Latest news with #AndrewStrelzik
Business Insider
4 days ago
- Business
- Business Insider
Is Chipotle Mexican Grill Stock (CMG) a Buy Ahead of Q2 Earnings?
Chipotle Mexican Grill (CMG), the fast-food Mexican chain, is set to report its second-quarter 2025 results on Wednesday, July 23. So far this year, CMG stock has dropped over 10%, weighed down by broad economic concerns and ongoing tariff uncertainty. Despite the recent dip, several analysts have raised their price targets on CMG ahead of earnings, indicating confidence in the company's longer-term growth story. While some short-term weakness is expected in Q2 due to macro pressures, analysts remain upbeat about a rebound in the second half of 2025. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. What to Watch on July 23 Wall Street expects Chipotle Mexican Grill to report earnings of $0.33 per share, down 3% from the same quarter last year. Revenue is expected to increase about 5% year-over-year to $3.11 billion. Investors will pay attention to management's commentary on consumer spending amid macro woes and the impact of tariffs. Analysts' Opinion about CMG Stock Ahead of Q2 Print On July 17, BMO Capital analyst Andrew Strelzik upgraded the stock from Hold to Buy and increased the price target to $65 from $56, suggesting more than 20% upside. The analyst said he expects Chipotle's same-store sales and profit margins to improve in the second half of 2025. He also pointed to the company's strong U.S. store growth, which could rise to around 10% over time. Strelzik believes these trends, along with Chipotle's strong competitive position, support a higher valuation. His $65 target is based on a 45x price-to-earnings ratio, in line with the stock's historical average. Meanwhile, UBS analyst Dennis Geiger raised his price target on CMG stock to $65 from $60 and maintained a Buy rating on the stock. Geiger said second-quarter same-store sales are likely to be soft due to tough comparisons and macro headwinds, but he expects sales trends to improve through the quarter and into the second half of 2025. UBS sees recent weakness as temporary, with no major structural issues. Overall, he believes Chipotle's key growth drivers, such as menu innovation, marketing efforts, and better store efficiency, should continue to support its performance. Is CMG Stock a Buy, Sell, or Hold? Overall, Wall Street has a Moderate Buy consensus rating on Chipotle Mexican Grill stock based on 21 Buys and eight Holds. The average CMG stock price target of $60.44 implies about 12.07% upside potential from current levels.
CNBC
4 days ago
- Business
- CNBC
These stocks are set to move the most on earnings this week
Stocks such as Chipotle Mexican Grill and Southwest Airlines are among the names that could see sharp movements this week on the back of their latest earnings. The second-quarter earnings season seems to be off to a good start, with 12% of the S & P 500 's components already reporting results. Of these companies, about 85% have posted a positive earnings surprise, according to FactSet. Looking ahead, CNBC Pro screened for stocks that could outperform this week in response to their latest quarterly results, specifically by examining forecast moves based on their actions in the options market. Below is the list of stocks that are expected to post notable swings. One name on the list was Chipotle Mexican Grill, which has tumbled nearly 13% this year. The fast-casual burrito chain will report results this Wednesday, and its shares could see a 6% move as a result. Last Friday, BMO Capital Markets upgraded shares of Chipotle Mexican Grill to an outperform rating from market perform. "We believe CMG is well positioned for accelerating comp [same-store sales] growth and improving margin trajectory beginning in 2H25, and view favorably its strong U.S.-heavy store growth that has room to accelerate towards 10% over time," wrote analyst Andrew Strelzik. Strelzik's new price target of $65 per share, up from $56, represents upside of nearly 21% from Friday's close. Southwest Airlines, up 10% this year, could see shares move 5% after reporting results for its most recent quarter this Wednesday. The company will hold a conference call to discuss the results the following day . In May, Deutsche Bank upgraded Southwest to a buy rating from hold. "The three drivers behind our Buy rating are as follows: 1) Southwest's refreshed board of directors (along with Elliott Management) has ushered in a new era of change at the company, which we think will drive higher shareholder returns; 2) current strategic initiatives should drive meaningful revenue and [earnings before interest and taxes] growth over the next 12-24 months; and 3) we think Southwest's return on invested capital (ROIC) will significantly improve over the next two years," wrote analyst Michael Linenberg. The analyst accompanied the move by raising his price target to $40 from $28. This updated forecast implies upside of nearly 10% from Southwest's Friday close. Telecommunications stock Charter Communications could see a 7% move following results. The company, up 13% in 2025, next reports earnings on Friday . In May, Loop Capital upgraded shares of Charter Communications to a buy rating from hold. Analyst Alan Gould's price target of $510, upped from $430, represents upside of approximately 33% for the stock. The analyst cited Charter's upcoming merger with Cox Communications as a catalyst for the stock. The deal is expected to close in 2026. "The transaction is expected to be accretive, reduce leverage, and deliver scale efficiencies — positioning CHTR as the largest domestic cable operator. Additionally, CHTR's Life Unlimited rebrand, which provides a converged broadband/mobile offering as well as customer service guarantees, is showing early traction," Gould wrote. Other names on the list include Danaher , International Business Machines and GE Vernova .
Yahoo
12-06-2025
- Business
- Yahoo
Dave & Buster's price target raised to $35 from $30 at BMO Capital
BMO Capital analyst Andrew Strelzik raised the firm's price target on Dave & Buster's to $35 from $30 and keeps an Outperform rating on the shares. The company's Q1 EBITDA of $136M was $6M below consensus, reflecting repair and maintenance investments and pre-opening cost timing, though traffic improved throughout the current quarter, with quarter-to-date comps down just 2.2% and positive comps seen in 11 of the past 30 days, the analyst tells investors in a research note. BMO adds it is encouraged by early traction behind the Back to Basics strategy, which now has comps ahead of its expectations. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on PLAY: Disclaimer & DisclosureReport an Issue Dave & Buster's price target raised to $29 from $22 at Truist Positive Momentum and Strategic Initiatives Support Buy Rating for Dave & Buster's Morning Movers: SailPoint surges following first quarter earnings Cautious Hold Rating for Dave & Buster's Amid Mixed Financial Performance Dave & Buster's Entertainment: Stabilization Amidst Strategic Reevaluation Warrants Hold Rating Sign in to access your portfolio
Yahoo
06-05-2025
- Business
- Yahoo
McDonald's price target raised to $345 from $340 at BMO Capital
BMO Capital analyst Andrew Strelzik raised the firm's price target on McDonald's (MCD) to $345 from $340 and keeps an Outperform rating on the shares. The company's Q1 results were challenged as expected as softer comps and margin pressure were offset by favorable G&A and tax rate, the analyst tells investors in a research note. The management also noted consumer pressures broadening to middle-income, but with no impact from anti-U.S. sentiment, the firm adds. Protect Your Portfolio Against Market Uncertainty Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on MCD: Disclaimer & DisclosureReport an Issue
