Why e.l.f. Beauty (ELF) Stock Is Trading Up Today
e.l.f. Beauty's stock rose 2.8% after the company reported strong third-quarter results, exceeding expectations and raising its full-year forecast. Revenue grew 38% year-over-year, significantly boosted by the acquisition of the luxury brand Rhode. Despite the positive news, the stock's price cooled down, and the market's reaction indicates the news is meaningful but not fundamentally altering the perception of the business.
Why Shares of e.l.f. Beauty (ELF) Are Rising Today
e.l.f. Beauty (ELF) stock rose after reporting strong third-quarter results that surpassed analyst expectations and led to an upward revision of its annual outlook. The company's revenue surged by 38% year-over-year, significantly boosted by the acquisition of Rhode. Despite a history of volatility and a previous drop due to mixed results, the stock has risen 18.2% year-to-date, though it remains below its 52-week high.
e.l.f. Beauty (ELF) Stock Is Up, What You Need To Know
Shares of e.l.f. Beauty (ELF) jumped 4.2% after Bank of America Securities maintained a "Buy" rating and significantly raised its price target from $135 to $160, signaling strong confidence in the company's market performance. This positive analyst action, combined with recent strategic initiatives like an NWSL partnership, AI-driven rollouts, and the acquisition of skincare brand Rhode, has contributed to the stock's robust 20% year-to-date increase and a new 52-week high. The article highlights the stock's volatility but suggests the market views these recent developments as meaningful for the business.
e.l.f. Beauty Faces Partial Setback in Investor Lawsuit After Court Ruling
A federal judge has issued a mixed ruling in a securities lawsuit against e.l.f. Beauty (ELF), allowing some claims to proceed while dismissing others. The lawsuit alleges that e.l.f. Beauty and its CEO, Tarang Amin, overstated product demand while internal data showed weakening sales and rising inventory. Specifically, claims related to statements made by CEO Tarang Amin in November 2024, denying concerns about slowing demand, were allowed to advance.
Are Options Traders Betting on a Big Move in e.l.f. Beauty Stock?
Options traders are showing significant interest in e.l.f. Beauty (ELF) stock, particularly with the March 20, 2026 $35 Call exhibiting high implied volatility. This suggests market expectation of a substantial price movement, possibly due to an upcoming event. Despite this options market activity, analysts currently rate e.l.f. Beauty as a Zacks Rank #3 (Hold), with recent earnings estimate revisions trending downwards.
Does e.l.f. Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?
e.l.f. Beauty recently appointed Matthew Farrell to its Board of Directors and completed a US$100.53 million share repurchase program. These actions are expected to influence investor perception of e.l.f.'s governance and capital allocation strategies, particularly as the company navigates growth opportunities and potential margin pressures. While management’s recent "beat and raise" quarter and increased guidance for fiscal 2026 sales are positive, the long-term investment narrative still depends on how well the company manages risks like tariffs and supply chain exposure.
ELF BEAUTY INC (NYSE:ELF) Passes the Caviar Cruise Quality Investing Screen
e.l.f. Beauty Inc. (NYSE: ELF) has successfully passed the Caviar Cruise stock screen, indicating it's a high-quality investment candidate for long-term portfolios. The company demonstrates strong financial health with exceptional revenue and EBIT growth, high return on invested capital, robust cash flow, and low debt. While its valuation appears "rather expensive," its operational efficiency and consistent profitability make it an attractive prospect for quality investors.
Bullish Reversal Takes Shape in ELF Stock, Heads to $150 on Strong Quarter and Raised Outlook
e.l.f. Beauty, Inc. (ELF) is experiencing a bullish reversal, gaining strength after a late-2025 pullback due to strong Q3 earnings and a raised 2026 outlook. The stock rose 7% on news of the positive financials, with technical indicators supporting a shift towards bullish momentum. Analysts project the stock could challenge the $100 level and potentially reach $150, driven by robust profitability, consistent revenue growth, and a solid financial structure.
e.l.f. Beauty shares rise as investors continue to reward a beat-and-raise quarter
e.l.f. Beauty (ELF) shares rose by 6.6% after the company reported strong fiscal Q3 results that exceeded expectations, including adjusted EPS of $1.24 and revenue of $489.5 million. The company also raised its fiscal 2026 outlook for net sales and adjusted EPS, indicating continued market-share gains and momentum from its rhode brand. This positive movement is also attributed to lingering bullish sentiment and potential short covering due to decreased short interest.
