e.l.f. Beauty, Inc.
e.l.f. Beauty is a multi-brand beauty company that sells cosmetics, skin care products, beauty tools and accessories. Its brands are e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People. Products are sold through retailers and online, including the company’s own e-commerce channels and other e-commerce sites. Retail distribution spans mass, drug store, food, dollar and specialty retail channels in the United States, as well as international markets, primarily the United Kingdom, Canada and Germany. The company operates as a single reportable segment. e.l.f. Beauty makes money by selling its products to retailers and consumers through online channels. Its principal executive offices are in Oakland, California.
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Chipotle (CMG) and e.l.f. Beauty (ELF) are compared. Chipotle has lower earnings multiple, $1.5B net income (2025), and expansion plans. e.l.f. faces competition, supply chain risks, and lower net income ($26.3M, 2026). Chipotle cited for higher profits and growth potential.
Evercore ISI Group maintained its In-Line rating for e.l.f. Beauty (ELF) but raised its price target to $115 from $100, citing a 15% increase. This implies a 1.2% upside from the Nov 4 close of $113.63. Recent analyst price targets for ELF range from $103 to $137.
ELF Beauty (NYSE: ELF) reported Q2 EPS of $1.21, beating estimates by $0.64, with revenue at $520.8M, exceeding expectations of $469.27M. The company raised FY 2027 guidance, forecasting EPS of $3.82-$3.86 and revenue of $2.00B-$2.03B. Shares are up 15.37% over the last 3 months.
Over the past 7 days, AlphAI's AI scored 16 news stories mentioning ELF (e.l.f. Beauty, Inc.). Coverage has skewed bullish: 14 bullish, 2 neutral, and 0 bearish.
Recent ELF coverage spans financial news, earnings and insider activity.
In the last 30 days, ELF insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.8M). The most active reporter was Franks Joshua Allen, SVP, Operations, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
No new facts about e.l.f.; the article is a subjective comparison.
Analyst target increase suggests slight bullish sentiment.
Earnings beat and strong guidance likely lift the stock.
Raised guidance suggests stronger demand and margin expansion, likely supporting a price increase.
Analyst target raise suggests potential upside for ELF.
AlphAI scores every news story that mentions ELF with an AI model for sentiment and relevance, and aggregates insider trades from e.l.f. Beauty, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Chipotle (CMG) and e.l.f. Beauty (ELF) are compared. Chipotle has lower earnings multiple, $1.5B net income (2025), and expansion plans. e.l.f. faces competition, supply chain risks, and lower net income ($26.3M, 2026). Chipotle cited for higher profits and growth potential.
Evercore ISI Group maintained its In-Line rating for e.l.f. Beauty (ELF) but raised its price target to $115 from $100, citing a 15% increase. This implies a 1.2% upside from the Nov 4 close of $113.63. Recent analyst price targets for ELF range from $103 to $137.
ELF Beauty (NYSE: ELF) reported Q2 EPS of $1.21, beating estimates by $0.64, with revenue at $520.8M, exceeding expectations of $469.27M. The company raised FY 2027 guidance, forecasting EPS of $3.82-$3.86 and revenue of $2.00B-$2.03B. Shares are up 15.37% over the last 3 months.
e.l.f. Beauty, Inc. (ELF) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 e.l.f. Beauty Announces Second Quarter Fiscal 2027 Results – Delivered 51% Net Sales Growth – – Raises Fiscal 2027 Outlook – OAKLAND, California; November 4, 2026 — e.l.f. Beauty (NYSE: ELF) today announced results for the three and six months ended September 30, 202
Piper Sandler raised its price target on e.l.f. Beauty (ELF) to $100 from $65, citing strong sales growth and a positive outlook. The stock trades at $111.70 with a market cap of $6.59B. Piper Sandler expects 42% sales growth, above consensus. ELF reports Q2 earnings next week, with analysts anticipating a beat-and-raise quarter. Recent data shows 11.6% YoY sales growth and 74.3% growth for the Naturium brand.
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.
Franks Joshua Allen (SVP, Operations) sold 7,926 shares of e.l.f. Beauty, Inc. (ELF) at $110.15 ($0.87M total) on 2026-10-15 under a Rule 10b5-1 trading plan.
E.l.f. Beauty (ELF) reported a 36% net sales increase to $479.4M in Q1, but a $1 price hike in August 2025 led to sales declines. After receiving tariff refunds, the company rolled back some price increases, which improved sales. The refunds boosted gross margin by 1,050 basis points to 83%. Analysts raised price targets, with Citi at $130 and Morgan Stanley at $103. ELF raised its fiscal 2027 outlook to 18-20% net sales growth.
E.l.f. Beauty's CFO Mandy Fields discusses the company's growth, including acquisitions and 25% year-over-year revenue increase to $1.636B. The company faced tariff challenges, leading to price hikes and refunds, with marketing and influencer partnerships driving brand success. E.l.f. focuses on affordability and community engagement for product innovation.
e.l.f. Beauty (ELF) shares rose 4.6% after analysts increased price targets, citing strong brand momentum and execution. Ratings remain mixed, but higher targets indicate confidence in sustained growth. The company has steady revenue growth and an expanding brand footprint, but faces challenges with thin profit margins and rising debt. Investors should monitor profitability and leverage. YTD performance is 42.2%, with a market cap of $6.38B.
