$EL

UBS anticipates Estee Lauder will report strong Q1 results. Piper Sandler raised its price target to $125 from $115. The stock has seen a 3.75% year-to-date increase.

Nature's Sunshine (NATR) reported $117M revenue, up 1.9% YoY, missing estimates. Herbalife (HLF) reported $1.33B revenue, up 5.4%, beating expectations. Estée Lauder (EL) reported $3.64B revenue, up 6.8%, surpassing estimates. NATR stock fell 38.9%, HLF rose 9.4%, EL gained 27.2% post-earnings.

Piper Sandler kept an Overweight rating on Estee Lauder Cos with a $125 price target, implying a 16% upside. The firm cited the company's improved innovation pipeline, particularly in skincare, and resilient market demand, especially in China's travel retail sector.

S&P Global Ratings upgraded EssilorLuxottica's long-term credit rating to A+ with a stable outlook, citing organic growth, strong cash flow, and a robust balance sheet.

Multiple companies announced layoffs in 2024, citing AI and cost-cutting measures. Atlassian (TEAM) will cut 1,600 jobs, expecting $225M-$236M in restructuring charges. Barclays (BARC) plans to cut 5,000 jobs, aiming for GBP 1B in savings by 2027. British American Tobacco (BTI) will cut 9,000 jobs. Citi (C) continues its 20,000-job reduction plan. Cloudflare (NET) will cut 20% of its workforce, affecting 1,100 employees. Coinbase (COIN) will cut 14% of staff due to AI.

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.

Analysts updated ratings and price targets for several companies. Block (SQ) was upgraded to outperform with a target raised to $101. Halliburton (HAL) was upgraded to buy with a target increased to $40. Tesla (TSLA) was upgraded to hold with a target raised to $400. Other companies mentioned include Qiagen (QGEN), CoreWeave (CWV), and Meta (META).

BestBrokers reports 172 companies lost significant market value since 2021, excluding those with major structural changes or splits. PayPal, Nike, and Zoom saw investments drop to 20-25% of their 2021 value by 2026. Factors included competition, product mix, and market shifts. Other notable losers include Block, Estée Lauder, and Adobe.

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.

Raymond James identified Estée Lauder (EL) and Ulta (ULTA) as top beauty sector picks, citing their strategic advantages. Estée Lauder returned to growth in fiscal 2026, led by fragrance and China recovery, while Ulta showed resilience and raised its full-year guidance. E.l.f. Beauty (ELF) was noted for its value-end portfolio and growth in Rhode and international markets. Raymond James expects these companies to navigate current market conditions effectively.