These Analysts Cut Their Forecasts On e.l.f. Beauty After Q4 Results
e.l.f. Beauty reported better-than-expected Q4 financial results, surpassing analyst estimates for both earnings and revenue, and achieving its seventh consecutive year of growth. Despite this strong performance, the company's fiscal 2027 guidance for adjusted EPS and revenue fell below analyst expectations, leading several analysts to lower their price targets on the stock.
E.l.f Beauty reversing tariff price increases amid customer ‘suffering,’ sales drop and $49.4M loss
E.l.f. Beauty is reversing its tariff-fueled price increases to alleviate financial strain on customers, particularly "suffering" Gen Z consumers impacted by high gas prices. This decision comes after a $49.4 million loss and a successful test of lower pricing on a product, which led to a 40% sales increase. The company aims to restore its value proposition and has received positive feedback from social media users for responding to consumer needs.
e.l.f. Beauty beats FQ4 expectations but sets FY27 outlook below street view - update (ELF:NYSE)
e.l.f. Beauty reported stronger-than-expected fiscal fourth-quarter results but provided a full-year 2027 guidance that fell below Wall Street's expectations. The company plans to address recent declines in unit sales by rolling back tariff-related price increases and testing lower pricing. Despite a 35% increase in net sales, the company recorded a $49.4 million unadjusted loss due to foreign exchange fluctuations.
e.l.f. Beauty Earnings Call Balances Growth And Caution
E.l.f. Beauty's recent Q4 earnings call revealed a mix of strong growth drivers and emerging challenges. The company highlighted success in acquisitions like Rhode and Naturium, significant international and skincare expansion, and solid margins, leading to a 25% year-over-year net sales increase for fiscal 2026. However, management also addressed softer core brand trends, unit volume pressure from price hikes, and a more conservative outlook for fiscal 2027, projecting 12% to 14% net sales growth, largely driven by past acquisitions.
e.l.f. Beauty Q4 Earnings Call Highlights
e.l.f. Beauty reported strong fiscal 2026 results with a 25% increase in net sales and 13% in adjusted EBITDA, marking its 29th consecutive quarter of sales growth. However, core e.l.f. brand growth slowed in Q4, with organic sales up only 1% excluding the Rhode acquisition, prompting management to issue a more cautious fiscal 2027 outlook. The company plans to reignite growth through pricing tests, accelerated innovation, and leadership changes, while brands like Rhode and Naturium continue to be strong growth engines.
E.l.f. Beauty: Fiscal Q4 Earnings Snapshot
E.l.f. Beauty Inc. reported a Q4 fiscal loss of $49.4 million, or 82 cents per share, though adjusted earnings of 32 cents per share surpassed analyst estimates. The cosmetics company also exceeded revenue expectations, posting $449.3 million for the quarter. For the full year, E.l.f. Beauty reported a profit of $26.3 million and projects future earnings between $3.27 to $3.32 per share on revenues of $1.84 billion to $1.87 billion.
e.l.f. Beauty Stock Rallies After Q4 Earnings Beat Estimates
e.l.f. Beauty (NYSE:ELF) reported strong Q4 results, with earnings of 32 cents per share beating analyst estimates of 29 cents, and revenue of $449.29 million surpassing the Street estimate of $422.93 million. This performance represents a 35.07% increase year-over-year, driven by growth in both retailer and e-commerce channels. Despite the strong Q4, the company's fiscal 2027 adjusted EPS and revenue outlook fell slightly below current analyst estimates.
e.l.f. Beauty Announces Fourth Quarter Fiscal 2026 Results
e.l.f. Beauty announced its financial results for the fourth quarter and full fiscal year ended March 31, 2026, reporting a 35% increase in net sales for the quarter and a 25% increase for the full year. The company's Chairman and CEO, Tarang Amin, highlighted the seventh consecutive year of net sales and market share growth, driven by strong performance across all five brands, particularly rhode and Naturium. e.l.f. Beauty also provided its fiscal 2027 outlook, projecting a 12-14% increase in net sales and a 13% increase in Adjusted EBITDA.
