e.l.f. Beauty Set to Report Q4 Earnings with Mixed Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ELF?
Source: seekingalpha
- Earnings Announcement Date: e.l.f. Beauty is set to announce its Q4 earnings on May 20th after market close, with a consensus EPS estimate of $0.29, reflecting a significant year-over-year decline of 62.8%, indicating a notable drop in profitability.
- Revenue Expectations: The expected revenue for Q4 is $423.03 million, representing a year-over-year increase of 27.2%, which, despite the pressure on earnings, demonstrates the company's resilience in the market.
- Historical Performance Review: Over the past two years, e.l.f. Beauty has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, indicating a strong track record of financial performance stability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates have experienced two upward revisions and five downward revisions, reflecting a cautious market outlook on the company's future performance.
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Analyst Views on ELF
Wall Street analysts forecast ELF stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 54.860
Low
85.00
Averages
112.21
High
136.00
Current: 54.860
Low
85.00
Averages
112.21
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 Set to Report Q4 Earnings with Mixed Estimates
- Earnings Announcement Date: e.l.f. Beauty is set to announce its Q4 earnings on May 20th after market close, with a consensus EPS estimate of $0.29, reflecting a significant year-over-year decline of 62.8%, indicating a notable drop in profitability.
- Revenue Expectations: The expected revenue for Q4 is $423.03 million, representing a year-over-year increase of 27.2%, which, despite the pressure on earnings, demonstrates the company's resilience in the market.
- Historical Performance Review: Over the past two years, e.l.f. Beauty has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, indicating a strong track record of financial performance stability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates have experienced two upward revisions and five downward revisions, reflecting a cautious market outlook on the company's future performance.
See More
Nvidia Earnings Preview and Market Dynamics
- Nvidia Stock Performance: Over the past six weeks, Nvidia's shares have surged from $165 to around $235, indicating strong market demand and investor confidence, and if the earnings report exceeds expectations, it could further propel the stock price and influence overall market sentiment.
- Support Level Analysis: Market strategist Jay Woods highlights that $215 serves as minor support while $200 is major support; if the stock can break through the resistance at $235, it would provide a significant tailwind for the market, potentially triggering a broader investment rally.
- Impact of U.S. Treasury Yields: Woods notes that the 10-year U.S. Treasury yield breaking and closing above 4.65% could indicate a path toward 5%, which would exert pressure on the equity market, prompting investors to monitor interest rate changes and their potential impact on market dynamics.
- Other Stock Opportunities: Woods also mentions e.l.f. Beauty's earnings, suggesting that the stock could rally back to the $65 to $70 range on positive news, reflecting optimistic market expectations for the company's future performance.
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- e.l.f. Beauty Growth Potential: e.l.f. Beauty (ELF), with a market cap of $3.3 billion and a gross margin of 65.91%, is set to leverage its distribution strategy for the recently acquired premium skincare brand Rhode, which achieved $200 million in sales in under three years, indicating robust market demand and growth prospects.
- MercadoLibre Investment Strategy: MercadoLibre (MELI), valued at $81 billion, trades at a forward P/E of 24.5 times, yet reported a 49% revenue growth in Q1, as it expands its logistics network and lowers free shipping thresholds to capture market share in the fragmented Latin American e-commerce sector, showcasing strong long-term growth potential.
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See More
e.l.f. Beauty Set to Report Q4 Earnings with Mixed Estimates
- Earnings Announcement Date: e.l.f. Beauty is set to announce its Q4 earnings on May 20th after market close, with a consensus EPS estimate of $0.29, reflecting a significant year-over-year decline of 62.8%, indicating a notable drop in profitability.
- Revenue Expectations: The expected revenue for Q4 is $423.03 million, representing a year-over-year increase of 27.2%, which, despite the pressure on earnings, demonstrates the company's resilience in the market.
- Historical Performance Review: Over the past two years, e.l.f. Beauty has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, indicating a strong track record of financial performance stability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates have experienced two upward revisions and five downward revisions, reflecting a cautious market outlook on the company's future performance.
See More
Nvidia Earnings Preview and Market Dynamics
- Nvidia Stock Performance: Over the past six weeks, Nvidia's shares have surged from $165 to around $235, indicating strong market demand and investor confidence, and if the earnings report exceeds expectations, it could further propel the stock price and influence overall market sentiment.
- Support Level Analysis: Market strategist Jay Woods highlights that $215 serves as minor support while $200 is major support; if the stock can break through the resistance at $235, it would provide a significant tailwind for the market, potentially triggering a broader investment rally.
