9 stories mentioning ELFUpdated 12d ago
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e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $71.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
E.l.f. Beauty (ELF) faces slowing demand in its core cosmetics business in fiscal 2027, while pricing investments, innovation efforts and higher costs create uncertainty despite continued strength in skin care and rhode expansion, Morgan Stanley said in a note Thursday.The investment firm said the main e.l.f. cosmetics brand, which makes up about two-thirds of retail sales, has slowed and could be flat to slightly higher in fiscal 2027 based on its estimates. The company plans targeted price cuts and more product launches to improve demand.However, Morgan Stanley said the benefit remains uncertain and lower prices could weigh on sales.Skin care remains a stronger part of the business, helped by rhode, Naturium and e.l.f. Skin. Morgan Stanley said rhode's long-term staying power remains unclear in a crowded beauty market. However, the brand still has room to expand through more stores, more countries and new products, including a planned Sephora expansion in Europe in Sept. 2026.Fiscal Q4 results were better than expected, helped by rhode, while fiscal 2027 guidance was roughly in line with estimates but does not include possible cost pressure or planned pricing moves.Morgan Stanley kept an equal-weight rating for e.l.f. and cut its price target to $59 from $67, citing weaker near-term demand, slower share gains, pricing risk and higher cost uncertainty.Price: $51.46, Change: $+0.74, Percent Change: +1.46%
E.l.f. Beauty (ELF) reported fiscal Q4 adjusted net income late Wednesday of $0.32 per diluted share, down from $0.78 a year earlier.Analysts polled by FactSet expected $0.29.Revenue for the quarter ended March 31 rose to $449.3 million from $332.6 million a year earlier.Analysts polled by FactSet expected $423.1 million.For fiscal 2027, the company expects adjusted EPS of $3.27 to $3.32 on revenue of $1.84 billion to $1.87 billion. Analysts expect $3.61 and $1.86 billion, respectively.Shares of the company rose 6% in after-hours activity.
e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $91.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
e.l.f. Beauty (ELF) could face a "tricky quarter" ahead of its fiscal Q4 results next week, with investors likely to focus more on the company's outlook than quarterly performance, UBS said in a note emailed Wednesday.The brokerage said that "much of the focus will center on initial FY27 guidance rather than the quarter itself," adding that investors are concerned if the company can perform and "provide an outlook that appears more than achievable without causing concern on the top line trajectory given tougher comps on the horizon."UBS said quarterly results are likely to be broadly in line with Wall Street expectations, while strong performance from rhode could provide some support to revenue growth.UBS expects fiscal 2027 guidance to be conservative, citing "challenging consumer backdrop."UBS maintained a neutral rating with a $70 price target.Price: $53.77, Change: $-1.89, Percent Change: -3.40%
Elf Beauty (ELF) is expected to post fiscal fourth-quarter earnings in line with Wall Street's estimates, though investors are anticipating a conservative full-year outlook, UBS Securities said in a note.The brokerage forecasts $0.29 in earnings per share at the cosmetics company for the quarter. The FactSet-polled consensus estimate is for $0.30 in adjusted EPS."We think the quarter itself will likely be solid and would not be surprised if top-line growth came in ahead of consensus driven by stronger results from Rhode," UBS analyst Peter Grom said in a note to clients.Makeup and skincare brand Rhode, which Elf acquired in 2025, is expected to bring in $95 million in sales, compared with Street estimates that call for an $89 million contribution, according to the report dated Tuesday and emailed toWednesday.Investors will be more interested in the initial full-year guidance, with Elf expected to provide a conservative outlook amid a challenging consumer backdrop, Grom said. The company has historically embedded some cushion in its initial expectations, according to UBS."We think investors are concerned as to whether the company can thread the needle and provide an outlook that appears more than achievable without causing concern on the top-line trajectory given tougher comps on the horizon," Grom said.Shares of Elf, which is scheduled to report results May 20, have lost 33% since its last earnings report, UBS said. The stock declined 3.8% in Wednesday trade."We would expect the print itself to be a volatile event, and given the wide range of outcomes on both the top- and bottom-line, we would remain on the sidelines until visibility improves," Grom said.Price: $53.75, Change: $-1.91, Percent Change: -3.43%
E.l.f. Beauty (ELF) could meet the upper end of its implied fiscal Q4 outlook, but is likely to issue an initial fiscal 2027 outlook below Street consensus, Oppenheimer said in a Wednesday note.The company is scheduled to post its fiscal Q4 results on May 20.Oppenheimer said the period likely benefited from the rhode brand acquisition and mid-single-digit consumption growth in the core business.The company is likely to guide fiscal 2027 earnings per share below the $3.63 Street estimate as management typically takes a conservative approach and is expected to reflect macro uncertainties in its outlook, the investment firm said."We see limited visibility on a major inflection shorter term as the company will soon be lapping material price increases," Oppenheimer noted, while calling rhode a "clear bright spot" for the company.Oppenheimer reiterated its perform rating on the stock.Price: $55.00, Change: $-0.66, Percent Change: -1.19%
E.l.f. Beauty's (ELF) core cosmetics share losses are concerning and expected to worsen after cycling summer 2025 pricing, driven by pressure from smaller brands as the category fragments, Morgan Stanley said in a note Friday.Concerns surrounding the company's base market share in US cosmetics and a slowdown in organic growth trends will potentially limit the stock, despite Naturium growth and better-than-expected rhode contribution to sales, according to the note.If core e.l.f. cosmetics declines, which is likely this fall, the stock could be pressured, Morgan Stanley said, adding that stronger-than-expected rhode contribution in the first year could eventually weigh on stock sentiment if organic sales growth trends for the brand decline in the second year.Korean beauty momentum may also divert available consumer spend from e.l.f.'s core cosmetics business and could eventually pressure Naturium and rhode as well, despite their near-term strength, the brokerage said.Morgan Stanley downgraded e.l.f. Beauty to equal-weight from overweight, and lowered the price target to $67 from $80.Shares of the company were down more than 3% in Friday trading.Price: $61.94, Change: $-2.03, Percent Change: -3.17%
e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $92.47 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
