Update shared on 02 Nov 2025
Fair value Increased 1.56%EssilorLuxottica Société anonyme's analyst price target has risen from €303.95 to €308.70. This reflects analysts' improved outlook based on robust growth prospects and recent upward price target revisions across the Street.
Analyst Commentary
Recent Street research has highlighted strengthening sentiment around EssilorLuxottica Société anonyme, with several major investment firms raising their price targets. Analysts point to ongoing execution and positive industry trends as key drivers of improved forecasts.
Bullish Takeaways
- Multiple analysts have increased their price targets significantly. This reflects a more optimistic growth outlook for the company’s core optical markets.
- EssilorLuxottica’s strong position in both wholesale and retail segments is seen as building a sustained competitive moat, supporting valuation expansion.
- Growth opportunities from lens differentiation, expansion into wearables, and investments in medical technology are believed to enhance the company’s long-term revenue potential.
- Bullish analysts cite strategic entry into new markets and vertical integration as factors that can drive sustainable, higher growth rates going forward.
Bearish Takeaways
- Despite the widespread upward revisions, some analysts may remain cautious about elevated expectations resulting from recent price target increases.
- Execution risks, particularly as the company expands into new markets and business lines, could pose challenges if not carefully managed.
- There are potential concerns regarding the pace of innovation in wearables and medical technology. Questions remain about whether these initiatives will deliver material financial results in the near term.
What's in the News
- EssilorLuxottica received U.S. FDA market authorization for its Essilor Stellest lens, the first FDA-authorized spectacle lens clinically proven to slow myopia progression in children by 71% on average over two years (Key Developments).
- The company will launch the Essilor Stellest lens in the U.S. market for eyecare professionals to equip children, following a successful international rollout (Key Developments).
- EssilorLuxottica and Meta Platforms unveiled the next generation of AI glasses. This includes the Oakley Meta Vanguard, which features athletic intelligence, PRIZM lenses, and integration with Garmin and Strava for real-time performance insights (Key Developments).
- The new Ray-Ban Meta (Gen 2) glasses were introduced. They offer improved battery life, a high-quality 3K ultra-HD camera, and expanded style options, with broader availability planned for 2026 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €303.95 to €308.70, reflecting improved market sentiment.
- Discount Rate increased marginally from 6.86% to 6.94%, suggesting a slight adjustment in perceived risk.
- Revenue Growth expectations have edged higher from 6.88% to 7.19%, indicating greater confidence in the company’s expansion potential.
- Net Profit Margin has decreased slightly from 11.31% to 11.23%, pointing to a modest tightening in anticipated profitability.
- Future P/E multiple has increased from 46.75x to 47.48x, demonstrating a slight uptick in projected valuation multiples.
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.