Brunello Cucinelli rises after 2025 outlook upgrade

Brunello Cucinelli SpA

11/12/2025 09:41

** Shares in Brunello Cucinelli BCU.MI rise 3.8% to hit their highest level in nearly three months, after the Italian fashion group lifted its 2025 revenue growth forecast late on Wednesday

** It now expects revenue of up to 12% at constant exchange rates, above the prior estimate of around 10%

** It says orders for the spring/summer 2026 season are strong, with a significant volume already in the portfolio

** Equita notes the company's high U.S. exposure and positive reception of recent collections continue to support sales, while concerns over alleged violations of EU regulations on Russia have eased with no legal updates in two months

** The broker adds the brand remains strong

** It upgrades the group's rating to "buy" from "hold" and raises its PT by 8% to 112 euros

** "At current levels, the stock offers in our view an attractive entry point into a high-quality equity story," Equita adds, expecting newsflow to remain supportive

** The stock is down around 9% YTD

($1 = 0.8545 euros)

 (Reporting by Laura Contemori)

 ((Laura.contemori@thomsonreuters.com))