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03.03.26 - 11:52
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EssilorLuxottica Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat die Einstufung für EssilorLuxottica mit einem Kursziel von 355 Euro auf "Overweight" belassen. Nutzzahlen zeigten, dass Smartglasses von ihren Besitzern zwischen zwei und vier Stunden ......
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20.02.26 - 15:48
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EssilorLuxottica Logs Worst Week In Nearly Four Years As Apple Eyes AI Smart Glasses (ZeroHedge)
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EssilorLuxottica Logs Worst Week In Nearly Four Years As Apple Eyes AI Smart Glasses
Shares of EssilorLuxottica SA are on track for their worst weekly decline in nearly four years, as competition in the smart-glasses market intensified this week following reports that Apple plans to launch AI-powered smart glasses in 2027.
EssilorLuxottica manufactures the smart glasses that Meta sells under the Ray-Ban partnership. These glasses are in the sub-$500 category, which proves that affordability wins. Meta nailed that sweet spot in pricing, while Tim Cook's $3,500 Vision Pro has been an epic bust and failed to achieve mass adoption.
It's not just Apple. Citigroup analyst Veronika Dubajova noted this week that her team "expects a number of competitive launches in the smart eyewear market over the next 12 to 24 months."
Bloomberg-tracked Wall Street analyst ratings show no meaningful wave of downgrades following this week's Apple news, with roughly 93% of covering analysts maintaining a "Buy" reco...
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