ELConsumer Defensive · Household & Personal ProductsThe 28 Wall Street analysts covering The Estée Lauder Companies, Inc. hold a median 12-month price target of $90 — +6.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 1 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores The Estée Lauder Companies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (88): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (36): The share price moves around a lot.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own The Estée Lauder Companies, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on EL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +6.3% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Jefferies | Maintains | Hold | $80 → $88 |
| 21 July 2026 | Barclays | Maintains | Equal-Weight | $75 → $80 |
| 21 July 2026 | TD Cowen | Maintains | Hold | $85 → $90 |
| 16 July 2026 | JP Morgan | Maintains | Overweight | $99 → $94 |
| 16 July 2026 | JP Morgan | Maintains | Overweight | — |
| 16 July 2026 | UBS | Maintains | Neutral | — |
| 16 July 2026 | UBS | Maintains | Neutral | $85 → $86 |
| 22 June 2026 | Goldman Sachs | Reinstates | Buy | $100 |
| 11 June 2026 | Bernstein | Initiates | Market Perform | — |
| 22 May 2026 | Citigroup | Maintains | Buy | — |
| 15 May 2026 | Piper Sandler | Assumes | Overweight | $95 |
| 5 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 4 May 2026 | Canaccord Genuity | Maintains | Hold | — |
| 4 May 2026 | JP Morgan | Maintains | Overweight | — |
| 4 May 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 4 May 2026 | UBS | Maintains | Neutral | — |
| 4 May 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 17 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 15 Apr 2026 | Citigroup | Maintains | Buy | — |
| 14 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 51% of US stocks
Cheaper than 13% of US stocks
Cheaper than 23% of US stocks
Higher than 40% of US stocks
Higher than 11% of US stocks
Higher than 88% of US stocks
Higher than 74% of US stocks
Higher than 28% of US stocks
Higher than 38% of US stocks
Higher than 76% of US stocks
Higher than 39% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EL appears on the weeks it earns a place.
Zacks Investment Research named The Estée Lauder Companies (EL), along with BCC, THC, SIMO and VLO, as top-ranked stocks likely to beat on the bottom line in their upcoming earnings releases.
Why it matters — EL watchers would care because the item suggests EL is positioned for a potential positive earnings surprise in its next release.
Schwab Network aired a segment in which Agustín Escobar reviewed the week's market headlines, including coverage of Estée Lauder Companies. The piece is a general market recap with no specific EL news or events highlighted.
Why it matters — EL watchers may note the company was mentioned in a weekly market roundup, but the segment offered no new company-specific developments or analysis.
A law firm is reaching out to Estée Lauder shareholders, suggesting that company insiders may have breached their fiduciary duties and inviting them to discuss legal options.
Why it matters — This raises the prospect of shareholder litigation against EL, which could distract management and damage the company's reputation.
Estee Lauder (EL) broke out above its 50-day moving average, a key technical support level, which suggests a short-term bullish trend according to Zacks Investment Research.
Why it matters — A breakout above the 50-day moving average is often viewed by technical traders as a bullish signal, potentially influencing short-term market sentiment toward EL stock.
This piece from Zacks Investment Research discusses investing in consumer staples stocks and promotes using the Zacks Earnings ESP tool to identify stocks expected to beat quarterly earnings estimates. It does not specifically name The Estée Lauder Companies.
Why it matters — EL watchers would care because the article frames consumer staples stocks as an attractive sector for earnings-focused investors, and EL operates in that space.
The 28 Wall Street analysts covering The Estée Lauder Companies, Inc. have a median 12-month price target of $90, with estimates ranging from $70 to $125. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 28 analysts covering The Estée Lauder Companies, Inc., 13 rate it a Buy, 14 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Estée Lauder Companies, Inc. 78 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, The Estée Lauder Companies, Inc. ranks 78 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (88 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies +6.3% from the last close, and Ticker Nerd's factor model ranks The Estée Lauder Companies, Inc. 78 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Estée Lauder Companies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $70 to $125 over the next 12 months.
The Estée Lauder Companies, Inc. returned -5.6% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
The Estée Lauder Companies Inc. Class A represents common equity in a leading global prestige beauty manufacturer and marketer.
The most recent item we track (Zacks Investment Research, 3 Aug 2026): "5 Top-Ranked Stocks to Buy Ahead of Potential Earnings Beats". Zacks Investment Research named The Estée Lauder Companies (EL), along with BCC, THC, SIMO and VLO, as top-ranked stocks likely to beat on the bottom line in their upcoming earnings releases.
The Estée Lauder Companies Inc. Class A represents common equity in a leading global prestige beauty manufacturer and marketer. The company focuses on developing, producing, and distributing a broad portfolio of premium skin care, makeup, fragrance, and hair care products for consumers worldwide. Skin care forms the largest share of its business, complemented by color cosmetics and fragrances, positioning Estée Lauder as a key player in the household and personal products segment of the consumer defensive sector. The Estée Lauder Companies Inc. Class A is associated with a diverse brand portfolio that includes Estée Lauder, Clinique, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda, Too Faced, and other prestige labels, addressing multiple price points and customer segments across the beauty market. Products are sold through department stores, multi-brand beauty retailers, perfumeries, pharmacies, travel retail, salons and spas, as well as company and third-party e-commerce platforms, giving the asset broad exposure to global retail and digital commerce trends. Founded in 1946 and headquartered in New York, New York, The Estée Lauder Companies Inc. today occupies a prominent position in the international cosmetics and personal care industry.
CEO Mr. Stephane de la Faverie · 40,470 employees · United States · https://www.elcompanies.com