Chipotle Mexican Grill (CMG) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Chipotle Mexican Grill (CMG)

34.00

+1.03 (3.12%)

as of Jun 30, 2026, 8:00:00 pm Market Open.

91 watching

Investor Insights

Jun 30, 2026, 12:00 am

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

Chipotle Mexican Grill (CMG-N) is currently navigating a challenging environment with a notable 25-30% decline in stock price, reflecting concerns over recent earnings that indicated a drop in same-store sales. Despite these challenges, some analysts see potential for a turnaround, provided the company can execute its strategies effectively. Management's history of making necessary adjustments and the brand's strong loyalty are positive indicators. However, rising beef prices and the perception of high menu prices pose significant hurdles. While some analysts suggest caution, others believe that aggressive store expansion and appeal to the younger demographic could position the company for future growth.

Consensus

Cautious

Valuation

Overvalued

Similar

QSR,Restaurant

COMMENT

It's too pricey for her, but their execution (digital strategy, pivoted during the pandemic) is perfect. They've done a phenomenal job. Good for them.

Wealthica Track your Stocks in your Watch List

BUY

Was just upgraded with a new price target He has been bullish this for a long time. A great turnaround story of the last 25 years. We'll see that new price target happen this fall. He's a firm believer.

BUY

The CEO came from Taco Bell to revive this company immediately. The PE is stretched, though, but digital growth has been amazing. They've innovated the menu. They've done everything they've needed to do. He raised menu prices, but also the wages of their employees which creates loyalty and goodwill by customers.

BUY

They just reported a 10.5% jump in digital sales. Tech is the key to their success. They invested their big cash pile well in created fast pick-up service and their app.

STRONG BUY

It surged 11.5% today on a fabulous quarter. This is headed to $2,000 and sooner than you think. Earnings beat. Smart energies who used the best digital ordering system to survive and thrive during Covid. Same goes with drive-thrus. They learned to use technology during Covid. They opened 56 locations in the last quarter, including 45 that exploit tech and drive-thru technology. Digital sales jumped 10.5% in the quarter and now makes up nearly 50% of overall quarterly sales.

DON'T BUY

Labour costs are rising. Their use of digital and online results may be as good as it gets.

BUY

Some say the valuation is too high, but he points to 30% earnings growth, digital advancements and a predicted big earnings beat.

BUY

The stock rallied early this year, then faltered, though has come back recently. It still lags the S&P YTD by 3%. CMG soared last year by getting ahead of the curve using a strong online platform. They keep delivering great numbers, though expectations have been sky high which has triggered sell-offs; investors sold on good news. Fears of food and labour inflation are baked into the shares. In fact, food prices, such as wheat, have come down recently. Investors are unfairly punishing CMG for not offering full-year guidance. Earnings growth has been amazing, so give them a break. Shares are up 13% in June. They keep rolling out popular menu items, like a customize quesadilla. They should gain more market share. Trades at 63x this year's earnings, so it's not cheap though, but was trading 70x earlier this year. If it trades 20 points higher, it will trigger a breakout.

BUY

It's the best in class, so stick with it, despite trading below its 200-day moving average.

BUY

They report Wednesday. The stock has been hanging around all time highs, but he expects a breakout after the report, which he thinks will be a blow-out given a pick-up in business.

BUY

Enjoyed an upgrade today and a higher earnings estimate. CMG is the last man standing in the restaurant industry as peers as closed during Covid. CMG took greater market share. It's up 21% in the past year.

BUY

Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They're making as much money from delivery and take-out from in-store dining. Later, in-store dining will come back with the reopening.

COMMENT

CMG vs. MCD: Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.

BUY

Will survive the winter lockdown and either presidential candidate. They've invested seriously in take-out food to offset the losses of dine-in. They have adapted well.

DON'T BUY

Loyal customers are still lining up, despite the pandemic. Valuation is 74x earnings for a 23% growth rate, so a PEG ratio of 3, and that's a little expensive for him. Strong revenues, but expensive valuation.

Showing 61 to 75 of 101 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Bruce Murray

The Murray Wealth Group

Joe Terranova

Virtus Investment Partners

Stephanie Link, Chief investment strategist, Hightower

Hightower

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Chipotle Mexican Grill (CMG)