Elf Beauty Stock Soars Amid Impressive Q3 Earnings Beat
e.l.f. Beauty Inc. (ELF) stock surged by 9.46% following impressive Q3 earnings, with an EPS of $1.24 and revenue of $489.5M, significantly beating market expectations. The company also raised its fiscal year 2026 projections, leading to bullish sentiment and increased price targets from investment banks. Analysts highlight ELF's strong market position, healthy profitability ratios, and strategic marketing initiatives as key drivers for continued growth.
Elf Beauty Raises FY26 Forecasts Amid Strong Q3 Results
Elf Beauty (ELF) reported robust Q3 results, including a 38% surge in net sales and an EPS of $1.24, significantly beating analyst expectations. This strong performance led the company to raise its FY26 EPS and revenue forecasts, now projecting an EPS range of $3.05-$3.10, indicating continued market dominance and investor confidence. Analysts from Citi and JPMorgan have also increased their price targets for the stock, reinforcing a bullish outlook for ELF.
Elf Beauty’s Strong Q3 Financials Boost Market Confidence
e.l.f. Beauty Inc. (ELF) stock is up 9.46% following strong Q3 financial results, including a 38% rise in net sales and EPS of $1.24 against a consensus of $0.72. The company's robust profitability, strategic market maneuvers, and upward revised fiscal year guidance have boosted investor confidence and analyst price targets. ELF exhibits a bullish trend with strong upside potential, outpacing peers in the Consumer Staples sector.
Is It Time To Reassess e.l.f. Beauty (ELF) After Recent Share Price Pullback
e.l.f. Beauty (ELF) shares have seen a recent pullback, declining 9.4% over the last month, despite an 11.6% return over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is 61.8% overvalued at US$81.50, but its P/E ratio of 46.31x is below Simply Wall St's "Fair Ratio" of 50.58x, implying it might be undervalued by that metric. Investors are encouraged to use various valuation narratives to form their own conclusions.
Elf Beauty Stock Jumps on Strong Q3 Earnings and Optimistic FY2026 Outlook
Elf Beauty Inc. (ELF) stock surged 9.46% following strong Q3 2026 earnings, revised upward guidance for FY2026, and strategic market share gains. The company reported a 38% increase in net sales and a Q3 EPS of $1.24, significantly beating analyst estimates. Analysts from Citi, JPMorgan, and UBS have raised their price targets, reflecting strong investor confidence and the company's robust financial health and operational efficiency.
e.l.f. Beauty $ELF Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. decreased its stake in e.l.f. Beauty (NYSE:ELF) by 10.3% in the third quarter, selling 19,072 shares. Despite this, other major institutional investors bought or increased their positions in the company, which continues to have high institutional ownership. e.l.f. Beauty reported strong earnings, beating analyst expectations, and provided positive FY2026 guidance, maintaining an average analyst rating of "Moderate Buy."
TD Cowens Cuts Target on e.l.f. Beauty (ELF) to $100
TD Cowen has reduced its price target for e.l.f. Beauty (ELF) to $100 from $110, while maintaining a 'Buy' rating, following the company's Q3-FY2026 results. Although Q3 sales grew significantly due to the Sephora "rhode" brand launch, the analyst expects future revenue growth to slow significantly. e.l.f. Beauty's management, however, raised its full-year net sales guidance.
e.l.f. Beauty Adds Veteran Executive Matthew Farrell to Board
e.l.f. Beauty (ELF) has appointed Matthew Farrell, a veteran consumer-products executive and former CEO of Church & Dwight Co. Inc., to its board of directors. Farrell will bring extensive multi-industry CEO and CFO experience to e.l.f. Beauty, strengthening its governance, financial oversight, and strategic capabilities. TipRanks’ AI Analyst, Spark, assesses ELF as Neutral due to solid fundamentals and upbeat earnings tempered by higher leverage, margin compression, weak technicals, and expensive valuation.
