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CAVA · NASDAQ · STOCK

Cava Group

Consumer Cyclical Updated August 09, 2026
$62.19
52W $43.41 – $98.79
63/100
$7.27B
117.2
1.75
AI Committee Verdict
Buy
63/100
Conviction: Contested · 60% agreement · 5 analysts
+14.4%
-6.5%
2.21:1
Contested

Is CAVA Bullish or Bearish?

Bullish. Innellis AI committee rates Cava Group (CAVA) Buy with a composite score of 63/100 , based on 5 analysts with 60% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.09 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.91 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 18.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.33 across 38 articles, 14d) — News
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Bollinger bandwidth of 18.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
63/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 25%
of 124 Consumer Cyclical peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 18.2% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 38 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score strengthened from 58.1 to 62.9.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 57->85 (+28).
  • News Analyst: +1 bullish signal(s).
  • Risk Analyst: stance neutral->bearish; score 58->35 (-22).
  • Value Analyst abstained (was bearish at 40).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
37.7
Neutral
MACD Histogram
0.322
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$58.35
Resistance
$71.43
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$64.12 Below
EMA 21
$66.46 Below
EMA 50
$71.49 Below
EMA 200
$75.04 Below

Fundamental Analysis

Valuation
33
Growth
89
Profitability
28
Financial Health
97
Cash Flow
70
Valuation
P/E Ratio 117.2×
P/B Ratio 8.97×
PEG Ratio -2.05
Dividend Yield 0.00%
52W High $98.79
52W Low $43.41
Quality & Growth
ROE 817.6%
ROA 468.7%
Gross Margin 1860.5%
Operating Margin 716.6%
Revenue Growth YoY
Debt / Equity 0.62
AI Fundamental Assessment
P/E ratio of 117.2 (rich relative to a 15-40x range); Price-to-book of 9.0x; PEG ratio of -2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.2%; Return on assets of 4.7%; Net margin of 4.8%; Gross margin of 18.6%; Current ratio of 2.65 (healthy short-term liquidity); Debt-to-equity of 0.62; Free cash flow per share is positive (0.33); Most recent quarter beat estimates by 11.5%; 2 consecutive earnings beats; EPS growth accelerating (-66.7% -> +400.0% QoQ); Analyst estimates rising over recent quarters
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Explore CAVA Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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