e.l.f. Beauty (NYSE:ELF – Get Free Report) had its target price boosted by stock analysts at B. Riley Financial from $70.00 to $100.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. B. Riley Financial’s price objective would indicate a potential upside of 6.61% from the stock’s previous close.
A number of other equities research analysts have also commented on the company. Piper Sandler reiterated a “neutral” rating on shares of e.l.f. Beauty in a research report on Friday, June 12th. Weiss Ratings raised shares of e.l.f. Beauty from a “sell (d)” rating to a “sell (d+)” rating in a research report on Thursday, July 30th. Robert W. Baird reduced their price target on shares of e.l.f. Beauty from $115.00 to $90.00 and set an “outperform” rating for the company in a research report on Tuesday, April 28th. The Goldman Sachs Group set a $100.00 price objective on e.l.f. Beauty in a research note on Thursday. Finally, Raymond James Financial upped their price objective on shares of e.l.f. Beauty from $85.00 to $87.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $85.25.
Read Our Latest Research Report on e.l.f. Beauty
e.l.f. Beauty Price Performance
e.l.f. Beauty (NYSE:ELF – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.71 by $1.04. e.l.f. Beauty had a return on equity of 11.02% and a net margin of 1.61%.The business had revenue of $479.37 million during the quarter, compared to analysts’ expectations of $431.20 million. During the same quarter in the prior year, the firm earned $0.89 EPS. The business’s revenue for the quarter was up 35.5% compared to the same quarter last year. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. As a group, equities research analysts forecast that e.l.f. Beauty will post 2.42 EPS for the current fiscal year.
Insider Transactions at e.l.f. Beauty
In other e.l.f. Beauty news, CEO Tarang Amin sold 50,164 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $78.24, for a total value of $3,924,831.36. Following the completion of the transaction, the chief executive officer owned 110,496 shares of the company’s stock, valued at $8,645,207.04. The trade was a 31.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Kory Marchisotto sold 4,352 shares of e.l.f. Beauty stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $51.53, for a total transaction of $224,258.56. Following the sale, the insider directly owned 181,868 shares of the company’s stock, valued at $9,371,658.04. This represents a 2.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 121,855 shares of company stock valued at $8,351,493. Corporate insiders own 3.50% of the company’s stock.
Institutional Trading of e.l.f. Beauty
A number of hedge funds have recently bought and sold shares of the company. Royal Bank of Canada raised its stake in shares of e.l.f. Beauty by 9.9% during the first quarter. Royal Bank of Canada now owns 153,682 shares of the company’s stock worth $9,650,000 after acquiring an additional 13,851 shares in the last quarter. Integrated Wealth Concepts LLC boosted its stake in shares of e.l.f. Beauty by 168.6% in the 1st quarter. Integrated Wealth Concepts LLC now owns 6,483 shares of the company’s stock valued at $407,000 after purchasing an additional 4,069 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of e.l.f. Beauty by 176.4% during the 1st quarter. NewEdge Advisors LLC now owns 4,677 shares of the company’s stock valued at $294,000 after purchasing an additional 2,985 shares during the last quarter. United Services Automobile Association bought a new position in shares of e.l.f. Beauty during the 1st quarter valued at $240,000. Finally, Northwestern Mutual Wealth Management Co. raised its position in e.l.f. Beauty by 58.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock worth $39,000 after purchasing an additional 117 shares during the period. Institutional investors own 92.44% of the company’s stock.
Key Headlines Impacting e.l.f. Beauty
Here are the key news stories impacting e.l.f. Beauty this week:
- Positive Sentiment: Management raised fiscal 2027 guidance, now forecasting 18%–20% revenue growth and approximately $1.9 billion–$2.0 billion in sales, up from its prior 12%–14% growth outlook. Adjusted EPS guidance of $3.50–$3.55 also exceeds the $3.12 analyst consensus. E.l.f. Beauty Raises Fiscal 2027 Outlook
- Positive Sentiment: The Rhode acquisition continues to contribute meaningfully to growth. Hailey Bieber’s brand helped drive the quarter’s 36% sales increase, supporting confidence that the acquisition is delivering strong returns roughly one year after its $1 billion purchase. Rhode acquisition investment article
- Neutral Sentiment: e.l.f. Beauty posted its 30th consecutive quarter of net sales growth, but the quality of the profit beat was mixed. Gross margin expanded to 83%, with roughly 1,050 basis points of improvement linked to about $50 million in IEEPA tariff refunds. Because those refunds are nonrecurring, investors may be placing greater emphasis on future organic margins and earnings.
- Negative Sentiment: Investors remain concerned about the legacy e.l.f. brand, where earlier price increases hurt unit volumes. The company must demonstrate that its core business is stabilizing rather than relying primarily on acquired brands such as Rhode.
- Negative Sentiment: Leverage following the Rhode acquisition remains a consideration, with reported debt of approximately $834 million. Recent insider activity has also been heavily weighted toward selling, while the median analyst price target cited in the coverage is $70—below the stock’s recent level—adding to valuation pressure.
e.l.f. Beauty Company Profile
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.
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