TD Cowens Cuts Target on e.l.f. Beauty (ELF) to $100
TD Cowen has reduced its target price for e.l.f. Beauty (ELF) to $100 from $110, while maintaining a Buy recommendation. This adjustment follows the release of ELF's Q3-FY2026 results, which showed a 38% year-over-year sales growth primarily driven by the "rhode" brand launch, but indicated minimal organic volume growth, leading analysts to anticipate slower revenue growth ahead. Despite this, ELF management increased its full-year net sales guidance.
TD Cowens Cuts Target on e.l.f. Beauty (ELF) to $100
TD Cowen has reduced its target price for e.l.f. Beauty (ELF) to $100 from $110, while maintaining a "Buy" rating. This adjustment follows the release of ELF's Q3-FY2026 results, which showed 38% year-over-year net sales growth driven primarily by the "rhode" brand launch, but also indicated that future revenue growth is expected to slow to low single digits due to a lack of organic volume growth. Despite the re-evaluation, e.l.f. Beauty increased its full-year net sales guidance.
Avoiding Lag: Real-Time Signals in (ELF) Movement
This article provides a real-time analysis of E.l.f. Beauty Inc. (NYSE: ELF) movement, identifying weak near and mid-term sentiment despite a long-term positive outlook. It details specific AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The analysis highlights an exceptional risk-reward setup, targeting a significant gain for long-term positions.
5 Must-Read Analyst Questions From e.l.f. Beauty's Q4 Earnings Call
e.l.f. Beauty exceeded Q4 earnings expectations, driven by the Rhode acquisition and strong innovation. The company reported significant beats on revenue, adjusted EPS, and EBITDA, and raised its full-year guidance. Analysts probed management on EBITDA margins, Rhode's expansion, price increase impacts, innovation strategy in underpenetrated segments, and increased marketing spend, with management providing detailed explanations for their strategic decisions.
e.l.f. Beauty Stock Has Fallen 22%, Time to Enter?
e.l.f. Beauty (ELF) stock has dropped 22.2% recently, sparking the question of whether it's a good buying opportunity. Historically, ELF stock has shown strong recovery after sharp dips, with a median 12-month return of 33% and median peak return of 66%. The company also passes basic financial quality checks, including revenue growth, profitability, and balance sheet strength, suggesting the dip may not reflect a deteriorating business.
E.l.f. Beauty CFO says the lipstick index is alive and well
E.l.f. Beauty CFO Mandy Fields states that the "lipstick index" remains relevant but is evolving, with consumers becoming more discerning in their beauty spending due to a stagnant labor market. E.l.f. Beauty is well-positioned to benefit from this shift by offering affordable products and has seen significant market share gains and positive growth from its acquisition of Rhode. The company plans to continue a thoughtful acquisition strategy focusing on high-growth, profitable brands that fit its culture.
Trump Tariffs: A Dive into Ferragamo and e.l.f. Cosmetics' Lawsuits
Over 1,000 companies, including Ferragamo and e.l.f. Cosmetics, have filed lawsuits challenging Trump-era tariffs imposed under emergency powers, ahead of a U.S. Supreme Court decision. These companies seek refunds totaling billions of dollars, arguing that the International Emergency Economic Powers Act (IEEPA) does not authorize tariffs and that timely lawsuits are necessary to secure repayment before entries are "liquidated." Their strategy aims to preserve their rights to financial recovery, rather than solely challenging the tariffs' legality.
Principal Financial Group Inc. Cuts Stock Position in e.l.f. Beauty $ELF
Principal Financial Group Inc. reduced its stake in e.l.f. Beauty by 12.6% in the third quarter, selling 18,916 shares and ending with 131,577 shares valued at $17.43 million. Despite this, e.l.f. Beauty reported strong quarterly earnings, beating expectations with an EPS of $1.24 and revenue of $489.5 million, up 37.8% year-over-year. Institutional investors hold a significant 92.44% of the stock, and analysts maintain a "Moderate Buy" rating with an average price target of $119.13.
