Update shared on04 Oct 2025
Fair value Increased 2.17%Analysts have raised their price target for EssilorLuxottica Société anonyme from €277.61 to €283.63. They cited the company’s strong competitive positioning, expansion into new markets, and opportunities for sustainable growth.
Analyst Commentary
Bullish analysts have recently revised their outlook on EssilorLuxottica, reflecting growing confidence in the company’s strategic direction and market fundamentals. Several key themes emerged from recent research updates.
Bullish Takeaways- EssilorLuxottica holds an unrivalled position in the structurally attractive optical markets, supporting expectations for durable growth and profitability.
- Expansion into new and adjacent markets is expected to create incrementally higher, sustainable growth opportunities and broaden the company’s revenue base.
- Vertical integration, combined with robust positions across both wholesale and retail, is viewed as a key factor in reinforcing EssilorLuxottica’s competitive moat and defending margins.
- Innovations in lens differentiation, wearables, and medical technology are considered catalysts for future growth and higher valuation multiples.
What's in the News
- The U.S. Food and Drug Administration (FDA) granted market authorization for Essilor Stellest lenses, which are the first spectacle lenses clinically proven to slow myopia progression in children, with a 71 percent average reduction rate over two years. (Key Developments)
- EssilorLuxottica and Meta Platforms unveiled new AI glasses at Meta Connect, including Oakley Meta Vanguard and Ray-Ban Meta (Gen 2). These glasses feature enhanced camera, audio, and athletic intelligence capabilities, with launches planned in the U.S. and international markets. (Key Developments)
- The Board of EssilorLuxottica is scheduled to meet on July 28, 2025 to review and approve interim financial statements for the six-month period ended June 30, 2025. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from €277.61 to €283.63.
- Discount Rate decreased marginally from 6.89% to 6.88%.
- Revenue Growth estimate edged lower from 6.42% to 6.31%.
- Net Profit Margin forecast fell slightly from 11.36% to 11.32%.
- Future P/E ratio has increased from 43.1x to 44.3x, which reflects a marginally higher valuation multiple.
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.