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.

Charged Alpha Stock Encyclopedia is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Charged Alpha Stock Encyclopedia, a business show with 0 episodes published.

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  Charged Alpha Stock Encyclopedia

  YALA Stock Q2 2026: Cash Equals The Entire Market Cap - And Marketing Just Doubled

  Aug 19, 202614 min

  Yalla Group (YALA) Q2 2026 — YALA released Q2 2026 AFTER THE CLOSE on Monday August 17 (release datelined Aug 17, call 8:00 PM ET; Form 6-K 0001193125-26-354652 accepted 10:07 ET on Aug 18). The reaction session is Tuesday Aug 18: the shares traded down to USD5.19, up to USD5.74 and CLOSED USD5.56, +4.12 pct against Monday's USD5.34, on 746,346 shares (2.99x the 30-session average). NOTE the vendor EOD changePercent of 6.92 is measured from the OPEN, not the prior close. Aug 19 closed USD5.51 (-0.90 pct). Yalla Group runs the largest MENA-based voice-chat and casual-gaming platform from Dubai - the Yalla group-chat app and Yalla Ludo - and is a Cayman-incorporated foreign private issuer that reports in US dollars and files 6-Ks. Each ADS is exactly ONE Class A ordinary share, so EPS per share is EPS per ADS. Q2 2026 revenue was USD82.6M against USD84.6M, above the top of its own USD75-82M guide. GAAP diluted EPS was USD0.18 against USD0.20. Net income was USD29.3M and non-GAAP net income USD34.4M. THE CALL: BUY (3/5, MEDIUM - THE DISCOUNT IS REAL AND EARNED, BUT IT HAS GONE TOO FAR) — base-case value ~$6.88 vs ~$5.51 today. KEY METRICS: - PRINT: Q2 revenue USD82.6M (-2.3 pct) but ABOVE the top of its own USD75-82M guide. Games USD34.2M (+11.6 pct, 41.4 pct of revenue); chatting USD47.4M. GAAP diluted EPS USD0.18 vs USD0.20. - ANGLE: selling and marketing doubled to USD17.8M (+106 pct) - 82 pct of the entire USD11.2M operating-income decline - and monthly users FELL 0.8 pct sequentially while paying users dropped 2.9 pct year over year. - CALL: BUY 3/5. Fair value USD6.88 vs USD5.51 (+24.9 pct). Cash and investments of USD824.2M are 100.7 pct of the USD818.8M market cap - but 35.2 pct of pre-tax profit IS that cash, and 93.6 pct of it sat in Greater China banks at end-2025. What to watch: UP: a Q3 print at the top of the USD78-85M guide with paying users above 10.9M, which would say the doubled marketing converted; selling and marketing back under 15 pct of revenue; a step up in the buyback toward the USD75M-a-year maximum of the 2026 authorisation. DOWN: revenue tracking the guide midpoint (-9.1 pct year over year); marketing permanent at 21.6 pct of revenue; the investment-income mark reversing. Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.

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  Charged Alpha Stock Encyclopedia

  MRCY Stock Q4 FY2026: Record $1.9B Backlog, Free Cash Flow Down 43% - Grading The Turnaround

  Aug 19, 202615 min

  Mercury Systems (MRCY) Q4 FY2026 — MRCY released Q4 and full-year fiscal 2026 AFTER THE CLOSE on Tuesday August 18 (call 5:00 PM ET; Form 8-K 0001049521-26-000043 accepted 20:01 ET and the 10-K 0001049521-26-000045 at 21:05 ET). Shares had ALREADY fallen 7.37 pct to USD105.00 on Aug 18 on 2,040,501 shares (3.35x average) BEFORE the release. On Aug 19 they opened USD104.67, ran to USD108.03, broke to USD97.41 and CLOSED USD101.25 (-3.57 pct) on 1,723,265 shares (2.83x average). Two-session move -10.7 pct. Mercury Systems builds signal and data processing electronics for the large US defense primes from Andover, Massachusetts, with one reportable segment and 97 pct of revenue from government-funded programs. Fiscal 2026 ended July 3, 2026 and was a 53-week year; the fourth quarter ran 14 weeks against 13 a year earlier. Q4 revenue was USD289.8M, adjusted EPS USD0.37 against a USD0.3827 bar, and GAAP EPS USD0.01. For the full year revenue was USD983.6M, adjusted EPS USD1.06, and GAAP a LOSS of USD0.50 a share. THE CALL: AVOID (4/5, HIGH - THE OPERATING TURNAROUND IS REAL; THE PRICE ALREADY ASSUMES THE NEXT ONE) — base-case value ~$67.1 vs ~$101.25 today. KEY METRICS: - PRINT: Q4 revenue USD289.8M (+6.1 pct) but on 14 weeks vs 13 - USD20.70M a week vs USD21.01M, so -1.5 pct like-for-like. Adjusted EPS USD0.37 vs a USD0.3827 bar and USD0.47 a year ago. - ANGLE: FY26 free cash flow fell 42.8 pct to USD68.1M - 45.3 pct of adjusted EBITDA against 99.7 pct in FY25, and management guides FY27 conversion to 35 pct against its own 50 pct target. - CALL: AVOID 4/5. Fair value USD67.10 vs USD101.25 (-33.7 pct). 42.1x trailing adjusted EBITDA, 31.6x the FY27 guide, a 1.12 pct free cash flow yield, and a fourth straight GAAP loss year. What to watch: UP: free cash flow conversion at or above the 50 pct target in fiscal 2027 against a guide of 35 pct; gross unfavorable estimate revisions under USD30M (they were USD47.6M in FY26 and USD47.7M in FY25). DOWN: a fiscal 2027 first quarter cash outflow worse than the larger-than-normal one management already flagged; a rising sold-receivables balance flattering operating cash flow. Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.

