
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Cos demonstrates a strong growth trajectory, with total reported sales projected to increase 5.0% year-over-year to $15.04 billion in fiscal year 2026, surpassing previous market expectations. The company's strategic focus on online sales has also paid off, as e-commerce now accounts for 31% of reported sales, up from 28% the prior year, indicating a positive shift towards digital channels. Additionally, the fragrance segment has shown resilience, with a reported sales increase of 3.9% year-over-year, supporting the overall positive outlook for the firm.
Bears say
Estée Lauder Cos is experiencing substantial challenges reflected in its downward adjustment of FY26 EPS estimates, now projected at $2.10, which is a decrease from $2.24, indicating weaker profitability. The company's performance has been negatively impacted by a significant 28% year-over-year contraction in a key segment, alongside reported declines in skin care sales by 16.2% and hair care by 14.5% in the latest quarter, primarily attributed to ongoing softness in the Asia Pacific region and a struggling travel retail business. Although sales outlook aligns with prior expectations, the significant shortfall in EPS against consensus highlights a concerning trend in operational efficiency and market demand.
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
Start investing in Estee Lauder (EL)
Order type
Buy in
Order amount
Est. shares
0 shares