UBS cuts target for Moncler stock to EUR 46.60

Published on 10/16/2026 at 09:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Goldman Sachs set EUR 62.00 on October 5, 2026. Moncler stock costs EUR 44.22 on October 16, 2026, versus UBS's EUR 46.60 target.

Targets and trading dates

UBS lowered its Moncler target to EUR 46.60 on October 6, 2026.
UBS projects third-quarter 2026 group revenue of EUR 589 million.
Moncler stock was trading at EUR 44.22 at 9:06 a.m. CEST at Lang & Schwarz on October 16, 2026.

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Moncler stock (ISIN IT0004965148) was trading at EUR 44.22 at Lang & Schwarz on October 16, 2026, at 9:06 a.m. CEST. On October 6, 2026, UBS cut its target to EUR 46.60 from EUR 53.70 while keeping a Neutral rating, according to MarketScreener.

UBS sees a softer third quarter

UBS forecasts group revenue of EUR 589 million for the third quarter of 2026, including organic contraction of 1 percent and a negative currency effect of 3 percent. The bank expects Moncler brand organic sales to fall 2 percent, with direct-to-consumer sales down 3 percent and comparable-store sales down 6 percent, according to MarketScreener.

The same forecast puts Moncler's 2026 revenue at EUR 3.15 billion, EBIT at EUR 899 million and net income at EUR 605 million. UBS also lowered its 2027 organic growth forecast for the group to 5 percent from 7 percent, highlighting weaker Chinese demand and softer tourism spending as key pressure points.

What does the target gap mean?

The UBS target of EUR 46.60 stands EUR 2.38 above the Lang & Schwarz quote. Goldman Sachs took a more constructive view on October 5, 2026, assigning Moncler a Buy rating and a EUR 62.00 target, citing top-line growth, margins and the United States opportunity, as reported by Yahoo Finance.

Three dates frame the next update

Moncler changed its leadership structure on January 20, 2026, when Bartolomeo Rongone was named Group Chief Executive Officer; it published first-half 2026 results on July 22, 2026; and its board is scheduled to approve the interim management statement for the period ended September 30 on October 21, 2026, according to the Moncler Group. The company reported 2025 revenue of EUR 3,132.1 million, an EBIT margin of 29.2 percent and net income of EUR 626.7 million.

Stock quote and next date

The October 21, 2026 statement is the next scheduled company event. For investors, the central test is whether the third-quarter revenue profile can support the profitability reflected in the longer-term forecasts.

Moncler was trading at EUR 44.22 at Lang & Schwarz on October 16, 2026, at 9:06 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Moncler stock.