{"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":"ADBE Stock: Record Quarter, Raised Guide, Stock Dumps 11% Q2 FY2026","slug":"adbe-stock-record-quarter-raised-guide-stock-dumps-11-q2-fy2026","published_at":"2026-06-11T21:36:12+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/adbe-stock-record-quarter-raised-guide-stock-dumps-11-q2-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/adbe-stock-record-quarter-raised-guide-stock-dumps-11-q2-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/p7p533pobbjgtamq/ADBE-Q2-FY2026-PipelineX-Adobe_FULL.mp3","summary":"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 price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Technology stocks or ADBE earnings, this is the Q2 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: BUY (3/5 conviction, MODERATE) - CURRENT @ $218.80 - BUY - BUY below $210.00 with $185.00 stop - AVOID above $280.00 TRIGGER: Q3 print (Sept 17) holding net-new ARR near $600M+; buyback pace in the 10-Q; any AI-monetization disclosure at Adobe MAX WINDOW: 12-24 months - a multiple-repair trade on an executing business TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 10 Strong Buy / 12 Buy / 12 Hold / 1 Sell / 0 Strong Sell - BUY - Median 12-month price target: $295.00 (range $220 - $380) - Charged Alpha vs consensus: IN LINE THESIS A ~$27B-ARR subscription monopoly on creative and document workflows, growing 13% at an 89% gross margin, now priced at ~8.3x its own raised forward guide because the market believes generative AI makes it obsolete. Bull lever: Net-new ARR ACCELERATED to ~$632M (from ~$400M) with AI-first ARR doubling - the disruption thesis requires this exact line to fall, and it is rising instead, while a $25B buyback retires shares at the lows. Key risk: Narrative risk has no earnings date: the stock can…","meta_description":"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 quarte…","key_points":[],"chapters":[],"topics":[],"duration_seconds":605,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/adbe-stock-record-quarter-raised-guide-stock-dumps-11-q2-fy2026/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/adbe-stock-record-quarter-raised-guide-stock-dumps-11-q2-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}