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ELF: Expanding Global Footprint And Sephora Launch Will Drive Future Upside

Published
25 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-34.1%
7D
-37.8%

Author's Valuation

US$152.9350.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 1.42%

e.l.f. Beauty's analyst price target has been modestly increased from approximately $150.79 to $152.93 as analysts anticipate stronger sales contribution from Rhode following its successful launch and continued growth opportunities for the company. Analyst Commentary Recent Street research on e.l.f. Beauty reveals a mix of optimism and caution from the analyst community as they evaluate the company's recent performance, the impact of the high-profile Rhode launch, and future growth prospects.

Shared on 18 Oct 25

Fair value Increased 5.60%

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have raised their average price target for e.l.f. Beauty from approximately $142.79 to $150.79. They cite improved sales outlooks and contribution from new brand launches, particularly Rhode, as well as strong execution across key growth initiatives.

Shared on 04 Oct 25

Fair value Increased 2.20%

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have modestly raised their fair value target for e.l.f. Beauty to $142.79 per share from $139.71. This adjustment is based on expectations for incremental sales growth driven by recent price increases, product innovation, and strong channel trends.

Shared on 05 Sep 25

Fair value Increased 4.14%

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have raised e.l.f. Beauty’s price target slightly to $135.29 as optimism around easier comps, sustained market share gains, tariff mitigation, and expected gross margin improvement is moderated by near-term margin pressures and cautious guidance. Analyst Commentary Bullish analysts see multiple tailwinds including easier year-over-year comps beginning mid-July and continued share gains in the mass cosmetics category.

Shared on 07 May 25

Fair value Increased 64%

International Expansion And Sephora Rollout Will Elevate Brand Position

Shared on 30 Apr 25

Fair value Decreased 1.87%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 5.97%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 31%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget has decreased future PE multiple from 24.1x to 21.0x.

Shared on 09 Apr 25

Fair value Increased 39%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

Shared on 02 Apr 25

Fair value Decreased 0.68%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.31%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 25%

International Expansion And Digital Channels Like Amazon Will Strengthen Future Market Position

AnalystConsensusTarget has decreased revenue growth from 14.9% to 9.2% and decreased future PE multiple from 38.7x to 23.9x.