e.l.f. Beauty (NYSE:ELF) Stock Price Expected to Rise, UBS Group Analyst Says

e.l.f. Beauty (NYSE:ELF) had its price target upped by equities research analysts at UBS Group from $80.00 to $89.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. UBS Group’s price target would indicate a potential downside of 9.95% from the company’s previous close.

Several other research firms also recently commented on ELF. Weiss Ratings raised shares of e.l.f. Beauty from a “sell (d)” rating to a “sell (d+)” rating in a research report on Thursday, July 30th. Citigroup boosted their price objective on e.l.f. Beauty from $87.00 to $92.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. TD Cowen restated a “buy” rating and set a $85.00 target price (up from $65.00) on shares of e.l.f. Beauty in a research note on Tuesday, July 21st. JPMorgan Chase & Co. boosted their target price on shares of e.l.f. Beauty from $80.00 to $94.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Finally, Raymond James Financial lifted their target price on e.l.f. Beauty from $85.00 to $87.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $89.25.

e.l.f. Beauty Trading Up 7.1%

Shares of ELF stock opened at $98.84 on Thursday. The stock has a 50-day simple moving average of $71.37 and a 200 day simple moving average of $71.74. The stock has a market capitalization of $5.83 billion, a P/E ratio of 98.84, a P/E/G ratio of 3.59 and a beta of 1.58. e.l.f. Beauty has a fifty-two week low of $48.82 and a fifty-two week high of $150.99. The company has a quick ratio of 1.69, a current ratio of 2.55 and a debt-to-equity ratio of 0.69.

e.l.f. Beauty (NYSE:ELF) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.71 by $1.04. The firm had revenue of $479.37 million during the quarter, compared to the consensus estimate of $431.20 million. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%.The business’s revenue for the quarter was up 35.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. On average, sell-side analysts expect that e.l.f. Beauty will post 2.42 earnings per share for the current fiscal year.

Insider Buying and Selling at e.l.f. Beauty

In related news, insider Mandy J. Fields sold 4,327 shares of the firm’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $51.53, for a total value of $222,970.31. Following the transaction, the insider owned 106,961 shares in the company, valued at $5,511,700.33. This trade represents a 3.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kory Marchisotto sold 12,173 shares of e.l.f. Beauty stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $88.02, for a total transaction of $1,071,467.46. Following the sale, the insider directly owned 169,695 shares of the company’s stock, valued at $14,936,553.90. This represents a 6.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 134,028 shares of company stock valued at $9,422,961 over the last three months. Insiders own 3.50% of the company’s stock.

Institutional Investors Weigh In On e.l.f. Beauty

Several large investors have recently made changes to their positions in the stock. Royal Bank of Canada grew its position in shares of e.l.f. Beauty by 9.9% in the 1st quarter. Royal Bank of Canada now owns 153,682 shares of the company’s stock valued at $9,650,000 after acquiring an additional 13,851 shares during the period. Integrated Wealth Concepts LLC boosted its stake in shares of e.l.f. Beauty by 168.6% during the 1st quarter. Integrated Wealth Concepts LLC now owns 6,483 shares of the company’s stock worth $407,000 after acquiring an additional 4,069 shares during the period. NewEdge Advisors LLC lifted its holdings in e.l.f. Beauty by 176.4% during the 1st quarter. NewEdge Advisors LLC now owns 4,677 shares of the company’s stock valued at $294,000 after purchasing an additional 2,985 shares during the last quarter. United Services Automobile Association acquired a new stake in e.l.f. Beauty during the 1st quarter valued at $240,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in e.l.f. Beauty by 58.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock worth $39,000 after acquiring an additional 117 shares during the last quarter. Institutional investors and hedge funds own 92.44% of the company’s stock.

Key Stories Impacting e.l.f. Beauty

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

• Positive Sentiment: Guidance was raised sharply: e.l.f. now expects fiscal 2027 net sales growth of 18%–20%, up from its prior 12%–14% forecast. Revenue is projected at approximately $1.9 billion–$2.0 billion, with EPS guidance of $3.50–$3.55. Fiscal 2027 outlook article
• Positive Sentiment: Rhode is providing meaningful growth: The acquired skincare brand generated approximately $160 million in quarterly sales, while international revenue climbed 61%. Management also plans to reinvest roughly $50 million in tariff refunds into global expansion and brand-building initiatives. Rhode growth article
• Positive Sentiment: Analyst sentiment improved: JPMorgan raised its price target from $94 to $111 and maintained an overweight rating. B. Riley lifted its target from $70 to $100 and assigned a buy rating, reflecting greater confidence in the raised outlook and global growth strategy.
• Neutral Sentiment: Some earnings support was temporary: About $50 million in tariff refunds boosted gross margin and profitability. Although management is reinvesting the funds, investors may discount part of the earnings benefit because tariff refunds are not necessarily recurring. Tariff refund article
• Negative Sentiment: Valuation and execution risks remain: UBS raised its target from $80 to $89 but retained a neutral rating, suggesting limited upside at recent levels. Investors are also watching legacy e.l.f. brand trends, acquisition-related leverage, and insider selling; executive Kory Marchisotto sold approximately $1.1 million of shares while retaining a substantial stake.

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.