e.l.f. Beauty (NYSE:ELF) Given Consensus Rating of “Moderate Buy” by Brokerages

e.l.f. Beauty (NYSE:ELF) has been given an average recommendation of “Moderate Buy” by the eighteen analysts that are presently covering the company, Marketbeat Ratings reports. Six equities research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $119.6875.

Several brokerages have recently weighed in on ELF. Citigroup began coverage on shares of e.l.f. Beauty in a research report on Friday, January 23rd. They set a “buy” rating and a $110.00 target price on the stock. 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 research note on Thursday, November 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of e.l.f. Beauty in a research note on Wednesday, January 21st. Piper Sandler cut their target price on e.l.f. Beauty from $100.00 to $85.00 and set a “neutral” rating for the company in a research report on Monday, December 22nd. Finally, UBS Group reiterated a “neutral” rating on shares of e.l.f. Beauty in a research report on Thursday.

e.l.f. Beauty Stock Performance

ELF opened at $84.55 on Thursday. The stock’s 50 day simple moving average is $82.14 and its 200-day simple moving average is $105.64. The company has a current ratio of 2.70, a quick ratio of 1.76 and a debt-to-equity ratio of 0.73. The stock has a market cap of $5.04 billion, a PE ratio of 59.54, a P/E/G ratio of 7.94 and a beta of 1.71. e.l.f. Beauty has a 1 year low of $49.40 and a 1 year high of $150.99.

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, topping analysts’ consensus estimates of $0.57 by $0.11. e.l.f. Beauty had a net margin of 5.90% and a return on equity of 13.77%. The firm had revenue of $343.94 million for the quarter, compared to the consensus estimate of $367.89 million. During the same quarter in the previous year, the company earned $0.77 earnings per share. The business’s revenue was up 14.2% compared to the same quarter last year. Sell-side analysts forecast that e.l.f. Beauty will post 2.38 EPS for the current year.

Key e.l.f. Beauty News

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

• Positive Sentiment: Company beat expectations and raised guidance — ELF reported stronger-than-expected results for the quarter and lifted its full‑year outlook, citing robust demand for affordable cosmetics and market share gains. This drove an after‑hours rally. Article Title
• Positive Sentiment: Management boosted FY‑2026 top‑line guidance — e.l.f. raised its net‑sales growth outlook to roughly 22%–23% and issued EPS guidance well above Street estimates, signaling confidence in sustained demand. Article Title
• Positive Sentiment: Some analysts remain bullish — Bank of America reiterated a Buy rating with a $115 target, reflecting confidence in execution and the company’s growth runway. Article Title
• Neutral Sentiment: Earnings materials and call are available for deeper review — the company filed its transcript and slide deck; investors should check the call for color on margin drivers, inventory, and channel performance. Article Title
• Neutral Sentiment: Retail and sector writeups highlight the company’s positioning in the affordable cosmetics segment — useful for thematic/contextual investing but less immediately market‑moving. Article Title
• Negative Sentiment: Valuation and growth‑durability concerns — UBS maintained a Hold and raised its price target to $102, citing the stock’s premium valuation and questions around how durable the current growth pace will be. Article Title
• Negative Sentiment: Some outlets reported mixed/contradictory metrics (differences in reported EPS/revenue vs. certain estimates), which can fuel short‑term volatility and investor caution. Review the company release/slides for the reconciled figures. Article Title
• Negative Sentiment: High valuation metrics (e.g., elevated P/E and PEG) increase sensitivity to execution misses or downgrades — a reason some investors are taking profits after the recent run.

Institutional Trading of e.l.f. Beauty

Several large investors have recently added to or reduced their stakes in the company. Migdal Insurance & Financial Holdings Ltd. acquired a new position in shares of e.l.f. Beauty in the 4th quarter worth approximately $26,000. EverSource Wealth Advisors LLC raised its position in e.l.f. Beauty by 97.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock valued at $32,000 after purchasing an additional 128 shares during 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 purchasing an additional 117 shares during the last quarter. MAI Capital Management boosted its stake in e.l.f. Beauty by 129.1% in the second quarter. MAI Capital Management now owns 394 shares of the company’s stock worth $49,000 after purchasing an additional 222 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of e.l.f. Beauty during the second quarter worth $49,000. 92.44% of the stock is owned by institutional investors.

About e.l.f. Beauty

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.