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The Cheesecake Factory Incorporated Stock Price

NasdaqGS:CAKE Community·US$5.4b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 123 Fair Values set on narratives written by author
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CAKE Share Price Performance

US$108.36
47.27 (77.38%)
​
US$90.80
Fair Value
US$108.36
47.27 (77.38%)
19.3% overvalued intrinsic discount
US$90.80
Fair Value
Price US$108.36
AnalystConsensusTarget US$90.80
RedCandleRx US$73.83
AnalystLowTarget US$71.16

CAKE Community Narratives

Fair Value
·
Fair Value US$90.8 19.3% overvalued intrinsic discount

CAKE: Share Repurchase Program And Brand Resilience Will Drive Positive Momentum

1users have liked this narrative
0users have commented on this narrative
37users have followed this narrative
Fair Value
·
Fair Value US$73.83 46.8% overvalued intrinsic discount

Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts

13users have liked this narrative
1users have commented on this narrative
36users have followed this narrative
Fair Value
·
Fair Value US$71.16 52.3% overvalued intrinsic discount

Overvaluation And Rising Costs Will Threaten Dine-In Traffic

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
CAKE logo
Cheesecake Factory
46.8% overvalued intrinsic discount

Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts

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Published 2 Aug 2025
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CAKE logo
Cheesecake Factory
52.3% overvalued intrinsic discount

Overvaluation And Rising Costs Will Threaten Dine-In Traffic

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Updated 19 Aug
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CAKE logo
Cheesecake Factory
19.3% overvalued intrinsic discount

CAKE: Share Repurchase Program And Brand Resilience Will Drive Positive Momentum

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Updated 5 Aug
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CAKE logo
Cheesecake Factory
44.5% overvalued intrinsic discount

Menus, Digital Adoption And Urbanization Will Fuel Expansion

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Published 1 Jun 2025
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Trending Discussion

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Updated Narratives

CAKE logo

Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts

Fair Value: US$73.83 46.8% overvalued intrinsic discount
36 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
CAKE logo

CAKE: Elevated P/E Will Test Sustainability Of Same-Store Sales Momentum

Fair Value: US$71.16 52.3% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CAKE logo

CAKE: Strong Digital Tailwinds Will Likely Limit Forward Return Potential

Fair Value: US$90.8 19.3% overvalued intrinsic discount
37 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Moderate growth potential with acceptable track record.

2 Risks
2 Rewards
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The Cheesecake Factory Incorporated Key Details

US$3.9b

Revenue

US$2.3b

Cost of Revenue

US$1.6b

Gross Profit

US$1.4b

Other Expenses

US$178.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.59
40.70%
4.61%
108.5%
View Full Analysis

About CAKE

Founded
1972
Employees
48400
CEO
David Overton
WebsiteView website
www.thecheesecakefactory.com

The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. It operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. The company operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.

Recent CAKE News & Updates

Narrative Update • Aug 19

CAKE: Elevated P/E Will Test Sustainability Of Same-Store Sales Momentum

Cheesecake Factory's analyst fair value estimate has moved higher from $52.24 to $71.16 as analysts respond to recent revenue and margin trends, higher future P/E assumptions, and a series of upward Street price target revisions following stronger same-store sales performance and guidance updates. Analyst Commentary Recent Street research on Cheesecake Factory shows a wide range of opinions, even as many targets move higher.
Seeking Alpha • Aug 08

Does Cheesecake Take The Cake?

Summary After its Q2 earnings triple play (beat EPS, beat sales, raised guidance) that sent shares up 13.5% on 7/29, the stock has more than doubled (+111%) in 2026. Aside from its dip during COVID, sales have been on a consistent upward trajectory for more than 20 years. Along with strong comps, the company has been handily beating estimates over the last few quarters as well. Read the full article on Seeking Alpha
Narrative Update • Aug 05

CAKE: Strong Digital Tailwinds Will Likely Limit Forward Return Potential

Cheesecake Factory's analyst fair value estimate has increased from $70.53 to $90.80 as analysts respond to stronger same store sales trends, updated sales and margin guidance, and a series of higher Street price targets across both Buy and Neutral ratings. Analyst Commentary Recent research on Cheesecake Factory points to stronger execution on sales and margins, but also to a share price that now reflects much of this progress.

Recent updates

No updates

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