
e.l.f. Beauty (ELF) Stock Forecast & Price Target
e.l.f. Beauty (ELF) Analyst Ratings
Bulls say
e.l.f. Beauty Inc. is experiencing a positive trend in its sales, as evidenced by increased social conversations and strong consumer demand, particularly for recently launched products like lip oils, which have exceeded sales expectations. The company's strategic investment in marketing, which has risen to 25% of sales for FY24-FY25, continues to yield high returns on investment, further driving top-line growth. Additionally, e.l.f. Beauty has demonstrated effective cost management through positive fixed SG&A cost leverage in recent fiscal years, positioning the company for sustainable long-term growth despite potential external challenges like tariffs.
Bears say
The analysis indicates a concerning outlook for e.l.f. Beauty, as the company's FY26 guidance appears likely to fall short of the street's expectations for sales growth and EBITDA growth, projected at +11% and +13%, respectively. Additionally, the year-over-year growth for the March quarter has declined significantly to +0.1%, dropping from +2.1% despite more manageable prior-year comparisons, which raises red flags about demand. Furthermore, a noticeable decrease in point-of-sale figures, with a -5.8% decline in the latest week and sales down year-over-year in four out of the last six weeks, alongside plateauing or declining ROIs, suggests persisting weaknesses in the company’s performance amidst potential external economic challenges.
This aggregate rating is based on analysts' research of e.l.f. Beauty and is not a guaranteed prediction by Public.com or investment advice.
e.l.f. Beauty (ELF) Analyst Forecast & Price Prediction
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