Cheesecake Factory (CAKE) Expected to Post Earnings on Tuesday

Cheesecake Factory (NASDAQ:CAKE) is expected to post its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect Cheesecake Factory to announce earnings of $0.9560 per share and revenue of $1.00 billion for the quarter. Interested persons may review the information on the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Tuesday, October 27, 2026 at 5:00 PM ET.

Cheesecake Factory (NASDAQ:CAKE) last released its quarterly earnings results on Tuesday, July 28th. The restaurant operator reported $1.44 earnings per share for the quarter, beating analysts’ consensus estimates of $1.18 by $0.26. The business had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $999.54 million. Cheesecake Factory had a net margin of 4.61% and a return on equity of 43.97%. The company’s revenue was up 7.7% compared to the same quarter last year. During the same period last year, the business earned $1.16 EPS. On average, analysts expect Cheesecake Factory to post $4.69 EPS for the current fiscal year and $5.20 EPS for the next fiscal year.

Cheesecake Factory Stock Down 3.6%

Cheesecake Factory stock opened at $108.37 on Friday. The company has a quick ratio of 0.52, a current ratio of 0.59 and a debt-to-equity ratio of 1.08. The firm has a market cap of $5.39 billion, a price-to-earnings ratio of 29.37, a price-to-earnings-growth ratio of 1.74 and a beta of 1.04. The business’s 50-day moving average price is $107.73 and its 200 day moving average price is $86.42. Cheesecake Factory has a 52 week low of $43.07 and a 52 week high of $118.63.

Insider Transactions at Cheesecake Factory

In other Cheesecake Factory news, Director Janice L. Meyer sold 1,958 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $109.36, for a total transaction of $214,126.88. Following the transaction, the director directly owned 21,251 shares in the company, valued at $2,324,009.36. This represents a 8.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Scarlett May sold 7,978 shares of the company’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $102.66, for a total value of $819,021.48. Following the transaction, the executive vice president owned 18,241 shares in the company, valued at $1,872,621.06. This trade represents a 30.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 213,749 shares of company stock worth $22,301,899 in the last three months. Company insiders own 8.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Stephens upped their price objective on shares of Cheesecake Factory from $93.00 to $100.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 15th. Bank of America boosted their price target on shares of Cheesecake Factory from $66.00 to $79.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. Argus upped their target price on Cheesecake Factory from $72.00 to $110.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Jefferies Financial Group lowered shares of Cheesecake Factory from a “buy” rating to a “hold” rating and boosted their target price for the company from $75.00 to $88.00 in a report on Wednesday, July 29th. Finally, Citigroup increased their price target on shares of Cheesecake Factory from $104.00 to $128.00 and gave the company a “buy” rating in a research note on Wednesday, October 14th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $95.13.

Trending Headlines about Cheesecake Factory

Here are the key news stories impacting Cheesecake Factory this week:

• Positive Sentiment: Growth-focused coverage highlights CAKE’s solid operating and financial attributes, suggesting the restaurant chain could deliver attractive long-term returns. Cheesecake Factory is an Incredible Growth Stock: 3 Reasons Why
• Positive Sentiment: Wells Fargo was reported to see potential for meaningful appreciation in CAKE shares, while Robert W. Baird raised its price target to $120 from $105. Wells Fargo Forecasts Strong Price Appreciation Robert W. Baird rating update
• Neutral Sentiment: Analysts are preparing for third-quarter results, with expectations for higher sales, resilient guest traffic and continued restaurant expansion. The report will be important for confirming whether recent growth can offset rising labor and commodity costs. Cheesecake Factory Q3 earnings preview
• Neutral Sentiment: Mizuho raised its price target to $110 from $93 but retained a “neutral” rating, while Wells Fargo reaffirmed its “hold” recommendation. Baird also maintained a neutral stance, indicating analysts see a more balanced risk-reward profile at current valuation levels. Mizuho rating update Wells Fargo reaffirms hold rating
• Negative Sentiment: Cost inflation is the main near-term concern: higher labor and commodity expenses could compress margins even if sales and traffic remain healthy. In addition, Mizuho’s $110 target offers only modest upside, reinforcing concerns that strong growth expectations may already be reflected in CAKE’s valuation.

About Cheesecake Factory

The Cheesecake Factory Incorporated is a restaurant company best known for The Cheesecake Factory, a full-service casual dining brand offering an extensive menu of American and international-inspired dishes, along with a broad selection of cheesecakes and other desserts. The company also operates North Italia, an Italian restaurant concept, and owns Fox Restaurant Concepts, which develops and operates additional restaurant brands, including Flower Child and Culinary Dropout.

The company was founded by David Overton, who opened the first Cheesecake Factory restaurant in Beverly Hills, California, in 1978 after his parents began a cheesecake business.