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International Expansion And Sephora Rollout Will Elevate Brand Position

Published
25 Aug 24
Updated
18 Oct 25
AnalystConsensusTarget's Fair Value
US$150.79
9.2% undervalued intrinsic discount
18 Oct
US$136.92
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1Y
21.7%
7D
3.2%

Author's Valuation

US$150.799.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Oct 25
Fair value Increased 5.60%

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 on04 Oct 25
Fair value Increased 2.20%

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 on05 Sep 25
Fair value Increased 4.14%

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 on07 May 25
Fair value Increased 64%

Shared on30 Apr 25
Fair value Decreased 1.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 5.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 31%

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

Shared on09 Apr 25
Fair value Increased 39%

Shared on02 Apr 25
Fair value Decreased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 25%

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