TSE:CM

Canadian Imperial Bank of Commerce (CM.TO)

166.97
+3.44 (2.10%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 12, 2026, 12:00 am

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

Canadian Imperial Bank of Commerce (CM) has garnered a mix of optimism and caution among analysts. The bank has shown impressive earnings growth, reporting a 28% increase in net income, mainly due to its U.S.-based operations. Experts appreciate the bank's financial discipline with growing cash reserves, debt reduction, and share buybacks. While some analysts see a strong potential for growth driven by infrastructure and energy development, others express concerns regarding its heavy reliance on the Canadian consumer amid a potentially fragile economic environment. The consensus on the stock's valuation is divided, with some experts suggesting it is fully valued while others propose it has room for upward movement.

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Consensus
Mixed
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Valuation
Fair Value
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RY
BUY
In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
DON'T BUY
Not inclined to this bank because it tends to have more accidents than the other banks. Trades at deservedly lower valuation. Prefers Toronto Dominion Bank.
BUY
Banks have been running hard and thinks it's because of a shift of money out of the cyclicals. Multiples are getting more in line with other banks. Prefers Bank of Nova Scotia or Toronto Dominion.
WEAK BUY
Prefers Bank of Nova Scotia because of their terrific branch operations. Would select BNS as #1, Royal as #2 and National as #3.
PAST TOP PICK
(A Top Pick July 23/04. Up 4%.) Still his favourite among the banks, but pairs it with Bank od Nova Scotia as CIBC is more volatile and BNS more stable.
TOP PICK
Favorite banking stock. Reduced exposure to the U.S. Well run.
TOP PICK
Likes the financial services sector. Had very good numbers in the last quarter. Should continue to see some good quarters. Dividend 3.6%.
TOP PICK
Developing a very interesting strategy of shrinking. Going to take their excess capital and buy shares back.
TOP PICK
Q: Is overweighting banks rather than cash a good strategy? A: Works well over a 3/5 year time horizon. 3rd quarter earnings were better than expected. The bank with the most earnings growth potential for next 2 years.
BUY
Recommend this stock. One year target of 84 dollars. High quality earnings.
TOP PICK
Has the lowest P/E multiple and the highest dividend yield. Have focused more on the retail side which is the most profitable side of the business. In mergers, this bank could be acquired.
TOP PICK
(Past top pick Mar 3/04. Up 38%.) Still has some good upside. Trades at a lower multiple than the other banks. Keeps increasing the dividend.
DON'T BUY
Dividend yield of almost 4%. Even if the stock dropped below $25, it would not be at a historical low so he is not interested. Not a contrarian play.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
WAIT
Generally like the banks, but they have had a pretty strong move. Interest-rate increases have affected the stocks. Wait for the announcement by the US fed on interest rates.
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