Update shared on22 Aug 2025
Fair value Increased 5.05%The upward revision in Estée Lauder’s consensus price target reflects improved sentiment driven by higher expected revenue growth and a modest increase in net profit margin, resulting in the price target increasing from $85.10 to $89.39.
What's in the News
- Affirmed FY26 sales growth guidance of 2% to 5% and GAAP EPS forecast of $1.63 to $1.87.
- Reported $425 million impairment on intangible assets for the June 2025 quarter, up from $180 million year-over-year.
- Dropped from multiple Russell growth and top 200/value indexes.
- Added to the Russell Midcap and Russell Midcap Value indexes.
Valuation Changes
Summary of Valuation Changes for Estée Lauder Companies
- The Consensus Analyst Price Target has risen from $85.10 to $89.39.
- The Consensus Revenue Growth forecasts for Estée Lauder Companies has significantly risen from 3.1% per annum to 4.3% per annum.
- The Net Profit Margin for Estée Lauder Companies has risen slightly from 9.03% to 9.34%.
Disclaimer
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