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

BUY

They have exposure to the US but were late to the table. It is trading at a discount to their peers and he thinks this discount is justified. The discount therefore creates a buying opportunity. He thinks the valuation is attractive.

BUY

The chart is like most, testing previous old support levels. It's a bit toppy, but you buy Canadian banks when they're weak, and when they're strong. You don't give up on them. The US banks have been under pressure, and they have more chance of going lower. No problem buying this right now, even if it's a hold just for a little while.

BUY

TD is the class act. CIBC is the step child in the Canadian Bank industry. The Canadian Bank oligopoly is not going away. If you want to make money in the 3-5 years buy TD if you want to collect the dividend buy CIBC.

HOLD

The first of the Canadian banks to report next Wednesday. They have been hurt due to perceptions of being more of a domestic only bank. He is hoping to see what they mortgage portfolio looks like and what they are projecting for loan losses. He likes their yield of 5.1%. He would not be a buyer or seller here.

DON'T BUY

They're trying to break into the US market: 25% of earnings there is the target. They aren't buying back shares to the same degree at its peers. It's trading at a valuation discount vs. its peers. So, if not buybacks, is CIBC plotting an acquisition with their cash? He doesn't know. There are better opportunities elsewhere.

TOP PICK

Pays the highest yield among the big banks. Even though they damage themselves, CIBC will continue to pay that yield that they will increase. Buy this for the income. (Analysts’ price target is $123.93)

BUY

He likes CM-T and thinks the sell off makes it good value and at good support -- great upside potential -- and the best yield of the Canadian banks.

BUY

Still a fine name. If the Canadian real estate market is getting an all-clear, that makes it better. They have been getting into the US and that is paying off for them. Balance sheet is fine. Dividend is high and it is cheap. Nothing wrong with this name. Still not his favorite of the banks but you will do fine.

TOP PICK

Two items -- 5% dividend yield and it trades at less than 10 times earnings. Always a winning combination histortically. Yield 5.03% (Analysts’ price target is $123.93)

DON'T BUY

The next interesting place is about $112 and then $120. There have been better places to put your money. He prefers other financials than banks, where you will be stuck in a band.

HOLD

This has been disappointing for the past couple of years, but the dividend yield of 5% is good. He would not worry about holding this. His stop-loss would be $100.

BUY

CIBC vs. BNS Canadian bank shareholders haven't made money lately including himself. The market has been worrying about bank prospects (i.e. mortgage defaults) constantly, and yes Q1 was weak, but he expects banks to show positive earnings. Also, they trade at 9-10x earnings and pay good dividends that'll grow. Of the two, he'd pick BNS.

BUY

Canadian banks in general are strongly managed from a risk perspective. They are not a black box. People around the world look at headlines. Financials is 25-30% financials. He is only 5% weighted on Canadian banks. Not because he is negative on them just he likes better other areas of the market better. Just don't be overweight banks.

SELL

If it breaks through $109.50, you'll go down to $105, and then the next spot is $98. Banks are predictable, not a big drop. Better places to deploy capital because of seasonality and rate slowdown. He'd look at it again around $100-105. Interest rates would really need to rise to see it break through.

BUY

The Canadian banks are good value. They've come off their highs in the recent reports, due to the harsh market action in Q4 2018. CIBC is the cheapest of the pack in terms of PE and highest yield, but it's also had its issues. It's priced accordingly. He likes the American exposure of TD, though. These are not expensive stocks. You can't go wrong with these banks.

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Canadian Imperial Bank of Commerce (CM.TO)