The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Chipotle Mexican Grill NYSE: CMG faces hurdles, but it appears on track to sustain and accelerate growth, setting its stock price up for a major reversal. Critical details from the Q4 release and conference call include the confident tone set by CEO Scott Boatwright and the 2026 strategy outlined.
CMG tops Q4 EPS and revenue estimates as new restaurant openings and gift card breakage drive year-over-year sales growth.
Chipotle's burrito is undoubtedly bruised.
Chipotle Mexican Grill (NYSE:CMG) shares are up 0.8% to trade at $37.48 at last check, after after company surpassed analyst estimates with reported earnings of 25 cents per share and revenue of $2.98 billion for the fourth quarter.
Chipotle Mexican Grill Inc (NYSE:CMG) reported quarterly earnings and revenue that modestly exceeded Wall Street expectations, but the fast casual Mexican chain said restaurant traffic continued to decline and projected flat same-store sales growth for 2026. The company posted adjusted earnings of $0.25 per share for the fourth quarter, slightly above the $0.24 consensus estimate.
Chipotle Mexican Grill, Inc. (CMG) Q4 2025 Earnings Call Transcript
Chipotle will raise menu prices between 1% and 2% across the board this year. CEO Scott Boatwright said Chipotle's core customers probably won't be turned off by the increase.
Although the revenue and EPS for Chipotle (CMG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Chipotle Mexican Grill (CMG) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.25 per share a year ago.
New restaurant openings helped boost the fast-casual chain's revenue in the latest quarter, even as same-store sales fell.
Shares of Chipotle Mexican Grill Inc. fell sharply after hours on Tuesday, after the fast-casual Mexican chain's same-store outlook came in below expectations, and the company outlined steps it planned to take to regain growth.