Moncler stock heads into the October 21 sales update

Published on 10/04/2026 at 17:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Moncler stock was last at EUR 43.70 on October 2, 2026, after first-half revenue rose 9 percent to EUR 1.289 billion. Analysts set a EUR 59.18 average target.

Pop-Art-Comic zeigt Skifahrer in roter Steppjacke bei dynamischer Fahrt im Schnee — Moncler S.p.A. (IT0004965148) inszeniert einen farbenfrohen Pop-Art-Comic mit Skifahrer in gepolsterter Daunenjacke, Illustration mit AI erstellt.

Moncler stock (ISIN IT0004965148) was last at EUR 43.70 on Borsa Italiana on October 2, 2026, at 5:39 p.m. CEST, up 0.71 percent from the prior close. The next company checkpoint is October 21, 2026, when Moncler will publish its third-quarter sales update, according to Moncler.

October 21 sets the next test

The date matters because the luxury group enters the update after a strong first half but a more demanding summer backdrop. According to Il Sole 24 ORE on September 10, 2026, group revenue reached EUR 1.289 billion in the first half of 2026, an increase of 9 percent year over year.

The Moncler brand generated EUR 1.089 billion, up 9 percent at constant exchange rates and 5 percent at current exchange rates. Stone Island added EUR 200.3 million, with growth of 11 percent at constant exchange rates and 7 percent at current exchange rates, according to Il Sole 24 ORE.

Profitability also improved in the same period. Group EBIT rose to EUR 245.4 million from EUR 224.8 million, while net profit increased to EUR 164.7 million from EUR 153.5 million, the report said.

Analysts lower targets before sales

The market debate now centers on whether the autumn-winter season can offset softer summer demand. MarketScreener reported on September 22, 2026, that RBC kept a Sector Perform rating while cutting its target price from EUR 59.00 to EUR 55.00.

RBC forecast third-quarter group revenue of EUR 604 million, down 2 percent on a reported basis but up 1 percent at constant exchange rates. Its estimate was 4 percent below consensus, while the bank expected Moncler-brand revenue of EUR 498 million at constant exchange rates.

The same report said Citigroup reduced its target price to EUR 59.00 and retained a Buy rating. Its third-quarter group revenue estimate was EUR 593 million, down 4 percent on a reported basis and 1 percent at constant exchange rates.

Consensus leaves room above EUR 43.70

MarketScreener lists an Outperform mean consensus from 25 analysts, with an average target of EUR 59.18 and a September 24, 2026 reference close of EUR 44.32. Against Moncler's October 2 price of EUR 43.70, that average target lies 35.4 percent above the price.

The comparison is constructive but not risk-free. The third-quarter estimates from RBC and Citigroup point to reported revenue declines, while the first-half figures show that brand growth and profit expansion remained positive through June 2026.

Moncler stock stays near its yearly low

Moncler stock was last at EUR 43.70 on Borsa Italiana on October 2, 2026. Its 52-week range was EUR 42.77 to EUR 59.40, market capitalization was EUR 11.9 billion, and trading volume reached 709,918 shares.