CAKE

Cheesecake Factory Inc-The (CAKE) | Rumor.io

Cheesecake Factory Inc-The

CAKE

Attention (50-day avg)0.07%

Attention rank (50-day avg)#131

Bullish sentiment (50-day avg)95%

Price to earnings ratio28.7

Market capitalization5.2B

Earnings per share3.69

Dividend yield (TTM)1.14%

Revenue (annual)3.8B

Net income (annual)148.4M

Social

What share of all stock conversation is about CAKE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0.01% +0	0.01% -0.13	0.01% +0

Aug 24

The Cheesecake Factory's short interest has reached almost 20%, and its P/E ratio is trading similarly to big tech companies.
There is concern about the stock's valuation and a potential drawdown after its recent run-up.
The company's focus and performance are being overshadowed by other industries, such as retail and technology.

Generated by AI

Sentiment

Of the messages about CAKE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	100% +5.39	96.49% -2.54
Bearish	0% 0	0% 0	0% -5.39	3.51% +2.54

Bullish· Jul 29

Cheesecake Factory's stock is experiencing a massive overnight surge, with some attributing it to a buy signal and others to a potential meme rally to $100.
The company's strong comparable sales momentum and brand momentum are improving its near-term earnings prospects, with Morgan Stanley upgrading its rating to Equalweight with a $80 price target.
Cheesecake Factory's ability to improve margins and turn more revenue into profit is a key takeaway from its recent earnings report, demonstrating that revenue growth isn't the only way to create value.

Bearish· Mar 26

The Cheesecake Factory is warning landlords it cannot make April rent due to the coronavirus shutdowns, dealing a "tremendous financial blow".
The company's financial struggles may have a domino effect on lenders and realtors, leading to defaults, and is being compared to Lehman Brothers.
The company has a history of using debt financing to buy back shares, and its executives are prioritizing their own compensation over shareholder interests.

Generated by AI

Topics

Of the messages about CAKE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	100%	32.99%	7.34%
Macro	—	0%	36.04%	42.25%
Earnings	—	0%	30.96%	10.69%
Announcements	—	0%	0%	2.36%
Analysts	—	0%	0%	36.96%
Controversies	—	0%	0%	0.39%

Earnings· Feb 18

The Cheesecake Factory Incorporated ($CAKE) reported Q4 2025 earnings, beating expectations with adjusted EPS of $1.00 and revenue of $961.6M, a 4.4% year-over-year increase.
The company's same-store sales decreased 2.2% year-over-year, but it opened 7 new restaurants in the quarter, bringing total units to 371.
The stock declined after the report despite the beat, highlighting the importance of disciplined risk management amid anticipated options flow.

Analysts· Apr 29

The Cheesecake Factory's price target has been raised by various analysts, with targets ranging from $45 to $70.
Analysts have maintained a generally positive outlook on the company, with 69% of 14 analysts recommending a buy.
Credit Suisse and Telsey Advisory Group have raised their price targets for The Cheesecake Factory, with Credit Suisse maintaining a Neutral rating and Telsey Advisory Group maintaining a Market Perform rating.

Controversies· Dec 4

The SEC charged The Cheesecake Factory (CAKE) with making misleading COVID-19 disclosures, resulting in a $125,000 penalty.
The company did not admit wrongdoing and agreed to settle the charges, which was the SEC's first case related to misleading investors about the pandemic's financial effects.
The SEC's action highlights concerns about corporate disclosures during the pandemic, with some investors expressing frustration that the company was fined while others were not held accountable.

Generated by AI

Community

Of the messages about CAKE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	55.1%	68.66%	20.01%
Newcomers	0%	44.9%	31.34%	79.99%

Regulars· Feb 19

$CAKE announced an 11% dividend increase, which will result in a $7.50 raise per share for the company's owners, and a dividend payment of $18.70 on March 17th.
The company's 5 million share buyback represents 10% of the shares outstanding, which will increase EPS by 11.5% without any other improvements, and is seen as bullish for the stock.
Mizuho raises its target price for $CAKE to $75, while Stephens and Baird also increase their targets, with Stephens upgrading to Overweight and Baird maintaining a Neutral rating, and other analysts also raise their targets.

