ELF stock sentiment todaye.l.f. Beauty Inc
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
ELF
e.l.f. Beauty IncA high-growth disruptor facing a 'valuation reset' as hyper-growth begins to normalize against a softening consumer backdrop.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for ELF. Not financial advice.
Price · last 12 months
Gossip
The narrative has shifted from 'unstoppable disruptor' to 'show-me story.' While Gen Z loyalty remains elite, investors are spooked by slowing year-over-year comps and a broader sector rotation away from high-multiple consumer staples.
- ·Target and Ulta sell-through momentum
- ·International expansion potential in UK and Europe
- ·Rising marketing spend to maintain market share
Financial
ELF boasts industry-leading revenue growth and top-tier margins, but the stock carries a significant 'growth premium' that leaves little room for earnings misses.
- ·Revenue growth: 40%+ (historically 70%+)
- ·Gross Margins: ~70% range
- ·Forward P/E: ~25x-30x range
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $96K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Normalization of growth rates after post-pandemic boom
- ·Increased competition from celebrity-backed brands and private labels
- ·Supply chain sensitivity to potential trade tariffs
Peer temperature
How direct competitors stack up against ELF right now.
- COLDELEstée Lauder
COLDER — struggling with severe China exposure and inventory gluts that ELF successfully avoids.
See full analysis → - NEUTRALCOTYCoty Inc.
COLDER — carries significantly higher debt levels and lacks the digital-first agility of ELF's marketing engine.
See full analysis → - HOTLRLCYL'Oréal
HOTTER — offers superior global diversification and a more stable valuation for a defensive 'Lindy Effect' play.
See full analysis →
- ELF+10.6%
- EL+17.7%
- COTY+30.3%
- LRLCY+13.5%
Analyst price target
Consensus average of 16 analysts · median 117.00
Source: StockAnalysis.com · updated 2026-10-30
AI-generated analysis for informational purposes only. Not financial advice.