Analysts Predict 14% Growth Potential for SCHV
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy EL?
Source: NASDAQ.COM
ETF Analysis: The Schwab U.S. Large-Cap Value ETF (SCHV) has an implied analyst target price of $32.80 per unit, indicating a potential upside of 14.09% from its recent trading price of $28.75.
Notable Holdings: Key underlying holdings with significant upside potential include AMRIZE LTD (AMRZ), Estee Lauder (EL), and CRH plc, with expected price increases of 15.43%, 14.52%, and 14.15% respectively.
Analyst Target Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets may lead to downgrades if they do not align with current market conditions.
Investor Research: Investors are encouraged to conduct further research to assess the validity of analyst targets in light of recent developments in the companies and their industries.
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Analyst Views on EL
Wall Street analysts forecast EL stock price to rise
18 Analyst Rating
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 76.710
Low
70.00
Averages
106.76
High
130.00
Current: 76.710
Low
70.00
Averages
106.76
High
130.00
About EL
The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its products are sold in over 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD, and BALMAIN Beauty. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Estée Lauder Q3 Fiscal 2026 Earnings Call Insights
- Sales Growth: Estée Lauder reported a 2% organic sales increase in Q3 of fiscal 2026, with diluted EPS rising 40% year-over-year, indicating strong performance and enhanced profitability in a competitive market.
- Margin Expansion: The company now expects organic sales growth of 3% for fiscal 2026, with operating margin targets raised to 10.7% to 11%, reflecting management's confidence in future profitability and positive market demand.
- Restructuring Progress: Estée Lauder has expanded its restructuring program, anticipating the exit of unproductive doors to optimize channel layouts and improve overall operational efficiency, thereby strengthening its competitive position.
- Future Outlook: Management's outlook for fiscal 2027 includes projected net sales growth of 3% to 5% and operating margins of 12.5% to 13.0%, demonstrating strategic decision-making in navigating market challenges and seizing growth opportunities.
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- Atlassian Stock Surge: Atlassian's stock soared over 29% after reporting Q3 revenue of $1.79 billion, exceeding the market expectation of $1.69 billion, highlighting a robust recovery in the software sector that may attract more investor interest.
- Oil Price Volatility Impacting Markets: WTI crude oil prices fell more than 3%, easing inflation concerns, although trade tensions resurfaced with President Trump's threat to raise tariffs on EU auto imports, potentially negatively affecting market sentiment.
- Economic Data Influencing Stocks: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, indicating signs of economic slowdown, despite the majority of companies reporting Q1 earnings that exceeded expectations, leaving the overall market facing uncertainty.
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Estée Lauder (EL) Q3 2026 Earnings Transcript
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Estée Lauder Declares $0.35 Quarterly Dividend
- Quarterly Dividend Declaration: Estée Lauder has declared a quarterly dividend of $0.35 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.76% reflects the company's competitiveness in the current market environment, aiming to enhance investor confidence and maintain stock price stability.
- Payment Schedule: The dividend will be payable on June 15, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and further solidifying the company's relationship with investors.
- Future Sales Growth Outlook: Estée Lauder projects a sales growth of 3%-5% for fiscal 2027, with an operating margin of 12.5%-13%, while raising its fiscal 2026 EPS forecast to $2.35-$2.45, demonstrating the company's positive performance and growth potential amid market recovery.
See More
Consumer Stocks Show Mixed Performance
- Market Volatility: On Friday afternoon, consumer stocks exhibited mixed performance, reflecting divergent market views on economic prospects, which could impact investor confidence and consumer spending.
- Sector Differentiation: While overall consumer stocks showed volatility, certain sub-sectors like consumer goods and staples may be favored for their stability, indicating a preference for defensive assets among investors.
- Economic Data Impact: Recent economic data releases could lead to fluctuations in market sentiment, prompting investors to closely monitor upcoming economic indicators to assess future consumption trends.
- Investment Strategy Reevaluation: Against the backdrop of mixed consumer stock performance, investors may reassess their portfolios, seeking more defensive investment options in an uncertain market environment.
See More
Atlassian and Others See Significant Stock Gains
- Atlassian's Optimistic Guidance: Atlassian shares surged 23% after projecting a 24% revenue growth for the year, exceeding its previous 22% forecast and the FactSet consensus of 22.2%, indicating strong market performance and growth potential.
- nVent Electric's Strong Earnings: nVent's stock jumped 11% as first-quarter EPS and revenue surpassed Wall Street's highest estimates, with full-year revenue growth forecasted at 26% to 28%, significantly above the consensus of 18%, reflecting robust demand in data centers and energy storage.
- Cboe Global Markets Layoffs: Cboe shares rose 9% following the announcement of a 20% workforce reduction, with first-quarter adjusted EPS at $3.70 and revenue of $728.9 million, both exceeding market expectations, demonstrating the company's commitment to operational optimization.
