SHAK Shake Shack Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
22:14
Aug 05
Aug 05
Bloomberg Markets
Shake Shack too cheap, activist play
Shake Shack is too cheap; Starboard has taken a $700 million position as the largest active shareholder and sees a clear growth story with potential for more forceful store expansion and franchising.
SHAK
Shake Shack
Long
—
—
20:58
Aug 05
Aug 05
Bloomberg Markets
Undervalued grower with US franchising catalyst.
Shake Shack is a high-quality, mid-teens growth restaurant business trading at ~10x EBITDA, a deep discount to its warranted multiple given its growth rate. The post-Q1 selloff created a dislocation. The company could accelerate growth by adding US franchising, enabling it to reach 1500 stores in 7 years instead of 12, creating substantial incremental value.
SHAK
Shake Shack
Long
—
—
16:35
Aug 05
Aug 05
Bloomberg Markets
Shake Shack too cheap, franchising unlocks value.
Shake Shack is significantly undervalued. After the Q1 earnings drop from ~$90 to $55-60, the stock trades at roughly 10x EBITDA while growing mid-teens, which is among the fastest in the restaurant industry. A regression of growth versus multiple suggests it should trade at twice that multiple. Additionally, the company can accelerate growth by adding US franchising alongside its company-owned stores, reaching the 1,500-store target in 7 years instead of 12, creating even more upside.
SHAK
Shake Shack
Long
1ST
—
—
About SHAK Investor Commentary
Across the available history and selected sources, Buzzberg tracks SHAK (Shake Shack) across 11 sources: 9 bullish vs 2 bearish calls from 12 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 24 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Jeff Smith.