Estee Lauder Likely to Report Strong Q1, UBS Says

A U.S. judge approved Estée Lauder's $210M investor settlement, setting attorneys' fees at $63M (30% of the fund). The court also approved $759,672.80 in litigation expenses and $21,995.21 in reimbursements. The settlement resolves claims of misleading shareholders about growth outlook and reliance on gray-market sales in China. The company denies wrongdoing.

EssilorLuxottica shares rose 14% after Q3 revenue of €7.49B beat expectations, driven by strong core eyewear sales. Smart glasses growth slowed, and the company provided a cautious outlook. Analysts note attractive valuations and defensive attributes, despite concerns over smart glasses competition.

JPMorgan raised its price target for Estee Lauder (EL) to $115 and added it to its 'Catalyst Watch – Positive' list ahead of earnings. The company is modestly overvalued according to GF Value™, with a GF Score™ of 75. Insider activity shows significant net selling.

Premarket movers: Brazilian stocks rallied after election results, with EWZ up 12% and Itau Unibanco, Bradesco up 13%. PTC surged 36% after a $22B acquisition deal. Wells Fargo gained 1% post-upgrade. DraftKings rose 5% and Estee Lauder 2.8% on upgrades.

Estee Lauder (EL) stock rose 2.6% in pre-market trading after Barclays upgraded it to Overweight and raised its price target to $108, citing broad recovery and strong Q4 2026 results. The company reported adjusted EPS of $0.39 and revenue of $3.63B, both beating estimates. Barclays highlighted balanced revenue growth and margin expansion potential. Bernstein SocGen maintained a Market Perform rating with a $106 target. The broader market traded modestly lower.

Barclays upgraded Estee Lauder (EL) to Overweight, raising its price target to $108. The move follows strong Q4 2026 sales growth across geographies and categories. EL's stock has risen 34% in six months. Analysts cite margin expansion and positive financial trends. Other firms also adjusted targets and ratings.