Canadian Imperial Bank of Commerce has seen its Fair Value Estimate climb slightly, rising from CA$110.01 to CA$112.88 per share as analyst sentiment shifts more positively. This change reflects a mix of renewed optimism, with robust quarterly results and expanding net interest margins driving higher price targets. At the same time, some caution persists among analysts. Stay tuned to discover how you can follow these evolving perspectives and stay ahead of important updates shaping the bank’s future outlook.
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Recent analyst commentary on Canadian Imperial Bank of Commerce (CIBC) continues to reflect a dynamic mix of optimism and ongoing caution. Multiple firms have updated their outlooks, adjusting price targets in response to the bank’s latest quarterly performance and evolving sector conditions.
đ Bullish Takeaways
Scotiabank and RBC Capital reiterated Outperform ratings, with Scotiabank’s Mike Rizvanovic raising CIBCâs price target to C$121 from C$116. RBC Capital increased its target to C$113 from C$112, highlighting confidence in CIBCâs fundamentals and growth trajectory.
BMO Capital and TD Cowen also issued price target hikes to C$112 and C$117 respectively, maintaining Outperform and Buy ratings. These actions indicate momentum in core performance and a favorable view of the latest quarter.
BofA raised its price target to C$114 from C$110, citing Q3 core EPS that exceeded both firm and consensus expectations, driven by robust pre-tax pre-provision income. The firm anticipates net interest margin expansion in both U.S. and Canadian segments to continue supporting earnings power.
Strong growth in Canadian Personal and Business banking, ongoing net interest margin expansion, and resilient capital markets activity were consistently recognized as key drivers for upgraded valuations.
Analysts highlighted CIBCâs ability to execute on cost control and deliver above-consensus earnings. Canaccord noted net interest margin improvement and momentum as especially positive for near-term performance.
đ» Bearish Takeaways
Canaccord maintained a Hold rating despite multiple price target increases, most recently raising its target to C$117 from C$111. This reflects a more cautious stance linked to valuation considerations and upside that may already be reflected in the share price.
Barclays lifted its price target to C$106 from C$96 but kept an Underweight rating. This signals ongoing reservations regarding the bankâs valuation and the potential for near-term risks, even as results exceeded consensus expectations.
Some analysts continue to flag concerns around the sustainability of earnings growth and pressures from broader economic uncertainty. This has led to a divergence in overall sentiment despite solid recent quarters.
Taken together, while the prevailing sentiment remains constructive given CIBCâs execution and growth momentum, select analysts advise caution, particularly around valuation and future earnings trajectory. These differing perspectives highlight the complexities shaping CIBCâs current fair value and the factors investors are watching closely.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
TSX:CM Community Fair Values as at Nov 2025
CIBC Asset Management Inc. has launched the CIBC Target Retirement Date Portfolios, a new suite of professionally managed investment solutions tailored to varying retirement horizons for Canadians.
CIBC introduced the Real-Time Experience, an AI-enabled client engagement platform designed to deliver personalized financial solutions across digital and traditional channels.
A $26 million class action settlement was reached with CIBC and CIBC Trust Corporation regarding mutual fund trades executed through discount brokers. The agreement is now pending court approval.
CIBC recently completed the repurchase of 20 million shares, representing over 2% of its outstanding share capital. This was part of its ongoing share buyback initiative.
The Fair Value Estimate has risen slightly, increasing from CA$110.01 to CA$112.88 per share.
The Discount Rate has edged up from 7.12% to 7.25%.
The Revenue Growth Forecast has seen a modest increase from 4.57% to 4.58%.
The Net Profit Margin estimate has decreased marginally, moving from 29.62% to 29.48%.
The Future P/E Ratio projection has risen from 13.67x to 14.14x.
A Narrative is a powerful way to understand and invest in companies. It combines a companyâs story, your perspective on its future, directly with key financial forecasts and then links all of that to a fair value. Narratives on Simply Wall St make it easy for anyone to align important news, forecasts, and price signals. This helps millions of investors track the story as it evolves and decide when to buy or sell. They are always up-to-date, thanks to real-time community insights and company developments.
Head over to the Simply Wall St Community and follow the Narrative on Canadian Imperial Bank of Commerce to stay informed about:
How digital innovation, advisory growth, and U.S. expansion are driving efficiency, revenue diversification, and stronger shareholder returns
The potential risks, including heavy reliance on Canadian mortgages, rising delinquencies, regulatory cost pressures, and increased competition from digital-first players
How evolving forecasts, such as revenue, margins, and fair value, compare to the current price and what this means for buy or sell decisions
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CM.TO.
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