
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Companies has demonstrated a strong financial performance with a notable increase in operating margin, which rose by 290 basis points to 14.4%, surpassing market expectations. The company's skincare segment posted a significant increase, with margins improving to 22.1%, while makeup sales also saw a substantial rise, indicating robust demand and effective marketing strategies. Additionally, organic sales growth of 4% year-over-year, alongside increased operating income driven by higher sales, underlines the company's solid positioning in the global prestige beauty market.
Bears say
Estée Lauder Cos has witnessed a concerning decline in its travel retail business, with revenues decreasing by 28% year-over-year in FY25, which may hinder overall sales growth despite a recent return to growth last quarter. While selling, general, and administrative (SG&A) expenses improved as a percentage of sales, coming in at 62.1%, this reduction was not sufficient to offset the broader financial challenges faced by the company. Additionally, the guidance for 2026 normalized funds from operations per share (FFO/sh) of $3.12–3.22 falls short of prior consensus estimates, indicating stagnant growth prospects that may contribute to a negative outlook on the stock.
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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