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Charged Alpha Stock Encyclopedia — 1,000 episodes · page 4 of 10
Liquidia (LQDA) Q2 2026 Earnings: The Same $40 Million, Three Quarters Running
Cardinal Health (CAH) Q4 FY2026 Earnings: EPS Guided Up, Cash Guided Down
CoreWeave (CRWV) Q2 2026 Earnings: The $104B Backlog Only Lasts 2.6 Years
On Holding (ONON) Q2 2026 Earnings: Down 20% On A Record 65.4% Gross Margin
Camtek (CAMT) Q2 2026 Earnings: Record Revenue, ZERO Extra Operating Profit
ChipMOS (IMOS) Q2 2026 Earnings: Record Since 2014 - The Beat Was PRICE, Not Volume
Super Micro (SMCI) Q4 FY2026 Earnings: $2.2B Profit, $6.8B Of Cash GONE
Quantum Computing (QUBT) Q2 2026 Earnings: Revenue Up 91x, Like-For-Like It FELL 42%
Ambiq Micro (AMBQ) Q2 2026 Earnings: 90% Growth, And A Guide That Doubles The Loss
Aeva Technologies (AEVA) Q2 2026 Earnings: The Product Line Fell 39%
Arteris (AIP) Q2 2026 Earnings: The Real Forecast Was In The CFO’s Contract
Voyager Technologies (VOYG) Q2 2026 Earnings: A Record Quarter, And A Third Of The Guide
Spyre Therapeutics (SYRE) Q2 2026 Earnings: The 40-Cent Beat That Belongs To Somebody Else
Kulicke & Soffa (KLIC) Q3 FY2026 Earnings: The AI Multiple On A Ball-Bonder Boom
GRAIL (GRAL) Q2 2026 Earnings: The Beat The Tax Line Paid For
Ouster (OUST) Q2 2026 Earnings: 56% Growth Is 39% Like-For-Like
Revvity (RVTY) Q2 2026 Earnings: A 20-Cent Beat, 11 Cents A Tariff Refund
Cirrus Logic (CRUS) Q1 FY2027 Earnings: Record Quarter, 90% Apple
Cheniere (LNG) Q2 2026 Earnings: EBITDA Guide +17%, Cash To Owners +5%
Vishay (VSH) Q2 2026 Earnings: Beat By 31%, Stock Fell 10.6%
Redwire (RDW) Q2 2026 Earnings: Revenue +90%, And None Of It Was Space
ACM Research (ACMR) Q2 2026 Earnings: A 46% Beat, And 70% Of It Wasn’t Operating
Dropbox (DBX) Q2 2026 Earnings: Free Cash Flow Fell 9%, The Headline Said +25%
Rigetti (RGTI) Q2 2026 Earnings: Government Was 92% Of Revenue, Now It Is 18%
Clorox (CLX) Q4 FY2026 Earnings: The Guide Is A Lap, Not A Recovery
Cognex (CGNX) Q2 2026 Earnings: A Record Quarter, And Six Days Of Calendar
Lumen (LUMN) Q2 2026 Earnings: $476M Of Cash In, $91M Of Revenue Out
Evergy (EVRG) Q2 2026 Earnings: Rate Base +12%, EPS +6-8%
JFrog (FROG) Q2 2026 Earnings: They Raised The Year By 2.3x The Beat
U-Haul (UHAL) Q1 FY2027 Earnings: They Built 5.2M Sq Ft Of Storage And Filled 0.5M
Warner Music (WMG) Q3 FY2026 Earnings: The CFO Quit Friday, So Monday They Pre-Released It
BioMarin Stock (BMRN) Q2 2026 Earnings: A 27% Beat, And 3.4% Real Growth
News Corp Stock (NWSA) Q4 FY2026 Earnings: Two Thirds Of The Growth Isn’t Theirs
Oscar Health Stock (OSCR) Q2 2026 Earnings: The Raised Guide Hides A Second-Half Loss
Lyft Stock (LYFT) Q2 2026 Earnings: EBITDA +37%, Free Cash Flow -3%
D-Wave Stock (QBTS) Q2 2026 Earnings: Bookings +1,120%, Revenue -67%
Restaurant Brands Stock (QSR) Q2 2026 Earnings: Burger King Is Fixed. It Still Wasn’t Enough.