3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends
The beauty and cosmetics industry is experiencing rapid evolution driven by AI, wellness trends, and shifting consumer behavior. This article highlights how companies like Ulta Beauty (ULTA), e.l.f. Beauty (ELF), The Estee Lauder Companies (EL), Nu Skin Enterprises (NUS), and Coty (COTY) are adapting and thriving amidst these changes through innovative strategies and digital engagement. The sector remains an attractive investment area due to resilient consumer spending and continuous product innovation.
ELF Stock In Focus: Analysts Turn Cautious Ahead Of Earnings, But Retail Optimism Surges
Analysts are becoming more cautious about e.l.f. Beauty (ELF) ahead of its fiscal Q4 earnings, with Piper Sandler and Canaccord lowering price targets due to concerns about future growth and intensifying competition. Despite the analysts' warnings, retail sentiment on Stocktwits remains highly bullish, with many investors expressing optimism about the company's long-term prospects. Investors are keen to see Q4 revenue and fiscal 2027 outlook to assess stabilization and growth potential.
Northwestern Mutual Wealth Management Co. Purchases 276,164 Shares of e.l.f. Beauty $ELF
Northwestern Mutual Wealth Management Co. significantly increased its stake in e.l.f. Beauty by purchasing 276,164 shares, bringing its total holding to 276,364 shares valued at $21.0 million. This move is part of broader institutional interest, with institutions now owning 92.44% of the company's stock, even as insiders have recently sold shares. Despite a "Moderate Buy" analyst consensus, e.l.f. Beauty's stock was trading down near its 52-week low.
e.l.f. Cosmetics, Survivor 50 launch Buff Bundle | ELF Stock News
e.l.f. Cosmetics has partnered with the iconic CBS series SURVIVOR for its 50th season finale. The partnership introduces an "e.l.f.ie Advantage" vignette series, featuring content creator Delaney Rowe and SURVIVOR contestant Tiffany Ervin, which integrates e.l.f. products into SURVIVOR-themed challenges. To celebrate, e.l.f. is also launching a limited-edition "e.l.f. x SURVIVOR Buff Bundle" which includes three hero products and a co-branded buff.
ELF Maintained by Piper Sandler -- Price Target Lowered to $60.0
Piper Sandler has maintained a Neutral rating on e.l.f. Beauty (ELF) but lowered its price target from $85.00 to $60.00. While GuruFocus identifies the stock as 74.8% undervalued with strong fundamentals (GF Score™ of 84/100), insider selling suggests potential risks. Investors are advised to consider both the undervaluation and the cautious analyst outlook.
Elf Beauty stock hits 52-week low at 52.75 USD By Investing.com
Elf Beauty Inc. (ELF) recently hit a new 52-week low of $52.75, with its stock currently trading just above this floor. Despite a 31% decline over the past year, InvestingPro analysis suggests the stock may be undervalued, boasting a 70% gross profit margin and a $3.2 billion market cap. The company faces market share losses, prompting a downgrade from Morgan Stanley, but is also highlighted as an early adopter of AI in the beauty industry.
What To Expect From e.l.f. Beauty’s (ELF) Q1 Earnings
e.l.f. Beauty (ELF) is set to report its Q1 earnings this Wednesday, with analysts expecting a 27.7% year-on-year revenue growth. The company has a strong track record of beating revenue estimates, and peer results from USANA and Estée Lauder showed positive performance in the personal care segment. Despite a general underperformance of personal care stocks and a recent 18.9% drop for ELF, the average analyst price target suggests significant upside from its current share price.
e.l.f. Cosmetics co-founder Scott-Vincent Borba to become Catholic priest
Scott-Vincent Borba, co-founder of e.l.f. Cosmetics, is leaving his beauty empire to become a Catholic priest. After a spiritual transformation and realizing a loss of joy despite his success, the 52-year-old entrepreneur entered seminary in 2019 and will be ordained on May 23. This move signifies a significant personal shift from material wealth to a life of faith and service, with Borba having donated much of his fortune to charity.
e.l.f. Beauty Backs Katherine Legge As Valuation And Momentum Shift
e.l.f. Beauty (NYSE:ELF) is sponsoring professional racer Katherine Legge in her attempt at the historic motorsports "Double," aiming to race both the Indianapolis 500 and the Coca-Cola 600 on the same day. This partnership, now in its fourth year, reinforces the brand's focus on female empowerment and places it in a high-visibility, traditionally male-dominated sport. The sponsorship comes as ELF stock has faced significant pressure, with recent declines, and is seen as a move to boost brand equity and appeal to a broader, more diverse consumer base, despite Simply Wall St viewing the stock as overvalued.
