Canadian Imperial Bank of Commerce (CM.TO)…

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Canadian Imperial Bank of Commerce (CM.TO)

166.97

+3.44 (2.10%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

1039 watching

Investor Insights

Jul 11, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

The Canadian Imperial Bank of Commerce (CIBC) has received mixed opinions from analysts regarding its performance and valuation. Many experts highlight its strong earnings growth, driven by significant increases in US-based business, and impressive return on equity, although concerns exist regarding its reliance on Canadian consumers and residential mortgages amid potential economic headwinds. Some analysts commend its cash reserve growth, with aggressive share buybacks and debt reduction strategies. However, others point out that the bank's valuation may be becoming stretched given the current economic context, urging caution and suggesting a focus on more defensive investments in the banking sector. Overall, while CIBC's trajectory appears positive, particularly with infrastructure developments benefiting the sector, the differing perspectives on its valuation suggest a cautious approach might be warranted.

Consensus

Mixed

Valuation

Fair Value

Similar

HOLD

Everything looks okay, but it looks kind of mushy. All banks look like this, except National Bank which is Quebec based. The banks are cheap, but they look like they want to ooze lower before there is any rebound. He would hold it if you own it, but he doesn't expect good performance in the next couple months.

BUY

He switched from BMO-T to CM-T last year. It is still not his largest banking holding. It is a bit of a catch-up trade.

DON'T BUY

They stubbed their toe on Q4 earnings and arrived late to buying assets in the US. In Canada, they have been very aggressive on mortgage lending. He does not own it presently. He is not a fan of the overall leverage to the Canadian economy.

DON'T BUY

CM vs. MFC They were late to get US exposure, which hurt them. Also, there's negativity towards CM's mortgage book. TD and RY remain the top Canadian banks, not CM. TD & RY are investing in tech, the future, which is smart. MFC: The lifecos have done well diversifying into asset management and into Asia. But with low interest rates, pricing insurance gets tougher and limits growth. You own lifecos for Asia and wealth management. Not CM, but buy TD and Royal.

DON'T BUY

They stood out from their peers as the one to increase their expenses. This is difficult because of the headwinds in the sector. It has the weakest earnings profile going forward. He would prefer another bank. See his Top Picks for today.

HOLD

If the market is going into an inflationary period, this dividend and 8.9 times earnings, you could but it here. Their underlying credit quality remains stable. The resumption of Canadian real estate looks good. Earnings are not growing as fast as other Canadian banks. Yield 5.5% (Analysts’ price target is $113.00)

DON'T BUY

The banks across the board have’s done well this week. Banks do well between August to September and usually outperform the market. From a technical perspective, we inched into resistance and we’re seeing testing. He wouldn’t be a buyer here unless it come down to the August low.

BUY ON WEAKNESS

$111.65 is his structural level. It will stay where it is until there is some news. He would add here as his model price is $135.44 or an 18% upside. He would nibble here.

STRONG BUY

Lots of upside to come and pays a nice yield. CM is in the lower end of its 10-year range. Really likes this, even more than TD.

PAST TOP PICK

(A Top Pick Dec 10/18, Up 13%) Pays the best dividend among Canadian banks. Still likes it. Trades in line with its peers in terms of valuation. ROE is fairly good. They report next week. Credit has held in well in this space, and all the banks have contained operating costs. The sector is up 14%.

HOLD

Financials look pretty good. They keep moving on into December. You have support way back in May and we should see it hold at $110. It should carry on into January and February of next year. It should go back up to $120 and then pause there.

COMMENT

Will they continue to outperform their peers? Every cycle sees the laggard become the leader and then vice versa. The Canadian banks are all about the same in long term returns. CM is the smaller of the Big 5 banks. RY has been consistently the largest bank, however. CM-T does have the highest current dividend yield.

DON'T BUY

Traditionally it has been regarded as more focused on the domestic economy. The reliance on the domestic Canadian mortgage market for growth is not well regarded. It might be okay shorter term but not longer term.

BUY

A recent top pick. Fine valuation vs. peers. Neither the cheapest or most expensive bank, and pays nearly a 5% yield (safe), higher than peers. Their mortgage exposure is greater than peers, though.

HOLD

He saw a floor near $100 back in August and resistance at $110. If we go above $112, then $120 is very likely. A no man's land right now, so just hold with downside to about $105.

Showing 136 to 150 of 1,097 entries

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Canadian Imperial Bank of Commerce (CM.TO)