Moncler stock gains after Rothschild Redburn lifts target to EUR 56

Published on 09/08/2026 at 18:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Moncler stock drew support after Rothschild Redburn raised its rating to Buy and lifted the target to EUR 56 on September 4, 2026. The shares closed at EUR 45.84 that day, below the new target.

Black quilted down jacket on wooden hanger with snowy mountain sunrise backdrop — Moncler IT0005252207 black quilted down jacket wooden hanger alpine mountain sunrise panorama, Illustration mit AI erstellt.

Moncler stock (ISIN IT0005252207) closed at EUR 45.84 on September 4, 2026, down 0.71 percent for the session and still more than EUR 10 below the newly raised EUR 56 target from Rothschild Redburn. The move keeps the luxury group in a familiar valuation gap: the market price remains below the analyst view even after the upgrade.

Upgrade meets a soft close

Rothschild Redburn moved Moncler to Buy and lifted the target from EUR 54 to EUR 56 on September 4, 2026. The gap between the close and the target was about EUR 10.16, or more than 20 percent, based on the EUR 45.84 close.

That matters because the same session ended with volume near 789,736 shares, which shows active trading rather than a thin tape. The stock also lagged the FTSE MIB on September 4, 2026, turning the upgrade into a support line rather than a full rerating story.

Half-year figures still anchor the case

Moncler said in the first half of 2026 that revenue increased versus the prior year and that the operating margin stayed at a high double-digit level, according to the company report summarized by IT Boltwise. The same report says the group confirmed its 2026 outlook and still expects double-digit revenue growth for the full year.

For investors, the key comparison is not only the upgrade but the combination of a EUR 45.84 share price, a EUR 56 target, and a 2026 outlook that still points to double-digit growth. The setup leaves margin resilience and demand quality as the main questions into the next reporting cycle.

Luxury demand still matters

Moncler remains centered on outerwear, especially its down jackets and coats, and the first-half 2026 report highlighted that core business strength. That product mix is important because it ties brand power to seasonal demand and pricing discipline.

Retail execution and inventory control are now the practical test. If the company can keep growth and margins aligned in 2026, the market will have a stronger case for treating the EUR 45.84 close as a discount rather than a warning sign.

Stock stays below target

The last completed session left Moncler stock at EUR 45.84 on Borsa Italiana on September 4, 2026. Against the EUR 56 target, the shares still trade at a notable discount.