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

DON'T BUY

TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.

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BUY

They are the most attractive from a valuation basis. 5% yield. Canadian banks above 5% yield are always a buy. CM-T has not participated in recent strength in banks. It’s a buying opportunity.

BUY

Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good.

BUY

Reports on Thursday He plays a US-centric angle among Canadian banks, so doesn't own CM. But CM's earnings should be decent and should enjoy upside into the summer.

BUY

He recently took profits out of risk-reward, not because he was bearish. It's been in a channel between $110-125. This should eventually hit $130, if you have a long-term view.

COMMENT

Placing a January 2020 covered call? He's unsure about going to January 2020 unless you want to generate a set rate of return based on dividends and income from the covered option. It's the highest yielding Canadian bank at 5.5%. If you sell a Jan. 2020 call slightly out of the money you'll get another 4%. That's an over 9% return and capital gain. CM's numbers have been good lately. This could hit $125.

TOP PICK

It's traded in a range for the past 10 years and recently fell to $104 and has since risen. Buy the cheapest bank in the group because it will beat the other banks,. It had its nasty bit. He targets $127. (Analysts’ price target is $125.43)

WATCH

The next target is $1.12. If it gets through that, it will bring in a lot of room to $1.20 for the next resistance. We are getting the seasonal strength finally kicking in.

SELL ON STRENGTH

Bought it a couple of years ago. He is looking for an exit. He doesn't own stocks that move from an uptrend. The story is over unless a miracle happens. He doesn't see any catalyst.

BUY

Valuation in the bank group is compelling. Only one with yield over 5%. Trading at 1.4x book, strong balance sheet. Negative has always been that it's domestic, and more exposed to the mortgage market. If your outlook is longer term, and you want the dividend, it's a good buy today.

WATCH

The banks did not have their strong seasonal period recently and he reduced his holdings to just BMO-T. We are at a magic level here. It is banging into resistance right now. If we get above $105 it will be clear sailing to $110. BMO-T or TD-T are the best banks and CM-T is pretty good. We should have a second period of seasonality starting near the end of January until April.

HOLD

It was the worst performing bank stock in 2018. It should be the best this year on that basis. At these prices it is at or above 5% yield. It is one of the more domestic banks. The Canadian economy will not be the engine it was. The earnings momentum going forward will be linked to the Canadian economy. He is leaning outside of Canada for future bank investments.

PAST TOP PICK

(A Top Pick Jan 19/18, Down 3%) Value stocks didn't work last year. All the banks have been weak. This was no exception.

SELL ON STRENGTH

Was in an uptrend, he forgave the pullback. A lot of stocks have broken, not unique to CIBC. Switch directions, look for the old support level, and look to get out. He's going to get out on a bit of a rebound.

COMMENT

Seasonality should be kicking in for Canadian banks. CM needs to hold at $110, though historically its current $105 is a bottom. The banks and CIBC are very oversold. If CIBC breaks belwo $105, it could fall to the high-$90s.

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Canadian Imperial Bank of Commerce (CM.TO)