Should You Buy e.l.f. Stock Before May 20?
E.l.f. Beauty stock has underperformed, down 27% year to date, despite the company's strong market share gains and consistent growth. The cosmetics company reports earnings on May 20, and while its top-line growth is robust, profitability has been inconsistent due to tariffs and oil price hikes. Investors are assessing whether to buy the stock given its potential for long-term growth versus short-term volatility.
e.l.f. Cosmetics Rewrites the Rules of the Road with Katherine Legge as She Attempts "The Double"
e.l.f. Cosmetics is partnering with Katherine Legge as she attempts "The Double," a significant racing challenge. This announcement was made via a press release highlighted by Quantisnow, a platform providing real-time market data and news for investors. The news was promptly alerted to Quantisnow Plus members, showcasing the platform's efficiency in delivering market intelligence for e.l.f. Beauty Inc. (ELF).
e.l.f. Cosmetics Rewrites the Rules of the Road with Katherine Legge as She Attempts “The Double”
e.l.f. Cosmetics is backing professional race car driver Katherine Legge as she attempts "The Double," racing in both the Indianapolis 500 and Coca-Cola 600 on the same day, May 24, 2026, becoming the first woman to do so. This partnership is part of e.l.f.'s empowering.legendary.females. platform, aiming to increase visibility and opportunities for women in sports where representation has historically lagged. The brand will also engage fans through immersive digital and in-person experiences at both race events.
Price-Driven Insight from (ELF) for Rule-Based Strategy
The article provides a price-driven analysis for E.l.f. Beauty Inc. (NYSE: ELF), indicating weak sentiment across all time horizons and supporting a short bias. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, highlighting an exceptional risk-reward setup for a potential 44.7% gain.
e.l.f. Beauty (ELF) Stock Falls Amid Market Uptick: What Investors Need to Know
e.l.f. Beauty (ELF) stock recently fell by 9.32% despite an overall market uptick, underperforming the S&P 500. The company is set to release its earnings report on May 20, 2026, with projected EPS of $0.29 and revenue of $426.15 million, reflecting significant year-over-year changes. ELF currently holds a Zacks Rank of #3 (Hold) and is trading at a Forward P/E ratio of 16.64, comparable to its industry average.
e.l.f. Beauty Stock Sinks 9% Before Earnings as Wall Street Questions the Growth Story
Shares of e.l.f. Beauty Inc. dropped 9.3% ahead of its fiscal fourth-quarter earnings report, amid Wall Street concerns about its growth story. This decline followed a downgrade from Morgan Stanley, which cited market-share losses despite the company's claims of growth. The upcoming earnings call on May 20th will be crucial for e.l.f. to demonstrate sustained demand, margin resilience, and successful integration of its Rhode acquisition.
e.l.f. Beauty shares drop as Wall Street caution lingers ahead of next earnings update
e.l.f. Beauty (ELF) shares experienced an 8.4% drop, attributed to lingering bearish sentiment following a major brokerage downgrade and upcoming quarterly earnings. The downgrade cited weakening U.S. cosmetics market share trends and a trimmed price target, leading investors to de-risk. Insider trading and institutional activity also indicate mixed sentiment, with significant sales by executives and varied institutional position changes.
