The LVMH stock has experienced a significant setback since its record high in April 2025. While forecasts for April anticipated a peak value of around 794 euros, with the month-end price at about 756 euros, the current price has fallen to approximately 465 to 474 euros. This represents a halving compared to the peak values when comparing the forecasted values and actual prices—keeping in mind that this “halving” more refers to a strong correction (from about 800–900 euros in forecasts or earlier highs to currently under 500 euros), whereas realistic historical closing prices in May/June ranged between approximately 470 and 540 euros.
Analyst Opinions and Valuation
Despite the significant price drop, LVMH remains an attractive investment opportunity for many analysts. Goldman Sachs has lowered its price target from the originally set 630 euros to now 610 euros, but still maintains a “Buy” recommendation. Analyst Louise Singlehurst justifies this with a positive assessment of the business cycle in the luxury sector as well as the potential for recovery. Even with conservative estimates below market consensus, she sees the stock as attractively valued.
Market Situation and Perspectives
The current market situation is characterized by uncertainties in the global economy as well as declining consumer demand in the luxury segment. Nevertheless, companies like LVMH continue to benefit from their strong brand, international diversification, and high profitability.
Forecasts for the coming months present a differentiated picture: while some sources remain optimistic, current prices rather reflect a cautious mood. However, the discrepancy between forecast values and actual price developments also highlights the potential for recovery.
Conclusion
Although the LVMH stock has significantly corrected since its record high, it remains a promising investment opportunity according to analysts’ assessments – particularly in light of a potential upswing in the luxury sector and a robust corporate structure. The current valuation thus offers investors opportunities to enter at more favorable levels than just a few months ago.
| Period | Peak / Average | Current Status / Target |
|---|---|---|
| April (Forecast) | ~794 € | — |
| May/June | ~470–540 € | ~465–474 € |
| Analyst Target | — | ~610 € |
This development shows: Despite short-term weakness, LVMH remains attractive in the long term – fresh winds could thus soon blow again.