e.l.f. Beauty Reports Earnings Exceeding Expectations, Shares Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy ELF?
Source: stocktwits
- Strong Earnings Report: e.l.f. Beauty's third-quarter net sales reached $489.5 million, marking a 38% increase and surpassing Wall Street's expectation of $457.33 million, indicating robust growth in both U.S. and international retail and e-commerce channels.
- Significant EPS Increase: The adjusted earnings per share came in at $1.24, far exceeding the analyst estimate of $0.72, reflecting a notable enhancement in the company's profitability and boosting investor confidence.
- Fiscal 2026 Outlook Raised: The company raised its fiscal 2026 revenue outlook to $1.6 billion to $1.61 billion, up from the previous forecast of $1.55 billion to $1.57 billion, demonstrating an optimistic view on future growth.
- Improved Earnings Forecast: The adjusted EPS for fiscal 2026 is now expected to be between $3.05 and $3.10, exceeding the analyst estimate of $2.87, further solidifying market confidence in the company's future performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ELF?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ELF
Wall Street analysts forecast ELF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ELF is 117.50 USD with a low forecast of 85.00 USD and a high forecast of 136.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 84.810
Low
85.00
Averages
117.50
High
136.00
Current: 84.810
Low
85.00
Averages
117.50
High
136.00
About ELF
e.l.f. Beauty, Inc. is a multi-brand beauty company. The Company offers inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skincare products. The Company's family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People, Keys Soulcare, and rhode. Its e.l.f. SKIN is an ingredient-focused, dermatologist-developed formulas for every eye, lip and face. The Company operates across beauty categories including eye, lip, and face makeup, beauty tools and accessories, and skincare products. Its color cosmetics and skin care products are broadly sold through food, drug, and mass channels, as well as through department stores and direct and specialty channels. The Company sells its products with retailers in the United States, as well as internationally. It also sells its products online through its own direct e-commerce channels, as well as through other e-commerce Websites.
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.
E.l.f. Beauty Reports Impressive Earnings, Leading to Stock Surge.
- Strong Financial Performance: E.l.f. Beauty reported fiscal third-quarter results that exceeded Wall Street's expectations.
- Stock Market Reaction: Following the positive earnings report, E.l.f. Beauty's stock experienced a surge in after-hour trading.
See More
e.l.f. Beauty Q3 Earnings Announcement Scheduled
- Earnings Release Date: e.l.f. Beauty is set to announce its Q3 earnings on February 4th after market close, with consensus EPS estimated at $0.72 and revenue expected to reach $461.78 million, indicating investor interest in the company's financial performance.
- Historical Performance: Over the past two years, e.l.f. Beauty has exceeded EPS and revenue estimates 88% of the time, showcasing the company's strong profitability and market adaptability, which bolsters investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with 15 downward adjustments, while revenue estimates saw 2 upward revisions and 12 downward, suggesting a weakening market outlook for the company.
- Market Reaction Analysis: Despite facing short-term headwinds, analysts believe e.l.f. Beauty's medium-term outlook remains strong, potentially providing investors with an opportunity to re-enter the market following the recent stock price decline.
See More
e.l.f. Beauty Reports Earnings Exceeding Expectations, Shares Surge
- Strong Earnings Report: e.l.f. Beauty's third-quarter net sales reached $489.5 million, marking a 38% increase and surpassing Wall Street's expectation of $457.33 million, indicating robust growth in both U.S. and international retail and e-commerce channels.
- Significant EPS Increase: The adjusted earnings per share came in at $1.24, far exceeding the analyst estimate of $0.72, reflecting a notable enhancement in the company's profitability and boosting investor confidence.
- Fiscal 2026 Outlook Raised: The company raised its fiscal 2026 revenue outlook to $1.6 billion to $1.61 billion, up from the previous forecast of $1.55 billion to $1.57 billion, demonstrating an optimistic view on future growth.
- Improved Earnings Forecast: The adjusted EPS for fiscal 2026 is now expected to be between $3.05 and $3.10, exceeding the analyst estimate of $2.87, further solidifying market confidence in the company's future performance.
