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

MPC Stock: EPS Beats by 51% — Q1 2026 Earnings Analysis 05.05.2026 14:31

MPC — Marathon Petroleum Corporation Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Energy Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 05.05.2026 9:34

## Chapters 0:00 Snapshot Overview ON Semiconductor just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for ON 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: $1.5B vs $1.4B expected (+5.1% beat) • EPS:...

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 05.05.2026 16:58

## Chapters 0:00 The ON Story 3:53 Earnings Overview ON Semiconductor just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for ON 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: $1.5B vs $1.4B expected (...

FANG Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 05.05.2026 9:37

## Chapters 0:00 Snapshot Overview Diamondback Energy just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for FANG 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: $4.2B vs $3.9B expected (+8.7% beat) •...

FANG Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 05.05.2026 17:22

## Chapters 0:00 The FANG Story 3:50 Earnings Overview Diamondback Energy just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for FANG 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: $4.2B vs $3.9B expe...

PINS Stock: $1.0B Revenue — Q1 2026 Earnings Analysis 05.05.2026 9:13

## Chapters 0:00 Snapshot Overview Pinterest just reported Q1 2026 earnings — $1.0b revenue. Here's what the double beat means for PINS 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: $1.0B vs $975M expected (+3.3% beat) • EPS: $-0.12...

PINS Stock: First-Ever $1 Billion Quarter — Q1 2026 Earnings Analysis 05.05.2026 17:12

## Chapters 0:00 The PINS Story 3:47 Earnings Overview Pinterest just reported Q1 2026 earnings — $1.0b revenue. Here's what the double beat means for PINS 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: $1.0B vs $975M expected (+3.3%...

BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis 05.05.2026 8:08

## Chapters 0:00 Snapshot Overview BWX Technologies just reported Q1 2026 earnings — eps beats by 21%. Here's what the double beat means for BWXT 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: $860M vs $722M expected (+19.1% beat) • E...

BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis 05.05.2026 17:14

## Chapters 0:00 The BWXT Story 3:53 Earnings Overview BWX Technologies just reported Q1 2026 earnings — eps beats by 21%. Here's what the double beat means for BWXT 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: $860M vs $722M expect...

DUOL Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 05.05.2026 9:40

## Chapters 0:00 Snapshot Overview Duolingo just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for DUOL 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: $292M vs $280M expected (+4.3% beat) • EPS: $0.93...

DUOL Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 05.05.2026 17:01

## Chapters 0:00 The DUOL Story 3:58 Earnings Overview Duolingo just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for DUOL 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: $292M vs $280M expected (+4.3...

VRTX Stock: Revenue In Line — Q1 2026 Earnings Analysis 05.05.2026 9:18

## Chapters 0:00 Snapshot Overview Vertex Pharmaceuticals just reported Q1 2026 earnings — revenue in line. We break down what went wrong and whether VRTX 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: $3.0B vs $3.0B expected (-0.2% miss) • EPS: $4.06 vs $4.23 ex...

VRTX Stock: CF Fortress Meets New Pain Drug — Q1 2026 Earnings Analysis 05.05.2026 17:05

## Chapters 0:00 The VRTX Story 3:53 Earnings Overview Vertex Pharmaceuticals just reported Q1 2026 earnings — revenue in line. We break down what went wrong and whether VRTX 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: $3.0B vs $3.0B expected (-0.2% miss) • EP...

STRL Stock: EPS Beats by 57% — Q1 2026 Earnings Analysis 05.05.2026 8:35

## Chapters 0:00 Snapshot Overview Sterling Infrastructure just reported Q1 2026 earnings — eps beats by 57%. Here's what the double beat means for STRL 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: $826M vs $604M expected (+36.8% be...

STRL Stock: EPS Beats by 57% — Q1 2026 Earnings Analysis 05.05.2026 16:56

## Chapters 0:00 The STRL Story 3:41 Earnings Overview Sterling Infrastructure just reported Q1 2026 earnings — eps beats by 57%. Here's what the double beat means for STRL 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: $826M vs $604M...

PLTR Stock: EPS Beats by 14% — Q1 2026 Earnings Analysis 04.05.2026 17:58

Palantir Technologies just reported Q1 2026 earnings — eps beats by 14%. Here's what the double beat means for PLTR 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: $1.6B vs $1.5B expected (+6.0% beat) • EPS: $0.33 vs $0.29 expected (+1...

TSN Stock: Revenue In Line — Q2 FY2026 Earnings Analysis 04.05.2026 16:47

Tyson Foods just reported Q2 FY2026 earnings — revenue in line. We break down what went wrong and whether TSN 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: $13.7B vs $13.7B expected (-0.3% miss) 📈 Free stock screening tools — no signup, no paywall: https://char...

L Stock: $4.6B Revenue — Q1 2026 Earnings Analysis 04.05.2026 16:05

Loews Corporation just reported Q1 2026 earnings — $4.6b revenue. We break down what went wrong and whether L 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: $4.6B 📈 Free stock screening tools — no signup, no paywall: https://chargedalpha.com 🎧 Also available as...

KRYS Stock: Revenue Up 10% — Q1 2026 Earnings Analysis 04.05.2026 17:36

Krystal Biotech just reported Q1 2026 earnings — revenue up 10%. The mixed results raise questions — here's our full breakdown of what it means for KRYS. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $116M vs $105M expected (+10.5% beat) 📈 Free stock screening tools — no si...

NCLH Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 15:56

Norwegian Cruise Line Holdings just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for NCLH. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.3B vs $2.3B expected (+3.1% beat) 📈 Free stoc...

AXSM Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 17:39

Axsome Therapeutics just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for AXSM. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $191M vs $185M expected (+3.2% beat) 📈 Free stock screening...

XEL Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 17:05

Xcel Energy just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for XEL. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $4.2B vs $4.2B expected (+0.0% beat) 📈 Free stock screening tools —...

WTW Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 16:58

Willis Towers Watson just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for WTW. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.4B vs $2.4B expected (+0.0% beat) 📈 Free stock screening...

TROW Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 16:51

T. Rowe Price just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for TROW. 🔔 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 vs $1.9B expected (+0.0% beat) 📈 Free stock screening tools...

SW Stock: Revenue Beats, EPS Misses — Q1 2026 04.05.2026 16:41

Smurfit WestRock just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for SW. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.6B vs $7.6B expected (+0.0% beat) 📈 Free stock screening tool...