{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"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.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"ABT Stock: Abbott Beat AND Raised — So Why Is It Still Down 27%? (Bargain or Value Trap?)","slug":"abt-stock-abbott-beat-and-raised-so-why-is-it-still-down-27-bargain-or-value-trap","published_at":"2026-07-17T16:45:17+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/abt-stock-abbott-beat-and-raised-so-why-is-it-still-down-27-bargain-or-value-trap","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/abt-stock-abbott-beat-and-raised-%e2%80%94-so-why-is-it-still-down-27-bargain-or-value-trap/","audio_url":"https://mcdn.podbean.com/mf/web/f58sfzwlh6sqdj7k/audio_4.mp3","summary":"Abbott Laboratories (ABT) Q2 2026 — Abbott (ABT) reported a solid Q2 2026 beat: revenue $12.59B (+13.0% reported, +4.8% organic), adjusted EPS $1.31 (beat $1.28, +4% YoY), adjusted gross margin 58.0% (+100bps). Medical Devices +8.4% (CGM/FreeStyle Libre cleared $2B, +9.5%), Established Pharma +9%, Diagnostics +2.9% organic (+42.3% w/ Exact Sciences), Nutrition -3.6%. It RAISED FY26 adjusted EPS guidance to $5.45-$5.60 and reaffirmed 6.5-7.5% organic growth. Yet the Dividend King (53 yrs, $0.63/qtr) trades ~$101 — down ~27% from its $137 high — on Exact Sciences dilution/leverage (~2.7x) and NEC infant-formula litigation. Abbott is one of the great diversified healthcare compounders — Medical Devices, Diagnostics, Nutrition and Established Pharmaceuticals, anchored by the world's #1 glucose monitor (FreeStyle Libre) and 53 straight years of dividend increases. In Q2 2026 it beat (revenue $12.59B, +4.8% organic; adjusted EPS $1.31 vs $1.28) and RAISED full-year EPS guidance to $5.45-$5.60 while reaffirming 6.5-7.5% organic growth. The growth engine is diabetes care: CGM sales cleared $2B, +9.5%, with the new Libre Duo glucose-ketone sensor. Yet the stock is still down ~27% from its $137 high, de-rated to ~18x forward earnings on three overhangs: the $21B Exact Sciences acquisition (dilutive ~$0.20, leverage ~2.7x), ~1,000 NEC infant-formula lawsuits ($495M verdict under appeal), and a shrinking Nutrition segment (-3.6%). Our owner-earnings DCF lands near $110 (vs ~$101), with the bull path at ~$122 — right on the Street. Our call: BUY, 3/5 — a de-rated, wide-moat compounder that just beat and raised; quality on sale with a modest margin of safety. Accumulate on weakness in the low $90s; watch the NEC litigation and organic re-acceleration. Not financial advice. THE CALL:…","meta_description":"Abbott Laboratories (ABT) Q2 2026 — Abbott (ABT) reported a solid Q2 2026 beat: revenue $12.59B (+13.0% reported, +4.8% organic), adjusted EPS $1.31 (beat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":865,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/abt-stock-abbott-beat-and-raised-so-why-is-it-still-down-27-bargain-or-value-trap/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/abt-stock-abbott-beat-and-raised-so-why-is-it-still-down-27-bargain-or-value-trap.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}