Cheesecake Factory (CAKE) Set to Release Earnings on Tuesday

Cheesecake Factory (NASDAQ:CAKE) is expected to issue 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. Individuals can find conference call details 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 announced its quarterly earnings data on Tuesday, July 28th. The restaurant operator reported $1.44 EPS for the quarter, beating the consensus estimate of $1.18 by $0.26. The firm had revenue of $1.03 billion during 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 business’s revenue for the quarter was up 7.7% compared to the same quarter last year. During the same quarter last year, the business earned $1.16 earnings per share. 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 Price Performance

CAKE stock opened at $108.37 on Monday. The company has a current ratio of 0.59, a quick ratio of 0.52 and a debt-to-equity ratio of 1.08. The company’s 50-day moving average price is $107.73 and its 200 day moving average price is $86.63. Cheesecake Factory has a 52 week low of $43.07 and a 52 week high of $118.63. The company has a market cap of $5.39 billion, a P/E ratio of 29.37, a P/E/G ratio of 1.56 and a beta of 1.04.

Cheesecake Factory News Summary

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.

Insider Activity

In other Cheesecake Factory news, CFO Matthew Clark sold 68,900 shares of Cheesecake Factory stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $99.30, for a total transaction of $6,841,770.00. Following the completion of the transaction, the chief financial officer owned 45,109 shares in the company, valued at approximately $4,479,323.70. The trade was a 60.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Scarlett May sold 7,978 shares of the company’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $102.66, for a total transaction of $819,021.48. Following the completion of the sale, the executive vice president directly owned 18,241 shares in the company, valued at $1,872,621.06. This trade represents a 30.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 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 equities research analysts have recently issued reports on the stock. Morgan Stanley lifted their price target on shares of Cheesecake Factory from $80.00 to $87.00 and gave the company an “equal weight” rating in a research report on Thursday, October 15th. Stephens upped their price target on Cheesecake Factory from $93.00 to $100.00 and gave the stock an “equal weight” rating in a report on Thursday, October 15th. Wells Fargo & Company upped their price target on Cheesecake Factory from $105.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 21st. Jefferies Financial Group downgraded Cheesecake Factory from a “buy” rating to a “hold” rating and raised their price objective for the company from $75.00 to $88.00 in a research note on Wednesday, July 29th. Finally, Zacks Research raised Cheesecake Factory from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $95.13.

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.