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 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.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
RY
BUY
Banks will be OK. They are solidly placed and at not a bad price.
DON'T BUY
Concerns about credit risks. If interest rates start to climb, they'll be weaker.
BUY
Banks are at a good level now.
PAST TOP PICK
(Was a top pick on July 17 down 3%) Still a favourite in the banks.
BUY
Expect rate drop to be good for them.
DON'T BUY
Will go through some troubles in the near term. Wait for a couple of quarters first. Good long term.
BUY
Banks are paying dividends that are better than GIC's, treasury bills, etc. Also expects them to start moving back up.
DON'T BUY
Could drop further. Banks have reached their bottoms when yields are 4.5/5%. They are presently at 3.2/3.2%.
DON'T BUY
Long term OK, but has a higher capital exposure than other banks.
DON'T BUY
He's bearish on the banks right now. Some risks on loan losses.
BUY
Will be under pressure in the short term. Long term the top picks are TD, Royal and CIBC.
BUY
Likes.
DON'T BUY
Can't see any further upside for banks. Expecting interest rates to start rising.
DON'T BUY
Banks growth has slowed. Aspects some downside. Money will be starting to leave defensive positions and moving into growth.
BUY
Price has dropped in sympathy with US banks that are under pressure. Banks with brokerage side also have problems. Good values now. BNS is #1 and Royal #2.
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