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Buy Rating for e.l.f. Beauty Amid Anticipated Recovery and Valuation Appeal

Buy Rating for e.l.f. Beauty Amid Anticipated Recovery and Valuation Appeal

Oliver Chen, an analyst from TD Cowen, maintained the Buy rating on e.l.f. Beauty (ELFResearch Report). The associated price target was lowered to $77.00.

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Oliver Chen’s rating is based on the expectation of a recovery in e.l.f. Beauty’s financial performance despite recent challenges. The company experienced a lower-than-expected revenue growth guidance for the fourth quarter of 2025, which was attributed to a combination of factors including currency fluctuations and a strategic decision not to run a national Super Bowl advertisement. However, Chen notes that these challenges are likely temporary and that the company’s guidance may be conservative, with a focus on the anticipated recovery in sales and new product launches.
Chen believes that the attractiveness of e.l.f. Beauty’s valuation, combined with its growth potential, justifies a Buy rating. The company’s price-to-earnings ratio is currently more appealing compared to its three-year average, which, along with its potential for low teens growth in fiscal year 2026, positions it favorably for investors. Chen also highlights the potential for a reversal in mass cosmetics trends as social media engagement and innovation initiatives increase, suggesting that the market may look beyond short-term headwinds toward longer-term opportunities.

In another report released today, Piper Sandler also maintained a Buy rating on the stock with a $102.00 price target.

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