e.l.f. Beauty (ELF) Announces Results for 3 and 9 Months ended December 31, 2025
e.l.f. Beauty (ELF) announced a 38% rise in quarterly net sales to $489.5 million for the period ending December 31, 2025, driven by growth in retailer and e-commerce channels. The company also raised its FY 2026 outlook, projecting higher net sales growth and a significant contribution from Rhode. JPMorgan maintained an "Overweight" rating and increased its price target for ELF shares following the announcement.
e.l.f. Beauty (NYSE:ELF) Trading Down 8.2% on Analyst Downgrade
e.l.f. Beauty (NYSE:ELF) experienced an 8.2% drop in its stock price after TD Cowen lowered its price target from $110 to $100, though maintaining a "buy" rating. Despite this downgrade, the company's fundamentals remain strong, having surpassed analyst estimates for EPS and revenue in its latest quarterly report and providing positive FY2026 guidance. Analyst views are generally positive, with a consensus of "Moderate Buy" and an average target price of $119.13.
e.l.f. Beauty Inc (ELF) Trading Down 9.43% on Feb 9
e.l.f. Beauty Inc (ELF) experienced a 9.43% drop in its stock price on February 9, reaching an intraday low before a slight recovery. Wall Street analysts forecast an average target price of $114.04, indicating a potential upside of 53.38%, with a consensus "Outperform" recommendation. GuruFocus estimates a GF Value of $248.05 for ELF, suggesting a higher potential upside of 233.62%.
Rhode Delivers: E.l.f. Beauty Posts Blowout Fiscal Q3 and Raises Full-Year Outlook
E.l.f. Beauty reported strong fiscal Q3 results, exceeding expectations and leading the company to raise its full-year outlook. This positive performance follows the recent expansion of Rhode Beauty, a subsidiary, into Sephora in the UK, indicating successful market penetration and growth for the brand.
e.l.f. Beauty Faces Securities Fraud Claims After Partial Dismissal
A California federal court has partially dismissed a securities fraud class action against e.l.f. Beauty, allowing a narrow set of claims against CEO Tarang Amin to proceed. The court found that Amin's statements on CNBC's Mad Money in November 2024, responding to market criticism about rising inventory, could plausibly mislead investors if he knew demand was weakening. While most claims and all allegations against the CFO were dismissed, the ruling signals that context-specific rebuttals to market criticism carry heightened securities risk.
Elf Beauty shares slip as guidance lift falls short of expectations
Elf Beauty Inc. (NYSE:ELF) shares fell over 5% after its third-quarter fiscal 2026 results, despite beating Wall Street estimates for net sales and adjusted earnings per share. The stock decline was attributed to the company's full-year guidance lift falling short of analyst expectations, with the midpoint of its raised net sales outlook remaining below the consensus. While the newly acquired brand Rhode significantly contributed to the guidance increase, analysts highlighted concerns about the core business's organic growth and external factors impacting global consumption.
For e.l.f. Beauty's CFO, Super Bowl ads are a long-term investment
E.l.f. Beauty's CFO, Mandy Fields, views Super Bowl advertisements as a long-term investment aimed at increasing brand awareness, rather than seeking immediate returns. The company's brand awareness has grown significantly from 10% to over 40% due to these strategies. Their upcoming Super Bowl ad will feature their best-selling Glow Reviver Lip Oil in a telenovela-inspired campaign, targeting diverse audiences through various language platforms.
e.l.f. Beauty stock price target raised to $102 by UBS on strong quarter
UBS has increased its price target for e.l.f. Beauty (NYSE:ELF) to $102 from $98, maintaining a Neutral rating, following the company's strong third-quarter results. The increase was driven by robust top-line growth from its rhode brand and lower administrative expenses. Despite the positive earnings, shares pared gains due to concerns about the core e.l.f. portfolio's growth trajectory and upcoming stricter year-over-year comparisons.