See More
E.l.f. Beauty Reports Huge Earnings Beat and Raises Guidance
- Strong Earnings Report: E.l.f. Beauty's Q3 earnings per share reached $1.24, significantly exceeding the expected $0.72, with revenue hitting $490 million, surpassing analyst forecasts of $460 million, indicating robust growth in global markets.
- Significant Sales Growth: Net sales increased by 38% year-over-year, rising from $355 million to $489.5 million, reflecting strong performance across retail and e-commerce channels, further solidifying the company's market position.
- Acquisition Boosts Performance: E.l.f. recently acquired celebrity Hailey Bieber's skincare brand, Rhode, for approximately $1 billion, with projections indicating it will contribute up to $265 million in net sales this year, an increase of $65 million from previous guidance, showcasing the strategic value of the acquisition.
- Guidance Raised for the Year: The company raised its full-year revenue outlook by $42 million to $50 million, with the CEO noting that Q3 market share gains and innovative marketing strategies will continue to drive the brand's leading position, demonstrating strong growth potential.
See More
Qualcomm's Downgraded Forecast Causes Stock Plunge
- Qualcomm's Earnings Downgrade: Qualcomm's forecast was downgraded due to a global memory shortage, expecting adjusted earnings between $2.45 and $2.65 per share and revenue of $10.2 billion to $11 billion, significantly below analysts' expectations of $11.11 billion, resulting in an over 8% stock drop.
- Alphabet's Strong Earnings: Alphabet reported fourth-quarter earnings that exceeded expectations, with strong performance in revenue and Google Cloud, while YouTube ad revenue was $11.38 billion, slightly below the anticipated $11.84 billion, leading to a 1% stock increase.
- Boot Barn Raises Guidance: Boot Barn raised its full-year earnings guidance to $7.25 to $7.35 per share, surpassing the consensus estimate of $7.31, which contributed to a 5% increase in its stock price.
- Align Technology's Impressive Results: Align Technology reported fourth-quarter earnings of $3.29 per share, exceeding the LSEG consensus estimate of $2.97, with revenue of $1.05 billion also surpassing expectations, resulting in a stock surge of over 11%.
See More
E.l.f. Beauty Reports Major Earnings Beat, Shares Surge
- Strong Earnings Report: E.l.f. Beauty's Q3 earnings per share reached $1.24, significantly exceeding analyst expectations of $0.72, with revenue hitting $490 million, surpassing the forecast of $460 million, indicating robust profitability and market performance.
- Significant Acquisition Impact: The recent acquisition of Hailey Bieber's skincare brand, rhode, for approximately $1 billion contributed $128 million to the company's net sales growth in Q3, further strengthening its market position.
- Upgraded Full-Year Guidance: E.l.f. raised its full-year revenue outlook by $42 million to $50 million, projecting rhode to contribute up to $265 million in net sales this year, an increase of $65 million from previous guidance, reflecting confidence in future growth.
- Market Share Gains: The company achieved a 130 basis point increase in market share during Q3, with a record-breaking launch of rhode in Sephora UK, showcasing E.l.f.'s leadership and innovative capabilities in the rapidly evolving beauty market.
See More
E.l.f. Beauty Reports Impressive Earnings, Leading to Stock Surge.
- Strong Financial Performance: E.l.f. Beauty reported fiscal third-quarter results that exceeded Wall Street's expectations.
- Stock Market Reaction: Following the positive earnings report, E.l.f. Beauty's stock experienced a surge in after-hour trading.
See More
e.l.f. Beauty Q3 Earnings Announcement Scheduled
- Earnings Release Date: e.l.f. Beauty is set to announce its Q3 earnings on February 4th after market close, with consensus EPS estimated at $0.72 and revenue expected to reach $461.78 million, indicating investor interest in the company's financial performance.
- Historical Performance: Over the past two years, e.l.f. Beauty has exceeded EPS and revenue estimates 88% of the time, showcasing the company's strong profitability and market adaptability, which bolsters investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with 15 downward adjustments, while revenue estimates saw 2 upward revisions and 12 downward, suggesting a weakening market outlook for the company.
- Market Reaction Analysis: Despite facing short-term headwinds, analysts believe e.l.f. Beauty's medium-term outlook remains strong, potentially providing investors with an opportunity to re-enter the market following the recent stock price decline.
