e.l.f. Beauty, Inc.

e.l.f. Beauty, Inc.

ELFยทNYSE

$51.99

-2.8%
Consumer DefensiveHousehold & Personal Products

e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare brand names worldwide. The company offers eye, lip, face, face, paw, and skin care products. It sells its products through national and international retailers and direct-to-consumer channels, which include e-commerce platforms in the United States, and internationally primarily through distributors. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.

At a Glance

Live Snapshot
Market Cap$3.09B
EPS0.4500
P/E Ratio115.53
Earnings Date08/05/2026
elf

e.l.f. Beauty, Inc. Street Expectations Map

ELF ยท NYSE

Wall Street analysts project that ELF stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 76.75, with estimates ranging from a low of 50.00 to a high of 115.00.

Lowest Target
50.00
-3.83%
Consensus Target
76.75
47.62%
Highest Target
115.00
121.20%

The consensus 1-year price target stands at 76.75, with estimates ranging from a low of 50.00 to a high of 115.00.

Analyst Consensus Analysis

Upside Potential

+47.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

84.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

31.66x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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e.l.f. Beauty, Inc. Forward Estimates of Revenue

ELF ยท NYSE
Latest Revenue
1.64B
FY 2026
Avg Estimate
1.83B
FY 2027
Estimate Range
1.75B - 2.05B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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e.l.f. Beauty, Inc. Forward Estimates of Net Income

ELF ยท NYSE
Latest Net Income
54.60M
FY 2026
Avg Estimate
228.38M
FY 2027
Estimate Range
170.59M - 286.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+318.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread51%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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e.l.f. Beauty, Inc. Forward Estimates of EPS

ELF ยท NYSE
Latest EPS
0.45
FY 2026
Avg Estimate
$3.52
FY 2027
Estimate Range
$2.92 - $4.90
Analyst Spread

Forward Growth Analysis

Projected Growth+681.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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e.l.f. Beauty, Inc. Forward Estimates of EBIT

ELF ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
176.31M
FY 2027
Estimate Range
168.68M - 197.27M
Analyst Spread

Forward Growth Analysis

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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e.l.f. Beauty, Inc. Forward Estimates of EBITDA

ELF ยท NYSE
Latest EBITDA
131.28M
FY 2026
Avg Estimate
264.83M
FY 2027
Estimate Range
253.37M - 296.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+101.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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e.l.f. Beauty, Inc. Forward Estimates of SG&A Expense

ELF ยท NYSE
Latest SG&A Expense
1.03B
FY 2026
Avg Estimate
1.06B
FY 2027
Estimate Range
1.01B - 1.18B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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e.l.f. Beauty, Inc. Insider Positioning

ELF ยท NYSE

During the last 12 months, insiders have purchased $465K and sold $40.40M worth of ELF shares, resulting in $39.94M of net selling activity.

3 Months

Bought

0

0.00

Sold

196.5K

12.41M

Net Activity

-12.4M

-$12.41M

3-6 Months

Bought

5.0K

464.81K

Sold

0

0.00

Net Activity

+465K

+$465K

6-9 Months

Bought

0

0.00

Sold

105.1K

14.59M

Net Activity

-14.6M

-$14.59M

9-12 Months

Bought

0

0.00

Sold

114.6K

13.40M

Net Activity

-13.4M

-$13.40M

Top Buyers

1
FM

Farrell Matthew

Director

5.0K sharesโ€ข1 transactions

$465K

Top Sellers

1
AT

Amin Tarang

Director, Officer: Chief Executive Officer

126.5K sharesโ€ข7 transactions

$11.17M

2
MS

Milsten Scott

Other: See Remarks

70.1K sharesโ€ข7 transactions

$7.77M

3
MK

Marchisotto Kory

Officer: See Remarks

61.5K sharesโ€ข5 transactions

$6.58M

4
FJA

Franks Joshua Allen

Officer: Svp, Operations

58.0K sharesโ€ข5 transactions

$5.84M

5
FMJ

Fields Mandy J

Officer: See Remarks

47.2K sharesโ€ข5 transactions

$4.54M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $39.94M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$12.41M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.