Recent Analyst Changes Are Shaping the Narrative for LVMH's Future Valuation

Written by Emily J. Thompson, Senior Investment Analyst

Source: Yahoo Finance

Updated: Nov 30 2025

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Source: Yahoo Finance

Analyst Price Target Adjustments: LVMH's estimated fair value has increased slightly to €612.40, with several analysts providing a positive outlook, raising their price targets significantly, while a few express caution regarding the luxury sector's sustainability.
Bullish and Bearish Perspectives: Analysts from firms like Citi and Deutsche Bank have upgraded their ratings and price targets, citing growth momentum, while others like Berenberg have downgraded their stance, predicting a decline in luxury demand.
Strategic Moves and Speculations: LVMH is currently exploring the sale of its stake in Fenty Beauty and has faced collapsed talks to sell Marc Jacobs, while speculation about a potential takeover of Giorgio Armani has resurfaced.
Financial Metrics Overview: Key financial metrics for LVMH show a slight increase in future P/E ratio but a decrease in forecasted revenue growth and net profit margin, indicating mixed signals for investors regarding the company's financial health.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.