The Estée Lauder Companies Inc.ELNYSE
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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

Current price is 1% above analyst consensus — near fair value expected.

Bear Case
$70.00
-38%
Consensus
$111.00
-1%
Bull Case
$140.00
+25%
Price Range25 analysts
Low
Consensus
High
$70.00
$140.00
Current Target
Current Price
$112.43
Above Target
$1.43

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

Earnings & Revenue Estimates

Earnings Surprises

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