Barclays cut target for Moncler stock to EUR 60.00

Published on 10/08/2026 at 11:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Barclays forecast EUR 594.00 million sales, down 1.00 percent. Moncler stock costs EUR 43.27 on October 8, 2026 after EUR 43.23.

Gruppe in cremefarbenen und schwarzen Daunenjacken vor Alpengipfeln bei Abendlicht — Moncler S.p.A. (IT0004965148) zeigt ein Alpenpanorama mit Personen in edlen Daunenjacken beim Sonnenuntergang, Illustration mit AI erstellt.

Moncler stock (ISIN IT0004965148) was trading at EUR 43.27 at Lang & Schwarz on October 8, 2026 at 11:01 a.m. CEST, up 0.09 percent from the prior close of EUR 43.23. The latest analyst reset came on September 21, 2026, when Barclays cut its target for Moncler to EUR 60.00 and retained an Overweight rating, Teleborsa reported.

Barclays sees a softer third quarter

Barclays forecast third-quarter sales of EUR 594.00 million, a 1.00 percent decline at constant exchange rates. The estimate breaks down into EUR 490.00 million for the Moncler brand, down 2.00 percent, and EUR 104.00 million for Stone Island, up 5.00 percent, according to Teleborsa.

The same assessment reduced Barclays' 2026 earnings-per-share forecast by 3.00 percent and lowered expected fourth-quarter organic direct-to-consumer growth to 5.00 percent from 9.00 percent. That mix matters because the third quarter represents 20.00 percent of annual sales in the cited estimate, while the fourth quarter represents 40.00 percent.

First-half growth remains visible

Moncler's first-half 2026 revenue rose 9.00 percent at constant exchange rates to EUR 1.29 billion, while the EBIT margin improved to 19.00 percent from 18.30 percent. Investing.com also reported that Stone Island revenue reached EUR 205.00 million in the first half, with growth of 11.00 percent.

The comparison explains the market debate: Moncler entered the second half with double-digit first-half growth, but the latest broker estimates point to a 1.00 percent contraction in third-quarter group sales. The company is scheduled to publish third-quarter sales on October 21, 2026, after the market close, according to Moncler's investor-relations page.

Target gap stays measurable

At EUR 43.27, Barclays' EUR 60.00 target stands 38.65 percent above the Lang & Schwarz price. The reference price also sits EUR 16.13 below the 52-week high of EUR 59.40 and EUR 0.54 above the 52-week low of EUR 42.73, both as of October 8, 2026.