- Impact of U.S. Treasury Yields: Woods notes that the 10-year U.S. Treasury yield breaking and closing above 4.65% could indicate a path toward 5%, which would exert pressure on the equity market, prompting investors to monitor interest rate changes and their potential impact on market dynamics.
- Other Stock Opportunities: Woods also mentions e.l.f. Beauty's earnings, suggesting that the stock could rally back to the $65 to $70 range on positive news, reflecting optimistic market expectations for the company's future performance.
See More
Trump Warns Iran of Possible Conflict Resurgence
- Oil Price Surge: Trump's social media comments urging Iran to 'get moving' have led to a spike in oil prices overnight, raising concerns about a potential resurgence of conflict that could destabilize global energy markets.
- Market Volatility: Following Trump's remarks, stock futures have fallen, setting Wall Street up for another day of significant losses, highlighting the direct impact of political factors on market sentiment.
- Delta Air Lines Investment: Berkshire Hathaway's announcement of a $2.6 billion stake in Delta Air Lines, making it the company's 14th largest holding, reflects confidence in the airline industry's recovery and may drive Delta's stock price higher.
- Meta Layoff Plans: Meta is expected to lay off about 10% of its workforce this week, amidst widespread layoffs in the tech sector, which could dampen employee morale and underscores the company's urgent need for cost control.
See More
Trump Warns Iran Amid Rising Tensions
- Oil Price Surge: Trump's statement urging Iran to 'get moving' has led to a sharp increase in oil prices overnight, raising concerns that the conflict could reignite, which may impact global energy markets and investor confidence.
- Market Volatility: Following Trump's comments, stock futures fell, setting Wall Street up for potentially significant losses again, despite the S&P 500 managing to achieve its seventh consecutive winning week, indicating market fragility.
- Delta Airlines Stock Rise: Delta Airlines shares rose over 2% before the bell after Berkshire Hathaway revealed a $2.6 billion stake in the carrier, marking a return to the airline sector and potentially boosting market confidence in airline stocks.
- Lululemon's Shareholder Pressure: Lululemon's letter to shareholders criticized founder Chip Wilson's outdated views, which could derail the company's turnaround plan, urging shareholders to support its strategy at the upcoming annual meeting, highlighting the urgency of corporate governance issues.
See More
Nvidia Earnings in Focus as Market Reacts Mutedly
- Nvidia Earnings Expectations: Nvidia is expected to report an 80% year-over-year revenue growth for Q1, with its market cap briefly exceeding $5.7 trillion last week, underscoring its leadership in the AI sector, despite a 4.4% drop in stock price last Friday.
- Market Impact Analysis: Analysts note that Nvidia accounts for 9% of the S&P 500 index and contributed 20% to the index's total returns for 2026, highlighting its significant influence on overall market performance, particularly driven by AI stocks.
- Retail Earnings Outlook: TJX anticipates a 6% year-over-year revenue increase for Q1, while Walmart is expected to maintain strong performance following a 12% EPS growth, indicating continued consumer spending resilience.
- Berkshire Portfolio Adjustments: Berkshire Hathaway, under new CEO Abel, acquired a $2.6 billion stake in Delta Air Lines and reduced investments in banking and healthcare sectors, reflecting a strategy focused on concentrated investments.
See More
Three Growth Stocks Worth Buying
- Dutch Bros Value Proposition: Dutch Bros (BROS) has a market cap of $8.2 billion, and despite trading at the same forward price-to-sales ratio of 3.3 times as Starbucks (SBUX), its store-level contribution margin of around 30% significantly outperforms Starbucks' 16%, indicating stronger profitability and promising future expansion potential.
- e.l.f. Beauty Growth Potential: e.l.f. Beauty (ELF), with a market cap of $3.3 billion and a gross margin of 65.91%, is set to leverage its distribution strategy for the recently acquired premium skincare brand Rhode, which achieved $200 million in sales in under three years, indicating robust market demand and growth prospects.
- MercadoLibre Investment Strategy: MercadoLibre (MELI), valued at $81 billion, trades at a forward P/E of 24.5 times, yet reported a 49% revenue growth in Q1, as it expands its logistics network and lowers free shipping thresholds to capture market share in the fragmented Latin American e-commerce sector, showcasing strong long-term growth potential.
- Long-term Investment Outlook: Despite consumer concerns due to high gasoline prices and tariffs, the resilience of consumers is expected to drive the performance of these growth stocks, presenting investors with an opportunity to capitalize on current undervaluations for future profit growth.
See More
