NYSE:CMG

Chipotle Mexican Grill (CMG)

32.14
-0.65 (1.98%)
as of Aug 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 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.

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Consensus
Cautious
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Valuation
Overvalued
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MCD, McDonald's
BUY
The stock has sold off. It boasts 30% EPS growth which justifies their valuation. Their digital model is best in breed. They announced they'll reduce their emissions 50% by 2030, which is a selling point. He likes it.
STRONG BUY
They report Wednesday. A huge favourite of his. He targets $2,000.
BUY
Based on a $2,000 price target, you can take some profits now to lock in a gain. But he thinks this will hit $2,000.
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.
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.
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