EssilorLuxottica: Oddo BHF raises TP
(CercleFinance.com) - Oddo BHF has confirmed its 'outperform' rating on EssilorLuxottica shares, with a target price raised from E262 to E302, after raising its EBIT estimates by 1% for 2025 and 2% for 2026, the day after the company posted 'very good' annual results.
The broker points to Q4 organic growth that is once again above 5%, as well as a H2 margin gain of +40bp y-o-y.
In addition to a strong rebound in solar energy in North America and a good performance in Europe, Oddo BHF also highlights the ramp-up of new digital products, which, in its view, looks increasingly promising.
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The information and analyses distributed by Cercle Finance are only intended as decision-making support for investors. Cercle Finance's responsibility may not be entailed, either directly or indirectly following the use of such information and analyses by readers. Any non-professional investor is recommended to consult a professional advisor before making any investment decision. This indicative information in no way constitutes any invitation to sell or buy securities.
The information and analyses published by Cercle Finance are intended solely as a decision-making aid for investors. Cercle Finance cannot be held responsible, directly or indirectly, for the use of information and analyses by readers. Uninformed investors are advised to consult a professional advisor before investing. This information does not constitute an invitation to sell or a solicitation to buy.
The broker points to Q4 organic growth that is once again above 5%, as well as a H2 margin gain of +40bp y-o-y.
In addition to a strong rebound in solar energy in North America and a good performance in Europe, Oddo BHF also highlights the ramp-up of new digital products, which, in its view, looks increasingly promising.
Copyright (c) 2025 CercleFinance.com. All rights reserved.
The information and analyses distributed by Cercle Finance are only intended as decision-making support for investors. Cercle Finance's responsibility may not be entailed, either directly or indirectly following the use of such information and analyses by readers. Any non-professional investor is recommended to consult a professional advisor before making any investment decision. This indicative information in no way constitutes any invitation to sell or buy securities.
The information and analyses published by Cercle Finance are intended solely as a decision-making aid for investors. Cercle Finance cannot be held responsible, directly or indirectly, for the use of information and analyses by readers. Uninformed investors are advised to consult a professional advisor before investing. This information does not constitute an invitation to sell or a solicitation to buy.