Jefferies keeps EUR 250 target for EssilorLuxottica stock

Published on 10/05/2026 at 09:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies expects 6.00 percent third-quarter growth. EssilorLuxottica stock costs EUR 142.70 on October 5, 2026 versus EUR 143.40.

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EssilorLuxottica stock was trading at EUR 142.70 at Lang & Schwarz on October 5, 2026 at 9:21 a.m. CEST, down 0.49 percent versus the prior close of EUR 143.40. On September 29, 2026, Jefferies retained its Buy rating and EUR 250.00 price target, while forecasting 6.00 percent operating revenue growth at constant currencies for the third quarter.

Jefferies sees 6.00 percent growth

According to wallstreetONLINE on September 29, 2026, analyst Julien Dormois kept the EUR 250.00 target and Buy rating. His third-quarter operating revenue forecast of 6.00 percent at constant currencies was slightly below consensus, making the upcoming October reporting date a test of the group's growth pace.

The target stands EUR 107.30 above the Lang & Schwarz price. Calculated against EUR 142.70, that is 75.19 percent above the current euro quote, although the two figures represent an analyst valuation and an intraday market price rather than the same trading venue.

Profit growth outpaces revenue

EssilorLuxottica's first-half 2026 performance provides the operating backdrop. In the H1 2026 earnings call, Yahoo Finance reported revenue growth of 9.70 percent at constant currencies and 5.70 percent at current exchange rates. Adjusted operating profit advanced 15.00 percent, outpacing revenue growth, while free cash flow reached EUR 1.067 billion in the period.

The comparison matters because the company is expanding profit faster than sales while continuing to invest in research, artificial intelligence and medical capabilities. Management also said the second quarter delivered 8.70 percent revenue growth at constant currencies, below the H1 rate but still aligned with its medium-term growth ambition.

Goldman target falls to EUR 165.00

The main counterpoint comes from Goldman Sachs. As FinanzNachrichten reported on September 25, 2026, analyst Richard Felton cut the price target from EUR 200.00 to EUR 165.00 and kept a Neutral rating. The analyst cited more cautious expectations for smart glasses after Meta launched its own brand, with earnings estimates through 2028 reduced by as much as 7.00 percent.

Stock remains below its yearly high

EssilorLuxottica has a market capitalization of EUR 65.7 billion as of October 5, 2026. The 52-week range is EUR 138.30 to EUR 323.80, placing the Lang & Schwarz quote EUR 181.10 below the high and EUR 4.40 above the low; the price is 55.93 percent below the high and 3.18 percent above the low.

At Lang & Schwarz, the stock was trading at EUR 142.70 on October 5, 2026 at 9:21 a.m. CEST, down 0.49 percent versus the prior close of EUR 143.40. The further course of trading is shown by the continuously updated real-time quote of EssilorLuxottica stock.