https://www.youtube.com/shorts/2aIoi_1Eysw The produce is too expensive. The manpower is too expensive. The portions are shrinking. The world is upside down. Young folk can't afford you-- it's over... or is it?/ #adaptordie -->CAVA Group, Inc.CAVA+1.41% ▲– CAVA Group is a Mediterranean fast-casual restaurant chain offering customizable bowls, pitas, and salads. Yesterday,TD Cowen analyst Andrew Charles maintained a Buy rating on the stock but decreased the price target to $90 from $120 per share. Interestingly, eight out of the 11 Top Analysts who recently rated the stock gave it a Buy. Taken together, their 12-month price targets imply an upside of about 25.44%. Might be a tuck away in IRA idea******
go big or go home- AuthID targets $18M in 2025 bookings as IDX platform launch expands total addressable market Aug. 14, 2025 9:14 PM ET Earnings Call Insights: authID Inc. (AUID) Q2 2025 Management View CEO Rhoniel A. Daguro highlighted the achievement of recording "by far, our highest quarterly revenue in authID's history, $1.4 million." Daguro attributed this to the company's strategy to sign clients and bring them live, describing itas the beginning of reaping strategic benefits. The CEO announced the late July launch of the IDX platform, stating, "We believe IDX is 1 of the biggest advances in the identity industry that will eliminate identity fraud, specifically within supply chain workforce." Daguro emphasized that IDX integrates biometric authentication with a platform built on a comprehensive standard, enabling identity management for complex supply chains. Daguro reported a successful go-live with "a U.K.-based Fortune Global 500 customer that is using our PrivacyKey product," aiming to expand this deployment for "significant financial upside." The CEO revealed a new partnership with NEC, a global biometric hardware provider, noting, "With the support of NEC... we will be able to successfully demonstrate interoperability of a reusable identity between 2 companies, over 2 countries... without any changes to the incumbent identity management systems. This has never been done before." Daguro also announced that "authID signed an agreement with Prove, one of the largest identity fraud platforms in the world," and indicated that revenue impact will be visible in Q3. On the board, former NEC executive Ram Menghani joined as a director, strengthening ties with NEC. Daguro described a strategic shift to "performance-based production level pilots" for faster customer adoption, stating this approach "has been proven to be an effective way to earn customer trust, shorten our go-live and time to revenue." CFO Edward C. Sellitto stated, "Total revenue for the quarter increased significantly to $1.4 million compared to $0.3 million last year and $0.3 million in Q1." Outlook Daguro confirmed the company is "confident that we will sign a long-term commitment soon" with a large Fortune 500 international human capital company, with updates to be provided when available. Sellitto reiterated, "As we previously stated, our goal is to deliver $18 million in BAR for 2025. We remain on track to meeting our expectations and look forward to updating our investors again in our Q3 call." Management expects revenue impact from the Prove partnership to appear in Q3. Financial Results Sellitto reported, "Operating expenses for Q2 were $5.9 million compared to $3.6 million a year ago and $4.7 million last quarter. The year-over-year increase is primarily due to increased head count investment in sales and R&D." Net loss for the quarter was $4.4 million, including $1.1 million in noncash charges. Net loss per share was $0.33 compared to $0.34 a year ago and $0.40 last quarter. Remaining performance obligation (RPO) as of June 30, 2025, was $13.8 million, with contracts typically signed for three years. Cash balance was $8.3 million, following capital raises in April and May 2025. Adjusted EBITDA loss was $3.4 million for Q2, compared with a $2.5 million loss a year ago and a $3.9 million loss last quarter. Annual recurring revenue (ARR) as of Q2 is $5.8 million, up from $1.1 million a year ago and $1.2 million last quarter. Gross booked annual recurring revenue (BAR) signed in Q2 was $2.2 million, led by the Prove deal. Q&A Gary Brode, Deep Knowledge Investing: Asked about the $1.2 million deferred revenue and its recurring nature. Sellitto explained, "The amounts that are in deferred revenue results are coming from contract-driven invoices that are recurring in nature and are just yet to be recognized." Brode inquired about the Prove partnership's revenue timing. Daguro replied, "We're very close to taking one of our joint customers live on that first part of that partnership... we should be able to invoice." Brode questioned the Indian contract's revenue expectations. Sellitto confirmed, "We would recognize all of it in the first contract year... by the end of contract year 1, we would have recognized