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Levi Strauss & Co (LEVI) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Apparel Manufacturing

Sell if holding. Momentum 2.1/10 is below the 5.0 floor at $20.78 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Levi's brand (94.0%); Sector modifier (Consumer Cyclical): -1.5.

Levi Strauss & Co. designs and markets jeans, casual apparel, and accessories under the Levi's, Levi Strauss Signature, and Beyond Yoga brands in approximately 120 countries. The Levi's brand generated 94% of net revenues in fiscal 2025, sold through ~3,300 brand-dedicated... Read more

$20.78+16.9% A.UpsideScore 6.4/10#2 of 13 Apparel Manufacturing
QualityF-score8 / 9FCF yield6.77%
IncomeYield2.67%(5y avg 2.39%)Payout40.44%sustainable
Stop $19.84Target $24.30(analyst − 10%)A.R:R 2.7:1
Analyst target$27.00+29.9%15 analysts
$24.30our TP
$20.78price
$27.00mean
$34

Sell if holding. Momentum 2.1/10 is below the 5.0 floor at $20.78 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Levi's brand (94.0%); Sector modifier (Consumer Cyclical): -1.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 6.4/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Recent Developments — Levi Strauss & Co

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Strong growth profile
Risks
Concentration risk — Product: Levi's brand (94.0%)
Sector modifier (Consumer Cyclical): -1.5
Leverage penalty (D/E 1.0): -0.5

Key Metrics

P/E (TTM)15.4
P/E (Fwd)12.5
Mkt Cap$8.1B
EV/EBITDA10.1
Profit Mgn9.5%
ROE25.4%
Rev Growth14.1%
Beta1.34
Dividend2.67%
Rating analysts22

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.20bullish
IV44%normal

Concentration Risks(10-K Item 1A)

  • HIGHProductLevi's brand94%
    10-K Item 1: 'Our Levi's® brand products accounted for 94%, 94% and 92% of our net revenues in each of the fiscal years 2025, 2024 and 2023, respectively'

Material Events(8-K, last 90d)

  • 2026-04-07Item 5.02HIGH
    Harmit Singh, EVP and CFO, will transition to Special Advisor role. Executive search firm retained to identify CFO candidates. Singh remains CFO until successor starts, no later than November 30, 2026. No successor named.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
1.7
Rsi
3.5
Ma Position
4.2
Volume distribution (falling OBV)Below 200-MA but MA still rising (+2.1%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.1<4.5A.R:R 2.7 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
36 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $20.45Resistance $23.52

Price Targets

$20
$24
A.Upside+16.9%
A.R:R2.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 2.1/10 — below 4.5 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-06-24 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LEVI stock a buy right now?

Sell if holding. Momentum 2.1/10 is below the 5.0 floor at $20.78 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Levi's brand (94.0%); Sector modifier (Consumer Cyclical): -1.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $19.84. Score 6.4/10, moderate confidence.

What is the LEVI stock price target?

Take-profit target: $24.30 (+16.9% upside). Prior stop was $19.84. Stop-loss: $19.84.

What are the risks of investing in LEVI?

Concentration risk — Product: Levi's brand (94.0%); Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 1.0): -0.5.

Is LEVI overvalued or undervalued?

Levi Strauss & Co trades at a P/E of 15.4 (forward 12.5). TrendMatrix value score: 8.4/10. Verdict: Sell.

What do analysts say about LEVI?

22 analysts cover LEVI with a consensus score of 4.2/5. Average price target: $27.

What does Levi Strauss & Co do?Levi Strauss & Co. designs and markets jeans, casual apparel, and accessories under the Levi's, Levi Strauss Signature,...

Levi Strauss & Co. designs and markets jeans, casual apparel, and accessories under the Levi's, Levi Strauss Signature, and Beyond Yoga brands in approximately 120 countries. The Levi's brand generated 94% of net revenues in fiscal 2025, sold through ~3,300 brand-dedicated stores/shop-in-shops and company-operated e-commerce sites representing 11% of net revenues.

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