{"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":"KMX Stock: CarMax Beat Earnings 39% - And The Stock Crashed 8%. Here’s Why Q1 FY2027","slug":"kmx-stock-carmax-beat-earnings-39-and-the-stock-crashed-8-here-s-why-q1-fy2027","published_at":"2026-06-17T23:10:35+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/kmx-stock-carmax-beat-earnings-39-and-the-stock-crashed-8-here-s-why-q1-fy2027","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/kmx-stock-carmax-beat-earnings-39-and-the-stock-crashed-8-here-s-why-q1-fy2027/","audio_url":"https://mcdn.podbean.com/mf/web/u6t5oxlrevtp512w/KMX-Q1-FY2027-PipelineX-CarMax_FULL.mp3","summary":"KMX (CarMax) reported Q1 FY2027 earnings on 2026-06-17. Stock fell 7.6% on the print. Here's the breakdown: Is KMX a buy, hold, or sell after this quarter? In this CarMax (KMX) Q1 FY2027 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 Consumer stocks or KMX earnings, this is the Q1 FY2027 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 @ $48.16 - HOLD - BUY below $34.00 with $30.00 stop - AVOID above $52.00 TRIGGER: Two consecutive quarters of POSITIVE comparable used-unit growth AND retail GPU stabilizing WINDOW: Through Q2 FY27 earnings (late September 2026) and the fall strategic update TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 1 Strong Buy / 9 Buy / 21 Hold / 4 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $37.00 (range $25 - $55) - Charged Alpha vs consensus: IN LINE THESIS A scaled used-car retailer + captive lender deliberately cutting per-unit margins to chase volume - and the volume isn't coming (comps -0.8%), while the EPS beat was engineered by costs and buybacks. Bull lever: If the price-cut strategy turns comparable units positive in the next two quarters and the $200M cost program lands, EPS re-accelerates and the multiple defends itself off a depressed base. Key risk: Margin compression guided all year with no comp payoff yet, rising CAF credit cost, and a stock already ~24% abo…","meta_description":"KMX (CarMax) reported Q1 FY2027 earnings on 2026-06-17. Stock fell 7.6% on the print. Here's the breakdown: Is KMX a buy, hold, or sell after this quarter…","key_points":[],"chapters":[],"topics":[],"duration_seconds":583,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/kmx-stock-carmax-beat-earnings-39-and-the-stock-crashed-8-here-s-why-q1-fy2027/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/kmx-stock-carmax-beat-earnings-39-and-the-stock-crashed-8-here-s-why-q1-fy2027.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}