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ELELF

e.l.f. Beauty, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 35% YoYStreet coverage with positive forward estimatesConsistent chatter on X (229/wk), no spike
$ELF·$5.8B·Household & Personal Products·Consumer Defensive
$104.10-1.9%YTD+14.4%1Y-19.5%
Mentions · last 7 days
2026-08-19: 65 posts2026-08-20: 48 posts2026-08-21: 39 posts2026-08-22: 13 posts2026-08-23: 22 posts229-1%
Price updated 10h ago·X counts updated 5d ago
ELELF
$ELFe.l.f. Beauty, Inc.
$104.10-1.95%229 posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ELF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-28

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

e.l.f. Beauty has already tripled off the 2024 lows — Rhode is annualizing $640M and the mass-cosmetics moat is still expanding.

e.l.f. Beauty runs the largest US mass-market prestige cosmetics brand (e.l.f.), plus Well People, Naturium, and — most importantly — Hailey Bieber's Rhode acquisition that's now annualizing at $640M net sales. It's a growth story that spent 2024 in a drawdown; the last two quarters have been the operational proof of the comeback.

What's driving the run:

  • Q2 was a real blowout: revenue $449M growing 35% YoY, EPS $1.75 vs $0.71 estimate — a 145% surprise, one of the biggest positive prints in the consumer cohort this year, and it's what drove the 88-91% three-month bounce.
  • The Rhode acquisition is delivering as promised: $640M annualized net sales, a 64% step up from FY26 — that's a real strategic asset that immediately materially expanded ELF's premium beauty exposure and gave them a global expansion story (Rhode international launch is the next lever).
  • BlackRock disclosed a new position on 8/26, and the entire director class received small equity awards on 8/21 — no insider selling, which is what a real growth-story-with-conviction looks like.

November 4 Q3 earnings decide direction — a beat on $0.61 EPS plus continued Rhode monetization visibility keeps the run extending; the risk is a Q3 volume slowdown in the core e.l.f. brand or a Rhode integration expense surprise. The bear case is 'already priced in' at position 56% of 52-week range but 41% above 200-DMA.

Agrees with X sentimentThe X bullish framing on the 88-91% three-month bounce, 36% sales growth, and Rhode at $640M annualized is directionally right and matches the print. The 'affordable-products moat' framing is real — ELF took share from premium brands in Q2, which is the mechanical driver behind the beat.

What to watch: November 4 Q3 earnings — a beat on $0.61 EPS plus continued Rhode monetization keeps the tape extending. A Q3 core-brand volume slowdown or a Rhode integration expense surprise is what breaks the accelerating tape.

On the calendar: 2026-11-04 — Q3 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment33 posts analyzed · as of 2026-08-28

e.l.f. Beauty posts are decisively bullish, with holders showcasing 60-100% gains from $50 lows and calling out sales growth of 36% while affordable pricing captures share from premium brands. Traders describe technical continuation to $132 targets and a Sniper-MA weekly turn. Valuation skeptics flag 92x cash earnings, but bulls dominate the timeline.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

What this means for $ELF

Neutral — Makes affordable cosmetics and skincare sold at Walmart and Target; fast-growing mass-market brand known for prestige dupes at low prices; limited read-through from household & personal products macro dynamics to this specific revenue mix.

Industry benchmark

12-name peer basket
-3.0%YTD
-13.8%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 $0.61

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$1.9B$1.8B – $1.9B$3.30$3.13 – $3.3815
FY28$2.0B$1.9B – $2.1B$3.66$3.42 – $3.8114
FY29$2.1B$2.0B – $2.3B$4.06$3.89 – $4.284
FY30$2.2B$2.2B – $2.3B$4.44$4.26 – $4.683
FY31$2.4B$2.3B – $2.4B$4.93$4.73 – $5.192

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.0.5×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.54%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.+24.9%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.+38.4%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 today2.2% 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

SellAug 19Franks Joshua AllenSVP, Operations5.7K sh$572KSellAug 18Levitan Lauren CooksDirector1.0K sh$96KSellAug 4Kory MarchisottoSee Remarks12.2K sh$1.1MSellJul 1Tarang AminCEO50.2K sh$3.9MSellJul 1Hartnett Jennifer CatherineChief Commercial Officer25.4K sh$2.0MSellJun 9Tarang AminCEO7.0K sh$361KSellJun 9Hartnett Jennifer CatherineChief Commercial Officer4.4K sh$224KSellJun 9Mandy J FieldsSee Remarks4.3K sh$223KSellJun 9Kory MarchisottoSee Remarks4.4K sh$224KSellJun 9Franks Joshua AllenSVP, Operations3.5K sh$181K
1–10 of 25
+ 25 other (20 awards · 3 exempts · 2 gifts) 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
Free, forever. No credit card.

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.

+ 12 other (4 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.

Ulta Beauty Slips 4% Despite Raised Guidance and Q2 Earnings Beat, e.l.f. Beauty Pulls Back247wallst.com·19h agoe.l.f. Beauty Is Down 53% From Its All-Time High. Is the Sell-Off an Overreaction?fool.com·2d agoBlackRock Inc. Acquires New Stake in e.l.f. Beauty $ELFdefenseworld.net·3d agoAmazon.com vs. e.l.f. Beauty: Which High-Growth Consumer Stock Is a Better Investment in 2026?fool.com·3d agoe.l.f. Brands Will Surprise and Delight as the Only Beauty Brand at the Minnesota State Fairgurufocus.com·3d 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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