{"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":"NKE Stock: Why The Huge Beat Was A Mirage - Q4 FY2026","slug":"nke-stock-why-the-huge-beat-was-a-mirage-q4-fy2026","published_at":"2026-07-01T04:49:25+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/nke-stock-why-the-huge-beat-was-a-mirage-q4-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/nke-stock-why-the-huge-beat-was-a-mirage-q4-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/9l1zuc6l6g9rmpkt/NKE-Q4-FY2026-PipelineX-Nike_FULL.mp3","summary":"NKE (Nike) reported Q4 FY2026 earnings on 2026-06-30. Stock fell 31.3% on the print. Here's the breakdown: Is NKE a buy, hold, or sell after this quarter? In this Nike (NKE) Q4 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 Consumer stocks or NKE earnings, this is the Q4 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 @ $40.75 - HOLD - BUY below $34.00 with $30.00 stop - AVOID above $58.00 TRIGGER: Greater China revenue declines narrowing to low-single-digits, OR two consecutive quarters of positive currency-neutral revenue growth. WINDOW: Through Q1 FY2027 earnings (late September 2026) and the fall investor update TRACKER: charged-alpha.com/calls/NKE WALL STREET CONSENSUS - Ratings: 11 Strong Buy / 1 Buy / 24 Hold / 1 Sell / 1 Strong Sell - BUY - Median 12-month price target: $50.00 (range $23 - $97) - Charged Alpha vs consensus: IN LINE, MORE CAUTIOUS THESIS Nike is a premier global brand mid-turnaround, trading at a 10-year low because revenue is still shrinking and Greater China is broken - the bet is that Elliott Hill restores growth. Bull lever: If the wholesale re-acceleration and gross-margin recovery broaden while China stabilizes, normalized earnings power sits far above today's depressed base, and a 4 percent dividend pays you to wait for it. Key risk: If China keeps falling and On, Hoka, and adid…","meta_description":"NKE (Nike) reported Q4 FY2026 earnings on 2026-06-30. Stock fell 31.3% on the print. Here's the breakdown: Is NKE a buy, hold, or sell after this quarter?…","key_points":[],"chapters":[],"topics":[],"duration_seconds":567,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/nke-stock-why-the-huge-beat-was-a-mirage-q4-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/nke-stock-why-the-huge-beat-was-a-mirage-q4-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}