Newcomers· Aug 24

The newcomer is questioning whether The Cheesecake Factory Incorporated is being overlooked in the market, comparing it to other retail chains like Victoria's Secret.
The newcomer is concerned about the high short interest in CAKE and the stock's high P/E ratio, considering taking profits or hedging against a potential drawdown.
The newcomer is speculating about the stock's behavior, comparing its P/E ratio to that of big tech companies and wondering if the high short interest is a sign that the stock is due for a correction.

Generated by AI

Cheesecake Factory has had a powerful share price run, and that kind of move always raises a simple question for you as an investor. Does the current stock price line up with the cash the business is expected to generate over time, or has enthusiasm run ahead of the underlying cash flows? Over the past 3 years, Cheesecake Factory has delivered a share price return of about 281.7%, which puts a lot of weight on whether its cash generation can support that kind of reset in expectations. The...

7d agoYahoo Finance

Does Cheesecake Factory’s (CAKE) 2026 Margin Outlook Reveal a Shift in Its Growth–Profit Trade-Off?

Earlier this month, The Cheesecake Factory Incorporated issued 2026 earnings guidance, forecasting total revenues of about US$4.00 billion and a net income margin near 5.4%. This outlook gives investors a clearer view of how management currently sees the balance between sales growth and profitability in the coming year. Next, we’ll examine how this updated 2026 revenue and margin outlook may influence Cheesecake Factory’s existing investment narrative. Outshine the giants: these 19...

7d agoYahoo Finance

Also Discussed

Investors talking about CAKE also mention

#	Name	Attention
1	Dine Brands Global Inc.DIN	0%0
2	Brinker International Inc.EAT	0%0
3	Darden Restaurants, Inc.DRI	0%+0
4	Elf Beauty Inc.ELF	0%0
5	Red Robin Gourmet Burgers Inc.RRGB	0%0
6	BJ's Restaurants, Inc.BJRI	0%0
7	DENN - Denny's Corporation	——
8	Texas Roadhouse Inc.TXRH	0.01%+0
9	The Honest Company, Inc.HNST	0%0
10	Bloomin' Brands, Inc.BLMN	0%new

Cheesecake Factory Inc-The

Consumer Cyclical
Restaurants

The Cheesecake Factory Incorporated is a U.S. restaurant company that operates full-service dining concepts and bakery operations across the United States and Canada. Its portfolio includes The Cheesecake Factory, North Italia, Flower Child, and other Fox Restaurant Concepts brands, serving guests through casual dining, upscale casual dining, and fast-casual formats. The company also runs bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, retailers, and foodservice distributors. In addition to company-owned locations, The Cheesecake Factory manages licensed restaurants in international markets, extending its branded dining model beyond North America. Headquartered in Calabasas, California, and founded in 1972, The Cheesecake Factory Incorporated plays a notable role in the restaurant and specialty dessert market through its combination of branded dining, bakery production, and licensing activities.

Website

Location

26901 Malibu Hills Road

Calabasas, CA, 91301

United States

Social

What share of all stock conversation is about CAKE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0.01% +0	0.01% -0.13	0.01% +0

Aug 24

The Cheesecake Factory's short interest has reached almost 20%, and its P/E ratio is trading similarly to big tech companies.
There is concern about the stock's valuation and a potential drawdown after its recent run-up.
The company's focus and performance are being overshadowed by other industries, such as retail and technology.

Generated by AI

Sentiment

Of the messages about CAKE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	100% +5.39	96.49% -2.54
Bearish	0% 0	0% 0	0% -5.39	3.51% +2.54

Bullish· Jul 29

Cheesecake Factory's stock is experiencing a massive overnight surge, with some attributing it to a buy signal and others to a potential meme rally to $100.
The company's strong comparable sales momentum and brand momentum are improving its near-term earnings prospects, with Morgan Stanley upgrading its rating to Equalweight with a $80 price target.
Cheesecake Factory's ability to improve margins and turn more revenue into profit is a key takeaway from its recent earnings report, demonstrating that revenue growth isn't the only way to create value.

Bearish· Mar 26

The Cheesecake Factory is warning landlords it cannot make April rent due to the coronavirus shutdowns, dealing a "tremendous financial blow".
The company's financial struggles may have a domino effect on lenders and realtors, leading to defaults, and is being compared to Lehman Brothers.
The company has a history of using debt financing to buy back shares, and its executives are prioritizing their own compensation over shareholder interests.

