$ELF

ELF Beauty earnings beat by $1.02, revenue topped estimates

ELF Beauty (NYSE: ELF) reported first-quarter EPS of $1.75, above the $0.73 analyst estimate by $1.02. Revenue was $479.37M versus $430.82M consensus. The stock closed at $86.37, up 41.92% over three months and down 21.76% over 12 months, according to Investing.com.

Original reporting
Published Aug 5, 2026, 10:39 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 6, 2026, 2:11 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$ELF
Bullish
medium confidence
Mentioned
$ELF
Relevance
7/10
alphai data visualization · based on investing.com
Decision brief

The 30-second read

$ELFBullishMed
01

Why it matters

The primary tradable input is the reported EPS and revenue beat versus consensus; however, the lack of forward guidance reduces decision quality for longer-horizon positioning.

02

Market read

A clear earnings beat can drive short-term momentum, but the absence of guidance and the negative revision trend temper the signal.

03

What to watch

No details on guidance, margins, cash flow, or segment performance are provided, limiting conviction on whether the beat changes the earnings trajectory.

Relevance 7/10Novelty 6/10Timing: after-hours/next-session reaction to Q1 results reported Aug 5

Background

The piece frames ELF Beauty’s Q1 results and includes recent stock performance and EPS revision counts.

Company-level read

Ticker impact

$ELFBullishMedium confidence
Context

ELF Beauty reported Q1 EPS of $1.75 versus $0.73 consensus and revenue of $479.37M versus $430.82M.

Expected impact

Mildly positive bias for the next few sessions, with follow-through dependent on management commentary not included here.

Evidence & confidence

The text contains the magnitude of the beat and the stock’s recent performance, but it lacks forward guidance, margin drivers, or a new strategic update.

Market effects

No sector read-through beyond a single consumer/beauty earnings datapoint.

None stated.

None stated.

Counterpoint

Despite the beat, the article notes 0 positive and 12 negative EPS revisions in the prior 90 days, suggesting expectations may still be deteriorating.

Key entities

  • ELF Beauty

    Reported Q1 EPS and revenue above analyst estimates in the article.

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$ELFMed

Why is e.l.f. Beauty stock sliding today?

e.l.f. Beauty (ELF) fell about 1.8% in pre-open after fiscal Q1 2027 results. The company reported adjusted EPS of $1.75 vs ~$0.73 consensus and revenue of $479.4M vs ~$430.8M, with gross margin up to 83% largely due to ~$50M one-time IEEPA tariff refunds. Organic net sales for the legacy e.l.f. brand declined in the high single digits. Guidance raised to FY27 net sales $1.94B-$1.97B and adjusted EPS $3.50-$3.55; analysts cited by Goldman and Bernstein.