Update shared on04 Sep 2025
Analysts have tempered expectations for Hermès due to subdued near-term growth catalysts, a reassessment of luxury demand, and premium valuation concerns, resulting in no change to the consensus price target, which remains at €2450.
Analyst Commentary
- Bearish analysts express concern over the lack of near-term growth catalysts to support further share price appreciation.
- Several firms have modestly reduced their price targets, reflecting tempered expectations for revenue and earnings growth.
- Neutral and Hold recommendations dominate, highlighting balanced risk/reward and limited conviction in significant outperformance.
- Adjustments incorporate a reassessment of sector-wide luxury demand trends and Hermès' premium valuation.
- Bullish analysts remain constructive but have become more cautious, citing incremental headwinds in the luxury goods segment.
Valuation Changes
Summary of Valuation Changes for Hermès International Société en commandite par actions
- The Consensus Analyst Price Target remained effectively unchanged, at €2450.
- The Consensus Revenue Growth forecasts for Hermès International Société en commandite par actions remained effectively unchanged, at 9.0% per annum.
- The Discount Rate for Hermès International Société en commandite par actions remained effectively unchanged, at 7.70%.
Disclaimer
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