- Roku's Revenue Beat: Roku's stock increased by 4% after reporting first-quarter revenue of $1.25 billion, surpassing the expected $1.20 billion, with adjusted EBITDA also exceeding estimates, showcasing the company's ongoing growth potential in the streaming market.
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Estée Lauder Q3 Fiscal 2026 Earnings Call Insights
- Sales Growth: Estée Lauder reported a 2% organic sales increase in Q3 of fiscal 2026, with diluted EPS rising 40% year-over-year, indicating strong performance and enhanced profitability in a competitive market.
- Margin Expansion: The company now expects organic sales growth of 3% for fiscal 2026, with operating margin targets raised to 10.7% to 11%, reflecting management's confidence in future profitability and positive market demand.
- Restructuring Progress: Estée Lauder has expanded its restructuring program, anticipating the exit of unproductive doors to optimize channel layouts and improve overall operational efficiency, thereby strengthening its competitive position.
- Future Outlook: Management's outlook for fiscal 2027 includes projected net sales growth of 3% to 5% and operating margins of 12.5% to 13.0%, demonstrating strategic decision-making in navigating market challenges and seizing growth opportunities.
See More
U.S. Stocks Close: S&P 500 Hits All-Time High
- S&P 500 Strong Performance: The S&P 500 index rose by 0.29%, reaching an all-time high, driven by Apple's forecast of stronger-than-expected Q2 revenue, which boosted market sentiment and indicated increased investor confidence in tech stocks.
- Atlassian Stock Surge: Atlassian's stock soared over 29% after reporting Q3 revenue of $1.79 billion, exceeding the market expectation of $1.69 billion, highlighting a robust recovery in the software sector that may attract more investor interest.
- Oil Price Volatility Impacting Markets: WTI crude oil prices fell more than 3%, easing inflation concerns, although trade tensions resurfaced with President Trump's threat to raise tariffs on EU auto imports, potentially negatively affecting market sentiment.
- Economic Data Influencing Stocks: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, indicating signs of economic slowdown, despite the majority of companies reporting Q1 earnings that exceeded expectations, leaving the overall market facing uncertainty.
See More
Estée Lauder (EL) Q3 2026 Earnings Transcript
See More
Estée Lauder Declares $0.35 Quarterly Dividend
- Quarterly Dividend Declaration: Estée Lauder has declared a quarterly dividend of $0.35 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.76% reflects the company's competitiveness in the current market environment, aiming to enhance investor confidence and maintain stock price stability.
- Payment Schedule: The dividend will be payable on June 15, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and further solidifying the company's relationship with investors.
- Future Sales Growth Outlook: Estée Lauder projects a sales growth of 3%-5% for fiscal 2027, with an operating margin of 12.5%-13%, while raising its fiscal 2026 EPS forecast to $2.35-$2.45, demonstrating the company's positive performance and growth potential amid market recovery.
See More
Consumer Stocks Show Mixed Performance
- Market Volatility: On Friday afternoon, consumer stocks exhibited mixed performance, reflecting divergent market views on economic prospects, which could impact investor confidence and consumer spending.
- Sector Differentiation: While overall consumer stocks showed volatility, certain sub-sectors like consumer goods and staples may be favored for their stability, indicating a preference for defensive assets among investors.
- Economic Data Impact: Recent economic data releases could lead to fluctuations in market sentiment, prompting investors to closely monitor upcoming economic indicators to assess future consumption trends.
- Investment Strategy Reevaluation: Against the backdrop of mixed consumer stock performance, investors may reassess their portfolios, seeking more defensive investment options in an uncertain market environment.
See More
Atlassian and Others See Significant Stock Gains
- Atlassian's Optimistic Guidance: Atlassian shares surged 23% after projecting a 24% revenue growth for the year, exceeding its previous 22% forecast and the FactSet consensus of 22.2%, indicating strong market performance and growth potential.
- nVent Electric's Strong Earnings: nVent's stock jumped 11% as first-quarter EPS and revenue surpassed Wall Street's highest estimates, with full-year revenue growth forecasted at 26% to 28%, significantly above the consensus of 18%, reflecting robust demand in data centers and energy storage.
- Cboe Global Markets Layoffs: Cboe shares rose 9% following the announcement of a 20% workforce reduction, with first-quarter adjusted EPS at $3.70 and revenue of $728.9 million, both exceeding market expectations, demonstrating the company's commitment to operational optimization.
- Roku's Revenue Beat: Roku's stock increased by 4% after reporting first-quarter revenue of $1.25 billion, surpassing the expected $1.20 billion, with adjusted EBITDA also exceeding estimates, showcasing the company's ongoing growth potential in the streaming market.
See More