Cytokinetics Stock (CYTK) Q2 2026 Earnings: The Phase 3 Won And The Stock Fell 5.7%
Hinge Health Stock (HNGE) Q2 2026 Earnings: Revenue +53%, Cost To Serve +15%
Archer-Daniels-Midland Stock (ADM) Q2 2026 Earnings: A 23% Beat Washington Wrote
Viatris Stock (VTRS) Q2 2026 Earnings: One Region Did 89% Of The Growth
Celsius Holdings Stock (CELH) Q2 2026 Earnings: The Margin Fell Twice As Far
Duolingo Stock (DUOL) Q2 2026 Earnings: Revenue Passed Bookings
Dutch Bros Stock (BROS) Q2 2026 Earnings: The Comp Went Price-Led
CACI International (CACI) Q4 FY2026 Earnings: The Cost-Plus Base Went Flat
Sysco (SYY) Q4 FY2026 Earnings: The Raise Is A 53rd Week
Viasat (VSAT) Q1 FY2027 Earnings: The Capex Cliff Did Not Arrive
Zimmer Biomet (ZBH) Q2 2026 Earnings: The Beat Was The Share Count
US Foods (USFD) Q2 2026 Earnings: Every Cent Of The Beat Came From The Share Count
Amrize (AMRZ) Q2 2026 Earnings: A Revenue Beat, And The Lowest Close In Its Life
Royalty Pharma (RPRX) Q2 2026 Earnings: The Biggest Royalty It Owns Grew Zero Percent
MPLX LP (MPLX) Q2 2026 Earnings: The Distribution Stopped Paying For Itself
Kimberly-Clark (KMB) Q2 2026 Earnings: The Miss That Was A Beat
Joby Aviation (JOBY) Q2 2026 Earnings: The Loss That Was All Accounting
Akamai (AKAM) Q2 2026 Earnings: It Beat The Bar And Fell 6.8%
Instacart (CART) Q2 2026 Earnings: It Missed EPS 17% And Rose 11%
Oklo (OKLO) Q2 2026 Earnings: The First Revenue Oklo Didn’t Earn
Devon Energy (DVN) Q2 2026 Earnings: The $1.4B Revenue Beat That Wasn’t
Charles River (CRL) Q2 2026 Earnings: The $0.25 Beat Was Really $0.01
Keurig Dr Pepper (KDP) Q2 2026 Earnings: Sales +75.6%, And Why We Still Say Buy
Roivant Sciences (ROIV): Q1 FY2026 Loss Narrows 21% - And Why We Say Sell
Iron Mountain (IRM): Record Q2 2026, Raised Guidance - And Why We Say Sell
Becton Dickinson (BDX): The Miss That Wasn’t - And The Beat That Also Wasn’t
Royal Gold (RGLD): The One-Cent Beat That Was Public 15 Days Early
Zoetis (ZTS): The Two-Cent Beat That Lasted Exactly One Day
Republic Services (RSG): The Guidance Raise That Decodes To 1.2% Growth
Halozyme (HALO): 48% Growth, A 20% Pop - And A Patent That Expires In 2027
Paycom (PAYC): A 50-Cent Beat - And 52 Cents Of It Was The Buyback
Sempra (SRE): A 9-Cent Beat - And 8 Cents Of It Was Last Quarter’s Money
Novo Nordisk (NVO): A 23% Beat, A Raised Guide - And The Stock Still Fell
Insulet (PODD): A Beat, A One-Point Guidance Cut - And The Stock Fell 20%
Elanco (ELAN): A 26% Beat, A Third Straight Raise - And The Stock Fell 17%
W.W. Grainger (GWW): Beat And Raised - And The Stock Fell 5% On A Tariff Refund
Albemarle (ALB): 86% Of The Q2 Beat Was The Lithium Price - Not Operations
Nova (NVMI): The 14% EPS ”Beat” Was One Currency Line - Cash Flow FELL 29%
Take-Two (TTWO): The 13% Revenue ”Beat” Was The Wrong Metric - Net Bookings FELL 3%
Applied Optoelectronics (AAOI): Revenue +86% - And The Only Profit Was A Tax Add-Back
HubSpot (HUBS): They Beat Every Line And Fell 19% - The Cut Nobody Did The Math On
ConocoPhillips (COP): Earnings Up 128% - And The Oil Price That Did It Has Already Left
Onto Innovation (ONTO): A Record Quarter - And We Sit 34% Below The Lowest Analyst Target
Williams (WMB): The $0.68 Headline Is 26% Air - And We Sit Below Every Analyst
TTM Technologies (TTMI): A Record $1B Quarter - And Our Bull Case Is Only 19% Above
EOG Resources (EOG): Beat Both Lines, Fell 6.5% - And Not One Barrel Is Hedged
Texas Pacific Land (TPL): A Record Quarter That Fell 7% - And Our Bull Case Is The Price
ResMed (RMD): The Miss That Never Happened - And The One Number That Worries Us
Solventum (SOLV): They Raised The Year By Less Than They Beat The Quarter
Symbotic (SYM): 90.5% Of Revenue Is One Customer
Microchip (MCHP): A Beat, A Big Raise - And Still A Third Below Its Peak
Occidental (OXY): A 31% Beat - And It Was $11.54 Of Oil
DraftKings (DKNG): Handle +15%, Revenue -5% - The $251M Hold-Rate Gap
Monster Beverage (MNST): Sales +20.2% - But Every Case Sold For LESS
Natera (NTRA): A 13.6% Revenue Beat - And That Is The Base Rate
The Trade Desk (TTD): They Missed Their Own Floor - And Guided To A Decline
Airbnb (ABNB): The 12-Cent Beat Was $77M Of Last Year’s Tax
Duke Energy (DUK): A 10% Beat - And The Stock Moved One Cent
Figma (FIG): A Beat, A Raise - And The Stock Fell 15%
SiTime (SITM): Revenue +127%, Stock +27% - And We Still Say HOLD
Etsy (ETSY): A $1.11 Earnings Miss That Never Happened - And A $2B Buyback
Talen Energy (TLN): The $5.21 Miss That Never Happened. And A Guidance Raise.
Pfizer (PFE): The Beat Was A Decline. And $3.8 Billion Of Pipeline Went To Zero.