e.l.f. Beauty (NYSE:ELF) Updates FY 2026 Earnings Guidance

e.l.f. Beauty (NYSE:ELF) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.050-3.100 for the period, compared to the consensus EPS estimate of 2.430. The company issued revenue guidance of $1.6 billion-$1.6 billion, compared to the consensus revenue estimate of $1.6 billion.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on ELF shares. UBS Group decreased their price objective on e.l.f. Beauty from $105.00 to $98.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Piper Sandler lowered their price target on e.l.f. Beauty from $100.00 to $85.00 and set a “neutral” rating on the stock in a research report on Monday, December 22nd. The Goldman Sachs Group dropped their price objective on e.l.f. Beauty from $155.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Morgan Stanley set a $121.00 target price on shares of e.l.f. Beauty in a report on Thursday, November 6th. Finally, Robert W. Baird cut their price target on shares of e.l.f. Beauty from $145.00 to $125.00 and set an “outperform” rating for the company in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $119.69.

e.l.f. Beauty Trading Down 0.3%

Shares of NYSE:ELF traded down $0.26 during trading on Wednesday, hitting $84.55. 3,957,638 shares of the company’s stock were exchanged, compared to its average volume of 1,893,319. The firm has a 50-day moving average price of $81.95 and a two-hundred day moving average price of $105.79. The company has a current ratio of 2.70, a quick ratio of 1.76 and a debt-to-equity ratio of 0.73. e.l.f. Beauty has a 1-year low of $49.40 and a 1-year high of $150.99. The firm has a market cap of $5.04 billion, a P/E ratio of 59.54, a PEG ratio of 8.08 and a beta of 1.71.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.68 earnings per share for the quarter, beating analysts’ consensus estimates of $0.57 by $0.11. e.l.f. Beauty had a return on equity of 13.77% and a net margin of 5.90%.The company had revenue of $343.94 million for the quarter, compared to the consensus estimate of $367.89 million. During the same quarter in the prior year, the business posted $0.77 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. Equities analysts predict that e.l.f. Beauty will post 2.38 earnings per share for the current year.

e.l.f. Beauty News Roundup

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: Management raised annual sales and profit forecasts, citing continued demand for affordable cosmetics — a catalyst that sent shares higher after the report. Elf Beauty lifts annual forecasts as affordable products drive demand
• Positive Sentiment: New marketing push (Big Game / telenovela-inspired campaign starring Melissa McCarthy) could boost brand awareness and near-term sales during a high-visibility period. e.l.f. Cosmetics Unveils Telenovela-Inspired Big Game Campaign Starring Melissa McCarthy Ahead of Halftime
• Neutral Sentiment: Investor narratives and coverage are growing bullish — analysts and retail-investor writeups highlight e.l.f.’s strength in the value cosmetics segment and recent momentum (January share gains and “hidden gem” coverage). Why e.l.f. Beauty Stock Jumped 12% in January
• Neutral Sentiment: Analyst comparatives and sector pieces (ELF vs. peers) are in circulation; these help frame valuation and competitive positioning but are not immediate catalysts. ELF vs. EL: Which Has a Prettier Outlook?
• Negative Sentiment: Reported quarter showed a slight EPS miss and revenue materially below one set of analyst estimates (EPS $0.68 vs. $0.70 consensus; revenue $343.94M vs. $461.78M in the note), which can weigh on near-term sentiment until guidance execution is proven. View Press Release
• Negative Sentiment: Tariff pressures and margin sensitivity remain watchpoints; coverage flags that tariff headwinds could offset some sales strength and compress margins, a risk to profitability if costs persist. E.l.f. Beauty Sales Strength Offset Tariff Pressures As Investors Watch Margins

Institutional Trading of e.l.f. Beauty

A number of institutional investors and hedge funds have recently modified their holdings of ELF. EverSource Wealth Advisors LLC increased its holdings in e.l.f. Beauty by 97.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock worth $32,000 after purchasing an additional 128 shares in the last quarter. 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 valued at $39,000 after buying an additional 117 shares during the last quarter. Johnson Financial Group Inc. bought a new stake in e.l.f. Beauty in the 3rd quarter valued at approximately $64,000. Wexford Capital LP bought a new stake in e.l.f. Beauty in the 3rd quarter valued at approximately $87,000. Finally, Smartleaf Asset Management LLC boosted its position in e.l.f. Beauty by 44.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 1,095 shares of the company’s stock worth $138,000 after acquiring an additional 336 shares during the last quarter. 92.44% of the stock is owned by institutional investors.

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.