3 Beauty Stocks Poised to Gain From Innovation and Digital Reach
BBWI, EL and COTY offer exposure to beauty trends spanning value, innovation, fragrance and omnichannel shopping.
EL - The Estée Lauder Companies Inc.
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$102.27
DETAILS
HIGH:
$120.00
LOW:
$86.00
MEDIAN:
$102.00
CONSENSUS:
$102.27
DOWNSIDE:
2.46%
Stock News
Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
EL posts strong Q4 results as margin improvement, organic sales growth and broad regional gains support continued momentum into fiscal 2027.
Why Estee Lauder Rallied This Week
Estee Lauder delivered a revenue and earnings beat, while boosting guidance for the year ahead. The company's cost-cutting and reinvestment plan appears to be gaining traction.
Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
Estee Lauder Companies Inc (NYSE:EL) on Wednesday reported better-than-expected fourth-quarter financial results and issued its FY27 sales guidance with its midpoint above estimates.
EL Q4 Earnings Call Signals Higher Margins and Broader Growth
Este Lauder targets 3%-5% organic sales growth and a 12.7%-13.5% adjusted operating margin in fiscal 2027, with North America and Makeup in focus.
Estee Lauder's Self-Help Actions Are Fully Reflected In Valuation
Estee Lauder posted strong Q4 results, with organic sales up 5% and EPS beating estimates, driving a 16% stock rally. EL's Profit Recovery and Growth Plan targets $1.2 billion in cost savings by 2028, with significant headcount reductions and supply chain rationalization underway. Despite improving momentum, EL trades at ~25x 2028 EPS, which I view as excessive for a mid-single-digit growth profile.
Investors Purchase High Volume of Call Options on Estee Lauder Companies (NYSE:EL)
The Estee Lauder Companies Inc. (NYSE: EL - Get Free Report) was the recipient of some unusual options trading activity on Wednesday. Traders purchased 7,138 call options on the company. This is an increase of approximately 46% compared to the average daily volume of 4,904 call options. Analyst Upgrades and Downgrades EL has been the topic
Estée Lauder CEO Says Company Has 'Great Momentum'
Estée Lauder Cos. Chief Executive Officer Stéphane de La Faverie says the company is expanding margin and has great momentum going forward.
Why Estée Lauder Stock Jumped Today
Estée Lauder's efficiency initiatives are taking hold. Management boosted its operating income forecast for fiscal 2027.
The Estée Lauder Companies Inc. (EL) Q4 2026 Earnings Call Transcript
The Estée Lauder Companies Inc. (EL) Q4 2026 Earnings Call Transcript
Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
EL beats fiscal fourth-quarter estimates as sales rise 6%, fueled by Skin Care and Fragrance growth and sharply higher operating income.
Earnings, Cancer Vaccine, Long-Term Liquidity: A Busy Pre-Market
Q2 retail earnings continue, Moderna sees positive Phase 3 results, and the Treasury lowers the longer-term bond rate.
Estee Lauder Q4: Beauty Is Back
The Estée Lauder Companies Inc. delivered a strong Q4, signaling progress in its turnaround with mid single-digit organic sales growth and expanding margins. EL's FY revenue reached $15.05B (+5%), beating expectations, with Skin Care and Fragrance segments leading growth, despite ongoing headwinds in Hair Care and Makeup. Management guides for continued improvement: 3–5% organic growth and 13.5% adj. op. margin by FY 2027, suggesting structural gains from brand and cost initiatives.
Estée Lauder shares surge on earnings beat, raised margin guidance
Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) shares jumped more than 15% on Wednesday after the beauty group posted fourth-quarter results that beat Wall Street estimates and raised its profit margin outlook for fiscal 2027. The company reported revenue of $3.6 billion for its fiscal fourth quarter, up 6% year-over-year and ahead of analyst estimates of $3.54 billion.
