
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Cos maintains a robust position in the global prestige beauty market, with a diverse revenue distribution across skin care (49%), makeup (29%), fragrance (17%), and hair care and others (5%). The company demonstrated resilience, particularly in the fragrance segment, which reported a 3.9% year-over-year sales increase, while e-commerce sales grew to 31% of total sales in FY25. Furthermore, the company's updated guidance indicates an anticipated total reported sales growth of 5.0% year-over-year to $15.04 billion in FY26, signaling strong financial momentum and strategic opportunities in travel retail and online sales.
Bears say
Estee Lauder Cos has experienced notable challenges, as evidenced by a reduction in the FY26 earnings per share (EPS) estimate to $2.10 from $2.24, reflecting a contraction in key segments. The company reported a significant 28% year-over-year decline within one segment and a 14.5% decrease in hair care sales, along with a 16.2% decline in skin care sales, largely attributed to weakness in the Asia-Pacific region and travel retail. Furthermore, while the FY26 sales outlook aligned with expectations, the EPS fell short of consensus estimates, suggesting underlying financial pressures.
This aggregate rating is based on analysts' research of Estee Lauder and is not a guaranteed prediction by Public.com or investment advice.
Estee Lauder (EL) Analyst Forecast & Price Prediction
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