{"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":"CNM Stock: Earnings +10% but the Stock Drops 4% Q1 FY2026","slug":"cnm-stock-earnings-10-but-the-stock-drops-4-q1-fy2026","published_at":"2026-06-10T15:34:42+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/cnm-stock-earnings-10-but-the-stock-drops-4-q1-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/cnm-stock-earnings-10-but-the-stock-drops-4-q1-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/hm7dv3j1i5qfuq75/CNM-Q1-FY2026-PipelineX-CoreMain_FULL.mp3","summary":"CNM (Core & Main) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 4.2% on the print. Here's the breakdown: Is CNM a buy, hold, or sell after this quarter? In this Core & Main (CNM) Q1 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 Industrials stocks or CNM earnings, this is the Q1 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: HOLD (3/5 conviction, MODERATE) - CURRENT @ $50.44 - HOLD - BUY below $45.00 with $40.00 stop - AVOID above $62.00 TRIGGER: Organic net sales returning to mid-single-digit growth for two consecutive quarters, OR a guidance raise WINDOW: Through Q3 FY2026 earnings (December 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 4 Strong Buy / 6 Buy / 9 Hold / 1 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $57.00 (range $47 - $72) - Charged Alpha vs consensus: IN-LINE THESIS Core & Main is the leading specialty distributor of water, wastewater, storm-drainage and fire-protection infrastructure - a fragmented, recession-resistant market it consolidates through tuck-in M&A while defending margins via private-label and scale. Bull lever: Decades-long municipal water-infrastructure replacement cycle plus federal funding; CNM expands gross margin even when volumes stall, and trades at roughly half the multiple of Fastenal and Watsco - a re-rating opportunity if organic volume inflects. K…","meta_description":"CNM (Core & Main) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 4.2% on the print. Here's the breakdown: Is CNM a buy, hold, or sell after thi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":590,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/cnm-stock-earnings-10-but-the-stock-drops-4-q1-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/cnm-stock-earnings-10-but-the-stock-drops-4-q1-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}