UBS Levi's Outlook

UBS Securities estimates a fair value of $27.13, implying a 9.1 % undervaluation, and projects a 13 % five‑year EPS compound annual growth rate. UBS expects mid‑single‑digit revenue growth and mid‑teens margin expansion as Levi’s transforms into a global, multi‑channel lifestyle brand, noting an anticipated rerating that could lift LEVI’s current ~14× P/E higher, and maintains a buy rating with a price target of $34. Analysts are looking for a $1.53 EPS for FY 2026, while the company’s guidance excludes any benefit from potential tariff‑related refunds, which total roughly $80 million to date.