e.l.f. Beauty, Inc.

Informe acción NYSE:ELF

Capitalización de mercado: US$3.0b

e.l.f. Beauty Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de e.l.f. Beauty de 31.8% y 8.4% por año respectivamente. Se prevé que el BPA crezca en un 61.8% al año. Se espera que la rentabilidad financiera sea de 12.2% en 3 años.

Información clave

31.8%

Tasa de crecimiento de los beneficios

61.83%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Personal Products32.6%
Tasa de crecimiento de los ingresos8.4%
Rentabilidad financiera futura12.25%
Cobertura de analistas

Good

Última actualización21 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha 12h

E.L.F. Beauty: Looks Like A Value Play Here

Summary e.l.f. Beauty (ELF) delivered a mixed Q4, with a double beat but only 1% organic growth and rising SG&A expenses. Gross margin reached an impressive 73%, reflecting strong pricing power, but marketing and SG&A costs surged to 66% of sales. Despite current headwinds, ELF expects FY 2027 adjusted EBITDA margin to remain stable at ~20.7%, with mid single-digit organic growth. I maintain a buy rating on ELF, but with a cautious stance, as sustainable growth and margin improvement remain key to long-term upside. Read the full article on Seeking Alpha
Actualización de narrativa May 18

ELF: Market Share And Q4 Consumption Trends Will Support Future Upside

Analysts have reduced the fair value estimate for e.l.f. Beauty from $135.00 to about $129.85. This reflects lower price targets across the Street as they factor in slower core business growth, rising competition and more cautious valuation multiples.
Actualización de narrativa Apr 30

ELF: Market Share And Q4 Consumption Trends Will Drive Future Upside

Analysts have lowered the fair value estimate for e.l.f. Beauty by $1 to $135, citing a wave of lower Street price targets and updated assumptions for revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research shows a cluster of lower price targets, but the context behind those moves matters for how you think about e.l.f. Beauty’s valuation and execution risk.
Actualización de narrativa Apr 15

ELF: Raised 2026 Sales Outlook And Buybacks Will Support Future Upside

Analyst price targets on e.l.f. Beauty have moved lower, with the updated fair value estimate reduced from $111.71 to $103.40 as analysts factor in a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin expectations, and a lower future P/E multiple following a series of recent target cuts and neutral views from major firms. Analyst Commentary Recent research highlights a mix of cautious valuation resets and more constructive views tied to underlying consumption data and market trends for e.l.f. Beauty.
Actualización de narrativa Mar 31

ELF: Market Share Gains And Raised Sales Outlook Will Support Upside

Analysts have trimmed their average price target on e.l.f. Beauty by about $2. This reflects updated views on slightly softer revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and ongoing mixed signals in recent sales and consumption data.
Actualización de narrativa Mar 16

ELF: Raised Earnings Outlook Will Test Resilient Consumption And Margin Assumptions

Analysts kept the fair value estimate for e.l.f. Beauty at $85.00 while modestly adjusting assumptions, including a slightly lower discount rate, a small uptick in projected revenue growth and margins, and a marginally lower future P/E, reflecting mixed recent consumption trends and a range of updated price targets across the Street. Analyst Commentary Recent Street commentary on e.l.f. Beauty has been mixed, with some firms updating data and others revisiting their price targets and ratings as quarterly consumption trends and market share readings move around.
Actualización de narrativa Mar 02

ELF: Fair Outlook Weighs Weekly Sales Strength Against Margin And P E Risks

Analysts have made only a modest tweak to their blended price target for e.l.f. Beauty, with mixed $10 and $7 cuts alongside $4 and $6 raises and fresh bullish coverage, reflecting updated views on its revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent research on e.l.f. Beauty shows a split in sentiment, with some firms lifting price targets or starting coverage on a bullish footing, while others are trimming their expectations.
Actualización de narrativa Feb 16

ELF: Fair Outlook Balances Strong Weekly Sales With Moderating Margin Expectations

Narrative Update: e.l.f. Beauty Analyst Price Target Shift The analyst price target for e.l.f. Beauty has moved from $100 to $85 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, while still pointing to supportive recent research around sales trends and generally constructive coverage. Analyst Commentary Recent Street research on e.l.f. Beauty shows a mix of optimism and caution, with several firms adjusting price targets in both directions and updating their assumptions on growth, margins and P/E levels.
Actualización de narrativa Feb 02

