Chipotle stock price target raised to $61 by TD Cowen on growth outlook

Published 22/07/2025, 16:40
Chipotle stock price target raised to $61 by TD Cowen on growth outlook

Investing.com - TD Cowen has raised its price target on Chipotle Mexican Grill (NYSE:CMG) to $61.00 from $57.00 while maintaining a Buy rating ahead of the company’s second-quarter earnings report, scheduled for July 23. According to InvestingPro data, the stock currently trades at a P/E ratio of 45.3x, reflecting its premium valuation status.

The investment firm expects Chipotle’s second-quarter results to be largely in-line with consensus estimates and company guidance, with little change anticipated in management’s commentary for the remainder of 2025. The company maintains strong financial health with a current ratio of 1.52 and has demonstrated solid revenue growth of 12.57% over the last twelve months.

TD Cowen cited data from Bloomberg Second Measure and Placer suggesting that Chipotle’s two-year sales trends either remained steady or accelerated in May and June compared to April, supporting the firm’s second-quarter same-store sales estimates of approximately -3.0%.

For the full year 2025, the analyst expects Chipotle to maintain its low-single-digit same-store sales growth guidance, likely in the 0% to 1% range, with management messaging a return to mid-single-digit comparable sales in 2026.

The higher price target is based on Chipotle’s five-year average forward price-to-earnings multiple of 37.8x, justified by confidence in returning to positive traffic in the second half of 2025, sustained new store economics through Chipotlane locations, consistent 8%-10% annual new store development, and the company’s position as a scarce large-cap consumer growth opportunity. The company maintains a strong market position with a market capitalization of $70 billion and healthy gross profit margins of 40.28%.

In other recent news, Chipotle Mexican Grill has been the focus of several analyst updates. UBS has raised its price target for Chipotle to $65, maintaining a Buy rating, as they anticipate that the company’s second-quarter same-store sales will align with consensus estimates of approximately -2.9%. RBC Capital also increased its price target to $65, noting the success of Chipotle’s honey chicken offering, which could positively impact second-quarter expectations. Citi has gone further, setting a new price target of $68, while maintaining a Buy rating, as they foresee the second quarter as a turning point for Chipotle’s sales and traffic. KeyBanc has adjusted its price target to $60, maintaining an Overweight rating, citing improved investor sentiment and better performance expectations for July. Melius Research initiated coverage with a Hold rating and a $60 price target, acknowledging Chipotle’s strong execution and industry-leading margins. These developments highlight a range of expectations from analysts regarding Chipotle’s performance in the near term.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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