{"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":"PRGS Stock: 5x Earnings After A Beat-And-Raise - Q2 FY2026","slug":"prgs-stock-5x-earnings-after-a-beat-and-raise-q2-fy2026","published_at":"2026-07-01T04:13:04+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/prgs-stock-5x-earnings-after-a-beat-and-raise-q2-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/prgs-stock-5x-earnings-after-a-beat-and-raise-q2-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/81yp259naa2vq9ic/PRGS-Q2-FY2026-PipelineX-Progress_FULL.mp3","summary":"PRGS (Progress Software) reported Q2 FY2026 earnings on 2026-06-30. Stock fell 44.8% on the print. Here's the breakdown: Is PRGS a buy, hold, or sell after this quarter? In this Progress Software (PRGS) 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 PRGS 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 (4/5 conviction, STRONG) - CURRENT @ $33.58 - BUY - BUY below $28.00 with $24.00 stop - AVOID above $55.00 TRIGGER: A return to organic growth - annualized recurring revenue accelerating and net retention climbing back above 100% - OR a value-accretive acquisition like ShareFile. Either would force a re-rating off this five-times multiple. WINDOW: Through Q3 FY2026 earnings (late September 2026) TRACKER: charged-alpha.com/calls/PRGS WALL STREET CONSENSUS - Ratings: 2 Strong Buy / 2 Buy / 1 Hold / 1 Sell / 0 Strong Sell - MODERATE BUY - Median 12-month price target: $45.50 (range $34 - $57) - Charged Alpha vs consensus: IN LINE THESIS Progress is a private-equity-style software compounder - it buys mature, sticky infrastructure software and harvests the cash - trading at roughly 5x forward earnings because the market does not believe it can grow organically. Bull lever: If AI-powered products durably lift organic growth even toward mid-single digits, a 5x multiple with a 19% free-cash-flow yield re-rat…","meta_description":"PRGS (Progress Software) reported Q2 FY2026 earnings on 2026-06-30. Stock fell 44.8% on the print. Here's the breakdown: Is PRGS a buy, hold, or sell afte…","key_points":[],"chapters":[],"topics":[],"duration_seconds":577,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/prgs-stock-5x-earnings-after-a-beat-and-raise-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/prgs-stock-5x-earnings-after-a-beat-and-raise-q2-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}