## Chapters

0:00 The HubSpot Story

3:45 Earnings Overview

HubSpot just reported Q1 2026 earnings — eps beats by 10%.

Here's what the double beat means for HUBS 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: $881M vs $863M expected (+2.1% beat)

• EPS: $2.72 vs $2.47 expected (+10.1% beat)

• Gross Margin: 87.6%

• Free Cash Flow: $540M TTM

• Forward P/E: 45.8x

• Analyst Consensus: Buy, $700 avg price target (0% upside)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #HUBS #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #HubSpot

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=bN1TUeS7Y1g

## Chapters

0:00 The Howmet Story

3:59 Earnings Overview

Howmet Aerospace just reported Q1 2026 earnings — eps beats by 10%.

Here's what the double beat means for HWM 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: $2.3B vs $2.2B expected (+3.1% beat)

• EPS: $1.22 vs $1.11 expected (+9.9% beat)

• Gross Margin: 28.5%

• Free Cash Flow: $1.4B TTM

• Forward P/E: 54.7x

• Analyst Consensus: Strong Buy, $278 avg price target (0% upside)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #HWM #earnings #industrials #investing #stockmarket #earningsseason #wallstreet #HowmetAerospace

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=zIpgZ8F6rFw

## Chapters

0:00 The DraftKings Story

3:57 Earnings Overview

DraftKings just reported Q1 2026 earnings — $1.6b revenue.

Here's what the double beat means for DKNG 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 $1.6B expected (+0.4% beat)

• EPS: $0.03 vs $-0.14 expected (-121.4% beat)

• Gross Margin: 42.0%

• Free Cash Flow: $-180M TTM

• Forward P/E: 35.0x

• Analyst Consensus: Strong Buy, $44 avg price target (0% upside)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #DKNG #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #DraftKings

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=FJ0a06Lc6Jw

## Chapters

0:00 The Talen Energy Story

3:58 Earnings Overview

Talen Energy just reported Q1 2026 earnings — revenue up 11%.

Here's what the double beat means for TLN 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: $1.1B vs $1.0B expected (+11.0% beat)

• EPS: $5.55 vs $5.28 expected (+5.1% beat)

• Gross Margin: 42.0%

• Free Cash Flow: $1.4B TTM

• Forward P/E: 14.0x

• Analyst Consensus: Buy, $420 avg price target (0% upside)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #TLN #earnings #energy #investing #stockmarket #earningsseason #wallstreet #TalenEnergy

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=myAzl2flE74

## Chapters

0:00 The Gilead Story

3:58 Earnings Overview

Gilead Sciences just reported Q1 2026 earnings — margins hit 88%.

Here's what the double beat means for GILD 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: $7.0B vs $6.9B expected (+1.5% beat)

• Gross Margin: 87.5%

• Free Cash Flow: $9.8B TTM

• Forward P/E: 15.1x

• Analyst Consensus: Buy, $158 avg price target (0% upside)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #GILD #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #GileadSciences

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=NrFbjZHz0wk

## Chapters

0:00 The Texas Pacific Land Story

3:59 Earnings Overview

Texas Pacific Land just reported Q1 2026 earnings — revenue misses by 1%.

The mixed results raise questions — here's our full breakdown of what it means for TPL.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $237M vs $239M expected (-0.8% miss)

• EPS: $2.07 vs $2.03 expected (+2.0% beat)

• Free Cash Flow: $510M TTM

• Forward P/E: 43.9x

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #TPL #earnings #energy #investing #stockmarket #earningsseason #wallstreet #TexasPacificLand

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=d_gEua2jMqU

## Chapters

0:00 The CoreWeave Story

3:47 Earnings Overview

CoreWeave just reported Q1 2026 earnings — revenue up 5%.

The mixed results raise questions — here's our full breakdown of what it means for CRWV.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $2.1B vs $2.0B expected (+5.5% beat)

• EPS: $-1.40 vs $-0.91 expected (+53.8% miss)

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #CRWV #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #CoreWeave

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=5C-aVtEUhVc

## Chapters

0:00 The Astera Labs Story

3:59 Earnings Overview

Astera Labs just reported Q1 2026 earnings — eps beats by 13%.

Here's what the double beat means for ALAB 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: $308M vs $285M expected (+8.2% beat)

• EPS: $0.61 vs $0.54 expected (+13.0% beat)

• Gross Margin: 76.4%

• Free Cash Flow: $300M TTM

• Forward P/E: 62.0x

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #ALAB #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #AsteraLabs

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=j9voNs-gnHM

## Chapters

0:00 The MercadoLibre Story

3:39 Earnings Overview

MercadoLibre just reported Q1 2026 earnings — revenue up 7%.

The mixed results raise questions — here's our full breakdown of what it means for MELI.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $8.9B vs $8.3B expected (+6.9% beat)

• EPS: $8.23 vs $9.37 expected (-12.2% miss)

• Free Cash Flow: $-56M TTM

• Forward P/E: 38.6x

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #MELI #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #MercadoLibre

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=qYUWH0c_zU4

## Chapters

0:00 The Dropbox Story

3:55 Earnings Overview

Dropbox just reported Q1 2026 earnings — $0.6b revenue.

We break down what went wrong and whether DBX 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: $630M

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #DBX #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #Dropbox

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=R0II1C4mpGM