Brunello Cucinelli stock gains as Equita trims target but sees double digit growth

Brunello Cucinelli stock (ISIN IT0004764699) traded up on the Milan Stock Exchange on September 18, 2026, with the shares closing at 79.00 euros after a 0.59 percent gain on the day, bucking weakness in the wider European luxury sector.

Analyst support with a lower target

According to Il Sole 24 Ore on September 18, 2026, Equita reiterated its buy recommendation on Brunello Cucinelli shares while revising the target price from 115 euros down to 110 euros, a cut of about 4.3 percent that still implies upside from the current market level.

In the same report, Equita highlighted management comments that the brand continues to enjoy strong momentum and forecast that third quarter 2026 revenue will reach 371 million euros, up 12.3 percent year on year at constant exchange rates, in line with 12.5 percent growth achieved in the second quarter of 2026.Il Sole 24 Ore

Revenue growth and guidance for 2026

Equita has already raised its estimate for Brunello Cucinelli 2026 revenue growth at constant exchange rates from 11.2 percent to 11.9 percent, slightly above consensus expectations of 11.6 percent according to its analysis published on September 18, 2026.Il Sole 24 Ore

The brokerage expects Brunello Cucinelli to deliver full year 2026 sales growth around 10 to 11 percent at constant exchange rates, a level it considers reachable based on current trading and conversations with management.Il Sole 24 Ore For investors, the quantified step up in revenue expectations is an important signal that the group is still expanding at a double digit pace despite a more mixed backdrop for luxury demand.

Luxury backdrop and stock performance

As Borsa Italiana Radiocor reported on September 18, 2026, European luxury stocks were broadly weaker, but Brunello Cucinelli gained 0.59 percent to 79.00 euros in Milan, underscoring that the market still rewards companies with resilient demand at the high end.

In a separate overview of luxury valuations, Seoul Economic Daily on September 19, 2026, noted that Brunello Cucinelli, alongside Hermes, has held up comparatively firmly thanks to its focus on ultra high income clients, a positioning that helps support margins and pricing power even as some broader luxury names face pressure.

Upcoming third quarter sales release and investor focus

According to Il Sole 24 Ore, Brunello Cucinelli plans to publish its third quarter 2026 revenue figures on October 15, 2026, a date that is likely to be a key checkpoint for investors to test whether the forecast 12.3 percent constant currency growth materializes.

Equita also indicated that, at current exchange rates, it trims its estimates for 2026 revenue at current currency levels by around 1 percent and reduces its earnings before interest and taxes and net profit forecasts to reflect the negative impact of currency hedges, illustrating that forex effects can offset part of the operational strength.Il Sole 24 Ore

Stock price level and valuation snapshot

Brunello Cucinelli stock closed at 79.00 euros on the Milan Stock Exchange on September 18, 2026, after a 0.59 percent rise over the prior session, and that closing level stands against a backdrop where the shares have been relatively resilient compared with some larger luxury peers, helped by expectations of around 11.9 percent revenue growth for 2026 at constant exchange rates.

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