Growth Surge Highlights: Social media chatter around e.l.f. Beauty centers on its robust Q1 FY27 results, with revenue climbing 36% year-over-year and adjusted EBITDA surging 93%. Analysts note the 30th straight quarter of sales growth, alongside raised full-year guidance to 18-20% revenue increase driven by portfolio expansion including Rhode and international pushes.
Market Share Gains: Discussions emphasize the company's ability to capture share in the competitive beauty sector through affordable pricing and innovation, with recent Sephora Europe launches for Rhode seen as potential catalysts. Some observers point to ongoing distribution growth and premium skincare additions as key to sustaining momentum despite broader market pressures.
Valuation Debates: Participants highlight mixed views on the stock's trajectory, with mentions of price targets around $123 amid a 26% pullback from highs, alongside concerns over acquisition-related debt from Rhode. Overall, the tone reflects optimism tempered by questions on future catalysts like hair care expansions.
Note: This discussion summary was generated from an AI condensation of post data.
e.l.f. Beauty Insider Trading Activity
e.l.f. Beauty insiders have traded $ELF stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $ELF stock by insiders over the last 6 months:
- TARANG AMIN (Chief Executive Officer) has made 0 purchases and 8 sales selling 91,684 shares for an estimated $6,568,015.
- JENNIFER CATHERINE HARTNETT (Chief Commercial Officer) has made 0 purchases and 4 sales selling 60,856 shares for an estimated $4,114,709.
- MANDY J FIELDS (See Remarks) has made 0 purchases and 7 sales selling 52,512 shares for an estimated $3,847,594.
- KORY MARCHISOTTO (See Remarks) has made 0 purchases and 4 sales selling 48,833 shares for an estimated $3,252,640.
- JOSHUA ALLEN FRANKS (SVP, Operations) has made 0 purchases and 6 sales selling 45,324 shares for an estimated $3,234,967.
- SCOTT MILSTEN has made 0 purchases and 3 sales selling 36,471 shares for an estimated $2,171,498.
- LAUREN COOKS LEVITAN has made 0 purchases and 2 sales selling 8,748 shares for an estimated $530,697.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
e.l.f. Beauty Revenue
e.l.f. Beauty had revenues of $479.4M in Q1 2027. This is an increase of 35.52% from the same period in the prior year.
You can track ELF financials on Quiver Quantitative's ELF stock page.
You can access data on ELF stock through the Quiver Quantitative API.
e.l.f. Beauty Hedge Fund Activity
We have seen 211 institutional investors add shares of e.l.f. Beauty stock to their portfolio, and 316 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,981,336 shares (-95.8%) from their portfolio in Q2 2026, for an estimated $146,618,864
- JPMORGAN CHASE & CO added 1,960,653 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,088,322
- CLEARBRIDGE INVESTMENTS, LLC removed 1,529,086 shares (-88.1%) from their portfolio in Q2 2026, for an estimated $113,152,364
- AQR CAPITAL MANAGEMENT LLC removed 1,473,881 shares (-98.5%) from their portfolio in Q2 2026, for an estimated $109,067,194
- HOLOCENE ADVISORS, LP added 1,356,999 shares (+inf%) to their portfolio in Q2 2026, for an estimated $100,417,926
- ILEX CAPITAL PARTNERS (UK) LLP removed 1,257,126 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $76,194,406
- GOLDMAN SACHS GROUP INC added 1,222,786 shares (+175.0%) to their portfolio in Q2 2026, for an estimated $90,486,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
e.l.f. Beauty Price Targets
Multiple analysts have issued price targets for $ELF recently. We have seen 13 analysts offer price targets for $ELF in the last 6 months, with a median target of $70.0.
Here are some recent targets:
- Cristian Rios from Bernstein set a target price of $60.0 on 06/11/2026
- Anna Glaessgen from B. Riley Securities set a target price of $70.0 on 05/26/2026
- Anna Lizzul from B of A Securities set a target price of $85.0 on 05/21/2026
- Susan Anderson from Canaccord Genuity set a target price of $90.0 on 05/21/2026
- Dara Mohsenian from Morgan Stanley set a target price of $59.0 on 05/21/2026
- Anna Andreeva from Piper Sandler set a target price of $50.0 on 05/21/2026
- Ashley Helgans from Jefferies set a target price of $70.0 on 05/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
