Barclays Has Lowered Expectations for Chipotle Mexican Grill (NYSE:CMG) Stock Price

Chipotle Mexican Grill (NYSE:CMG) had its price target decreased by research analysts at Barclays from $44.00 to $40.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the restaurant operator’s stock. Barclays‘s target price would suggest a potential upside of 4.22% from the stock’s current price.

Several other equities analysts also recently issued reports on CMG. Northcoast Research downgraded Chipotle Mexican Grill from a “buy” rating to a “neutral” rating in a research report on Friday, October 31st. Wells Fargo & Company increased their price objective on shares of Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock an “overweight” rating in a research note on Thursday, January 22nd. Evercore ISI restated an “outperform” rating and set a $45.00 target price on shares of Chipotle Mexican Grill in a research report on Friday, December 19th. Sanford C. Bernstein increased their price target on Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Finally, Gordon Haskett cut Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, Chipotle Mexican Grill currently has an average rating of “Moderate Buy” and an average target price of $49.58.

Chipotle Mexican Grill Stock Down 0.3%

Chipotle Mexican Grill stock opened at $38.38 on Wednesday. Chipotle Mexican Grill has a twelve month low of $29.75 and a twelve month high of $59.19. The business has a fifty day moving average of $37.49 and a two-hundred day moving average of $38.97. The firm has a market cap of $50.75 billion, a P/E ratio of 33.42, a P/E/G ratio of 3.47 and a beta of 0.99.

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

Institutional Inflows and Outflows

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

More Chipotle Mexican Grill News

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS of $0.25 and revenue of $2.98B topped consensus, and Chipotle launched a “Recipe for Growth” plan to lift transactions and efficiency. PR Newswire: Q4 and full-year results
• Positive Sentiment: TD Cowen reaffirmed its “buy” rating and set a $44 price target, signaling continued analyst conviction despite the cautious outlook. Benzinga: TD Cowen note
• Positive Sentiment: BTIG kept a “buy” rating with a $45 target, another vote of confidence that the company can recover as traffic stabilizes. Benzinga: BTIG note
• Neutral Sentiment: Telsey cut its price target from $50 to $48 but maintained an “outperform” rating — a tempered view that still implies upside vs. current levels. Benzinga: Telsey note
• Neutral Sentiment: Stifel lowered its target from $50 to $45 but kept a “buy” rating — reflecting reduced near‑term expectations while retaining a constructive medium‑term view. Benzinga: Stifel note
• Neutral Sentiment: MarketBeat’s piece argues CMG may be near a bottom and highlights management’s strategy (tech, back‑of‑house, international expansion) as a potential catalyst if execution improves. MarketBeat: analysis
• Neutral Sentiment: Marketing activation: Chipotle plans a Game‑Day promotion and app initiatives (including up to $1M in free entrée codes) to drive app engagement and traffic. This is promotional upside but not a guaranteed traffic fix. PR Newswire: Game Day promo
• Negative Sentiment: Management forecasted roughly flat comparable‑store sales for 2026 and warned of margin pressure as consumers cut discretionary spending — a key driver of investor concern. Reuters: guidance and outlook
• Negative Sentiment: Traffic declined for the fourth straight quarter; weak guidance and declining transactions prompted an after‑hours selloff and analyst forecast cuts. That weakness is the main reason shares moved lower in reaction to the print. CNBC: share reaction
• Negative Sentiment: Stephens reaffirmed an “equal weight” rating with a $35 target — the only published target in this batch implying downside vs. current levels and adding pressure to sentiment. Benzinga: Stephens note

Chipotle Mexican Grill Company Profile

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.