How EssilorLuxottica’s Connected Myopia Technologies (ENXTPA:EL) Have Changed Its Investment Story

• EssilorLuxottica recently unveiled significant upgrades to its Essilor Stellest myopia management platform at the China International Import Expo in Shanghai, introducing next-generation Essilor Stellest 2.0 lenses, clinically validated plano pair lenses for prevention, and the upcoming Essilor Stellest Smartglasses focused on compliance and behavioral insights.
• An interesting development is EssilorLuxottica's move beyond myopia management into early intervention and digital health, as evidenced by its plano pair lenses and smartglasses designed to both prevent onset and optimize treatment of childhood myopia.
• We will now examine how this leap into connected myopia solutions and early intervention could influence EssilorLuxottica's growth narrative and future prospects.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.

EssilorLuxottica Société anonyme Investment Narrative Recap

To own EssilorLuxottica shares, one needs to believe in its ability to lead innovation in global eye health and capitalize on rising demand for myopia management, especially in Asia. The latest unveiling of advanced Stellest technologies at CIIE is set to reinforce the company’s innovation story, though the main short-term catalyst, expansion of the Stellest platform beyond China, remains unaltered for now. The biggest immediate risk continues to be execution and adoption in disruptive optical technologies, particularly smart eyewear, which present potential for both growth and margin dilution if mishandled.

A recent highlight is the September 2025 FDA market authorization for the original Essilor Stellest lens, which is now available to US eye care professionals. While this milestone supports the growth narrative, current news around new product releases primarily amplifies EssilorLuxottica's positioning in early intervention and digital health, without fundamentally changing the short-term balance of risks and catalysts.

In contrast, investors should also be alert to...

Read the full narrative on EssilorLuxottica Société anonyme (it's free!)

EssilorLuxottica Société anonyme is projected to achieve €32.6 billion in revenue and €3.7 billion in earnings by 2028. This outlook assumes annual revenue growth of 6.1% and represents an earnings increase of €1.3 billion from current earnings of €2.4 billion.

Uncover how EssilorLuxottica Société anonyme's forecasts yield a €312.20 fair value, in line with its current price.

Exploring Other Perspectives

Eight fair value opinions from the Simply Wall St Community range from €200.22 to €400.08 per share, revealing deeply split expectations. The ongoing risk around adoption and profitability of smart eyewear could significantly influence these divergent outlooks and is worth considering before making up your mind.

Explore 8 other fair value estimates on EssilorLuxottica Société anonyme - why the stock might be worth as much as 30% more than the current price!

Build Your Own EssilorLuxottica Société anonyme Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your EssilorLuxottica Société anonyme research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free EssilorLuxottica Société anonyme research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EssilorLuxottica Société anonyme's overall financial health at a glance.

Ready To Venture Into Other Investment Styles?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com