Estee Lauder (EL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Estee Lauder (EL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Estee Lauder Companies Q4 Earnings Call Highlights
Estee Lauder Companies NYSE: EL said fiscal 2026 marked a return to growth and a substantial improvement in profitability as the prestige beauty company advanced its Beauty Reimagined strategy and Profit Recovery and Growth Plan.
Estée Lauder stock jumps 13% after earnings beat and margin outlook
Estée Lauder Companies EL shares rose about 13% in premarket trading Wednesday after the beauty products maker reported fourth-quarter results above Wall Street expectations and raised its adjusted operating-margin outlook for fiscal 2027. The company reported fourth-quarter adjusted earnings of 39 cents per share, compared with the 32-cent consensus estimate.
Beauty Stock Set to Snap Losing Streak After Beat-and-Raise
Shares of Estee Lauder Companies Inc (NYSE:EL) are up 8% at $91 before the open, after the beauty giant reported better-than-expected fiscal fourth-quarter results and raised its full-year forecast amid strong China demand.
Is The Estee Lauder Companies Inc (EL) Undervalued After Q4 Earnings? EPS at $2.51, Revenue at $15.0 Billion - GF Score: 74/100
The Estee Lauder Companies Inc (EL) released its 8-K filing for the fiscal year ending June 30, 2026, showcasing significant growth in net sales and improved pr
Estee Lauder (EL) Q4 Earnings and Revenues Beat Estimates
Estee Lauder (EL) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.09 per share a year ago.
Price Targets
Estee Lauder price target raised to $92 from $84 at Berenberg
$92.00
(was $104.10)
Fulvio Cazzol
·
Berenberg Bank
Estee Lauder price target raised to $108 from $90 at Telsey Advisory
$108.00
(was $97.72)
Telsey Advisory
Estee Lauder price target raised to $117 from $108 at Deutsche Bank
$117.00
(was $97.48)
Deutsche Bank
Estee Lauder price target raised to $100 from $88 at Jefferies
$100.00
(was $97.09)
Sydney Wagner
·
Jefferies
Estee Lauder price target raised to $120 from $111 at RBC Capital
$120.00
(was $96.86)
RBC Capital
Estee Lauder price target raised to $115 from $95 at Piper Sandler
$115.00
(was $98.01)
Piper Sandler
Estee Lauder price target raised to $106 from $82 at Bernstein
$106.00
(was $98.01)
Cristian Rios
·
Bernstein
Estee Lauder (EL) PT Raised to $90 at Canaccord
$90.00
(was $98.01)
Susan Anderson
·
Canaccord Genuity
Estee Lauder price target raised to $102 from $90 at Morgan Stanley
$102.00
(was $98.01)
Dara Mohsenian
·
Morgan Stanley
Estee Lauder price target raised to $97 from $80 at Barclays
$97.00
(was $98.01)
Barclays
Estee Lauder price target raised to $104 from $85 at Wells Fargo
$104.00
(was $98.01)
Wells Fargo
Estee Lauder price target raised to $112 from $100 at Goldman Sachs
$112.00
(was $98.01)
Goldman Sachs
Piper Sandler Reiterates Overweight Rating on Estee Lauder (EL), 'F4Q26 Preview'
$95.00
(was $87.03)
Seaport Global
Estee Lauder price target raised to $88 from $80 at Jefferies
$88.00
(was $83.20)
Jefferies
Estee Lauder (EL) PT Raised to $90 at TD Cowen
$90.00
(was $82.12)
Cowen & Co.
Estee Lauder price target raised to $80 from $75 at Barclays
$80.00
(was $83.64)
Barclays
Estee Lauder price target raised to $86 from $85 at UBS
$86.00
(was $82.75)
Peter Grom
·
UBS
Estee Lauder reinstated with a Buy at Goldman Sachs
$100.00
(was $84.81)
Bonnie Herzog
·
Goldman Sachs
Estee Lauder initiated with a Market Perform at Bernstein
$82.00
(was $88.02)
Cristian Rios
·
Bernstein
Estee Lauder assumed with an Overweight at Piper Sandler
$95.00
(was $80.83)
Piper Sandler