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ELELF

e.l.f. Beauty, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$ELF·$6.4B·Household & Personal Products·Consumer Defensive
$113.54-2.2%YTD+51.3%1Y-16.4%
Price updated 4h ago·X counts updated 5d ago
ELELF
$ELFe.l.f. Beauty, Inc.
$113.54-2.21%223 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ELF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

223X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ELF's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 89% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-14

e.l.f. Beauty is being loaded as a retail-name reset — 'buy below $70' inclusion on top-picks list, an Alta beauty-AI partnership announcement, and a fresh Rhode/Alexandra Leclerc collaboration launching Sep 15. One holder cited best-of-year buys from $49-$55 into a $109 tape. A single Daily Crypto Update -25.8% loser is a token, not the equity.

Read what X is saying about $ELF

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ELF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

e.l.f. Beauty is accelerating again after a 2025 reset — rhode Sephora Europe launch plus Alta AI partnership are the fresh growth levers.

e.l.f. Beauty is the mass-market cosmetics brand that ate the TikTok Gen-Z makeup wave and is now extending into skin care via rhode. The stock has recovered 36% YTD and is accelerating again on the rhode Sephora Europe launch plus the Alta AI partnership.

  • Growth is accelerating: Q4 fiscal 2026 revenue of $449M at +35% YoY after +38% in Q3 — the back-end of fiscal 2026 is the strongest growth in years, with the rhode acquisition integration now firing.
  • EPS beats are massive: last four prints at +145%, +9%, +70%, +20% — the operating-leverage from scale plus mix shift is landing cleanly, and consensus 2027 EPS of $2.84 against a $105 stock gives a 37x forward multiple.
  • The rhode Sephora Europe launch is a visible new revenue stream: launched Sep 30 across 19 markets with Sephora as the exclusive partner — plus the Alta AI partnership adds a different kind of distribution lever.

A Nov 4 fiscal Q1 2027 print with revenue growth above 30% and the rhode integration quantified extends the move; a channel-check miss or further Fields-level insider selling and the stock gives back a chunk.

Agrees with X sentimentX is bullish on the "buy below $70" reset plus Alta beauty-AI partnership and the Rhode/Alexandra Leclerc collaboration — real catalysts and the mechanics (35% revenue growth, massive EPS beats) back them. The Fields $1.68M insider sale on Sep 8 is the under-weighted counter-signal.

What to watch: Nov 4 fiscal Q1 2027 earnings — revenue growth above 30%, rhode Europe launch commentary, Alta AI partnership monetization update, and any 2027 EPS guide refresh. A channel-check miss or continued CMO Fields-level selling is the counter-signal.

On the calendar: 2026-11-04 — fiscal Q1 2027 earnings

Read the AI verdict on $ELF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes affordable cosmetics and skincare sold at Walmart and Target; fast-growing mass-market brand known for prestige dupes at low prices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $ELF.

Household & Personal Products · Consumer Defensive

No material change from last week — Mass beauty is outperforming prestige as China travel-retail headwinds persist for Estee Lauder.

What this means for $ELF

Partial — Makes affordable cosmetics and skincare sold at Walmart and Target; fast-growing mass-market brand known for prestige dupes at low prices.

Industry benchmark

12-name peer basket
+12.2%YTD
-0.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
53.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.75$0.71+145.1%
Q1 2026May 20, 2026$0.32$0.29+9.0%
Q4 2025Feb 4, 2026$1.24$0.73+69.9%
Q3 2025Nov 5, 2025$0.68$0.57+19.9%
Next earningsWed, Nov 4·consensus EPS $0.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$449.3M+35.1%72.7%1.6%$-0.84$100.6M
Q3 FY26$489.5M+37.8%71.0%13.8%$0.66$52.8M
Q2 FY26$343.9M+14.2%69.4%2.2%$0.05$16.6M
Q1 FY26$353.7M+9.0%69.1%13.8%$0.59$20.1M

Forward consensus

6-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.6B$3.10$3.05 – $3.1715
FY27$2.0B$2.0B – $2.0B$3.63$3.52 – $3.8114
FY28$2.1B$2.1B – $2.2B$3.86$3.31 – $4.1814
FY29$2.3B$2.1B – $2.4B$4.36$4.20 – $4.506
FY30$2.5B$2.4B – $2.5B$5.23$5.03 – $5.403
FY31$2.7B$2.6B – $2.8B$5.80$5.58 – $5.992

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+45.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 56.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 12Franks Joshua AllenSVP, Operations8.4K sh$920KSellOct 1Tarang AminCEO47.0K sh$4.9MSellSep 8Mandy J FieldsSee Remarks16.1K sh$1.7MSellSep 8Franks Joshua AllenSVP, Operations200 sh$22KSellSep 1Franks Joshua AllenSVP, Operations5.5K sh$606KSellAug 19Franks Joshua AllenSVP, Operations5.7K sh$572KSellAug 18Levitan Lauren CooksDirector1.0K sh$96KSellAug 4Kory MarchisottoSee Remarks12.2K sh$1.1MSellJul 1Hartnett Jennifer CatherineChief Commercial Officer25.4K sh$2.0MSellJul 1Tarang AminCEO50.2K sh$3.9M
1–10 of 29
+ 29 other (20 awards · 4 exempts · 4 gifts · 1 other) in window

See when $ELF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteAug 248-K — Item 5.07: Shareholder vote
AI summary

e.l.f. Beauty, Inc. (ELF, Oakland CA), the fast-growing prestige cosmetics brand at mass-market prices, filed a current report covering shareholder vote results (Item 5.07) from its annual meeting on August 20, 2026, with exhibits (Item 9.01). The filing reports the voting outcomes on board election nominees and other annual meeting proposals. This is a routine annual meeting governance disclosure for the high-growth beauty company.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Buy 5 High-Flying Consumer Staples Stocks for a Stable Portfolio in Q4zacks.com·2d agoe.l.f. Beauty (ELF) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·3d agoe.l.f. Brands Hits the Pitch for Year Two with Tottenham Hotspur Womenbusinesswire.com·3d agoe.l.f. Beauty vs. Monster Beverage: Which Consumer Goods Stock Is a Better Buy in 2026?fool.com·4d agoe.l.f. Cosmetics Launches its First Virtual Styling Experience on ZEPETO: “Express Your e.l.f.”businesswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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