EssilorLuxottica Undervalued Given AI Glasses Advantage -- Market Talk

Dow Jones04-07

1117 GMT - EssilorLuxottica's share price doesn't reflect the company's competitive advantage in AI-powered glasses, Equita analysts write. Shares in the Paris-listed Ray-Ban owner trade at a similar price-to-earnings valuation as they did before the company's pivot into AI glasses, the analysts note. The stock is underperforming due to competition concerns and fears that consumers will rein in spending if the Middle East war prompts an economic downturn, they say. However, the company will still grow revenues in the double digits and margins will only tighten in the short term, the analysts add. EssilorLuxottica shares climb 1.5%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

April 07, 2026 07:17 ET (11:17 GMT)

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The stock is underperforming due to competition concerns and fears that consumers will rein in spending if the Middle East war prompts an economic downturn, they say. However, the company will still grow revenues in the double digits and margins will only tighten in the short term, the analysts add. <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> shares climb 1.5%. 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Shares in the Paris-listed Ray-Ban owner trade at a similar price-to-earnings valuation as they did before the company's pivot into AI glasses, the analysts note. The stock is underperforming due to competition concerns and fears that consumers will rein in spending if the Middle East war prompts an economic downturn, they say. However, the company will still grow revenues in the double digits and margins will only tighten in the short term, the analysts add. <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> shares climb 1.5%. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 07, 2026 07:17 ET (11:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4202","symbol_name":"服装、服饰与奢侈品","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2625932214","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625932214","pubTimestamp":1775560620,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4202":"服装、服饰与奢侈品","AGIX":"通用人工智能 ETF-AGIX","AIPO":"Defiance AI and Power Infrastructure ETF","BK4198":"医疗保健用品","ARTY":"ISHARES FUTURE AI & TECH ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ESLOY":"EssilorLuxottica"},"translate_title":"鉴于人工智能眼镜优势，EssilorLuxottica被低估——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"AIPO":1.5,"ESLOY":0.9,"AGIX":1.5,"ARTY":1.5},"content_text":"1117 GMT - EssilorLuxottica's share price doesn't reflect the company's competitive advantage in AI-powered glasses, Equita analysts write. 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