EssilorLuxottica stock falls 1.62 percent after RBC target cut

Published on 09/29/2026 at 15:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

EssilorLuxottica stock faces an RBC target cut from EUR 230.00 to EUR 190.00 dated September 22, 2026. Q3 sales are scheduled for October 19, 2026.

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EssilorLuxottica stock (ISIN FR0000121667) fell 1.62 percent to EUR 146.05 at Lang & Schwarz on September 29, 2026, at 3:16 p.m. CEST, versus a prior close of EUR 148.45. The move follows a fresh reset in analyst expectations: MarketScreener reported on September 22, 2026, that RBC kept a Buy rating but cut its target from EUR 230.00 to EUR 190.00.

RBC lowers its target

The EUR 40.00 reduction leaves RBC's target 30.10 percent above the Lang & Schwarz price. RBC analyst Piral Dadhania described the third-quarter revenue profile as more normalized, making the October sales update the next test for the growth case, according to MarketScreener on September 22, 2026. The rating remains positive, but the lower target puts greater weight on execution rather than a higher valuation multiple.

Q3 date sets the next checkpoint

MarketScreener lists October 19, 2026, for EssilorLuxottica's Q3 2026 sales and revenue release. The company's investor-relations calendar also identifies October 6, 2026, as the beginning of the quiet period ahead of that release, according to EssilorLuxottica.

The company has a direct operating link to the eyewear cycle because it designs, manufactures and distributes ophthalmic lenses, frames and sunglasses. Its portfolio includes Ray-Ban, Oakley, Varilux and Transitions, while smart glasses add a newer product category to the established optical business.

Stock sits near its yearly low

EssilorLuxottica carried a market capitalization of EUR 67.1 billion as of September 29, 2026. Its 52-week range was EUR 138.30 to EUR 323.80, placing the intraday Lang & Schwarz price much nearer the lower boundary than the upper one. For investors, the key comparison is now the EUR 190.00 RBC target against the upcoming Q3 revenue evidence.

EssilorLuxottica stock trades lower

At Lang & Schwarz, EssilorLuxottica stock was trading at EUR 146.05 on September 29, 2026, at 3:16 p.m. CEST, down 1.62 percent versus the prior close of EUR 148.45. The primary listing is on Euronext Paris, where the shares trade under ticker EL.