ELF: Market Share And Weekly Sales Trends Will Drive Future Upside

Analysts now place fair value for e.l.f. Beauty at $136.00, down from $150.00, as they balance lower target multiples with slightly firmer assumptions on growth, margins and discount rates following a mix of price target cuts and raises across recent research updates. Analyst Commentary Recent research on e.l.f. Beauty reflects a mix of reduced target prices and reaffirmed positive views on execution, market share, and long term growth potential.
Actualización de narrativa Jan 19

ELF: Market Share Gains And Shipment Normalization Will Support Future Upside

Analysts have trimmed their price targets on e.l.f. Beauty, nudging the fair value estimate down by about $2 to $113.77 per share. They are factoring in slightly lower revenue growth assumptions, a modestly reduced future P/E multiple, and mixed Q2 results that included shipment timing headwinds alongside resilient underlying sales trends.
Actualización de narrativa Jan 05

ELF: Ongoing Market Share Gains Will Likely Outlast Shipment Timing Volatility

Analysts trimmed their fair value estimate for e.l.f. Beauty to about $115 per share, down from roughly $122, reflecting reduced price targets across the Street after mixed Q2 results, shipment timing issues, softer guidance, and a slightly lower projected revenue growth, profit margin, and future P/E multiple. Analyst Commentary Street research around e.l.f. Beauty following Q2 has shifted to slightly lower fair value estimates, but most firms still see room for execution on growth initiatives and eventual normalization of shipment patterns.
Actualización de narrativa Dec 15

ELF: Strong Margins And Market Share Gains Will Support Future Upside

The Analyst Price Target for e.l.f. Beauty has been reduced from $105.00 to $100.00 as analysts temper revenue growth assumptions and apply a higher discount rate, while still citing solid margins and underlying demand as support for a Buy rating. Analyst Commentary Bearish analysts have trimmed price targets across the coverage universe as mixed Q2 results, softer shipment trends, and a more subdued medium term growth outlook weigh on previous upside scenarios.
Actualización de narrativa Nov 30

ELF: Ongoing Market Share Gains Will Likely Support Future Upside

Analysts have trimmed their price targets on e.l.f. Beauty, with the consensus moving notably lower from prior levels. They cite the company's mixed second quarter results, conservative guidance, and recent valuation pressures as rationale for the adjustment.
Actualización de narrativa Nov 16

ELF: Underlying Sales Momentum And Margin Gains Will Likely Drive Outperformance

Analysts have lowered their average price target for e.l.f. Beauty from approximately $153 to $122, citing weaker-than-expected quarterly sales, shipment timing issues, and cautious management guidance. This is occurring despite continued strong U.S. consumption trends.
Actualización de narrativa Nov 01

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

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.
Actualización de narrativa Oct 18

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.
Actualización de narrativa Oct 04

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.
Artículo de análisis Sep 08

e.l.f. Beauty, Inc. (NYSE:ELF) Looks Just Right With A 32% Price Jump

e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Sep 05

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.
Artículo de análisis Aug 14

Why e.l.f. Beauty's (NYSE:ELF) Shaky Earnings Are Just The Beginning Of Its Problems

A lackluster earnings announcement from e.l.f. Beauty, Inc. ( NYSE:ELF ) last week didn't sink the stock price. We...
Artículo de análisis May 30

e.l.f. Beauty’s (ELF) European Expansion And Strong Results Shift The Investment Narrative

e.l.f. Beauty reported fourth quarter sales of US$332.65 million and net income of US$28.25 million, both higher year-over-year, and announced full-year sales of US$1.31 billion with a net income of US$112.09 million for the year ended March 31, 2025.
Artículo de análisis May 24

Earnings Tell The Story For e.l.f. Beauty, Inc. (NYSE:ELF) As Its Stock Soars 48%

e.l.f. Beauty, Inc. ( NYSE:ELF ) shares have had a really impressive month, gaining 48% after a shaky period...
Artículo de análisis May 09

Why e.l.f. Beauty, Inc. (NYSE:ELF) Could Be Worth Watching

While e.l.f. Beauty, Inc. ( NYSE:ELF ) might not have the largest market cap around , it saw a significant share price...
Artículo de análisis Apr 24

Here's Why e.l.f. Beauty (NYSE:ELF) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 20

e.l.f. Beauty: The Selloff Looks Overdone And There Could Be Value To Be Unlocked

