Piper Sandler raises Chipotle stock price target to $53 from $52

Published 24/07/2025, 16:40
Piper Sandler raises Chipotle stock price target to $53 from $52

Investing.com - Piper Sandler has raised its price target on Chipotle Mexican Grill (NYSE:CMG) to $53.00 from $52.00 while maintaining a Neutral rating on the stock. The stock, currently trading near its 52-week low of $44.46, has seen analyst targets ranging from $45.94 to $65.00, according to InvestingPro data.

The adjustment follows Chipotle’s second-quarter 2025 results, which showed same-store sales declining 4.0%, falling below consensus estimates and investor expectations.

On a two-year basis, Chipotle’s same-store sales increased approximately 7.0%, which Piper Sandler noted was below what management had planned for, suggesting consensus sales estimates will need downward revision for the second half of the year.

Despite the disappointing results, Chipotle’s management reaffirmed during their earnings call that they believe mid-single-digit percentage growth remains the appropriate comparable sales algorithm for the business, expressing confidence the company will return to this level.

Piper Sandler indicated that whether Chipotle can achieve this projected growth rate remains a key component of ongoing investor debate, which is likely to intensify following these results and heading into 2026.

In other recent news, Chipotle Mexican Grill reported its second-quarter 2025 earnings, revealing a modest earnings per share (EPS) beat with an actual EPS of $0.33, slightly above the forecast of $0.32. However, revenue was slightly below expectations, coming in at $3.1 billion compared to the anticipated $3.11 billion. The company’s same-store sales growth was -4.0%, which missed the consensus estimate of -2.9%, leading management to revise its full-year same-store sales guidance downward to flat. Bernstein maintained an Outperform rating on Chipotle despite the earnings miss. Bank of America Securities reaffirmed its Buy rating, citing the company’s long-term growth potential. Meanwhile, Wells Fargo (NYSE:WFC) adjusted its price target for Chipotle to $60, maintaining an Overweight rating due to slower-than-expected sales performance. Citi also lowered its price target to $62, maintaining a Buy rating, as it anticipates near-term challenges but expects improvement in the second half of the year. These developments reflect a mixed outlook for Chipotle as it navigates current market conditions.

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