Chipotle Mexican Grill (CMG) Buy, Sell or Hold

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Chipotle Mexican Grill (CMG)

32.18

-0.61 (1.86%)

as of Aug 10, 2026, 8:14:27 pm Market Open.

91 watching

Investor Insights

Aug 9, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Chipotle Mexican Grill (CMG) is navigating a challenging landscape marked by leadership changes and recent struggles, reflected in a 29% decline year-to-date. Analysts note a slight earnings beat and better sales growth in their latest quarter, along with an improved outlook for same-store sales. Despite past difficulties, including a stock price halving, there is cautious optimism as the company engages in stock buybacks and is perceived to be well-managed with strong brand loyalty. However, concerns remain over current valuation, market conditions, and execution capabilities. The overall sentiment suggests potential upside if the turnaround strategy proves effective, but investors are advised to monitor market conditions before committing to further investments.

Consensus

Cautious

Valuation

Overvalued

Similar

MCD, McDonald's

WAIT

Allan Tong’s Discover Picks Since I recommended it in mid-August, CMG shares have endured a choppy ride, but since its report a week ago, shares have sharply turned upward pointing to it being an oversold stock at the time. CMG stock reported that revenue was up 13.7% YOY. In-store sales were up 22.1%, better than the company’s overall growth. Digital sales accounted for 37.2% of revenues in the last quarter. Another positive is that Chipotle’s rewards program now boasts 30 million members after only 3.5 years. More good news, the price of avocados has declined and overall U.S. inflation continues to tick down as seen in recent consumer and producer numbers. If food costs continue to ease, margins should improve. Read 3 Oversold Stocks to Take Advantage of for our full analysis.

HOLD

They just reported a fine quarter, but several analysts harped that the chain is too expensive for some people after several menu price increases. Yes, there is modest market-share loss in some small towns, but same-store sales growth was up 7%. They face extreme inflation, namely for avocados, dairy and beef, so if they get a price break on any of these, their profits will jump. It's worth holding onto this just for that price inflection.

BUY

Saw a 4% product price increase in August, but with food costs easing, margins should improve. Great managers.

BUY ON WEAKNESS

Allan Tong’s Discover Picks So, Chipotle is executing well and planning for the future. That's not to say that there is smooth sailing ahead. As noted, food and worker costs keep rising, but we are starting to see such costs plateau and this trend could extend into the autumn. Again, keep an eye on crude oil prices. The street has 20 buys and four holds on CMG, but a price target that's only 6.37% higher, at $1,769.76. Look for pullbacks. Read 3 Options to Profit from Falling Crude Oil for our full analysis.

BUY

He is long this. It broke out above its 200-day moving average. It's off to the races.

BUY

They just delivered a blow-out quarter. Shares jumped nearly 15% today. They have a more affluent clientele and the food is good. This stock has always had a higher price.

WAIT

They report tomorrow. Too many dump on this stock. It's a reliable chain and shares have gotten too cheap, but wait for what McDonald's says tomorrow morning when it reports.

BUY

Will ultimately recover. Best among fast-food operators. Better times ahead. UBS reiterated it as a buy.

BUY

He trimmed his AbbVie to buy back Chipotle which he once owned. Though the near-term market direction is cloudy, he is seeking opportunity. He bought AbbVie last November at $115. Over three days, AbbVie jumped 8%, way faster than in recent years, but then it was wiped out in just three days. So, he sold half his position. He bought Chipotle, because he wanted growth at a reasonable valuation. It can endure theses inflationary times. Brand recognition helps. Fast food continues to sell.

BUY ON WEAKNESS

A great company. It's very cheap now. Buy a tranche every 200 points down.

BUY

They report Tuesday. He predicts they'll have low-digit same-store sales vs. last year's already-excellent numbers. This should spark the stocks price. True, raw costs are always a problem, but he expects the report will be respectable.

COMMENT

It's fantastic, but it's a high-PE stock and they're all going down.

BUY ON WEAKNESS

A terrific operation, but Omicron will bring down their numbers--that's when you buy. Fantastic managers.

WATCH

They have had some issues with their supply chain. Price momentum has been okay, but valuation is not great at 78x price to earnings. It did beat earnings. Balance sheet is good and return on equity is good. Would not add here.

DON'T BUY

He's been wrong on this for a long while and has stayed away. The PE is still above 65. But they can still execute, have pricing power and boast customer loyalty. That said, he'll pass.

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Chipotle Mexican Grill (CMG)