
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Cos continues to solidify its position in the global prestige beauty market, with notable growth in various segments such as fragrance, which increased 3.9% year-over-year in the last quarter. The company is also experiencing a significant increase in online sales, which reached 31% of total reported sales in FY25, reflecting a shift towards e-commerce that aligns with consumer preferences. Furthermore, revised forecasts indicate a robust growth trajectory, projecting total reported sales to rise by 5.0% year-over-year to $15.04 billion in FY26, bolstered by strategic retail expansions and continued resilience in consumer demand.
Bears say
Estée Lauder's financial outlook appears negative as the FY26 earnings per share (EPS) estimate has been reduced to $2.10 from $2.24, reflecting broader challenges in its business segments. The company experienced a significant contraction of 28% year-over-year in one of its key segments, along with notable declines in skin care and hair care sales, which decreased by 16.2% and 14.5% respectively, driven by weakness in the Asia-Pacific region and travel retail channels. Furthermore, while the FY26 sales outlook aligned with expectations, the EPS fell short of consensus estimates, indicating potential profitability issues moving forward.
This aggregate rating is based on analysts' research of Estee Lauder and is not a guaranteed prediction by Public.com or investment advice.
Estee Lauder (EL) Analyst Forecast & Price Prediction
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