Piper Sandler cuts e.l.f. Beauty stock price target to $131

Published 05/02/2025, 14:04
Piper Sandler cuts e.l.f. Beauty stock price target to $131

On Wednesday, Piper Sandler adjusted the price target for e.l.f. Beauty (NYSE:ELF) shares, reducing it to $131 from $167, while maintaining an Overweight rating on the stock. The firm’s analysts pointed out that the recent decline in e.l.f. Beauty’s share price was excessive and advised investors to consider buying the stock ahead of the company’s earnings report on Thursday. The stock has indeed seen significant pressure, falling 16.5% in the past week and currently trading at $88.44, near its 52-week low of $86.14. According to InvestingPro analysis, the stock’s RSI suggests it is in oversold territory.

According to Piper Sandler, the slowdown in scanner data, which tracks retail sales, is partly due to the company cycling through a period of highly successful product launches from the previous year. Analysts believe that this deceleration may soon stabilize, with the potential for innovation and recovery in other segments of e.l.f. Beauty’s business to contribute positively in the near future. The company maintains impressive gross profit margins of 71% and has demonstrated strong revenue growth of 59% over the last twelve months.

The analysts also suggested that the market might be overestimating the slowdown in sales channels that are not tracked by scanner data. They expressed skepticism regarding any potential guidance cuts by e.l.f. Beauty’s management, indicating that such a move would be unexpected.

Despite the price target reduction, Piper Sandler remains optimistic about e.l.f. Beauty’s stock, encouraging investors to buy or add to their positions. The firm has adjusted its price target to $131 but continues to see value in the stock, signaling confidence in e.l.f. Beauty’s potential for stabilization and growth.

In other recent news, e.l.f. Beauty’s sales have been a focal point for investors, with Nielsen data showing a 2% decline in the company’s sales year-over-year in the latest week. Despite this, TD Cowen analyst Oliver Chen highlighted a 12% increase in e.l.f. Beauty’s sales on a 12-week rolling basis. DA Davidson analyst Linda Bolton Weiser reiterated a Buy rating and a $170.00 price target on e.l.f. Beauty, expressing caution about the company’s ability to surpass expectations for the fourth quarter.

Canaccord Genuity maintained a Buy rating for e.l.f. Beauty but reduced the price target to $174, reflecting a recalibrated valuation multiple. The firm’s analysis pointed to a significant slowdown in sales momentum, particularly in the tracked channel sales within the U.S. market. TD Cowen also maintained a Buy rating but cut the price target to $130, following an analysis of recent sales data and market trends.

These developments come as e.l.f. Beauty prepares to release its upcoming earnings report. Analysts from various firms are expressing caution regarding the company’s ability to meet the projected growth of 19% year-over-year for the fourth quarter. The company’s recent sales trends and upcoming earnings report will continue to be watched closely by investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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