Chipotle Mexican Grill (CMG) Down 14.5% Since Q3 Results, Wall Street Remains Positive

Group 1 - Chipotle Mexican Grill, Inc. (NYSE:CMG) is set to release its fiscal Q4 2025 results on February 3, with the stock having declined over 14.5% since the last earnings release [1] - Wall Street analysts maintain a positive outlook on Chipotle, with a 12-month price target indicating a potential upside of more than 31.4% from the current stock level, driven by a favorable outlook for consumer stocks [2] - Bernstein analyst Alexia Howard noted that while consumer stocks have underperformed the broader market, the forward earnings valuation appears attractive, suggesting that investors may seek safety in the Consumer Staples sector amid tech sector volatility [2] Group 2 - Bernstein SocGen Group reiterated a Buy rating on Chipotle with a price target of $40, indicating confidence in the company's store potential despite recent stock performance challenges being deemed cyclical rather than structural [3] - The firm believes that Chipotle has untapped levers that can help grow customer traffic, reinforcing the company's growth potential [3] - Chipotle operates a chain of fast-casual restaurants specializing in customizable Mexican-inspired dishes, which are made with fresh ingredients [4]