JPMorgan Chase & Co. Has Lowered Expectations for e.l.f. Beauty (NYSE:ELF) Stock Price

e.l.f. Beauty (NYSE:ELF) had its price target lowered by equities researchers at JPMorgan Chase & Co. from $85.00 to $80.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 50.78% from the company’s previous close.

Other research analysts have also recently issued reports about the stock. UBS Group set a $80.00 price objective on shares of e.l.f. Beauty in a report on Thursday. Piper Sandler cut their target price on shares of e.l.f. Beauty from $60.00 to $50.00 and set a “neutral” rating for the company in a research note on Thursday. Deutsche Bank Aktiengesellschaft set a $65.00 price target on shares of e.l.f. Beauty in a report on Thursday, May 14th. Jefferies Financial Group lowered their price target on shares of e.l.f. Beauty from $85.00 to $70.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Evercore began coverage on shares of e.l.f. Beauty in a report on Thursday, April 2nd. They set an “inline” rating and a $68.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $89.63.

e.l.f. Beauty Price Performance

Shares of e.l.f. Beauty stock traded up $2.34 on Thursday, hitting $53.06. The company had a trading volume of 7,922,722 shares, compared to its average volume of 2,543,754. The business has a 50-day simple moving average of $64.64 and a 200-day simple moving average of $76.45. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.76 and a quick ratio of 1.89. The company has a market cap of $3.13 billion, a PE ratio of 29.81, a PEG ratio of 3.26 and a beta of 1.71. e.l.f. Beauty has a 52 week low of $49.72 and a 52 week high of $150.99.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings data on Wednesday, May 20th. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.03. The business had revenue of $449.29 million during the quarter, compared to analysts’ expectations of $423.06 million. e.l.f. Beauty had a net margin of 6.84% and a return on equity of 15.08%. The business’s revenue was up 35.1% on a year-over-year basis. During the same period last year, the firm posted $0.78 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. Research analysts expect that e.l.f. Beauty will post 1.88 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Mandy J. Fields sold 23,656 shares of the firm’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $63.66, for a total value of $1,505,940.96. Following the transaction, the insider directly owned 77,437 shares in the company, valued at approximately $4,929,639.42. This trade represents a 23.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Tarang Amin sold 52,880 shares of the firm’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $62.64, for a total transaction of $3,312,403.20. Following the completion of the transaction, the chief executive officer owned 98,416 shares in the company, valued at $6,164,778.24. The trade was a 34.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 210,013 shares of company stock worth $13,315,490 in the last ninety days. 3.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in e.l.f. Beauty by 2.6% during the 4th quarter. Vanguard Group Inc. now owns 5,487,304 shares of the company’s stock valued at $417,255,000 after purchasing an additional 140,258 shares during the last quarter. SG Americas Securities LLC lifted its holdings in e.l.f. Beauty by 1,967.8% during the 4th quarter. SG Americas Securities LLC now owns 155,253 shares of the company’s stock valued at $11,805,000 after purchasing an additional 147,745 shares during the last quarter. Jacobson & Schmitt Advisors LLC lifted its holdings in e.l.f. Beauty by 34.5% during the 4th quarter. Jacobson & Schmitt Advisors LLC now owns 188,924 shares of the company’s stock valued at $14,366,000 after purchasing an additional 48,504 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in e.l.f. Beauty by 138,082.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 276,364 shares of the company’s stock valued at $21,015,000 after purchasing an additional 276,164 shares during the last quarter. Finally, Tran Capital Management L.P. lifted its holdings in e.l.f. Beauty by 29.2% during the 4th quarter. Tran Capital Management L.P. now owns 72,515 shares of the company’s stock valued at $5,514,000 after purchasing an additional 16,383 shares during the last quarter. 92.44% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about e.l.f. Beauty

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: e.l.f. Beauty beat Wall Street’s Q4 expectations, posting EPS of $0.32 versus $0.29 expected and revenue of $449.3 million versus $423.1 million expected. Sales rose 35.1% year over year, helped by strong momentum from Rhode and continued growth across its brand portfolio. Article Title
• Positive Sentiment: Several reports noted the stock jumped in premarket trading and rallied after the earnings beat, reflecting investor enthusiasm for the company’s growth rate and brand strength. Article Title
• Neutral Sentiment: Analysts cut some price targets after the results, but most maintained bullish ratings, suggesting confidence in the long-term story even as expectations were reset. Article Title
• Neutral Sentiment: Management also highlighted that all five brands grew and that fiscal 2026 marked the seventh straight year of net sales and market share growth, supporting the investment case for the business. Article Title
• Negative Sentiment: The bigger concern is guidance: e.l.f. Beauty’s FY2027 EPS outlook of $3.27-$3.32 came in below the Street’s $3.37 estimate, and revenue guidance of $1.8 billion-$1.9 billion also disappointed. Management said higher operating costs and softer consumer demand are pressuring margins. Article Title
• Negative Sentiment: The company also said it may roll back some tariff-related price increases to support unit sales, which signals a more cautious near-term consumer backdrop. Article Title

e.l.f. Beauty Company Profile

e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.

Founded in 2004 and headquartered in Oakland, California, e.l.f.