Earnings call transcript: e.l.f. Beauty Q3 2026 posts strong earnings beat
e.l.f. Beauty reported strong Q3 2026 results, with EPS of $1.24 and revenue of $489.5 million, significantly beating analyst expectations. Despite a slight aftermarket stock decline, the company raised its fiscal 2026 net sales growth guidance to 22-23%, driven by robust performance across its brands and the successful integration of Rhode. The company continues to focus on value, innovation, and strategic international expansion while navigating challenges like market saturation and macroeconomic pressures.
e.l.f. Beauty, Inc. (NYSE:ELF) Q3 2026 Earnings Call Transcript
e.l.f. Beauty, Inc. (NYSE: ELF) reported Q3 2026 earnings, discussing a 38% net sales growth and a 79% adjusted EBITDA increase, marking its 28th consecutive quarter of net sales growth. The company highlighted strong performance from its core e.l.f. Cosmetics brand and recent acquisitions like Rhode and Naturium, which significantly contributed to sales and market share gains. e.l.f. Beauty also raised its fiscal 2026 outlook, expecting net sales growth of 22-23% and adjusted EBITDA of $323-$326 million, primarily driven by Rhode's outperformance, while detailing strategic investments in marketing, space expansion, and team building.
Trending tickers: Alphabet, Qualcomm, Arm, e.l.f Beauty and BT
Alphabet's shares dropped after forecasting higher-than-expected spending for 2026, despite beating revenue and EPS estimates for Q4 2025. Qualcomm and Arm also saw their stock prices fall after their financial forecasts or licensing revenues missed analyst expectations. Conversely, e.l.f Beauty's shares surged due to an earnings beat and an upward revision of its full-year sales and EPS guidance, while BT's shares edged up as the company remains on track to meet full-year guidance despite slightly lower-than-expected Q3 revenue.
E.l.f. Beauty Raises 2026 Forecasts as Rhode Breaks Records and New Super Bowl Campaign Debuts
E.l.f. Beauty has increased its full-year 2026 forecasts for both revenue and net income following a strong third quarter. The company, which owns E.l.f., Rhode, and Naturium, reported a 38% surge in Q3 net sales to $489.5 million, surpassing analyst expectations. This positive outlook is driven by the continued international expansion and record-breaking performance of Rhode, along with Naturium's growth and E.l.f.'s upcoming Super Bowl campaign and new fragrance launch.
E.l.f. Beauty’s upbeat forecast shows cosmetics demand and Hailey Bieber’s ‘clean’ look are still going strong
E.l.f. Beauty raised its full-year earnings forecast after its third-quarter results, driven by strong demand for lower-priced cosmetics and the successful acquisition of Hailey Bieber's Rhode brand. The company now expects full-year sales of $1.6 billion to $1.612 billion, up from previous estimates. This positive outlook suggests continued strong consumer interest in the minimalist beauty trend.
E.l.f. Beauty’s Earnings Dazzle. The Stock Soars.
E.l.f. Beauty reported fiscal third-quarter results that significantly surpassed Wall Street estimates. This strong performance led to a notable surge in the company's stock during after-hours trading on Wednesday.
e.l.f. Beauty Stock Surges On Q3 Earnings Beat, Stronger Outlook
e.l.f. Beauty Inc (NYSE: ELF) reported strong Q3 fiscal 2026 results, surpassing analyst expectations for both revenue and adjusted earnings per share. The company raised its fiscal 2026 guidance for revenue and adjusted earnings, driven by growth in retailer and e-commerce channels, market share gains, and successful product launches. Following the announcement, e.l.f. Beauty shares saw a significant increase in after-hours trading.
e.l.f. Beauty Announces Third Quarter Fiscal 2026 Results
e.l.f. Beauty (NYSE: ELF) announced its Q3 fiscal 2026 results, reporting a 38% increase in net sales to $489.5 million and raising its fiscal 2026 outlook. The company's adjusted diluted earnings per share for the quarter were $1.24, and it saw significant growth across both retailer and e-commerce channels, driven by continued market share gains and strategic brand initiatives. e.l.f. Beauty now anticipates a 22-23% year-over-year increase in net sales for fiscal 2026, alongside increased adjusted EBITDA and adjusted net income projections.
