The Estée Lauder Companies Inc.ELNYSE

Overview Intelligence Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

25 analysts·High coverage

44%

Rating Distribution

Strong Buy

14%

Buy

1040%

Hold

1352%

Sell

14%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 15% higher.

Bear Case

$70.00

-27%

Consensus

$111.00

+15%

Bull Case

$140.00

+46%

Price Range25 analysts

Low

Consensus

High

$70.00

$140.00

Current Target

Current Price

$96.20

Upside to Target

$14.80

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$2.23(15 analysts)

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+4.08%

EPS+35.11%

FY2028

Rev+4.60%

EPS+21.77%

FY2029

Rev+5.60%

EPS+17.60%

Earnings Surprises

Beat rate:92%(11/12 quarters)

Avg surprise:+91.6%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 10, 2026HSBC

Estee Lauder downgraded to Hold from Buy at HSBC

Target:$106.00

+7.1%from $99.01

Feb 6, 2026Wells Fargo

Estee Lauder price target lowered to $105 from $111 at Wells Fargo

Target:$105.00

+8.6%from $96.66

Feb 6, 2026UBS

Estee Lauder price target lowered to $107 from $119 at UBS

Target:$107.00

+10.7%from $96.66

Feb 6, 2026Barclays

Estee Lauder price target lowered to $94 from $100 at Barclays

Target:$94.00

-2.8%from $96.66

Jan 29, 2026Deutsche Bank

Estee Lauder price target raised to $128 from $124 at Deutsche Bank

Target:$128.00

+10.9%from $115.41

Jan 26, 2026Argus Research

Estee Lauder price target raised to $140 from $105 at Argus

Target:$140.00

+19.0%from $117.69

Jan 16, 2026Barclays

Estee Lauder price target raised to $100 from $91 at Barclays

Target:$100.00

-12.4%from $114.22

Jan 14, 2026UBS

Estee Lauder price target raised to $119 from $105 at UBS

Target:$119.00

+3.1%from $115.37

Jan 14, 2026Jefferies

Estee Lauder assumed with a Hold at Jefferies

Target:$110.00

-4.7%from $115.37

Jan 5, 2026Wells Fargo

Estee Lauder price target raised to $111 from $95 at Wells Fargo

Target:$111.00

+3.2%from $107.58

Jan 5, 2026Raymond James

Estee Lauder upgraded to Strong Buy from Market Perform at Raymond James

Target:$130.00

+21.8%from $106.76

Dec 16, 2025Evercore ISI

Estee Lauder price target raised to $125 from $115 at Evercore ISI

Target:$125.00

+22.0%from $102.46

Nov 25, 2025Redburn Partners

Estee Lauder downgraded to Sell from Neutral at Rothschild & Co Redburn

Target:$70.00

-25.0%from $93.39

Nov 3, 2025Barclays

Estee Lauder price target raised to $91 from $90 at Barclays

Target:$91.00

-5.9%from $96.69

Oct 31, 2025RBC Capital

Estee Lauder price target raised to $113 from $107 at RBC Capital

Target:$113.00

+16.1%from $97.33

Oct 31, 2025UBS

Estee Lauder price target raised to $105 from $93 at UBS

Target:$105.00

+8.7%from $96.63

Oct 27, 2025Canaccord Genuity

Estee Lauder price target raised to $100 from $85 at Canaccord

Target:$100.00

-2.1%from $102.16

Oct 13, 2025Goldman Sachs

Estee Lauder upgraded to Buy from Neutral at Goldman Sachs

Target:$115.00

+31.2%from $87.65

Aug 18, 2025Canaccord Genuity

Estee Lauder price target raised to $85 from $62 at Canaccord

Target:$85.00

-6.8%from $91.20

Mar 25, 2025Berenberg Bank

Estee Lauder price target lowered to $60 from $65 at Berenberg

Target:$60.00

-9.2%from $66.08

Nov 1, 2024Telsey Advisory

Estee Lauder (EL) PT Lowered to $76 at Telsey

Target:$76.00

+14.1%from $66.58

Oct 31, 2024Stifel Nicolaus

Estee Lauder downgraded to Hold from Buy at Stifel

Target:$125.00

+43.4%from $87.15

Oct 22, 2024Deutsche Bank

Estee Lauder (EL) PT Lowered to $98 at Deutsche Bank

Target:$98.00

+9.8%from $89.26

Oct 16, 2024HSBC

HSBC Downgrades Estee Lauder (EL) to Hold

Target:$100.00

+10.0%from $90.93

Sep 10, 2024Evercore ISI

Estee Lauder (EL) falls 2% as Evercore says sell-in to retailers weakened in August

Target:$130.00

+52.7%from $85.13

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