Why e.l.f. Beauty Stock Is Falling On Monday
e.l.f. Beauty (NYSE: ELF) stock fell on Monday, hitting a new 52-week low after a recent downgrade from Morgan Stanley. Investors are anticipating the company's Q4 earnings report on May 20, with expectations of 23 cents EPS on $423.57 million in revenue. Short interest in the company has also decreased, and it would take shorts nearly three days to cover their positions.
e.l.f. Beauty (ELF) Stock Plunges to 52-Week Low Despite Earnings Beat
Shares of e.l.f. Beauty (ELF) plummeted approximately 8% to a 52-week low of $58.04, despite the company reporting its 22nd consecutive quarter of revenue growth and exceeding earnings forecasts. The sharp decline was triggered by management's guidance for significantly reduced profit margins in the upcoming quarter, due to increased marketing investments aimed at strengthening brand equity. Morgan Stanley downgraded ELF to Equalweight, lowering its price target from $80 to $67, citing market share erosion and planned price hikes as potential future challenges.
e.l.f. Beauty (ELF) Stock Falls to 52-Week Low After Earnings Guidance Disappoints
e.l.f. Beauty (ELF) stock dropped 8% to a 52-week low of $58.04 despite beating revenue and profit expectations, as investors reacted negatively to guidance indicating lower profit margins for the next quarter. The company plans to increase marketing spend to protect its brand amid rising competition, a move that spooked the market despite strong historical sales growth. Analysts like Morgan Stanley have downgraded the stock due to concerns over market share losses and future profitability.
Elf Beauty stock hits 52-week low at $58.04
Elf Beauty Inc. (ELF) stock has fallen to a 52-week low of $58.04, reflecting a 17.83% decline over the past year. Despite this downturn, InvestingPro analysis suggests the stock is undervalued, boasting a 70% gross profit margin and 17% revenue growth. Analysts have offered mixed views, with Morgan Stanley downgrading the stock due to market share losses, while Jefferies highlighted the company's early adoption of AI for product development.
Levi & Korsinsky Notifies Shareholders of e.l.f. Beauty, Inc. (ELF) of a Class Action Lawsuit and an Upcoming Deadline
Levi & Korsinsky has announced a class action lawsuit against e.l.f. Beauty, Inc. (NYSE:ELF) for alleged securities fraud between November 1, 2023, and November 19, 2024. The lawsuit claims the company misrepresented its financial health by concealing flagging sales and inflating revenues and profits. Shareholders who suffered losses during this period are encouraged to seek information regarding potential recovery.
e.l.f. Beauty Stock Is Down 60% From Its Peak. Here’s Whether the Selloff Creates a Buying Opportunity
e.l.f. Beauty stock (ELF) has dropped approximately 60% from its 52-week high of $151, trading near $61, following a Q2 fiscal 2026 revenue miss and ongoing investigations into the company's directors. Despite the selloff, a valuation model suggests a target price of $87, implying a 43.4% upside due to strong gross margins and strategic expansions like the Rhode brand's entry into Sephora Europe. Investors are now focused on the upcoming Q4 fiscal 2026 results and management's commentary on revenue reacceleration, tariff exposure, and international growth.
e.l.f. Beauty $ELF Shares Sold by Pier Capital LLC
Pier Capital LLC significantly reduced its stake in e.l.f. Beauty ($ELF) by 34.3% in Q4, selling nearly 20,000 shares and retaining about 0.06% of the company. This comes amid recent insider selling, including CEO Tarang Amin's sale of over 41,000 shares, and several brokerages trimming their price targets. Despite these sales and target reductions, the consensus analyst rating for e.l.f. Beauty remains a "Moderate Buy" with an average price target of $103.06.
Oppenheimer Asset Management Inc. Has $435,000 Stake in e.l.f. Beauty $ELF
Oppenheimer Asset Management Inc. significantly reduced its stake in e.l.f. Beauty (NYSE:ELF) by 84.5% in the fourth quarter, selling over 31,000 shares and retaining a holding valued at $435,000. Despite e.l.f. Beauty beating earnings and revenue expectations, several brokers have lowered price targets, and the stock currently holds a "Moderate Buy" consensus rating with an average target of $103.06. Insider trading data shows significant selling activity of the company's stock over the last 90 days.
e.l.f. Beauty, Inc. Sued for Securities Law Violations - Contact
Levi & Korsinsky LLP has filed a class action securities lawsuit against e.l.f. Beauty, Inc. The lawsuit alleges that the company made false statements and concealed rising inventory levels due to flagging sales, reporting inflated revenue and profits between November 1, 2023, and November 19, 2024. Shareholders who suffered losses during this period are encouraged to contact Levi & Korsinsky to learn about their rights to recovery.
