Piper Sandler maintains e.l.f. Beauty stock with $102 target

Published 10/03/2025, 16:32
Piper Sandler maintains e.l.f. Beauty stock with $102 target

e.l.f. Beauty (NYSE:ELF)’s share price will continue to be watched by investors as the company navigates the variations in its sales channels and strives to meet its financial targets. With a market capitalization of $4.39 billion and a current ratio of 1.9, the company maintains strong liquidity to support its growth initiatives. Piper Sandler’s reaffirmed Overweight rating and price target reflect a vote of confidence in the company’s strategy and market position. For deeper insights into e.l.f. Beauty’s financial health and growth prospects, investors can access the detailed Pro Research Report available on InvestingPro. The sales figures showed a slowdown but remained higher than the total U.S. mass cosmetics and skincare market average.

Piper Sandler’s analyst noted that while the tracked data has been inconsistent, e.l.f. Beauty’s valuation remains appealing. The firm believes that the company’s guidance can be met without the need for stabilization or improvement in tracked channels. There is confidence that strong performance in untracked channels, which include international sales, digital platforms, and the Naturium brand, will likely compensate for any softness in the U.S. market.

e.l.f. Beauty’s share price will continue to be watched by investors as the company navigates the variations in its sales channels and strives to meet its financial targets. With a market capitalization of $4.39 billion and a current ratio of 1.9, the company maintains strong liquidity to support its growth initiatives. Piper Sandler’s reaffirmed Overweight rating and price target reflect a vote of confidence in the company’s strategy and market position. For deeper insights into e.l.f. Beauty’s financial health and growth prospects, investors can access the detailed Pro Research Report available on InvestingPro.

In the statement, the analyst emphasized the potential of e.l.f. Beauty’s diverse channels to bolster its performance, "We remain buyers and continue to view the stock’s current ~13x NTM EV/EBITDA as creating a compelling entry point. We reiterate our OW rating and $102 PT."

e.l.f. Beauty’s share price will continue to be watched by investors as the company navigates the variations in its sales channels and strives to meet its financial targets. With a market capitalization of $4.39 billion and a current ratio of 1.9, the company maintains strong liquidity to support its growth initiatives. Piper Sandler’s reaffirmed Overweight rating and price target reflect a vote of confidence in the company’s strategy and market position. For deeper insights into e.l.f. Beauty’s financial health and growth prospects, investors can access the detailed Pro Research Report available on InvestingPro.

In other recent news, e.l.f. Beauty reported a significant financial development by securing a $500 million revolving credit facility, which amends its existing credit agreement with favorable changes to borrowing costs and financial covenants. This new facility is designed to support various corporate needs, including working capital and potential acquisitions, and is set to mature in March 2030. Meanwhile, DA Davidson maintained a Neutral rating on e.l.f. Beauty shares with a price target of $80, citing a decline in the company’s Point of Sale figures in the U.S. market. The firm expressed concerns that the company’s fiscal year 2026 guidance might fall short of market expectations.

Stifel also revised its outlook on e.l.f. Beauty, lowering the price target to $85 from $105 while maintaining a Hold rating. This adjustment followed the company’s announcement of lowered full-year guidance due to weaker-than-anticipated trends in January. On the other hand, Canaccord Genuity reduced its price target for e.l.f. Beauty to $105 from $174 but kept a Buy rating, noting that despite a sales increase of 31.1% in the third quarter, earnings per share fell short of expectations.

Canaccord highlighted ongoing market share gains and the rapid growth of e.l.f. Beauty’s Naturium brand, expressing optimism about its potential for global expansion. The firm’s valuation reflects a 27 times multiple of its fiscal year 2026 EPS estimate, suggesting the stock presents an attractive entry point compared to peers like L’Oreal and Estee Lauder (NYSE:EL). These developments indicate that e.l.f. Beauty is navigating a challenging market environment while making strategic financial moves to support future growth.

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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