the first year's worth of commitment." Brode asked if the company remains comfortable with the $18 million bookings goal. Daguro stated, "Yes, absolutely." Dean (Unidentified Analyst): Asked about the production pilots' scope and time to revenue. Daguro explained the shift to live production pilots accelerates "time to revenue faster," acknowledging additional upfront resource requirements. Philip Ray Broenniman, Varana Capital: Raised concerns about communication and disclosure. Daguro responded, "We are reaching out, we're scheduling time with people like yourself... to answer your questions and get more details." Sentiment Analysis Analysts focused on the specifics of revenue recognition, contract execution, and communication transparency, with a tone ranging from cautiously positive to pressing for more clarity and detail. Management's tone was confident and proactive, especially during prepared remarks, with statements such as "We remain on track to meeting our expectations." In Q&A, management was generally responsive, clarifying specifics and acknowledging disclosure limitations due to customer confidentiality. Compared to the previous quarter, management demonstrated increased confidence, with less emphasis on product overhaul and more focus on execution and partnership ramp-up. Analysts' tone shifted from general concern about deal timing and expenses to more targeted questions about contract realization and bookings targets. Quarter-over-Quarter Comparison Guidance remained focused on the $18 million bookings target for 2025, reaffirmed this quarter. Strategic focus shifted from technology build-out in Q1 to execution, ramping live customers, and leveraging new partnerships, particularly with NEC and Prove. Analysts' focus evolved from concerns about expense levels and deal delays in Q1 to questions about revenue recognition and timing in Q2. Key metrics showed significant sequential growth in revenue ($1.4 million from $0.3 million in Q1), ARR ($5.8 million from $1.2 million), and BAR ($2.2 million from $0.01 million). Management's confidence increased, emphasizing successful go-lives, new launches, and a strengthened sales pipeline. Risks and Concerns Sellitto highlighted a $0.8 million provision for estimated credit loss expense, stating, "This represents a credit risk assessment related to certain customer contracts." Management acknowledged the upfront resource requirements for accelerated pilots and the need to "be mindful of our spending." Analysts reiterated concerns about communication and transparency, particularly regarding the disclosure of contract specifics and financial impacts of key partnerships. Final Takeaway authID delivered record revenue and advanced major strategic partnerships in Q2 2025, powered by the launch of the IDX platform, the go-live of Fortune Global 500 and Indian contracts, and the signing of Prove and NEC deals. Management reaffirmed the $18 million bookings target for 2025 and expressed confidence in continued revenue growth as new pilots and partnerships convert to production, setting up the company for further expansion in the identity management market.
We have a bunch of good new ideas now thanks to my tireless work. Why do I do this?/ I need a new name or two/ & that's good news for you. Because otherwise I would be watching Bar Rescue. Talk about a wide range of estimates! ATRO Community Fair Values as at Aug 2025 Three Simply Wall St Community fair value estimates for Astronics range from US$15 to US $207.24, showing a wide range of views. With tariffs posing a real cost concern, it’s worth exploring how each perspective frames the company’s risk and reward.
CAVA- The company's biggest opportunity is still its ongoing expansion. With fewer than 400 locations, it has a long growth runway that it is able to self-fund. These are also highly productive stores with an impressive average unit volume of nearly $3 million and top-tier RLMs. Trading at a forward price-to-earnings ratio (P/E) of nearly 123 and a forward price-to-sales ratio (P/S) of 7 based on 2025 analyst estimates, Cava stock is not cheap. However, if the company gets to 1,000 store locations in 2032, it could be generating close to $4.5 billion in revenue with consistent mid-single-digit comps growth. With Chipotle currently sporting a forward P/S ratio of 4.8, Cava stock has the potential to more than double over the next seven years if it were to trade at the same multiple that Chipotle does today. That's a strong outlook, and the restaurant chain could still expand beyond that point. As such, the stock's year-to-date slump does present an interesting opportunity. Long-term investors can consider taking a starter position in Cava now and add more shares on future dips. THATS FROM MOTLEY FOOLS
My son has taken off and landed in Charleston. He is back for senior year. Very proud. He took the cat. That hurts. That Ragdoll has been taking my mind off Bacchus.-