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.
Vizitează neapărat site-ul podcastului și susține-i creatorul: chargedalpha.podbean.com
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Colton Thomas
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28 oct. 2026
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Episoade
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...
CBRL Stock: Negative Comps but the Stock Pops 27% Q3 FY2026 10.06.2026 11:22
CBRL (Cracker Barrel) reported Q3 FY2026 earnings on 2026-06-10. Stock jumped 26.9% on the print. Here's the breakdown: Is CBRL a buy, hold, or sell after this quarter? In this Cracker Barrel (CBRL) 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...
CNM Stock: Earnings +10% but the Stock Drops 4% Q1 FY2026 10.06.2026 9:50
CNM (Core & Main) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 4.2% on the print. Here's the breakdown: Is CNM a buy, hold, or sell after this quarter? In this Core & Main (CNM) 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 - en...
DBI Stock: Beats Profit, Crashes 24% - The Guide Nobody Touched Q1 FY2026 10.06.2026 10:15
DBI (Designer Brands) reported Q1 FY2026 earnings on 2026-06-09. Stock fell 23.9% on the print. Here's the breakdown: Is DBI a buy, hold, or sell after this quarter? In this Designer Brands (DBI) 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...
CASY Stock: A Gas-Station Pizza Chain Just Beat by 30% Q4 FY2026 10.06.2026 11:40
CASY (Casey's General Stores) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 14.9% on the print. Here's the breakdown: Is CASY a buy, hold, or sell after this quarter? In this Casey's General Stores (CASY) 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 & e...
SAIL Stock: ARR Up 26% but Stock Drops 12% Q1 FY2027 10.06.2026 11:24
SAIL (SailPoint) reported Q1 FY2027 earnings on 2026-06-09. Stock fell 12.4% on the print. Here's the breakdown: Is SAIL a buy, hold, or sell after this quarter? In this SailPoint (SAIL) 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 wit...
UNFI Stock: Profit Jumps 75% but Stock Drops 12% Q3 FY2026 09.06.2026 11:24
UNFI (United Natural Foods) reported Q3 FY2026 earnings on 2026-06-09. Stock fell 12.3% on the print. Here's the breakdown: Is UNFI a buy, hold, or sell after this quarter? In this United Natural Foods (UNFI) 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 & earning...
ASO Stock: First Positive Comp in 2 Years at 8x Earnings Q1 FY2026 09.06.2026 11:14
ASO (Academy Sports and Outdoors) reported Q1 FY2026 earnings on 2026-06-09. Stock jumped 2.3% on the print. Here's the breakdown: Is ASO a buy, hold, or sell after this quarter? In this Academy Sports and Outdoors (ASO) 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 &...
SJM Stock: The +20% Beat That Came With a Shrinking Year Q4 FY2026 09.06.2026 11:25
SJM (J.M. Smucker) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 12.9% on the print. Here's the breakdown: Is SJM a buy, hold, or sell after this quarter? In this J.M. Smucker (SJM) 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 - endin...
MTN Stock: Worst Snow in 50 Years, 6.6% Yield — Trap or Floor? Q3 FY2026 08.06.2026 11:52
MTN (Vail Resorts) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 1.4% on the print. Here's the breakdown: Is MTN a buy, hold, or sell after this quarter? In this Vail Resorts (MTN) 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...
VFS Stock: Deliveries Up 61% but the Cash Keeps Burning Q1 2026 08.06.2026 10:14
VFS (VinFast Auto) reported Q1 2026 earnings on 2026-06-08. Stock fell 3.6% on the print. Here's the breakdown: Is VFS a buy, hold, or sell after this quarter? In this VinFast Auto (VFS) 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...
CPB Stock: Profit Falls 32% Yet Still Beats — A 5% Yield Trap? Q3 FY2026 08.06.2026 10:36
CPB (The Campbell's Company) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 0.6% on the print. Here's the breakdown: Is CPB a buy, hold, or sell after this quarter? In this The Campbell's Company (CPB) 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 & earni...
VFS Stock: Deliveries Up 61% but the Cash Keeps Burning Q1 2026 08.06.2026 7:02
VFS (VinFast Auto) reported Q1 2026 earnings on 2026-06-08. Stock fell 3.6% on the print. Here's the breakdown: Is VFS a buy, hold, or sell after this quarter? In this VinFast Auto (VFS) 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...
CPB Stock: Profit Falls 32% Yet Still Beats — A 5% Yield Trap? Q3 FY2026 08.06.2026 7:16
CPB (The Campbell's Company) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 0.6% on the print. Here's the breakdown: Is CPB a buy, hold, or sell after this quarter? In this The Campbell's Company (CPB) 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 & earni...
YEXT Stock: $140M Buyback + Guide Suspended Q1 FY2027 06.06.2026 12:48
Yext Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, STRONG) - CURRENT @ $3.89 - HOLD - BUY below $3.31 with $2.72 stop - AVOID above $5.25 TRIGGER: Two consecutive quarters of positive total ARR growth with the under-$50K ACV cohort decline narrowing to single digits OR restoration of forwar...
NX Stock: EPS Beat +19% + Custom Solutions +6.6% Q2 FY2026 06.06.2026 11:57
Quanex Building Products Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $22.85 - HOLD - BUY below $20.00 with $17.00 stop - AVOID above $28.00 TRIGGER: Two consecutive quarters of revenue beat AND Custom Solutions segment growth above +5% OR Tyman synergy run-rate discl...
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