Down 12% in September, are Lovisa shares a buy the dip opportunity?

The fast fashion retailer has soared nearly 400% in 5 years.

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Key points

  •  Lovisa shares have surged nearly 400% over the past 5 years, peaking at $43.68, despite being relatively volatile.
  • JP Morgan raised Lovisa's price target to $33.60 due to accelerating sales momentum, while Macquarie set a higher target of $40.90.
  • Trading at $37.39, Lovisa shares are aligning with the two experts’ average price target, suggesting potential attractiveness for investors.

Lovisa Holdings Ltd (ASX: LOV) shares are up nearly 400% in 5 years. 

Five years ago, the popular ASX 200 fast fashion retailer traded at around $8. In late April, Lovisa shares peaked at $43.68. 

However, their journey has not been linear. Rather, Lovisa has been a relatively volatile stock. 

While volatility often unsettles existing shareholders, it provides an opportunity for new investors to buy shares. 

Those who bought Lovisa shares at almost any point over the past five years are likely to have beaten the S&P/ASX 200 Index (ASX: XJO). In particular, those who bought Lovisa shares after the 'Liberation Day' sell-off are now up nearly 80% on their investment. 

Over the past month, Lovisa shares have fallen 12%. 

They are currently changing hands for $37.39. Is this an opportunity for investors to buy Lovisa shares in the dip

Let's find out, based on two leading experts' price targets.

Do experts rate Lovisa a buy?

On 27 August, JP Morgan Chase & Co (NYSE: JPM) released a new research note following Lovisa's FY25 result. 

The investment bank highlighted that Lovisa's 28% sales growth for the first eight weeks of FY26 came in well ahead of its expectations. JP Morgan described this level of growth as 'accelerating momentum', driven by both same-store growth and store rollouts.

Lovisa opened 131 net new stores in FY25, bringing its global total to 1,031. Against a backdrop of concerns surrounding US tariffs, US store openings regained momentum, with 23 stores opened during FY25.

However, Europe was the largest contributor, with 86 new stores opened during the period. Looking forward, JP Morgan expects Lovisa to capitalise on Claire's location, a close competitor that recently filed for bankruptcy in Europe. 

JP Morgan raised its price target from $26.50 to $33.60 and maintained a neutral rating.

The investment bank said:

LOV has demonstrated leading store economics and a highly efficient store rollout with a long international pipeline. However, we believe the store rollout is well-priced-in at these levels, which drives our Neutral rating.

Meanwhile, Macquarie Group Ltd (ASX: MQG) is a lot more optimistic with its price target.

After Lovisa's FY25 result, the broker placed a price target of $40.90 and a neutral rating on Lovisa shares. 

The average of these two price targets is $37.25.

At the time of writing, Lovisa shares are trading roughly in line with this figure, at $37.39. 

This suggests that Lovisa shares could be starting to look more attractive for those interested in investing in the ASX 200 growth stock.

JPMorgan Chase is an advertising partner of Motley Fool Money. Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended JPMorgan Chase, Lovisa, and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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