Generated by AI

Topics

Of the messages about CAKE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	100%	32.99%	7.34%
Macro	—	0%	36.04%	42.25%
Earnings	—	0%	30.96%	10.69%
Announcements	—	0%	0%	2.36%
Analysts	—	0%	0%	36.96%
Controversies	—	0%	0%	0.39%

Earnings· Feb 18

The Cheesecake Factory Incorporated ($CAKE) reported Q4 2025 earnings, beating expectations with adjusted EPS of $1.00 and revenue of $961.6M, a 4.4% year-over-year increase.
The company's same-store sales decreased 2.2% year-over-year, but it opened 7 new restaurants in the quarter, bringing total units to 371.
The stock declined after the report despite the beat, highlighting the importance of disciplined risk management amid anticipated options flow.

Analysts· Apr 29

The Cheesecake Factory's price target has been raised by various analysts, with targets ranging from $45 to $70.
Analysts have maintained a generally positive outlook on the company, with 69% of 14 analysts recommending a buy.
Credit Suisse and Telsey Advisory Group have raised their price targets for The Cheesecake Factory, with Credit Suisse maintaining a Neutral rating and Telsey Advisory Group maintaining a Market Perform rating.

Controversies· Dec 4

The SEC charged The Cheesecake Factory (CAKE) with making misleading COVID-19 disclosures, resulting in a $125,000 penalty.
The company did not admit wrongdoing and agreed to settle the charges, which was the SEC's first case related to misleading investors about the pandemic's financial effects.
The SEC's action highlights concerns about corporate disclosures during the pandemic, with some investors expressing frustration that the company was fined while others were not held accountable.

Generated by AI

Community

Of the messages about CAKE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	55.1%	68.66%	20.01%
Newcomers	0%	44.9%	31.34%	79.99%

Regulars· Feb 19

$CAKE announced an 11% dividend increase, which will result in a $7.50 raise per share for the company's owners, and a dividend payment of $18.70 on March 17th.
The company's 5 million share buyback represents 10% of the shares outstanding, which will increase EPS by 11.5% without any other improvements, and is seen as bullish for the stock.
Mizuho raises its target price for $CAKE to $75, while Stephens and Baird also increase their targets, with Stephens upgrading to Overweight and Baird maintaining a Neutral rating, and other analysts also raise their targets.

Newcomers· Aug 24

The newcomer is questioning whether The Cheesecake Factory Incorporated is being overlooked in the market, comparing it to other retail chains like Victoria's Secret.
The newcomer is concerned about the high short interest in CAKE and the stock's high P/E ratio, considering taking profits or hedging against a potential drawdown.
The newcomer is speculating about the stock's behavior, comparing its P/E ratio to that of big tech companies and wondering if the high short interest is a sign that the stock is due for a correction.

Generated by AI

Cheesecake Factory Inc-The

Social

Aug 24

Bullish· Jul 29

Bearish· Mar 26

Earnings· Feb 18

Analysts· Apr 29

Controversies· Dec 4

Regulars· Feb 19

Newcomers· Aug 24

Why is The Cheesecake Factory stock climbing today?

Cheesecake Factory (CAKE) Stock Could Trade At A 43% Premium To Cash Flow

Does Cheesecake Factory’s (CAKE) 2026 Margin Outlook Reveal a Shift in Its Growth–Profit Trade-Off?

Here is Why Growth Investors Should Buy Cheesecake Factory (CAKE) Now

Why is The Cheesecake Factory stock rallying today?

Cheesecake Factory: Traffic Is Back At The Table (NASDAQ:CAKE)

Also Discussed

Cheesecake Factory Inc-The

Company Information

Location

Why is The Cheesecake Factory stock climbing today?

Cheesecake Factory (CAKE) Stock Could Trade At A 43% Premium To Cash Flow

Does Cheesecake Factory’s (CAKE) 2026 Margin Outlook Reveal a Shift in Its Growth–Profit Trade-Off?

Here is Why Growth Investors Should Buy Cheesecake Factory (CAKE) Now

Why is The Cheesecake Factory stock rallying today?

Cheesecake Factory: Traffic Is Back At The Table (NASDAQ:CAKE)

Also Discussed

Social

Aug 24

Bullish· Jul 29

Bearish· Mar 26

Earnings· Feb 18

Analysts· Apr 29

Controversies· Dec 4

Regulars· Feb 19

Newcomers· Aug 24