ELF logo

e.l.f. Beauty, Inc. Stock Price

NYSE:ELF Community·US$4.7b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 289 Fair Values set on narratives written by author

ELF Share Price Performance

US$76.42
-54.56 (-41.66%)
US$72.40
Fair Value
US$76.42
-54.56 (-41.66%)
5.6% overvalued intrinsic discount
US$72.40
Fair Value
Price US$76.42
AnalystConsensusTarget US$72.40
AnalystHighTarget US$90.00
Zwfis US$152.71

ELF Community Narratives

·
Fair Value US$72.4 5.6% overvalued intrinsic discount

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

4users have liked this narrative
0users have commented on this narrative
105users have followed this narrative
·
Fair Value US$90 15.1% undervalued intrinsic discount

Digital And Clean Beauty Trends Will Transform Consumer Markets

1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
Fair Value
·
Fair Value US$152.71 50.0% undervalued intrinsic discount

ELF Poised for Long-Term Growth Despite Current Price Limits

1users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
US$152.71
50.0% undervalued intrinsic discount
Fair Value
Revenue
30.8% p.a.
Profit Margin
10%
Future PE
25x
Price in 2030
US$224.38
US$251.03
69.6% undervalued intrinsic discount
Revenue
16.16% p.a.
Profit Margin
12.47%
Future PE
72.08x
Price in 2033
US$367.07
US$90
15.1% undervalued intrinsic discount
Revenue
12.39% p.a.
Profit Margin
10.74%
Future PE
30.65x
Price in 2029
US$111.9
US$72.4
5.6% overvalued intrinsic discount
Revenue
9.2% p.a.
Profit Margin
7.33%
Future PE
39.48x
Price in 2029
US$90.24

Trending Discussion

Updated Narratives

ELF logo

ELF Poised for Long-Term Growth Despite Current Price Limits

Fair Value: US$152.71 50.0% undervalued intrinsic discount
7 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
ELF logo

ELF: Popular beauty brand among younger demographics has great growth and profitability

Fair Value: US$251.03 69.6% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ELF logo

ELF: Slower Core Demand And EPS Volatility Will Pressure Future Margins

Fair Value: US$50 52.8% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk with moderate growth potential.

4 Risks
1 Reward

e.l.f. Beauty, Inc. Key Details

US$1.6b

Revenue

US$479.1m

Cost of Revenue

US$1.2b

Gross Profit

US$1.1b

Other Expenses

US$26.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.44
70.72%
1.61%
74.2%
View Full Analysis

About ELF

Founded
2004
Employees
849
CEO
Tarang Amin
WebsiteView website
www.elfbeauty.com

e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, and skin care products. It offers products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Rhode brand names. The company sells its products through national and international retailers and direct-to-consumer through its e-commerce channel. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.

Recent ELF News & Updates

Narrative Update Jul 01

ELF: Slower Core Demand And EPS Volatility Will Pressure Future Margins

The analyst price target for e.l.f. Beauty has been reset from $85 to $50. This change reflects a broad wave of Street revisions that emphasize slower core growth, EPS volatility following the Rhode acquisition, and a preference among analysts for greater earnings stability and margin support before expecting further upside.
Seeking Alpha Jul 01

e.l.f. Beauty Finds A Bottom And Executes Growth Initiatives

Summary e.l.f. Beauty's growth is underpinned by Rhodes's expansion, Sephora/retail/D2C partnerships, innovative launches, and tariff relief, supporting the management's promising FY2027 guidance. Otherwise, the company faces margin headwinds from price cuts, with it remaining to be seen if the tariff refunds may offset the future bottom-line risks. The bulls have twice defended ELF's trading floor at the $48s, albeit with the overly done rebound in June 2026 triggering the somewhat rich premiums and the overbought technicals. Combined with the risks from the elevated short interests, patient investors are advised to enter near the historical moving averages of the $60s, aligning with base-case fair value estimates of $66.30. Those levels may also present an expanded upside potential to my bull-case LTPT of $107.70, upon an upgraded P/E near historical levels/peers. Read the full article on Seeking Alpha

Recent updates

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