Analyst Commentary Signals Shifting Sentiment and Raised Price Targets for Burberry Group

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Dec 24

Updated

10 Dec 25

Views

205

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

35.5%

7D

8.6%

Loading

1Y

35.5%

7D

8.6%

You can edit this narrative until Dec 11 5:05 PM. Then, changes will post as Updates.

Author's Valuation

UK£13.040.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Increased 0.93%

BRBY: European Luxury Recovery And China Demand Will Shape Future Outlook

Analysts have nudged our fair value estimate for Burberry Group modestly higher, reflecting a blended view of recent Street target moves, including Citi's slight trim to 1,570 GBp and Deutsche Bank's successive increases to 1,550 GBp as confidence in a nascent European luxury recovery improves. Analyst Commentary Street commentary around Burberry remains skewed to the positive, with recent target changes suggesting growing confidence in both the brand's execution and the broader luxury backdrop, albeit with a measure of caution on near term demand volatility.

Shared on 26 Nov 25

Fair value Increased 1.91%

BRBY: European Luxury Recovery And China Momentum Will Shape Future Performance

Burberry Group's analyst price target has been modestly raised to approximately £12.92 per share from £12.68, as analysts cite stronger prospects for revenue growth and expanding profit margins within the recovering European luxury sector. Analyst Commentary Recent Street research on Burberry Group reflects a mix of optimism regarding the company’s growth trajectory and ongoing caution about valuation and sector dynamics.

Shared on 06 Nov 25

BRBY: Recovery In Europe And China Will Guide Measured Upside

Narrative Update on Burberry Group The analyst price target for Burberry Group has increased from £12.00 to £15.00, as analysts cite improving signs in the European luxury market and potential upside from a recovery in China. Analyst Commentary Following the recent upgrade and revised price target, analysts have shared a spectrum of views on the outlook for Burberry Group, focusing both on areas of optimism and ongoing caution.

Shared on 23 Oct 25

Burberry Group's analyst price target has been raised significantly, with new targets now ranging from 1,500 GBp to 1,600 GBp. Analysts cite early signs of recovery in the European luxury sector and potential improvements in demand from China. Analyst Commentary Recent updates from equity research houses reflect a changing sentiment towards Burberry Group, highlighting both renewed optimism and ongoing areas of caution.

Shared on 09 Oct 25

Fair value Increased 2.24%

Burberry Group's fair value estimate has been raised to £12.68 per share from £12.40. Analysts cite a sector-wide recovery and optimism over sales momentum in China as key factors behind the upward revision.

Shared on 27 Aug 25

Fair value Increased 0.50%

With negligible changes in both the discount rate and future P/E, Burberry Group's consensus analyst price target essentially remained flat at £12.34. Valuation Changes Summary of Valuation Changes for Burberry Group The Consensus Analyst Price Target remained effectively unchanged, at £12.34.

Shared on 29 Jul 25

Fair value Increased 13%

The consensus analyst price target for Burberry Group has increased to £11.76, reflecting improved sentiment despite a higher future P/E and a slight decline in net profit margin. What's in the News Retail revenue for the thirteen weeks ended June 28, 2025, was £433 million versus £458 million a year ago; comparable store sales fell 1% compared to a 21% decline previously.

AnalystConsensusTarget Fair Value

UK£13.04

0.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.08%

Luxury revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.96%

Calculation

UK£252.95m

Earnings '28

x

25.00x

PE Ratio '28

=

UK£6.32b

Market Cap '28

UK£6.32b

Market Cap '28

/

364.34m

No. shares '28

=

UK£17.36

Share Price '28

UK£17.36 Share Price '28

Discounted to 2025 @ 10.04% p.a.

=

UK£13.02

Fair Value '25