Summary e.l.f. Beauty has faced a massive drawdown, losing over 75% of its value, despite strong revenue growth and social media dominance. ELF's challenges include macroeconomic headwinds, softening demand, tariff and supply chain risks, and lowered revenue and EBITDA guidance for 2025. Despite short-term risks, ELF's strong balance sheet, limited debt, and $500 million share repurchase program make it a compelling long-term investment. ELF's social media strategy drives brand awareness and direct-to-consumer engagement, positioning it well for future growth and market dominance. Read the full article on Seeking Alpha
Artículo de análisis Apr 09

e.l.f. Beauty, Inc. (NYSE:ELF) Stocks Pounded By 28% But Not Lagging Market On Growth Or Pricing

To the annoyance of some shareholders, e.l.f. Beauty, Inc. ( NYSE:ELF ) shares are down a considerable 28% in the last...
Artículo de análisis Apr 03

e.l.f. Beauty (NYSE:ELF) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Mar 17

Why e.l.f. Beauty Is A Buy At Its Current Levels

Summary e.l.f. Beauty's stock has plunged over 25% since Q3 2025 earnings, but I argue it's a solid buy due to its strong moat and resilient business model. Despite economic downturns, e.l.f. has shown remarkable resilience and growth, driven by its affordable, high-quality products and strong social media presence. The company's international expansion and strategic investments in marketing and digital are expected to drive long-term revenue growth and margin improvement. Current valuation offers an attractive entry point, trading at a lower forward P/E ratio compared to the market and competitors, despite short-term profitability impacts. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

e.l.f. Beauty's Disaster: Sifting Through The Rubble

Summary e.l.f. Beauty, Inc. stock has seen a 20% plus drop, again, due to slower post-pandemic growth and reduced social media ad impact, but a speculative bounce is possible. Despite a 31% sales increase and decent gross margins, higher expenses and flat EPS have pressured the stock. Management's cautious guidance for fiscal Q4 and lowered fiscal year sales and EPS expectations have exacerbated the selloff. ELF shares may settle in the $60s, presenting a speculative buy opportunity, given the overreaction to a 6% EPS reduction in the guide. Read the full article on Seeking Alpha
Artículo de análisis Feb 07

e.l.f. Beauty, Inc.'s (NYSE:ELF) Stock Retreats 31% But Earnings Haven't Escaped The Attention Of Investors

e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders that were waiting for something to happen have been dealt a blow with a...
Artículo de análisis Feb 01

Should You Think About Buying e.l.f. Beauty, Inc. (NYSE:ELF) Now?

e.l.f. Beauty, Inc. ( NYSE:ELF ), might not be a large cap stock, but it saw significant share price movement during...

Previsiones de crecimiento de beneficios e ingresos

NYSE:ELF - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
3/31/20292,131156N/AN/A3
3/31/20281,9991729521413
3/31/20271,86716315120916
3/31/20261,63626190213N/A
12/31/20251,520104215246N/A
9/30/20251,38682142172N/A
6/30/20251,34398135160N/A
3/31/20251,314112115134N/A
12/31/20241,302982535N/A
9/30/20241,2181082332N/A
6/30/20241,1321224049N/A
3/31/20241,0241286271N/A
12/31/20238901296167N/A
9/30/2023766122108110N/A
6/30/20236731009395N/A
3/31/202357962100102N/A
12/31/2022497477981N/A
9/30/2022448346062N/A
6/30/2022418284043N/A
3/31/2022392221520N/A
12/31/2021380202835N/A
9/30/2021370181927N/A
6/30/2021351131725N/A
3/31/202131862329N/A
12/31/2020300628N/A
9/30/2020292102431N/A
6/30/2020288163643N/A
3/31/2020283183544N/A
12/31/20192740N/A46N/A
9/30/20192722N/A46N/A
6/30/2019268-1N/A60N/A
3/31/2019268-3N/A59N/A
12/31/201826716N/A56N/A
9/30/201827027N/A54N/A
6/30/201827829N/A47N/A
3/31/201827532N/A39N/A
12/31/201727033N/A12N/A
9/30/201726519N/A-7N/A
6/30/2017249-361N/A-24N/A
3/31/2017237-461N/A-31N/A
12/31/2016230-498N/A2N/A
9/30/2016219-544N/A24N/A
6/30/2016213-175N/A27N/A
3/31/2016205-80N/A38N/A
12/31/2015191-48N/A25N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (31.8% al año) de ELF es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (31.8% al año) de ELF crezcan más rápidamente que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de ELF crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (8.4% al año) de ELF crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 8.4% al año) de ELF crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ELF sea baja dentro de 3 años (12.2%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 23:09
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

e.l.f. Beauty, Inc. está cubierta por 24 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mark AltschwagerBaird
Shannon CoyneBMO Capital Markets Equity Research
Anna LizzulBofA Global Research