e.l.f. Beauty (NYSE:ELF) Trading Down 8.9% - What's Next?

Key Points

• Shares slid 8.9% to about $83.83 on Monday with unusually light trading (≈528,809 shares, down ~75% vs. average), leaving the stock just below its 50‑day moving average of $84.51 and well under the 200‑day at $101.93.
• Despite a strong quarter (EPS $1.24 vs. $0.72 est., revenue $489.5M, +37.8% YoY) and FY‑2026 EPS guidance of 3.05–3.10, e.l.f. still trades at a rich valuation (P/E 46.8, PEG 7.73) with analysts holding a consensus of “Moderate Buy” and an average price target of $119.13.

e.l.f. Beauty (NYSE:ELF - Get Free Report)'s stock price was down 8.9% during trading on Monday . The company traded as low as $83.00 and last traded at $83.8330. Approximately 528,809 shares were traded during trading, a decline of 75% from the average daily volume of 2,140,696 shares. The stock had previously closed at $92.05.

Wall Street Analyst Weigh In

Several brokerages have weighed in on ELF. Weiss Ratings reissued a "hold (c)" rating on shares of e.l.f. Beauty in a report on Wednesday, January 21st. Canaccord Genuity Group lowered their target price on shares of e.l.f. Beauty from $165.00 to $136.00 and set a "buy" rating for the company in a research note on Thursday, November 6th. Citigroup upped their price target on shares of e.l.f. Beauty from $110.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, February 5th. Zacks Research raised e.l.f. Beauty from a "strong sell" rating to a "hold" rating in a report on Monday, January 5th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and issued a $92.00 price target on shares of e.l.f. Beauty in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $119.13.

e.l.f. Beauty Trading Down 10.0%

The company has a fifty day moving average of $84.51 and a 200-day moving average of $101.93. The company has a current ratio of 2.76, a quick ratio of 1.89 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $4.89 billion, a price-to-earnings ratio of 46.77, a PEG ratio of 7.73 and a beta of 1.71.

e.l.f. Beauty (NYSE:ELF - Get Free Report) last released its earnings results on Wednesday, February 4th. The company reported $1.24 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.52. e.l.f. Beauty had a return on equity of 15.08% and a net margin of 6.84%.The business had revenue of $489.51 million for the quarter, compared to the consensus estimate of $461.78 million. During the same quarter last year, the business posted $0.74 earnings per share. The business's quarterly revenue was up 37.8% compared to the same quarter last year. e.l.f. Beauty has set its FY 2026 guidance at 3.050-3.100 EPS. As a group, equities research analysts anticipate that e.l.f. Beauty will post 2.38 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Migdal Insurance & Financial Holdings Ltd. purchased a new stake in shares of e.l.f. Beauty in the fourth quarter valued at about $26,000. Hilton Head Capital Partners LLC acquired a new position in e.l.f. Beauty during the fourth quarter worth $32,000. EverSource Wealth Advisors LLC boosted 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 valued at $32,000 after acquiring an additional 128 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in shares of e.l.f. Beauty by 58.5% in the second 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 in the last quarter. Finally, Arax Advisory Partners purchased a new position in e.l.f. Beauty in the 4th quarter valued at approximately $41,000. 92.44% of the stock is owned by hedge funds and other 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.

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