{"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":1630,"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":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"Edwards Lifesciences Stock: Beat & Raised, But Near 52-Week Lows — Why We Say BUY (EW)","slug":"edwards-lifesciences-stock-beat-raised-but-near-52-week-lows-why-we-say-buy-ew","published_at":"2026-07-25T02:34:53+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/edwards-lifesciences-stock-beat-raised-but-near-52-week-lows-why-we-say-buy-ew","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/edwards-lifesciences-stock-beat-raised-but-near-52-week-lows-%e2%80%94-why-we-say-buy-ew/","audio_url":"https://mcdn.podbean.com/mf/web/h4k1zkpljyenbry0/audio_6.mp3","summary":"Edwards Lifesciences Corporation (EW) Q2 2026 — Edwards Lifesciences (EW) reported Q2 2026 with a clean beat-and-raise: sales grew 13.6% to $1.74B (+12.5% constant currency) and adjusted EPS was $0.78, up ~16% YoY and above consensus. (GAAP EPS was $0.42, depressed by a one-time discrete tax hit from Pillar Two global-minimum-tax rules and a California R&D-credit change — the adjusted figure is the real earnings power.) The core TAVR aortic-valve franchise did $1.26B (+11.3%; +10.5% cc), Surgical was $284M (+6.5%), and the standout was TMTT (transcatheter mitral & tricuspid) at $195.9M, up 47.3% as the PASCAL and EVOQUE platforms scale. Gross margin was 77.5% (adj 77.6%) and adjusted operating margin 30.0%. The balance sheet is a fortress: ~$2.9B cash vs ~$0.6B debt (~$2.3B net cash), ~$1.5B buyback authorization, no dividend. Management RAISED full-year guidance: sales growth to 10-11% (from 9-11%), implying ~$6.6-6.9B in sales, TAVR growth to 8-9%, and TMTT to $760-780M, while reaffirming adjusted EPS of $2.95-3.05 (+17% at midpoint); Q3 guide is $1.63-1.71B sales and $0.71-0.77 EPS. Despite all that, the stock sits near 52-week lows around $83 (52-wk range ~$72-96). Our owner-earnings / DCF pegs fair value near $92 — roughly 11% above the price and a touch below the Street's bullish ~$100 average (32 buys / 16 holds). Our call: BUY, 4/5. Edwards Lifesciences is a rare thing — a best-in-class medical-device franchise that just beat earnings, raised full-year guidance the same day, and then watched its stock slip toward 52-week lows. Edwards is the world leader in structural heart: the replacement heart valves and repair clips doctors thread up through an artery instead of opening your chest. Q2 2026 sales grew ~14% to $1.74B, adjusted EPS beat at $0.78 (+16%)…","meta_description":"Edwards Lifesciences Corporation (EW) Q2 2026 — Edwards Lifesciences (EW) reported Q2 2026 with a clean beat-and-raise: sales grew 13.6% to $1.74B (+12.5%…","key_points":[],"chapters":[],"topics":[],"duration_seconds":882,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/edwards-lifesciences-stock-beat-raised-but-near-52-week-lows-why-we-say-buy-ew/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/edwards-lifesciences-stock-beat-raised-but-near-52-week-lows-why-we-say-buy-ew.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}