Update shared on19 Sep 2025
Fair value Increased 4.39%Analysts have raised EssilorLuxottica's price target to €277.61, citing its dominant market position, strong growth prospects in new markets, and robust vertical integration as key drivers for upward value revision.
Analyst Commentary
- Bullish analysts cite EssilorLuxottica's unrivalled position in structurally attractive optical markets as a key growth driver.
- Expansion into new markets is expected to deliver sustainably higher growth.
- The company is viewed as a quality compounder, benefiting from opportunities in lens differentiation, wearables, and medical technology.
- Vertical integration and strong presence across both wholesale and retail channels provide a robust competitive moat.
- JPMorgan made a modest price target reduction, but maintained an Overweight stance, signaling continued confidence in the shares despite slight near-term adjustments.
What's in the News
- Board meeting scheduled to consider and approve condensed consolidated interim financial statements for the six-month period ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for EssilorLuxottica Société anonyme
- The Consensus Analyst Price Target has risen slightly from €265.94 to €277.61.
- The Consensus Revenue Growth forecasts for EssilorLuxottica Société anonyme has risen slightly from 6.1% per annum to 6.4% per annum.
- The Future P/E for EssilorLuxottica Société anonyme has risen slightly from 41.57x to 43.11x.
Disclaimer
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