UBS cuts target for Moncler stock from EUR 53.70 to EUR 46.60

Published on 10/15/2026 at 09:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached EUR 1.29 billion, up 5.00 percent at current rates. Moncler stock costs EUR 44.84 on October 15, 2026.

Analyst view and company milestones

UBS cut its Moncler target from EUR 53.70 to EUR 46.60 on October 6, 2026.
First-half 2026 revenue reached EUR 1.29 billion, up 5.00 percent at current exchange rates.
Moncler stock was trading at EUR 44.84 at 9:36 a.m. CEST at Lang & Schwarz on October 15, 2026.

Geometrisches Bauhaus-Poster mit stilisierter Daunenjacke und Bergform samt Schriftzug — Moncler S.p.A. (IT0004965148) gestaltet ein geometrisches Bauhaus-Poster mit stilisierter Daunenjacke und Bergsilhouette, Illustration mit AI erstellt.

Moncler (ISIN IT0004965148) faced a lower UBS target on October 6, 2026, with the broker cutting its estimate from EUR 53.70 to EUR 46.60. The stock was trading at EUR 44.84 at Lang & Schwarz at 9:36 a.m. CEST on October 15, 2026.

UBS sees slower growth

According to MarketScreener, UBS retained its Neutral rating while lowering the target. The broker projected third-quarter group revenue of EUR 589.00 million, with organic revenue down 1.00 percent and a 3.00 percent negative currency effect.

The same assessment put Moncler brand organic revenue down 2.00 percent, with direct-to-consumer sales down 3.00 percent. UBS also reduced its 2026 revenue estimate to EUR 3.15 billion and forecast EBIT of EUR 899.00 million and net income of EUR 605.00 million.

What does the first half show?

Milanofashionworld reported that first-half 2026 group revenue reached EUR 1.29 billion, up 5.00 percent at current exchange rates and 9.00 percent at constant rates. EBIT stood at EUR 245.40 million, equal to a 19.00 percent margin, while net profit was EUR 164.70 million.

The chronology is clear: Moncler reported fiscal-year 2025 revenue of EUR 3.13 billion on February 19, 2026; it reported first-half revenue of EUR 1.29 billion on July 22, 2026; and UBS cut its target to EUR 46.60 on October 6, 2026. These figures show a profitable business facing a more demanding near-term growth debate.

Which dates matter next?

Moncler is scheduled to publish its interim management statement for the period ended September 30 on October 21, 2026, according to the company calendar on its Moncler Group investor-relations page.

Targets remain above the quote

Barclays also lowered its target to EUR 60.00 while retaining an Overweight recommendation on September 21, 2026, as reported by Teleborsa. The gap between the latest targets and the euro quote leaves the October 21 sales update as the next concrete test of demand.

Moncler stock stays data-led

Moncler had market capitalization of EUR 12.2 billion and a 52-week range of EUR 42.59 to EUR 59.40 as of October 15, 2026. The combination of first-half growth and lower analyst targets puts the coming sales statement at the center of the valuation debate.

Moncler stock was trading at EUR 44.84 at Lang & Schwarz on October 15, 2026 at 9:36 a.m. CEST.