e.l.f. Beauty (NYSE:ELF) Stock Rating Lowered by Wall Street Zen

e.l.f. Beauty (NYSE:ELF) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued on Thursday.

Several other equities analysts have also issued reports on the company. UBS Group decreased their target price on e.l.f. Beauty from $105.00 to $98.00 and set a “neutral” rating on the stock in a research note on Wednesday. Zacks Research raised shares of e.l.f. Beauty from a “strong sell” rating to a “hold” rating in a research report on Monday, January 5th. Raymond James Financial raised their price objective on shares of e.l.f. Beauty from $155.00 to $165.00 and gave the company a “strong-buy” rating in a research note on Monday, October 20th. Weiss Ratings restated a “hold (c)” rating on shares of e.l.f. Beauty in a report on Wednesday, October 8th. Finally, Robert W. Baird reduced their target price on shares of e.l.f. Beauty from $145.00 to $125.00 and set an “outperform” rating on the stock in a report on Thursday, November 6th. 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, e.l.f. Beauty presently has a consensus rating of “Moderate Buy” and an average target price of $122.40.

e.l.f. Beauty Stock Performance

Shares of ELF stock opened at $90.18 on Thursday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.76 and a current ratio of 2.70. The firm has a market cap of $5.38 billion, a P/E ratio of 63.51, a P/E/G ratio of 8.48 and a beta of 1.73. The firm’s 50 day moving average price is $78.36 and its 200-day moving average price is $108.42. e.l.f. Beauty has a one year low of $49.40 and a one year high of $150.99.

e.l.f. Beauty (NYSE:ELF) last posted its earnings results on Wednesday, November 5th. The company reported $0.68 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.11. e.l.f. Beauty had a net margin of 5.90% and a return on equity of 13.77%. The firm had revenue of $343.94 million during the quarter, compared to the consensus estimate of $367.89 million. During the same quarter last year, the firm earned $0.77 EPS. The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. e.l.f. Beauty has set its FY 2026 guidance at 2.800-2.850 EPS. As a group, equities research analysts predict that e.l.f. Beauty will post 2.38 EPS for the current year.

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

Several institutional investors have recently added to or reduced their stakes in ELF. Aberdeen Group plc increased its stake in e.l.f. Beauty by 8.0% in the fourth quarter. Aberdeen Group plc now owns 411,985 shares of the company’s stock valued at $31,327,000 after purchasing an additional 30,409 shares during the last quarter. White Wing Wealth Management boosted its holdings in shares of e.l.f. Beauty by 67.9% in the 4th quarter. White Wing Wealth Management now owns 7,402 shares of the company’s stock valued at $563,000 after buying an additional 2,993 shares in the last quarter. Congress Asset Management Co. boosted its holdings in shares of e.l.f. Beauty by 4.0% in the 4th quarter. Congress Asset Management Co. now owns 370,936 shares of the company’s stock valued at $28,206,000 after buying an additional 14,387 shares in the last quarter. SG Americas Securities LLC grew its position in shares of e.l.f. Beauty by 1,967.8% in the 4th quarter. SG Americas Securities LLC now owns 155,253 shares of the company’s stock valued at $11,805,000 after buying an additional 147,745 shares during the last quarter. Finally, Sarasin & Partners LLP raised its stake in e.l.f. Beauty by 21.8% during the 4th quarter. Sarasin & Partners LLP now owns 54,849 shares of the company’s stock worth $4,171,000 after acquiring an additional 9,808 shares in the last quarter. Hedge funds and other institutional investors 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: Jefferies initiated coverage with a Buy rating and $110 price target (about a ~22% upside vs. the current price), giving the stock direct analyst momentum and a clear bullish catalyst. Jefferies Coverage
• Positive Sentiment: Two recent bullish features (Yahoo Finance / InsiderMonkey) highlight e.l.f.’s brand strength, cost-efficient mass-market positioning and favorable analyst notes (including JPMorgan’s reaffirmation), supporting a constructive medium-term growth story. What Makes e.l.f. Attractive InsiderMonkey Article
• Positive Sentiment: High-visibility commentary from Jim Cramer suggested material upside if a Supreme Court tariff decision swings in e.l.f.’s favor, a scenario investors may price in given potential margin/SG&A implications. Jim Cramer on e.l.f.
• Neutral Sentiment: UBS reiterated a Hold rating, which suggests limited near-term upside from that shop and may cap enthusiastic buying until clearer fundamental or macro improvements arrive. UBS Hold
• Neutral Sentiment: Coverage pieces comparing e.l.f. to peers (Zacks piece on EWCZ vs ELF) and product-focused lifestyle articles (MSN on an affordable product similar to a premium rival) provide context for retail demand but are unlikely to shift fundamentals alone. Zacks Comparison Product Feature
• Negative Sentiment: A Seeking Alpha piece warns that e.l.f. faces “great headwinds” and frames current action as a speculative swing trade ahead of a potential breakout — that critique can pressure sentiment and trigger short-term selling from risk-averse investors. Seeking Alpha Headwinds

About e.l.f. Beauty

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.