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

Key Points

• Analysts maintain a “Moderate Buy” consensus on e.l.f. Beauty, with 10 buy, two strong-buy, five hold and one sell rating among 18 analysts. The average 12-month price target is $92.13.
• e.l.f. Beauty reported a strong quarter, with revenue rising 35.5% year over year to $479.4 million and adjusted earnings of $1.75 per share, exceeding consensus estimates of $0.71.
• The stock opened at $95.92 after a recent 4.2% decline, while its high valuation—approximately 95.9 times earnings—and recent insider selling could weigh on investor sentiment despite continued international and skincare growth opportunities.

e.l.f. Beauty (NYSE:ELF - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the eighteen analysts that are presently covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, five have issued a hold rating, ten have assigned a buy rating and two have assigned a strong buy rating to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $92.1250.

ELF has been the topic of several analyst reports. JPMorgan Chase & Co. dropped their target price on shares of e.l.f. Beauty from $111.00 to $106.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 19th. Sanford C. Bernstein upped their price target on shares of e.l.f. Beauty from $113.00 to $121.00 and gave the company an "outperform" rating in a research report on Thursday, August 6th. B. Riley Financial raised their price objective on shares of e.l.f. Beauty from $70.00 to $100.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and set a $64.00 price objective on shares of e.l.f. Beauty in a research report on Tuesday, June 16th. Finally, TD Cowen boosted their target price on shares of e.l.f. Beauty from $85.00 to $110.00 and gave the company a "buy" rating in a research note on Monday, August 10th.

More e.l.f. Beauty News

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

• Positive Sentiment: International sales are reportedly growing 61%, supported by broader retail distribution, stronger trends in key markets and new product launches. This suggests e.l.f. Beauty’s global expansion remains a potential growth driver. e.l.f. Beauty's International Sales Jump 61%: What's Driving It?
• Positive Sentiment: The company’s Naturium skincare brand is expanding its Sephora presence in Canada and launching in Mexico, increasing access to consumers and reinforcing skincare as an important growth engine. Naturium Expands North American Retail Presence
• Neutral Sentiment: Recent company coverage highlights rapid product innovation and skincare acquisitions, including Rhode, as key elements of e.l.f. Beauty’s long-term strategy. These initiatives could support growth but also require successful execution and integration. e.l.f. Beauty Sees Skincare as Growth Engine
• Negative Sentiment: Several insiders sold shares, including SVP Joshua Franks, who sold 200 shares after previously selling larger blocks, and Mandy Fields, who reduced her position by roughly 15%. Although insiders retain substantial holdings, the transactions may reinforce near-term selling pressure. e.l.f. Beauty Insider Trading Activity
• Negative Sentiment: ELF’s recent decline comes as investors reassess valuation and market performance. The stock trades at a high earnings multiple despite its growth profile, making it vulnerable to profit-taking when momentum weakens. e.l.f. Beauty Registers a Bigger Fall Than the Market

Insiders Place Their Bets

In related news, Director Lauren Levitan sold 1,034 shares of the company's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $93.15, for a total transaction of $96,317.10. Following the transaction, the director directly owned 10,516 shares of the company's stock, valued at approximately $979,565.40. The trade was a 8.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kory Marchisotto sold 12,173 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $88.02, for a total value of $1,071,467.46. Following the completion of the sale, the insider directly owned 169,695 shares of the company's stock, valued at approximately $14,936,553.90. This represents a 6.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 116,223 shares of company stock valued at $10,000,410 over the last quarter. 3.50% of the stock is owned by insiders.

Hedge Funds Weigh In On e.l.f. Beauty

Institutional investors and hedge funds have recently bought and sold shares of the business. Legal & General Group Plc bought a new position in e.l.f. Beauty during the second quarter valued at about $5,684,000. BNP Paribas Financial Markets boosted its stake in shares of e.l.f. Beauty by 3,131.7% during the 4th quarter. BNP Paribas Financial Markets now owns 924,902 shares of the company's stock worth $70,330,000 after acquiring an additional 896,282 shares in the last quarter. Norges Bank bought a new stake in shares of e.l.f. Beauty during the 4th quarter worth about $38,895,000. Delta Global Management LP acquired a new position in shares of e.l.f. Beauty during the 1st quarter valued at about $1,227,000. Finally, Aurora Investment Counsel acquired a new position in shares of e.l.f. Beauty during the 2nd quarter valued at about $2,868,000. Hedge funds and other institutional investors own 92.44% of the company's stock.

e.l.f. Beauty Stock Down 4.2%

Shares of e.l.f. Beauty stock opened at $95.92 on Friday. e.l.f. Beauty has a 12-month low of $48.82 and a 12-month high of $150.99. The firm has a market capitalization of $5.66 billion, a PE ratio of 95.92, a price-to-earnings-growth ratio of 3.11 and a beta of 1.60. The company has a quick ratio of 1.82, a current ratio of 2.55 and a debt-to-equity ratio of 0.69. The stock's fifty day moving average is $90.16 and its 200-day moving average is $74.39.

e.l.f. Beauty (NYSE:ELF - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, beating analysts' consensus estimates of $0.71 by $1.04. The business had revenue of $479.37 million during the quarter, compared to analyst estimates of $431.20 million. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%.e.l.f. Beauty's revenue for the quarter was up 35.5% on a year-over-year basis. During the same quarter last year, the company posted $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Equities analysts anticipate that e.l.f. Beauty will post 2.64 earnings per share for the current year.

About e.l.f. Beauty

e.l.f. Beauty, Inc develops, markets and sells cosmetics, skin care and beauty products. Its portfolio includes e.l.f. Cosmetics, which offers makeup, skin care, tools and accessories, as well as brands such as Naturium, W3LL PEOPLE and Keys Soulcare. The company positions its products as accessible and affordable alternatives across a range of beauty categories.

Founded in 2004, e.l.f. Beauty distributes its products through mass retailers, specialty beauty stores, direct-to-consumer websites and other digital channels.

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