See More
e.l.f. Beauty Reports Earnings Exceeding Expectations, Shares Surge
- Strong Earnings Report: e.l.f. Beauty's third-quarter net sales reached $489.5 million, marking a 38% increase and surpassing Wall Street's expectation of $457.33 million, indicating robust growth in both U.S. and international retail and e-commerce channels.
- Significant EPS Increase: The adjusted earnings per share came in at $1.24, far exceeding the analyst estimate of $0.72, reflecting a notable enhancement in the company's profitability and boosting investor confidence.
- Fiscal 2026 Outlook Raised: The company raised its fiscal 2026 revenue outlook to $1.6 billion to $1.61 billion, up from the previous forecast of $1.55 billion to $1.57 billion, demonstrating an optimistic view on future growth.
- Improved Earnings Forecast: The adjusted EPS for fiscal 2026 is now expected to be between $3.05 and $3.10, exceeding the analyst estimate of $2.87, further solidifying market confidence in the company's future performance.
See More
E.l.f. Beauty Reports Huge Earnings Beat and Raises Guidance
- Strong Earnings Report: E.l.f. Beauty's Q3 earnings per share reached $1.24, significantly exceeding the expected $0.72, with revenue hitting $490 million, surpassing analyst forecasts of $460 million, indicating robust growth in global markets.
- Significant Sales Growth: Net sales increased by 38% year-over-year, rising from $355 million to $489.5 million, reflecting strong performance across retail and e-commerce channels, further solidifying the company's market position.
- Acquisition Boosts Performance: E.l.f. recently acquired celebrity Hailey Bieber's skincare brand, Rhode, for approximately $1 billion, with projections indicating it will contribute up to $265 million in net sales this year, an increase of $65 million from previous guidance, showcasing the strategic value of the acquisition.
- Guidance Raised for the Year: The company raised its full-year revenue outlook by $42 million to $50 million, with the CEO noting that Q3 market share gains and innovative marketing strategies will continue to drive the brand's leading position, demonstrating strong growth potential.
See More
Qualcomm's Downgraded Forecast Causes Stock Plunge
- Qualcomm's Earnings Downgrade: Qualcomm's forecast was downgraded due to a global memory shortage, expecting adjusted earnings between $2.45 and $2.65 per share and revenue of $10.2 billion to $11 billion, significantly below analysts' expectations of $11.11 billion, resulting in an over 8% stock drop.
- Alphabet's Strong Earnings: Alphabet reported fourth-quarter earnings that exceeded expectations, with strong performance in revenue and Google Cloud, while YouTube ad revenue was $11.38 billion, slightly below the anticipated $11.84 billion, leading to a 1% stock increase.
- Boot Barn Raises Guidance: Boot Barn raised its full-year earnings guidance to $7.25 to $7.35 per share, surpassing the consensus estimate of $7.31, which contributed to a 5% increase in its stock price.
- Align Technology's Impressive Results: Align Technology reported fourth-quarter earnings of $3.29 per share, exceeding the LSEG consensus estimate of $2.97, with revenue of $1.05 billion also surpassing expectations, resulting in a stock surge of over 11%.
See More
E.l.f. Beauty Reports Major Earnings Beat, Shares Surge
- Strong Earnings Report: E.l.f. Beauty's Q3 earnings per share reached $1.24, significantly exceeding analyst expectations of $0.72, with revenue hitting $490 million, surpassing the forecast of $460 million, indicating robust profitability and market performance.
- Significant Acquisition Impact: The recent acquisition of Hailey Bieber's skincare brand, rhode, for approximately $1 billion contributed $128 million to the company's net sales growth in Q3, further strengthening its market position.
- Upgraded Full-Year Guidance: E.l.f. raised its full-year revenue outlook by $42 million to $50 million, projecting rhode to contribute up to $265 million in net sales this year, an increase of $65 million from previous guidance, reflecting confidence in future growth.
- Market Share Gains: The company achieved a 130 basis point increase in market share during Q3, with a record-breaking launch of rhode in Sephora UK, showcasing E.l.f.'s leadership and innovative capabilities in the rapidly evolving beauty market.
See More