Vanguard Group Inc. Acquires 140,258 Shares of e.l.f. Beauty $ELF
Vanguard Group Inc. increased its stake in e.l.f. Beauty by 2.6% in the fourth quarter, acquiring an additional 140,258 shares, bringing its total holdings to 5,487,304 shares valued at approximately $417.3 million. Despite recent insider sales totaling $13.3 million and some analysts trimming price targets, e.l.f. Beauty exceeded quarterly earnings expectations with $1.24 EPS and a 37.8% year-over-year revenue increase. The consensus analyst rating for the company remains a "Moderate Buy" with a target price of $103.06.
Swedbank AB Increases Holdings in e.l.f. Beauty $ELF
Swedbank AB significantly increased its stake in e.l.f. Beauty by 97.0% in Q4, acquiring 672,071 shares to hold a total of 1,364,801 shares valued at $103.78 million. This comes as e.l.f. Beauty reported strong quarterly results, beating EPS and revenue estimates with sales up 37.8% year-over-year. Despite high institutional ownership and a "Moderate Buy" consensus from analysts, insiders have sold a considerable number of shares recently.
e.l.f. Beauty Announces Earnings Release Date for Fourth Quarter Fiscal 2026 Results
e.l.f. Beauty (NYSE: ELF) announced it will host a webcast on Wednesday, May 20, 2026, at 4:30 p.m. Eastern Time, to discuss its financial results for the fourth quarter of Fiscal 2026. The webcast will be led by Chairman and CEO Tarang Amin and SVP and CFO Mandy Fields, with an archived version available online for those unable to attend live.
e.l.f. Beauty Announces Earnings Release Date for Fourth Quarter Fiscal 2026 Results
e.l.f. Beauty announced it will hold a webcast on Wednesday, May 20, 2026, at 4:30 p.m. Eastern Time to discuss its fourth-quarter fiscal 2026 results. A press release detailing the financial outcomes will be issued before the webcast, which will be hosted by CEO Tarang Amin and CFO Mandy Fields. The company also highlighted its mission to make beauty accessible and its commitment to social responsibility, being the first beauty company with Fair Trade Certified™ facilities.
Did e.l.f. Beauty, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of e.l.f. Beauty, Inc. (NYSE: ELF) breached their fiduciary duties to shareholders. The firm encourages current long-term shareholders to contact them to discuss their rights and options, which may include seeking corporate governance reforms, the return of funds to the company, or other relief. The investigation aims to empower shareholders to improve company policies and oversight for enhanced value.
Did e.l.f. Beauty, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of e.l.f. Beauty, Inc. (NYSE: ELF) breached their fiduciary duties to shareholders. The firm encourages long-term shareholders to contact them to discuss potential corporate governance reforms, the return of funds to the company, or other relief. This investigation aims to enhance shareholder value through improved company policies and oversight.
If You Invested $1000 In e.l.f. Beauty Stock 5 Years Ago, You Would Have This Much Today
e.l.f. Beauty (NYSE: ELF) has outperformed the market over the past five years, achieving an average annual return of 15.57%. An investment of $1000 in ELF stock five years ago would now be worth $2,032.06. This growth highlights the significant impact of compounded returns on investment over time.
e.l.f. Beauty (ELF) Rises As Market Takes a Dip: Key Facts
e.l.f. Beauty (ELF) closed up 1.95% at $61.67 in the latest session, outperforming the broader market which saw declines in the S&P 500, Dow, and Nasdaq. Despite recent monthly share decreases, analysts are projecting significant revenue growth for the company's upcoming financial release, with a Zacks Rank of #3 (Hold). Investors are monitoring valuation metrics like a Forward P/E of 16.54 and a PEG ratio of 2.23, which are higher than the industry averages.