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  Charged Alpha Stock Encyclopedia

  ZTO Stock Q2 2026: Profit Up 50%, Stock Down 7% - The Volume Guide Got Cut

  Aug 19, 202614 min

  ZTO Express (ZTO) Q2 2026 — ZTO released Q2 2026 AFTER THE CLOSE on Tuesday August 18 (call 8:30 PM ET that evening; Form 6-K 0001104659-26-098506 accepted 06:05 ET the next morning). Shares closed USD23.13 on Aug 18, OPENED USD21.50 (-7.05 pct) and CLOSED USD21.51 (-7.00 pct) on Aug 19 at 2.16x average volume. Session range USD21.22-22.15. ZTO Express is China's largest parcel-delivery network, listed on the NYSE and in Hong Kong, carrying about one parcel in five nationwide. It reports in yuan under US GAAP, and one ADS equals one Class A ordinary share. Q2 2026 revenue was 14.55bn yuan, up 23.0 pct, adjusted net income 3.09bn yuan, up 50.3 pct, and adjusted diluted EPS per ADS 3.79 yuan, which the company translates to USD0.56 against a USD0.501 bar. THE CALL: BUY (3/5, MODERATE - CHEAP AND CASH-RICH, BUT THE EARNINGS RECOVERY IS A PRICE RECOVERY) — base-case value ~$26.02 vs ~$21.51 today. KEY METRICS: - PRINT: revenue 14.55bn yuan (+23.0 pct), operating income 3.23bn yuan (+30.4 pct) at a 22.2 pct margin, adjusted diluted EPS per ADS 3.79 yuan (USD0.56) vs a USD0.501 bar. - ANGLE: parcel volume grew only 6.5 pct, half the 13.2 pct of Q1, and the 2026 volume guide was cut from 10-13 pct to 6-10 pct. The new ceiling of 42.4bn parcels is the old floor of 42.37bn. - CALL: BUY 3/5. Fair value USD26.02 vs USD21.51 (+21.0 pct). 9.6x 2026 adjusted earnings ex-cash, 6.0x adjusted EBITDA, USD1.40bn net cash, at least 50 pct of prior-year profit returned. What to watch: UP: a fourth consecutive flat reading on revenue per parcel (1.37, 1.37, 1.39 yuan across the last three quarters) confirming the regulated price floor is structural; continued buyback at 52 pct of prior-year adjusted profit. DOWN: any softening of regional minimum parcel prices; a second-half volume print near the bottom of the new 6-10 pct guide. Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.

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  Charged Alpha Stock Encyclopedia

  OPRA Stock Q2 2026: Revenue Grew 25% - The New Guide Implies 14%

  Aug 19, 202615 min

  Opera (OPRA) Q2 2026 — Opera released Q2 2026 BEFORE THE OPEN on Wednesday August 19 (Form 6-K 0001737450-26-000014, EDGAR acceptance 07:01 ET; call 8:00 AM ET). Shares closed USD19.51 on Aug 18, OPENED USD18.18 (-6.84 pct) and CLOSED USD18.12 (-7.12 pct) on 4.90x volume. Session range USD17.63-18.61. Opera Limited is an Oslo-headquartered, Cayman-incorporated browser company listed on Nasdaq as ADSs, each representing ONE ordinary share, reporting under IFRS in US dollars. Q2 2026 revenue was USD178.1M, up 25 pct, with adjusted EBITDA of USD42.4M at a 23.8 pct margin - both above the top of Opera's own April guidance ranges. THE CALL: BUY (3/5, MODERATE - CHEAP, BUT THE SECOND-HALF GUIDE WAS NOT RAISED) — base-case value ~$21.31 vs ~$18.12 today. KEY METRICS: - PRINT: revenue USD178.1M (+25 pct) and adjusted EBITDA USD42.4M (+32 pct), both above the top of guidance. Adjusted diluted EPS USD0.33; IFRS USD0.30. - ANGLE: the FY adjusted-EBITDA guide rose USD1.5M while the quarter beat its own guide by USD1.4M - 95 pct of the raise. The implied Q4 grows 14 pct. - CALL: BUY 3/5. Fair value USD21.31 vs USD18.12 (+17.6 pct). 6.7x guided EBITDA ex-cash and ex-OPay; 4.4 pct dividend yield; zero borrowings. What to watch: UP: the Q3 print (guided USD181-183M revenue, USD41-43M adjusted EBITDA) beating the top of the range for a fourth straight quarter; an OPay funding round or sale at or above its USD300.9M carrying value. DOWN: any re-pricing of the query/search agreements that produce 35 pct of revenue; an e-commerce advertising air pocket. Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.

