Key Stats for Chipotle Stock
- Price Change: +0.8%
- Current Price: $41
- Advanced Model Price Target: $80
The Street targets $45. The Model targets $80. Who is right? Run the numbers on TIKR →
What Happened This Week?
Chipotle Mexican Grill (CMG) stock rose 0.8% on Friday, closing at $41 as investors positioned themselves for the company’s Q4 earnings report scheduled for February 3, 2026.
The positive price action reflects growing optimism after Telsey Advisory Group initiated coverage with an “Outperform” rating earlier this month, validating the company’s recovery plan.
Despite the recent departure of Chief Brand Officer Chris Brandt, the market is focusing on the operational improvements expected to be unveiled on the upcoming call.
Investors are specifically watching for updates on the High Efficiency Equipment Package (HEAP) rollout, which CEO Scott Boatwright has flagged as a key driver for 2026 throughput.
See analysts’ growth forecasts and price targets for Chipotle Mexican Grill stock (It’s free!) >>>
Is Chipotle (CMG) Undervalued Today?
The bullish case for Chipotle (CMG) relies on its “Recipe for Growth” strategy,
This strategy aims to accelerate transaction volume despite a challenging consumer backdrop.
CEO Scott Boatwright has committed to a massive expansion plan, targeting 350 to 370 new restaurant openings in 2026
This expansion plan includes 10 to 15 international locations in the Middle East and South Korea.
Operationally, the company is rolling out its High Efficiency Equipment Package (HEAP) to improve throughput, a move Boatwright claims will drive a step-function change in service speed.
To combat menu fatigue, Chipotle is doubling its innovation cadence, planning 3 to 4 limited-time protein offers in 2026, up from its historical average of two.
According to TIKR’s Advanced Valuation Model, the market is severely underpricing this growth re-acceleration.
- Advanced Model Price Target: $80
- Current Price: $41
- Potential Upside: +95.2%
The model assumes Chipotle (CMG) can achieve a 10.3% revenue CAGR through 2030 as it scales toward its long-term goal of 7,000 North American restaurants.
It also factors in a recovery in margins as the company’s investments in automation and efficiency begin to pay off, projecting a return to 18.5% annualized returns for shareholders.
Conclusion: Chipotle (CMG) is trading at a discount due to short-term noise. However, with a valuation model pointing to $80, the stock offers nearly double-your-money potential for investors willing to bet on the brand’s global expansion.
See the full Chipotle forecast on TIKR >>>
How Much Upside Does Chipotle Mexican Grill Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
