How Recent Developments Are Shaping the Levi’s Story According to Wall Street Analysts

Levi Strauss stock has seen its price target hold steady, with the fair value estimate remaining virtually unchanged at $26.79. While the discount rate saw a minimal increase from 9.20% to 9.34%, underlying long-term revenue growth expectations are stable. Investors are watching closely for updates on how shifting market sentiment and evolving risk factors may continue to shape the stock's narrative. Stay tuned for insights on how to stay informed as the story unfolds.

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What Wall Street Has Been Saying

🐂 Bullish Takeaways

Several analysts have voiced confidence in Levi Strauss’s brand strength and growth prospects. BTIG initiated coverage with a Buy rating and a $27 price target, highlighting the enduring power of the Levi’s brand as an "enormous competitive strength" and an important driver of growth. Casualization trends continue to benefit the company. Needham also started with a Buy rating and a notable $28 price target, citing Levi’s strong execution of strategic initiatives and favorable positioning in the ongoing resurgence of "classic American" brands. The firm points to compelling momentum and a conservative outlook for the second half of 2025, suggesting room for potential outperformance. Multiple firms raised their price targets following encouraging developments. Telsey Advisory lifted its target to $27, emphasizing that while higher tariffs could pose a mild headwind in fiscal 2025, Levi’s significant international revenue base (60% outside the U.S.) mitigates the risk and supports a positive long-term view. Barclays increased its price target to $26, crediting stronger direct-to-consumer growth in North America, favorable currency movements, and enhanced gross margins. Citi, while maintaining a Neutral rating, raised its target to $23 as it expects continued sales and earnings momentum to drive near-term performance.

🐻 Bearish Takeaways

Some reservations have been raised about the stock’s near-term risks. Wells Fargo, despite noting strong Q3 results and a favorable revenue and margin picture, has expressed concern that the optimistic outlook may already be priced in, especially given Levi Strauss’s status as a "crowded long idea." The firm expects a degree of pullback as investors weigh valuation and questions about spending and margins into 2026. It maintains an Overweight rating with a $25 price target. Valuation sensitivity and the pace of margin expansion remain key themes in more cautious commentary, even among generally positive analysts.

Story Continues

Collectively, analyst commentary underscores a broadly positive view of Levi Strauss’s execution and brand momentum. Several firms caution that upside may be tempered by valuation and shorter-term margin considerations. These perspectives continue to shape investor expectations around the company’s growth trajectory and stock valuation.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NYSE:LEVI Community Fair Values as at Nov 2025

What's in the News

Levi Strauss completed its previously announced share repurchase program. Between July and September 2025, the company bought back nearly 5 million shares for $120 million. This brings the total to over 15.5 million shares repurchased at a cost of $309.54 million. The company released its revenue outlook for the fourth quarter of 2025, projecting organic net revenue growth of about 1%. Reported net revenues are expected to decrease by approximately 3%, reflecting noncomparable items and changes in the revenue base. Levi Strauss raised its full-year 2025 earnings guidance. The company now expects reported net revenue growth of around 3%, up from the previous forecast of 1% to 2%. Projected organic net revenue growth has been increased to approximately 6%.

How This Changes the Fair Value For Levi Strauss

Fair Value: Remains virtually unchanged at $26.79, indicating stability in long-term valuation assumptions. Discount Rate: Increased slightly from 9.20% to 9.34%. This reflects a minor rise in perceived risk or cost of capital. Revenue Growth: Holds steady at approximately 1.89%, with no material changes to expected top-line momentum. Net Profit Margin: Stable at 10.31%, suggesting consistent profitability expectations. Future P/E: Edged up marginally from 18.25x to 18.32x. This indicates very little change in forward earnings multiples.

🔔 Never Miss an Update: Follow The Narrative

Narratives let you see the real story behind the numbers, connecting a company’s journey with its expected financials and fair value. On Simply Wall St, Narratives turn complex data into an investor-friendly story and dynamic valuation. This helps you decide when to buy or sell. They update automatically as new news, earnings, or risks emerge, so you can stay ahead and make sharper decisions, all right inside the Community page used by millions.

Head over to the original Levi Strauss Narrative to follow and keep up to date on:

Levi Strauss’s global expansion and shift to Direct-to-Consumer, driving improved margins and brand resilience. Diversification beyond core denim and premium positioning, fueling higher earnings and brand relevance. Risks from tariffs and shifting trends in apparel that could challenge long-term profitability and growth.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LEVI.

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