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  Charged Alpha Stock Encyclopedia

  YMM Stock Q2 2026: Operating Profit Up 30%, Net Income Up 6% - Where The Other 24 Points Went

  Aug 19, 202615 min

  Full Truck Alliance (YMM) Q2 2026 — YMM released Q2 2026 BEFORE THE OPEN on Wednesday August 19 (PR Newswire transmission 04:49 ET; earnings call 7:00 AM ET / 7:00 PM Beijing), so Wednesday August 19 is the reaction session. Shares closed USD8.80 on Aug 18, OPENED USD8.27 (-6.02 pct), ranged USD8.27 to USD8.85, and traded USD8.64 (-1.76 pct) as at 11:47 ET on 1.41x average volume - an INTRADAY reading, stated as such. Full Truck Alliance is China's digital freight platform - the app that matches shippers with truck drivers - listed in New York as an ADR where one American depositary share represents 20 Class A ordinary shares. Q2 2026 total net revenues were RMB3,381.6M (USD498.4M), up 4.4 pct, with income from operations up 30.4 pct to RMB1,486.1M and net income up 6.3 pct to RMB1,345.1M. Fulfilled orders reached 68.5 million, up 12.7 pct. THE CALL: BUY (3/5, MEDIUM - THE PLATFORM IS PRICED AS IF IT HAS STOPPED GROWING) — base-case value ~$10.27 vs ~$8.64 today. KEY METRICS: - CALL: BUY, 3/5. Fair value USD10.27 vs USD8.64 (+19 pct). Bear USD7.81 / base USD10.47 / bull USD13.48, weighted 30/50/20. The operating business discounted on its own at 13 pct, then the RMB33.4bn cash position added back at a 20 pct repatriation haircut. No double counting. - THE PRINT: total net revenues RMB3.38bn (+4.4 pct), USD498.4M against a USD463.1M bar. Adjusted EPS USD0.20 per ADS vs a USD0.19 bar - a one-cent beat, and on GAAP the USD0.19 is exactly in line. Fulfilled orders 68.5M (+12.7 pct). Shipper MAUs 3.57M (+12.8 pct). One ADS = 20 shares. - THE ANGLE: income from operations grew 30.4 pct to RMB1.49bn. Net income grew 6.3 pct. Of the RMB346.5M of extra operating profit, tax took RMB152.6M and everything below the operating line lost RMB113.7M - leaving RMB80.2M, or 23.2 pct. Those four numbers foot exactly. - THE TAX HOLIDAY: the effective rate went 4.6 pct (2023) to 7.1 (2024) to 17.2 (2025) to 19.3 this quarter. The FY2025 Form 20-F names the cause: the expiration of the tax exemption period of the group's software enterprises. At last year's rate net income would have been +16.2 pct. - THE REVENUE ILLUSION: total net revenues INCLUDE VAT, and that gross-up shrank from RMB1,294.9M to RMB1,109.2M. Ex-VAT, revenue grew 16.9 pct, not 4.4. Transaction service +33.1 pct to RMB1.77bn (52.2 pct of revenue). Brokerage -15.5 pct. Ex-VAT revenue per order ROSE 3.7 pct. - WHAT YOU PAY: market cap USD9.00bn less a USD4.93bn cash position (54.8 pct of it) is an enterprise value of USD4.07bn on USD553.7M of after-tax operating earnings - 7.4x. Reverse-solve and the tape implies 1.8 pct growth for ever. Street: 14 buy / 2 hold / 0 sell, average USD12.64. What to watch: UP: two more quarters of transaction service growing near 30 pct; two quarters of a FLAT effective tax rate, which ends the conversion gap on its own; USD400M of 2026 shareholder return (at least USD300M in dividends plus a USD50M ADS repurchase) against a USD9.0bn market cap. DOWN: the non-performing loan ratio climbing past 3.8 pct while the loan book shrinks; third-quarter revenue guided to RMB3.32-3.42bn against RMB3.36bn a year ago with operating profit no longer growing through it; any change to the variable-interest-entity structure. Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.

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