$CAKE

Cheesecake Factory reported $1B+ earnings, exceeding estimates. The company avoided commenting on former President Obama's remark comparing the White House to its restaurants. Analysts advised against engaging in political discussions. The stock (CAKE) has doubled since January, closing at $108 on Oct. 27.

Seagate (STX) dropped 7% post-market despite strong Q1 results and upbeat guidance. Enphase (ENPH) fell 10% after missing Q3 estimates and delivering a weak Q4 outlook. Robinhood (HOOD) slid 5% on mixed Q3 results. Visa (V) edged down 2% after fiscal Q4 report. CoStar (CSGP) dropped 11% despite beating Q3 targets. DMC Global (BOOM) surged 16% on strong Q3 earnings. The Cheesecake Factory (CAKE) rose 4% after topping Q3 expectations. PPG (PPG) jumped 7.5% on fiscal Q3 beat-and-raise.

CHEESECAKE FACTORY INC (CAKE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: Etienne Marcus (818) 871-3000 investorrelations@thecheesecakefactory.com THE CHEESECAKE FACTORY REPORTS RESULTS FOR THIRD QUARTER OF FISCAL 2026 CALABASAS HILLS, Calif. – October 27, 2026 – The Cheesecake Factory Incorporated (NASDAQ: C

The Cheesecake Factory reported a 15.2% year-over-year increase in comparable sales for Q3 2026, with total revenues of $1.03 billion. The company opened six new restaurants during the quarter and expects to open up to 26 in fiscal 2026. CEO David Overton highlighted strong performance, menu innovation, and digital engagement as drivers of growth. The company also repurchased 29,800 shares during the quarter.

Cheesecake Factory (CAKE) stock is up 120% YTD, outperforming big tech, after reporting strong Q2 earnings with $1.03B revenue and $1.44 adjusted EPS. The company's social media presence and viral menu items are driving traffic growth. Political commentary from Treasury Secretary Scott Bessent and former President Obama has brought attention to the brand, but investors should focus on upcoming Q3 results and sales trends.

The Cheesecake Factory will open a new location at Green Acres Mall on Dec. 15, hiring 285 workers with salaries ranging from $17 to $26/hour. The company reported $2.68B in revenue last year, with sales growing over 1% in 2025 and 4% in early 2026, according to Technomic. It operates over 200 locations, including four in Long Island.

Cheesecake Factory (CAKE) will report Q3 earnings Tuesday. Last quarter, it beat revenue expectations with $1.03B (+7.7% YoY). Analysts expect $1.03B revenue (+10.7% YoY). Peers Darden and Domino's reported mixed results. CAKE is up 2.1% in a month, with an avg. target of $105.73.

UBS raised its price target for Cheesecake Factory (CAKE) to $80 from $60, citing strong sales momentum and higher earnings estimates. The firm expects Q3 same-store sales to exceed consensus and anticipates guidance upgrades. Despite the target increase, UBS maintains a Sell rating due to valuation concerns. Other analysts have mixed reactions, with some raising targets and others downgrading the stock.

Wells Fargo maintained an Equal-Weight rating for The Cheesecake Factory (CAKE) but raised its price target to $110 from $105. The stock is currently trading at $115.04, which is 111.3% overvalued according to its GF Value™ of $54.44. The company's GF Score™ is 68/100, with strengths in profitability and growth but weakness in valuation. Insider activity shows significant selling, with $22.3 million in sales over the last three months.

The Cheesecake Factory's stock reached an all-time high of $118.63 before closing at $115.42, up over 100% this year. The company reported its first billion-dollar quarter with $1 billion in revenue and $68.4 million in net income. Investors have favored sit-down chains over fast food, driving the stock's performance.