Peregrine Asset Advisers Inc. Has $2.69 Million Position in e.l.f. Beauty $ELF
Peregrine Asset Advisers Inc. significantly increased its stake in e.l.f. Beauty (NYSE:ELF) by 91.3% in the fourth quarter of last year, now holding 35,369 shares valued at $2.69 million. Despite this increase in institutional ownership, the stock has experienced recent weakness, partly due to multiple insider sales totaling over $13 million in the past 90 days. Analysts maintain a "Moderate Buy" rating for ELF with an average price target of $103.06, following strong Q4 earnings, although the stock currently trades around $60.50.
Time To Buy The Dip In e.l.f. Beauty Stock?
e.l.f. Beauty (ELF) stock has dropped by 13.4% recently, prompting a look into its dip-buying potential. Despite passing basic quality checks, historical data shows a median 12-month return of -21% following similar sharp dips, with a median peak return of 33%. The analysis suggests that while basic financial checks are passed, past performance indicates significant volatility after such price drops.
Is 13.4% Fall In e.l.f. Beauty (ELF) Stock A Buying Opportunity?
This article examines whether the 13.4% fall in e.l.f. Beauty (ELF) stock presents a buying opportunity. The content primarily focuses on the title, suggesting an analysis of the stock's recent performance. However, the provided text conspicuously lacks any detailed financial analysis or justification for this claim, indicating it might be a placeholder or introductory piece.
Morgan Stanley downgrades e.l.f. Beauty (ELF)
Morgan Stanley has downgraded e.l.f. Beauty (ELF) to Equal-Weight from Overweight. The firm cited the stock's strong performance, having more than doubled year-to-date, suggesting that much of the future upside is already priced in. While acknowledging continued growth opportunities, Morgan Stanley believes the current valuation reflects these positives.
Elf Beauty downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley downgraded Elf Beauty (ELF) to Equal Weight from Overweight, lowering its price target from $80 to $67. The downgrade is attributed to concerns over Elf Beauty's market share losses in its core cosmetics business, which analysts believe will worsen with upcoming pricing cycles. The firm also notes that competitive pressure from smaller brands in a fragmenting cosmetics category is exerting "durable pressure" on Elf.
e.l.f.'s rhode expands to Sephora Europe (ELF:NYSE)
E.l.f. Beauty's rhode brand is expanding its availability to Sephora retail stores and online platforms across Europe starting in September. This follows its recent launch in Sephora locations in the U.S., Canada, and the U.K. This move signifies a significant international expansion for the beauty brand.
Hailey Bieber’s rhode lands Sephora shelves across Europe in September
Hailey Rhode Bieber's beauty brand, rhode, is expanding its retail presence into Sephora stores across Europe starting this September. This follows successful launches in Sephora U.S., Canada, and the U.K., where rhode achieved record-breaking sales. The expansion aims to provide greater physical access to rhode's skincare and hybrid makeup products for its growing European customer base.
Vanguard Capital Management (ELF) reports 2.98M shares, a 5.05% stake
Vanguard Capital Management has reported a beneficial ownership of 2,982,969 shares, representing a 5.05% stake, in e.l.f. Beauty Inc. This Schedule 13G filing indicates that Vanguard holds sole voting power over 448,567 shares and sole dispositive power over all 2,982,969 shares. The disclosure reflects a passive investment through various Vanguard funds and managed accounts, confirming compliance with institutional investor reporting rules.
A Look At e.l.f. Beauty’s Valuation As Mixed Returns Contrast With Bullish Fair Value Estimate
e.l.f. Beauty (ELF) is experiencing mixed short-term stock performance despite strong revenue and net income growth. The company is considered significantly undervalued with a fair value of $251.03 against a last close of $61.08, driven by rapid revenue compounding, expanding profitability, and a premium earnings multiple. However, its high P/E ratio compared to the industry suggests investors are paying a substantial premium, and the bullish outlook could be challenged by decelerating sales growth or rising costs.
