Summary

• e.l.f. Beauty is reiterated as a buy after a strong fiscal Q4, with shares rebounding 9% post-earnings.
• ELF delivered 35% YoY revenue growth and a gross margin of 73%, beating consensus and issuing robust FY 2027 guidance.
• Valuation is compelling: ELF trades at a mid-teens P/E, with a $74 price target based on 22x $3.35 EPS, about $20 upside.
• Key risks include near-term volume weakness and innovation shortfalls, but technicals and improving macro support a favorable risk/reward.

e.l.f. Beauty (ELF) shares lifted 9% after reporting Q4 earnings on May 20. The $3.3 billion market cap Consumer Discretionary name has been a major laggard in the US market over the past year, hammered by

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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