Update shared on04 Oct 2025
Fair value Increased 0.98%The analyst price target for LVMH Moët Hennessy Louis Vuitton Société Européenne has been increased slightly to approximately EUR 558, as analysts cite modest improvements in expected revenue growth and future valuation multiples, while noting ongoing mixed sentiment in recent market research.
Analyst Commentary
The latest street research reflects both optimism and caution among analysts regarding LVMH Moët Hennessy Louis Vuitton Société Européenne. Their assessments cover near-term challenges and long-term opportunities, with shifting recommendations and price targets illustrating a mixed market outlook.
Bullish Takeaways
- Bullish analysts raised their recommendations, citing renewed confidence in LVMH's growth prospects and premium brand strength, which underpin the higher price targets.
- Some upward price target adjustments point to anticipated improvements in revenue growth and the company's ability to sustain robust operating margins.
- Optimists highlight LVMH's global market leadership and ability to execute on its strategy, supporting a premium valuation compared to industry peers.
- Recent upgrades suggest expectations of resilient consumer demand, especially in core luxury segments, despite global market uncertainties.
Bearish Takeaways
- Bearish analysts lowered price targets due to concerns regarding slowing momentum in certain regions and sectors.
- There is caution surrounding valuation multiples, with some analysts believing the shares are fairly valued given the current growth outlook.
- Some have downgraded their ratings, pointing to near-term execution risks and potential headwinds facing the luxury sector.
- A few analysts stress that persistent macroeconomic and competitive pressures could limit upside from current levels.
What's in the News
- LVMH is in discussions to sell its fashion brand Marc Jacobs, with potential buyers including Authentic Brands, Bluestar Alliance, and WHP Global. A deal could fetch around $1 billion if talks progress. (The Wall Street Journal)
- A Milan court has placed LVMH's Loro Piana unit under judicial administration amid allegations that subcontracted suppliers exploited workers during apparel production. (The Financial Times)
- LVMH is selling its only US hotel, the El Encanto in Santa Barbara, California, for $82.2 million. The property will exit the Belmond chain. LVMH plans to expand Bvlgari Hotels to Miami Beach in 2028.
- Speculation is rising that LVMH may pursue the acquisition of iconic Italian fashion house Giorgio Armani. Analysts estimate the company could be valued up to $7 billion.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €552.90 to €558.30. This reflects improved market expectations.
- Discount Rate increased modestly to 8.22 percent from 8.14 percent. This suggests marginally higher perceived risk or cost of capital.
- Revenue Growth expectation edged higher to 3.74 percent from 3.64 percent, indicating a slightly more optimistic sales outlook.
- Net Profit Margin decreased marginally to 17.72 percent from 17.79 percent, pointing to a minor reduction in profitability projections.
- Future P/E ratio rose modestly from 20.88x to 21.17x. This suggests a slight increase in valuation relative to expected earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.