Chipotle Mexican Grill (CMG) has an average rating of overweight and mean price target of $43.06, according to analysts polled by FactSet.
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Yum! Brands (YUM) has an average rating of overweight and mean price target of $174.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our Buy rating and raise our 12-month target price to USD22 (from USD16). Our target price is based on a 2027 P/Sales multiple of 4.65x, representing 0.5 standard deviation above the five-year average of listed Optical Network peers (including Ciena, Coherent, and Lumentum) of 3.25x. The premium reflects Nokia's growing exposure to Optical Networks, which we believe should benefit from rising AI-driven data center interconnect and cloud networking demand. We maintain our revenue forecasts of EUR21.5B (+8% Y/Y) in 2026 and EUR23.3B (+8% Y/Y) in 2027, reflecting continued growth in AI-related networking demand, expanding cloud and data center investments, and a gradual recovery in telecom spending. We keep our EPADS estimates at EUR0.32 (+10% Y/Y) in 2026 and EUR0.39 (+22% Y/Y) in 2027, supported by a richer business mix, increasing contribution from higher-margin infrastructure businesses, operating leverage from revenue growth, and continued cost discipline.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target price at USD20, implying a 2026 P/S of 1.3x, below its three-year average of 1.6x. The discount in valuation is justified by potential margin pressure from AI investments in 2026, and a second-tier market position, with limited upside until the company demonstrates sustained quarterly profitability and concrete AI monetization. We project revenue growth moderating to 24%/17% for 2026/2027, largely due to increased vehicle deliveries and new model launches, but declining ASPs from intensifying competition (BYD, Geely), product mix dilution, and lower subsidies will lead to slower growth. Elevated R&D spending on next-generation autonomous driving an d robotics platforms, upfront costs for global sales and infrastructure expansion, and persistent input cost inflation will likely further dampen margins through 2026 despite improved scale efficiency. We trim our estimate to a loss per ADS (LPADS) of CNY3.02 (from EPADS of CNY0.66) for 2026 and 2027's EPADS to CNY0.48 (from CNY2.00).