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Restaurant Expansion In Mexico And Europe Will Boost Performance

Published
06 Aug 24
Updated
10 Sep 25
AnalystConsensusTarget's Fair Value
US$57.75
31.9% undervalued intrinsic discount
10 Sep
US$39.32
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1Y
-31.3%
7D
1.8%

Author's Valuation

US$57.8

31.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on10 Sep 25
Fair value Decreased 0.87%

Analysts modestly lowered Chipotle's consensus price target to $57.75, citing disappointing Q2 results, macro headwinds, and heightened competitive pressures, though some remain constructive on resilient demand, recent menu innovation, and the company's long-term growth outlook. Analyst Commentary Bullish analysts cite improved risk/reward following a 31% YTD selloff, with expectations that market pessimism regarding same-store-sales is overly priced in.

Shared on07 May 25
Fair value Increased 0.58%

Shared on30 Apr 25
Fair value Decreased 8.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.047%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 9.07%

Shared on26 Mar 25
Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.