Loreal, FR0000120321

UBS raises target for L'Oreal stock from EUR 430 to EUR 440

Published on 10/09/2026 at 12:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half sales rose 6.8 percent to EUR 23.77 billion. L'Oreal stock costs EUR 376.65 on October 9, 2026 after EUR 374.88, plus 0.47 percent.

Key points in brief

UBS raised its L'Oreal price target from EUR 430.00 to EUR 440.00 on October 5, 2026, while retaining a Buy rating.
First-half 2026 sales reached EUR 23.77 billion, up 6.8 percent like-for-like, with a 21.3 percent operating margin.
L'Oreal stock was trading at EUR 376.65 at Lang & Schwarz on October 9, 2026, up 0.47 percent from EUR 374.88.
L'Oreal is scheduled to report sales for the period ended September 30 on October 22, 2026, after the market close.

Trading-Floor mit großen Bildschirmen, die CAC 40 und Euronext Paris Charts zeigen — Dieses Börsen-Editorial illustriert den Handel mit Aktien von L'Oréal S.A., notiert unter ISIN FR0000120321, Illustration mit AI erstellt.

UBS raised its price target for L'Oreal (ISIN FR0000120321) from EUR 430.00 to EUR 440.00 on October 5, 2026, while retaining a Buy rating, according to wallstreetONLINE. The stock was trading at EUR 376.65 at Lang & Schwarz on October 9, 2026, up 0.47 percent versus the prior close of EUR 374.88.

What changed in the target?

The UBS target stands 16.82 percent above the Lang & Schwarz price, calculated from EUR 440.00 and EUR 376.65. The revision gives the latest analyst view a concrete valuation reference, but it does not remove the near-term test from L'Oreal's next sales update.

The company reported first-half 2026 sales of EUR 23.77 billion, up 6.8 percent like-for-like and 5.8 percent as reported. Operating profit rose 6.8 percent to EUR 5.06 billion, while net profit attributable to owners reached EUR 3.55 billion, EPR reported on October 9, 2026.

Three milestones frame the move

On July 7, 2026, L'Oreal announced a 50-year exclusive worldwide beauty license for Gucci through an agreement with Kering, according to the company's investor-relations page. On July 29, 2026, the group published its first-half results with EUR 23.77 billion in sales and a 21.3 percent operating margin.

On October 5, 2026, Reuters reported that L'Oreal had engaged restructuring advisers to explore options for US legal liabilities linked to talc and other chemical ingredients. The report said 760 US proceedings were pending as of June 30, 2026, up from 620 at the end of 2025, while L'Oreal contests the claims, according to Investing.com.

When is the next sales update?

L'Oreal's investor-relations calendar lists October 22, 2026, for sales covering the period ended September 30, after the market close. That date is the next scheduled operating checkpoint after the first-half sales growth of 6.8 percent and the 21.3 percent operating margin.

Stock remains below its yearly high

The finance quote for L'Oreal showed a market capitalization of EUR 200.6 billion and a 52-week range of EUR 340.00 to EUR 405.40 on October 9, 2026. The Lang & Schwarz price was 7.09 percent below the 52-week high, using EUR 376.65 and EUR 405.40 in the same currency.

The stock was trading at EUR 376.65 at Lang & Schwarz on October 9, 2026 at 12:23 p.m. CEST, with a plus 0.47 percent change versus the prior close of EUR 374.88. The further course of trading is shown by the continuously updated real-time quote of L'Oreal stock.