CFO Mandy Fields sees e.l.f. Beauty in growth mode, as company beats on sales and earnings
e.l.f. Beauty reported strong fiscal third-quarter results, surpassing Wall Street expectations for both revenue and adjusted earnings per share. The company raised its full-year guidance, driven by accelerated growth from the rhode acquisition and robust performance in international markets. CFO Mandy Fields emphasized the company's focus on cosmetic and skin care segments, strong marketing ROI, and maintained value proposition across different retailers, while also noting slight headwinds in the UK and Germany.
e.l.f. Beauty crushes FQ3 expectations, bets big on FY26 with raised outlook (ELF:NYSE)
e.l.f. Beauty (ELF) exceeded expectations in its fiscal third quarter, reporting 38% sales growth and a 67% increase in profitability. The strong performance was attributed to gains in retail and e-commerce, as well as a successful launch of its rhode brand in UK Sephora locations. The company subsequently raised its outlook for fiscal year 2026.
Peregrine Asset Advisers Inc. Buys New Holdings in e.l.f. Beauty $ELF
Peregrine Asset Advisers Inc. has acquired a new position of 18,485 shares in e.l.f. Beauty (NYSE:ELF), valued at approximately $2.449 million during the third quarter. This move comes as other institutional investors have also adjusted their stakes in the company. e.l.f. Beauty holds a consensus "Moderate Buy" rating from analysts with an average target price of $119.69, despite recent quarterly revenue missing estimates.
How e.l.f.’s Big Game Glow Reviver Push At e.l.f. Beauty (ELF) Has Changed Its Investment Story
e.l.f. Beauty (ELF) is set to report its Q3 2026 results and launched a high-profile "Big Game" campaign for its Glow Reviver Lip Oil, featuring Melissa McCarthy. Despite share price volatility and margin pressures from tariffs, the company's resilient sales growth and focus on brand strength and affordability are key components of its investment narrative. Investors are evaluating how profitability will be affected by tariffs and legal outcomes, as well as whether the company can meet its optimistic growth expectations.
Is e.l.f. Beauty Stock a Hidden Gem in the Cosmetics Aisle?
E.l.f. Beauty, a cosmetics company operating at the lower end of the price spectrum, has demonstrated impressive sales growth for 27 consecutive quarters by offering affordable alternatives to high-end and mass-market brands. The company is currently focused on business expansion and growth, particularly in international markets, rather than immediate earnings, making it potentially suitable for long-term growth investors. While not a top pick by The Motley Fool Stock Advisor, its strategy of appealing to cost-conscious consumers and cultivating brand loyalty from teen users suggests a strong long-term opportunity as it continues to gain market share.
e.l.f. Cosmetics Unveils Telenovela-Inspired Big Game Campaign Starring Melissa McCarthy Ahead of Halftime
e.l.f. Cosmetics is launching a telenovela-inspired campaign for the upcoming Big Game on February 8, 2026, featuring Melissa McCarthy, Nicholas Gonzalez, and Itatí Cantoral. The campaign, which highlights e.l.f.'s Glow Reviver Lip Oil, celebrates positivity, inclusivity, and accessibility, particularly connecting with the Latin and Hispanic community. e.l.f. is also collaborating with Duolingo to offer free Spanish language learning to its loyalty members.
What To Expect From e.l.f. Beauty's (ELF) Q4 Earnings
e.l.f. Beauty (ELF) is set to announce its Q4 earnings this Wednesday afternoon. Analysts project a 29.5% year-on-year revenue growth to $460.1 million and adjusted earnings of $0.72 per share, despite the company having missed revenue expectations last quarter. The stock has seen positive investor sentiment, outperforming the consumer staples segment average recently.
e.l.f. Beauty, Inc. (ELF): A Bull Case Theory
This article summarizes a bullish thesis on e.l.f. Beauty, Inc. (ELF), highlighting its strong revenue growth, expanding profitability, and effective digital marketing strategies. Despite potential risks like high valuation and competition, the company's fundamentals and market penetration support a compelling long-term investment. The thesis emphasizes ELF's ability to balance aggressive reinvestment in marketing and innovation with meaningful profit generation.
e.l.f. Beauty, Inc. (ELF): A Bull Case Theory
This article summarizes a bullish thesis on e.l.f. Beauty, Inc. (ELF), highlighting its strong revenue growth, expanding profitability, and effective digital marketing strategy. Despite risks like high valuation and competition, ELF's ability to balance reinvestment with profit generation and its strong fundamentals make it a compelling long-term investment. The current thesis reinforces a previous analysis, even though the stock price has depreciated due to near-term growth concerns.
