thematic we cross-read five fresh earnings prints - Casey's (CASY), Chewy (CHWY), Lennar (LEN), Trip.com (TCOM) and VinFast (VFS) - to find where the household budget actually goes: experiences and essentia...

LEN Stock: Buffett Owns 4%, Margins at Decade Lows — Who Blinks? Q2 FY2026 11.06.2026 10:13

LEN (Lennar) reported Q2 FY2026 earnings on 2026-06-11. Stock jumped 5.7% on the print. Here's the breakdown: Is LEN a buy, hold, or sell after this quarter? In this Lennar (LEN) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clea...

RH Stock: The $2 Loss Head Fake — Guide Raised, Shorts Squeezed Q1 FY2026 11.06.2026 10:08

RH (RH) reported Q1 FY2026 earnings on 2026-06-11. Stock jumped 7.5% on the print. Here's the breakdown: Is RH a buy, hold, or sell after this quarter? In this RH (RH) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-awa...

ADBE Stock: Record Quarter, Raised Guide, Stock Dumps 11% Q2 FY2026 11.06.2026 10:05

ADBE (Adobe) reported Q2 FY2026 earnings on 2026-06-11. Stock fell 6.2% on the print. Here's the breakdown: Is ADBE a buy, hold, or sell after this quarter? In this Adobe (ADBE) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear...

UEC Stock: America’s Biggest New Uranium Mine vs a 25% Crash Q3 FY2026 11.06.2026 10:36

UEC (Uranium Energy) reported Q3 FY2026 earnings on 2026-06-09. Stock fell 11.6% on the print. Here's the breakdown: Is UEC a buy, hold, or sell after this quarter? In this Uranium Energy (UEC) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - end...

NAVN Stock: $3.1B Bookings, Guide Raised to 30% Q1 FY2027 10.06.2026 11:24

NAVN (Navan) reported Q1 FY2027 earnings on 2026-06-10. Stock jumped 0.9% on the print. Here's the breakdown: Is NAVN a buy, hold, or sell after this quarter? In this Navan (NAVN) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cle...

ORCL Stock: Oracle’s $638B AI Backlog Explodes But the Stock Falls Q4 FY2026 10.06.2026 11:15

ORCL (Oracle) reported Q4 FY2026 earnings on 2026-06-10. Stock fell 2.2% on the print. Here's the breakdown: Is ORCL a buy, hold, or sell after this quarter? In this Oracle (ORCL) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cle...

CHWY Stock: The 23-Cent EPS That Wasn’t a Miss Q1 FY2026 10.06.2026 11:26

CHWY (Chewy, Inc.) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 0.7% on the print. Here's the breakdown: Is CHWY a buy, hold, or sell after this quarter? In this Chewy, Inc. (CHWY) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending...