CAVA Group (NYSE: CAVA) 2026 analysis covering AUV trajectory, restaurant-level margins, the Chipotle comparison, Mediterranean TAM, competitive threats from Sweetgreen and QSR giants, and whether the post-IPO premium is justified by execution.
Intuitive Surgical stock analysis for 2026: da Vinci 5 FDA clearance and upgrade cycle implications, razor-and-blade model economics, Ion lung biopsy platform growth, competitive threats from Medtronic Hugo and J&J Ottava, and valuation framework for growth investors.
Roblox stock analysis 2026: FY2024 revenue of $3.6B, daily active users, 17+ content expansion, immersive advertising launch, child safety lawsuits, AI moderation, and the bookings guidance cut.
PayPal stock analysis 2026: CEO Alex Chriss's turnaround strategy, branded checkout vs. Braintree dynamics, PYUSD stablecoin, FY2024 financials, P/E of 8.7x, and fintech ETF alternatives.
Rivian (RIVN) 2026 investment analysis: first annual gross profit $144M, 42,247 deliveries, R2 Q2 2026 launch, Amazon 30,000+ EDVs, VW $1B investment, 62-67K delivery guide, bull and bear scenarios.