UBS Maintains Neutral on e.l.f. Beauty, Raises Price Target to $80

e.l.f. Beauty Is Down 53% From Its All-Time High. Is the Sell-Off an Overreaction?

e.l.f. Beauty's stock has declined 53% from its March 2024 all-time high of $221.83 to around $105, driven by slowing revenue growth, higher operating expenses, and supply chain challenges. While the stock appears cheap at 17x adjusted EBITDA, the company's high-growth days are over as it matures, with analysts projecting only 20% revenue growth in fiscal 2027 and 8% in fiscal 2028. The sell-off may not be an overreaction given the company's deceleration and lack of catalysts for near-term appreciation.

Canaccord Genuity Maintains Buy on e.l.f. Beauty, Raises Price Target to $123

Amazon.com vs. e.l.f. Beauty: Which High-Growth Consumer Stock Is a Better Investment in 2026?

The article compares Amazon.com and e.l.f. Beauty as high-growth consumer stocks. Amazon generates $716.9B in revenue with a 10.8% net margin and $7.7B free cash flow, while e.l.f. Beauty shows faster growth at 24.6% year-over-year with $1.6B revenue but only 1.6% net margin. The author recommends Amazon due to its attractive forward P/E ratio (20.7x vs 29.3x), strong AWS growth (37% YoY), and AI infrastructure investments, despite e.l.f. Beauty's higher growth rate.

e.l.f. Beauty shares are trading higher after Canaccord Genuity maintained its Buy rating on the stock and raised its price target from $97 to $110.