Telsey Advisory Group Lowers Chipotle Mexican Grill (NYSE:CMG) Price Target to $48.00

Chipotle Mexican Grill (NYSE:CMG) had its target price reduced by analysts at Telsey Advisory Group from $50.00 to $48.00 in a note issued to investors on Wednesday, MarketBeat.com reports. The firm presently has an “outperform” rating on the restaurant operator’s stock. Telsey Advisory Group’s price objective would suggest a potential upside of 22.77% from the stock’s previous close.

Other research analysts have also recently issued research reports about the company. Barclays increased their price objective on Chipotle Mexican Grill from $38.00 to $44.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Chipotle Mexican Grill in a research report on Monday, December 29th. Evercore ISI reissued an “outperform” rating and issued a $45.00 price objective on shares of Chipotle Mexican Grill in a report on Friday, December 19th. KeyCorp cut their price objective on shares of Chipotle Mexican Grill from $52.00 to $45.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Finally, Truist Financial increased their target price on shares of Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Chipotle Mexican Grill currently has an average rating of “Moderate Buy” and a consensus target price of $49.81.

Chipotle Mexican Grill Price Performance

CMG stock opened at $39.10 on Wednesday. Chipotle Mexican Grill has a one year low of $29.75 and a one year high of $59.19. The stock has a market cap of $51.70 billion, a price-to-earnings ratio of 34.60, a price-to-earnings-growth ratio of 3.47 and a beta of 0.99. The company has a fifty day moving average price of $37.49 and a two-hundred day moving average price of $38.97.

Chipotle Mexican Grill (NYSE:CMG) last posted its earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. Chipotle Mexican Grill had a net margin of 13.04% and a return on equity of 45.39%. The company had revenue of $2.98 billion during the quarter, compared to analysts’ expectations of $2.96 billion. During the same quarter last year, the company posted $0.25 EPS. Chipotle Mexican Grill’s quarterly revenue was up 4.9% compared to the same quarter last year. Research analysts anticipate that Chipotle Mexican Grill will post 1.29 EPS for the current fiscal year.

Institutional Trading of Chipotle Mexican Grill

Several large investors have recently bought and sold shares of the business. Operose Advisors LLC acquired a new position in Chipotle Mexican Grill during the second quarter worth about $25,000. Financial Life Planners bought a new stake in shares of Chipotle Mexican Grill during the 3rd quarter valued at approximately $25,000. Wealth Watch Advisors INC bought a new stake in shares of Chipotle Mexican Grill during the 3rd quarter valued at approximately $25,000. Salomon & Ludwin LLC acquired a new position in Chipotle Mexican Grill during the 3rd quarter worth approximately $26,000. Finally, Lavaca Capital LLC bought a new position in Chipotle Mexican Grill in the 2nd quarter valued at approximately $28,000. 91.30% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Chipotle Mexican Grill

Here are the key news stories impacting Chipotle Mexican Grill this week:

• Positive Sentiment: Q4 results beat expectations — GAAP EPS beat consensus and revenue rose (company reported full‑year revenue +5.4%), helped by new restaurant openings that offset weaker transactions. CHIPOTLE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Positive Sentiment: Management rolled out a “Recipe for Growth” strategy aimed at improving transactions, accuracy, efficiency and speed — a concrete plan that could restore traffic and margins over time. CHIPOTLE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Neutral Sentiment: Company will implement modest menu price increases (1–2%) this year targeting higher‑income core customers — may help mix and margins but could limit traffic upside. Chipotle is targeting the top of the K-shaped economy
• Neutral Sentiment: Company offered promotional marketing (Game Day activation, free‑food codes) to drive app engagement and visits — short‑term traffic support but limited visibility on sustained lift. WHILE OTHERS AIR AI‑GENERATED ADS, CHIPOTLE GIVES FANS $1 MILLION IN REAL FOOD
• Negative Sentiment: Management forecast 2026 comparable sales to be about flat and warned of margin pressure as consumers cut discretionary spending — guidance disappointed investors and reduces near‑term growth visibility. Chipotle forecasts weak annual sales, margin pressure as consumers cut discretionary spending
• Negative Sentiment: Foot traffic fell for the fourth straight quarter and same‑store sales guidance came in below expectations — the persistent decline in transactions is the main driver of the stock drop as investors question when traffic will stabilize. CMG Earnings: Chipotle Mexican Grill Stock Falls on Weak Guidance, Declining Foot Traffic
• Negative Sentiment: Market reaction was swift: shares dropped sharply after hours as investors reacted to the weak comp outlook and traffic trends despite the beat — near‑term sentiment remains negative until comps and transactions show improvement. Chipotle stock sinks 11% as restaurant chain reports falling traffic, weak guidance

About Chipotle Mexican Grill

Chipotle Mexican Grill is a fast-casual restaurant company known for its Mexican-inspired menu of burritos, bowls, tacos and salads. Founded in 1993 by Steve Ells, the chain emphasizes fresh, customizable meals made from a limited menu of core ingredients and a focus on ingredient quality. Chipotle operates primarily company-owned restaurants and offers dine-in, takeout, catering and delivery through its own digital platforms and third-party partners.

The company is headquartered in Newport Beach, California, and traces its roots to Denver, Colorado.