LVMH found itself at the center of market attention following a series of analyst assessments that highlighted both promising developments and ongoing challenges for the luxury conglomerate. The stock registered modest gains amid these mixed signals from major investment firms.
Technical Hurdles and Upcoming Catalysts
From a technical perspective, LVMH shares face significant resistance levels at €505 and €520. A decisive break above these thresholds could potentially signal a meaningful trend reversal for the luxury giant. Investors are now looking ahead to the next major catalyst: the release of third-quarter sales figures in October 2025. These results will provide the first concrete evidence of whether anticipated demand recovery is materializing.
This challenging environment comes after a difficult period for LVMH, which has contended with uneven economic recovery in China and softening demand across U.S. markets. Year-to-date performance shows substantial losses, reflecting broader investor concerns about the luxury sector’s resilience.
Bullish Upgrades and Cautious Optimism
On the more optimistic side, Oddo BHF not only reaffirmed its “Outperform” rating but also raised its price target. The firm justified this move based on expectations for a moderate recovery in the Chinese market. This upgrade follows a similar positive revision from HSBC, which had previously shifted its rating from “Hold” to “Buy,” citing stabilizing consumer demand in both China and the United States.
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The market response to these developments was positive, with shares advancing 0.9% to close at €496.25.
Analyst Reservations Amid Positive Ratings
Despite maintaining positive ratings, several analysts expressed reservations about near-term prospects. RBC Capital Markets kept its “Outperform” rating but cautioned about potential weakness in the fourth quarter. Analyst Piral Dadhania noted improved growth rates in the third quarter while anticipating more challenging year-end comparisons.
Bernstein Research similarly reaffirmed its “Outperform” stance while highlighting specific weaknesses within LVMH’s cosmetics division in China. The firm noted that this segment had faced particular pressure during August, indicating ongoing volatility in key markets.
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