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US And European Rollout Will Strain Margins And Spark Opportunity

Published
09 Feb 25
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
AU$37.63
5.8% overvalued intrinsic discount
12 Sep
AU$39.80
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1Y
25.5%
7D
-4.8%

Author's Valuation

AU$37.6

5.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Increased 4.73%

The modest increase in Lovisa Holdings’ consensus price target appears driven primarily by a slight rise in the forecast future P/E ratio, reflecting higher growth or valuation expectations, with the revised fair value now at A$37.63. What's in the News Lovisa Holdings announced a dividend of AUD 0.27 for the six months ended June 30, 2025.

Shared on28 Aug 25
Fair value Increased 15%

Lovisa Holdings’ consensus analyst price target has been significantly upgraded, primarily reflecting a higher expected future P/E multiple and a modest improvement in forecast revenue growth, resulting in a new fair value of A$35.93. What's in the News John Cheston appointed as Global CEO of Lovisa Holdings, commencing 4 June 2025.

Shared on01 May 25
Fair value Increased 11%

Shared on23 Apr 25
Fair value Decreased 0.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.38%

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 4.86%

AnalystConsensusTarget has increased discount rate from 6.9% to 7.7%.