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Disney Has Its Next CEO
Disney has hired a new CEO, with Josh D'Amaro taking over for Bob Iger in March. Feb 11, 2026 - $CMG
How The Story Around Chipotle Mexican Grill (CMG) Is Shifting As Analyst Views Converge
Why Chipotle’s Fair Value Knob Just Turned a Little Chipotle Mexican Grill’s fair value estimate has been adjusted only slightly, with the model now pointing to about US$44.24 per share compared with roughly US$45.03 previously. A small increase in the discount rate from around 8.50% to about 8.53%, paired with a marginally lower revenue growth assumption of roughly 10.40%, helps explain this fine tuning. These tweaks reflect how recent research has become more evenly split between optimistic... Feb 11, 2026 - $CMG
Chipotle (CMG): Buy, Sell, or Hold Post Q4 Earnings?
Over the last six months, Chipotle’s shares have sunk to $38.41, producing a disappointing 7.7% loss - a stark contrast to the S&P 500’s 9.1% gain. This may have investors wondering how to approach the situation. Feb 11, 2026 - $CMG
Bill Ackman Makes a Big Bet on Meta
Ackman’s Pershing Square revealed a new stake in Meta Platforms at the annual meeting of one of its funds on Wednesday. Meta shares are down about 13% over the past six months, a decline that Pershing Square attributes to investor concerns about the sums the company is spending on AI initiatives. Pershing Square’s thesis revolves in part around AI boosting Meta’s content recommendations and personalized ads and potentially unlocking new opportunities in wearables or AI digital assistants for businesses. Feb 11, 2026 - $CMG
Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners.
Shares of Chipotle Mexican Grill (NYSE:CMG) fell 6.7% over the past week, coinciding with a shift in retail investor sentiment on platforms like Reddit and X. Social sentiment for Chipotle has settled into neutral territory with a 43.9 score, down from the bullish enthusiasm that once surrounded the fast-casual chain. The shift comes as the ... Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners. Feb 11, 2026 - $CMG
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