ELConsumer Defensive · Household & Personal ProductsThe 28 Wall Street analysts covering The Estée Lauder Companies, Inc. hold a median 12-month price target of $90 — -11.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 22 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
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
Growth (91): Sales and profits are climbing, and climbing faster than before.
Volatility (32): The share price moves around a lot.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
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 −11.7% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 17 Aug 2026 | RBC Capital | Reiterates | Outperform | $111 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
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 3% of US stocks
Cheaper than 48% of US stocks
Cheaper than 11% of US stocks
Cheaper than 19% of US stocks
Higher than 42% of US stocks
Higher than 41% of US stocks
Higher than 88% of US stocks
Higher than 58% of US stocks
Higher than 50% of US stocks
Higher than 53% of US stocks
Higher than 78% of US stocks
Higher than 33% 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.
Look up any of the roughly 4,600 stocks we score.
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. See the Ticker Nerd 20 →
Estee Lauder reported strong fiscal fourth-quarter results, citing margin improvement, organic sales growth, and broad regional gains that support continued momentum into fiscal 2027.
Why it matters — The results indicate improving fundamentals and momentum that EL watchers would track heading into the next fiscal year.
Estee Lauder reported revenue and earnings that beat expectations and raised its full-year guidance, as its cost-cutting and reinvestment plan shows early signs of progress.
Why it matters — The improved results and raised guidance suggest the company's restructuring efforts may be starting to deliver financial benefits.
Estée Lauder Companies reported better-than-expected fourth-quarter financial results and issued its FY27 sales guidance with a midpoint above analyst estimates, according to Benzinga. The news prompted analysts to boost their forecasts.
Why it matters — A stronger-than-expected quarter and FY27 sales guidance above estimates are relevant to Estée Lauder watchers as they signal the company's near-term performance outlook.
During its Q4 earnings call, The Estée Lauder Companies outlined targets of 3%-5% organic sales growth and a 12.7%-13.5% adjusted operating margin for fiscal 2027, with a focus on North America and the Makeup category.
Why it matters — The company's stated fiscal 2027 targets signal expectations of higher margins and broader growth, giving EL watchers a view of management's forward-looking ambitions.
Estee Lauder reported strong Q4 results with organic sales up 5% and EPS beating estimates, driving a 16% stock rally. The company's Profit Recovery and Growth Plan aims for $1.2 billion in cost savings by 2028, with headcount reductions and supply chain rationalization underway, though the stock trades at about 25x 2028 EPS.
Why it matters — A Estee Lauder watcher would care because the article suggests the company's improvement momentum and cost-saving actions may already be fully priced into its valuation.
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. 85 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, The Estée Lauder Companies, Inc. ranks 85 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 Growth (91 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies -11.7% from the last close, and Ticker Nerd's factor model ranks The Estée Lauder Companies, Inc. 85 out of 100 as at 22 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 +17.9% over the 12 months to 21 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, 21 Aug 2026): "Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?". Estee Lauder reported strong fiscal fourth-quarter results, citing margin improvement, organic sales growth, and broad regional gains that support continued momentum into fiscal 2027.
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