$CAVA 0.31 Weak

Notable posts

• @wallstengine neutral 78 eng

  Today's Key Events (All EST) — 08/11/2026 06:00: US NFIB Business Optimism Index 08:15: US ADP Wkly Employment Change 10:00: US Existing Home Sales 11:00: NY Fed Credit Report 13:00: US 3-Year Note Auction Before Open 👇 05:00: On Holding $ONON 05:00: Tencent Music $TME 05:15: Elbit Systems $ESLT 06:00: Flowco $FLOC 06:00: Organigram $OGI 06:05: Venture Global $VG 06:30: Sea $SE 06:30: Aramark $ARMK 06:35: Lithium Argentina $LAR 06:45: Cardinal Health $CAH 06:55: Janus International $JBI 07:00: Ceragon Networks $CRNT 07:00: Autolus Therapeutics $AUTL 07:00: eToro $ETOR 07:00: ECARX $ECX 07:00: Terrestrial Energy $IMSR 07:00: Legend Biotech $LEGN 07:00: Middleby $MIDD 07:00: Vestis $VSTS 07:30: Ambiq Micro $AMBQ 07:30: 908 Devices $MASS 07:50: Neuronetics $STIM After Hours 👇 16:00: Lumentum $LITE 16:00: Aquestive Therapeutics $AQST 16:00: NextNav $NN 16:05: Super Micro Computer $SMCI 16:05: CoreWeave $CRWV 16:05: H&R Block $HRB 16:05: Velo3D $VELO 16:05: Absci $ABSI 16:05: Evolv Technologies $EVLV 16:05: Hyliion $HYLN 16:05: Energy Vault $NRGV 16:05: Owlet $OWLT 16:10: Firefly Aerospace $FLY 16:10: CAVA $CAVA 16:15: Astronics $ATRO 16:15: SES AI $SES 16:15: Factorial Energy $FAC 16:30: Adecoagro $AGRO 16:30: Fold $FLD 17:15: Franco-Nevada $FNV 19:00: Quantinuum $QNT 20:15: Denison Mines $DNN 22:55: Borr Drilling $BORR

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• @wallstengine neutral 54 eng

  Citi says U.S. restaurant traffic fell 2.0% YoY for the week ended June 28, worse than the prior week’s 1.1% decline. By segment: Limited-service: -2.8% Full-service: +1.5% Fast casual: +2.2% Notable traffic: $CAVA: +23.1% $BJRI: +9.4% LongHorn / $DRI: +8.2% $BROS: +6.4% Chili’s: +5.6% $MCD: -3.9% $WING: -4.3% KFC / $YUM: -7.6% $WEN: -18.1% Burger traffic remains weak, while full-service and CAVA continue to outperform.

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• @wallstengine bullish 47 eng

  UBS Upgrades $CAVA to Buy from Neutral, Raises PT to $90 from $85 Analyst comments: "Reason: 1) solid SSS outperformance vs. peers even in a tough macro backdrop; 2) catalysts exist to sustain SSS momentum at or above the growth algorithm over the longer term, with support from UBS Evidence Lab data; 3) potential upside to the 1,000-unit growth target by 2032, with 15%+ store growth; and 4) attractive risk/reward on the pullback since April. CAVA remains a compelling growth story, which is increasingly scarce in the sector in the current environment, with differentiated menu offerings, multiple sales catalysts, ongoing investments to support sustainability, and healthy new unit returns. In addition to earnings upside potential, we believe sustained outsized growth, without the overhang concerns of select growth peers, should support shares re-rating higher. We see CAVA's premium valuation as justified given a clear path to industry-leading EBITDA growth over the coming years, with our $90 PT (was $85) representing ~38x (was 36x) NTM EBITDA in 12 months, based on 20%+ revenue and 25%+ EBITDA growth." Analyst: Dennis Geiger

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• @Ashton_1nvests bullish 15 eng

  $CAVA is one of the more interesting restaurant stocks right now. Revenue keeps moving higher, but the stock has pulled back hard from prior highs. That is usually where I start paying attention. The story here is pretty simple: CAVA is still growing the top line It is still expanding its footprint And the brand still seems to have real consumer demand The market is no longer pricing it like everything will go perfectly, and that is what makes it more interesting here. I’m not saying it’s cheap. I’m saying this is the kind of setup I like to watch closely: Strong business Strong growth Stock under pressure Sometimes that creates opportunity.

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