e.l.f. Beauty (NYSE:ELF) Releases FY 2027 Earnings Guidance

e.l.f. Beauty (NYSE:ELF) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.270-3.320 for the period, compared to the consensus estimate of 3.370. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.9 billion.

e.l.f. Beauty Price Performance

ELF opened at $52.99 on Friday. The stock has a market cap of $3.13 billion, a price-to-earnings ratio of 115.19, a PEG ratio of 3.12 and a beta of 1.71. e.l.f. Beauty has a 1 year low of $49.72 and a 1 year high of $150.99. The company has a current ratio of 2.76, a quick ratio of 1.89 and a debt-to-equity ratio of 0.70. The stock has a fifty day moving average price of $64.09 and a 200 day moving average price of $75.96.

e.l.f. Beauty (NYSE:ELF) last released its quarterly earnings data on Wednesday, May 20th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.03. The firm had revenue of $449.29 million during the quarter, compared to analysts’ expectations of $423.06 million. e.l.f. Beauty had a return on equity of 11.28% and a net margin of 1.61%.The business’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.78 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. Analysts forecast that e.l.f. Beauty will post 2.45 EPS for the current fiscal year.

Analysts Set New Price Targets

ELF has been the subject of a number of research reports. Canaccord Genuity Group reduced their price objective on e.l.f. Beauty from $100.00 to $90.00 and set a “buy” rating for the company in a research report on Thursday. Morgan Stanley cut their target price on e.l.f. Beauty from $67.00 to $59.00 and set an “equal weight” rating on the stock in a report on Thursday. Piper Sandler cut their target price on e.l.f. Beauty from $60.00 to $50.00 and set a “neutral” rating on the stock in a report on Thursday. TD Cowen cut their target price on e.l.f. Beauty from $110.00 to $100.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Finally, Weiss Ratings lowered e.l.f. Beauty from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, e.l.f. Beauty currently has a consensus rating of “Moderate Buy” and an average target price of $88.38.

Insiders Place Their Bets

In other news, insider Kory Marchisotto sold 23,796 shares of e.l.f. Beauty stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,514,853.36. Following the transaction, the insider directly owned 152,417 shares in the company, valued at approximately $9,702,866.22. The trade was a 13.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Scott Milsten sold 23,797 shares of e.l.f. Beauty stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,514,917.02. Following the completion of the transaction, the insider owned 114,940 shares in the company, valued at $7,317,080.40. The trade was a 17.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 210,013 shares of company stock valued at $13,315,490 in the last ninety days. Company insiders own 3.90% of the company’s stock.

More e.l.f. Beauty News

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: e.l.f. Beauty delivered a Q4 earnings and revenue beat, which is supporting the stock. ELF Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management said fiscal 2026 marked the company’s seventh straight year of net sales and market share growth, reinforcing the long-term growth story. e.l.f. Beauty Announces Fourth Quarter Fiscal 2026 Results
• Neutral Sentiment: UBS lowered its price target to $60 from $70 and kept a neutral rating, signaling some caution but still modest upside from current levels.
• Neutral Sentiment: JPMorgan trimmed its price target to $80 from $85 while maintaining an overweight rating, suggesting analysts remain constructive despite near-term uncertainty.
• Negative Sentiment: The company’s fiscal 2027 guidance came in below Street expectations, and it warned that higher oil prices tied to the Iran war could pressure results by $15 million to $20 million. Elf Beauty forecasts weak year, flags up to $20 million hit from Iran war
• Negative Sentiment: Management also said it may roll back some tariff-related price increases as cost-conscious shoppers pull back, which could weigh on margins near term. E.l.f. Beauty to walk back some tariff price increases amid high gas prices and consumer ‘suffering’

Hedge Funds Weigh In On e.l.f. Beauty

Several institutional investors and hedge funds have recently added to or reduced their stakes in ELF. Price T Rowe Associates Inc. MD increased its stake in e.l.f. Beauty by 47.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,197,319 shares of the company’s stock valued at $167,086,000 after acquiring an additional 711,540 shares during the period. Atreides Management LP bought a new position in e.l.f. Beauty during the second quarter valued at about $61,479,000. Man Group plc bought a new position in e.l.f. Beauty during the second quarter valued at about $52,316,000. Woodline Partners LP bought a new position in e.l.f. Beauty during the third quarter valued at about $52,613,000. Finally, Ensign Peak Advisors Inc increased its stake in e.l.f. Beauty by 37.7% during the fourth quarter. Ensign Peak Advisors Inc now owns 1,319,523 shares of the company’s stock valued at $100,337,000 after acquiring an additional 361,371 shares during the period. 92.44% of the stock is currently owned by institutional investors.

About e.l.f. Beauty

e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.

Founded in 2004 and headquartered in Oakland, California, e.l.f.