Melius initiates Chipotle stock coverage with Hold rating, $60 price target

Published 14/07/2025, 12:38
Melius initiates Chipotle stock coverage with Hold rating, $60 price target

Investing.com - Melius Research initiated coverage on Chipotle Mexican Grill (NYSE:CMG) with a Hold rating and a price target of $60.00 on Monday. According to InvestingPro data, the stock currently trades at a P/E ratio of 48.7x and shows strong financial health metrics with an overall score of "GREAT."

The research firm acknowledged Chipotle’s "elite level" execution, highlighting the restaurant chain’s health-forward positioning combined with industry-leading margins and consistent unit growth. The company’s impressive 40.3% gross profit margin and 12.6% revenue growth in the last twelve months support this assessment.

Melius described Chipotle as "one of the cleanest growth stories in restaurants today" in its analysis of the fast-casual Mexican food chain.

Despite the positive operational assessment, Melius maintained a neutral stance, noting that the stock "already prices in much of the brand’s strength and long runway."

The firm indicated it would consider a more positive outlook based on either "a better entry point or upside from international expansion and throughput gains."

In other recent news, Chipotle Mexican Grill has seen several analyst firms adjust their price targets and ratings based on recent developments. RBC Capital raised its price target to $65.00, highlighting the success of Chipotle’s honey chicken offering, which has shown strong demand compared to previous menu items. Citi also increased its price target to $68.00, citing new sales initiatives and marketing efforts expected to drive growth in the coming quarters. Truist Securities adjusted its target to $64.00, noting improving sales figures, particularly after the launch of the "Adobo Ranch" menu item. TD Cowen maintained its buy rating with a $57.00 target, expressing confidence in Chipotle’s strategy despite industry challenges, and pointing out the brand’s stable value perception among consumers. Meanwhile, Redburn-Atlantic initiated coverage with a Neutral rating and a $55.00 price target, acknowledging Chipotle’s strong market position but suggesting that current market expectations limit potential for further positive revisions. These developments indicate a range of perspectives on Chipotle’s financial health and growth prospects, with analysts considering various factors such as menu innovations, sales strategies, and market conditions.

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