Stifel reiterates Buy rating on CAVA Group stock, maintains $125 price target

Published 13/08/2025, 08:02
Stifel reiterates Buy rating on CAVA Group stock, maintains $125 price target

Investing.com - Stifel has reiterated its Buy rating on CAVA Group Inc (NYSE:CAVA) while maintaining its $125.00 price target, viewing the recent share pullback as a buying opportunity. According to InvestingPro data, CAVA’s stock has declined over 35% in the past six months, while maintaining strong financial health metrics with a current ratio of 3.0.

The research firm acknowledged disappointment with CAVA’s same-store sales growth of just 2.1%, which fell short of Stifel’s 5.5% expectation and the Street’s 6.3% forecast, but questioned whether this miss justified the approximately $2 billion reduction in market value. Despite the recent pullback, CAVA maintains impressive revenue growth of 32% over the last twelve months, according to InvestingPro analysis, which offers 15 additional investment tips for this stock.

Despite the comparable sales shortfall, Stifel noted that CAVA exceeded EBITDA estimates, with new stores "hitting Year 2 targets in Year 1," creating what the firm described as a "honeymoon effect" that moderates their contribution to comparable sales as they enter the base.

Stifel attributed the second-quarter softness largely to difficult comparisons against last year’s steak launch, while pointing out that the third-quarter-to-date trend has shown improvement.

The firm highlighted that CAVA is reaching scale in many markets where marketing—described as "a lever they’ve barely touched"—could become a powerful driver, with Stifel characterizing the recent weakness as a temporary setback rather than a fundamental change in outlook.

In other recent news, CAVA Group Inc. reported its second-quarter earnings for 2025, exceeding market expectations. The company achieved earnings per share of $0.16, surpassing the analyst forecast of $0.14, which represents a 14.29% positive surprise. Revenue also outperformed projections, reaching $278.2 million compared to the expected $249.66 million, marking an 11.43% increase over estimates. These results highlight CAVA Group’s robust financial performance in the recent quarter. While the company’s stock experienced a rise in after-hours trading, this development reflects positive investor sentiment. Additionally, there have been no recent reports of mergers or acquisitions involving CAVA Group. Analyst reviews or stock upgrades and downgrades were not mentioned in the latest updates. These recent developments underscore CAVA Group’s strong market position and financial health.

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