Stifel lowers Chipotle stock price target to $60 from $65, maintains Buy rating

Published 09/09/2025, 12:44
Stifel lowers Chipotle stock price target to $60 from $65, maintains Buy rating

Investing.com - Stifel has reduced its price target on Chipotle Mexican Grill (NYSE:CMG) to $60.00 from $65.00 while maintaining a Buy rating on the stock. The stock has declined 34.25% year-to-date and is currently trading near its 52-week low of $39.23.

The firm indicates that third-quarter-to-date comparable sales are tracking below the Street consensus of 1.9%, prompting Stifel to lower its comparable sales estimate to flat for the quarter.

Chipotle has responded to the sales weakness by launching a "Build Your Own" meal option, which offers value for groups of 4-6 people, according to Stifel’s analysis.

The restaurant chain’s shares have fallen to their lowest price-to-earnings next-twelve-months multiple since 2012, now trading below 20 times earnings.

Stifel views the current valuation as "an attractive entry point for GARP investors," despite the reduced price target.

In other recent news, Chipotle Mexican Grill has experienced significant developments, including analyst upgrades and executive changes. Rothschild Redburn upgraded Chipotle’s stock from Neutral to Buy, citing a strong growth model and setting a price target of $55.00, which suggests a potential upside. Similarly, Piper Sandler upgraded Chipotle to Overweight, adjusting the price target to $50.00, reflecting a favorable risk-reward scenario despite recent share price challenges. In a notable executive change, Jamie McConnell, Chipotle’s Chief Accounting and Administrative Officer, resigned to pursue new opportunities, with no disputes or disagreements cited as reasons for the departure.

Meanwhile, Computer Modelling Group Ltd. announced the election of all seven director nominees at its annual meeting, with Birgit Troy receiving the highest approval rate. Additionally, CMG appointed Vipin Khullar as its new Chief Financial Officer. Khullar brings experience from his previous role at the Perseus Operating Group of Constellation Software Inc., where he focused on acquisitions and financial discipline. These developments reflect ongoing changes and strategic decisions within both companies.

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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