NYSE:EL

Estee Lauder (EL)

83.49
+0.59 (0.71%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Estee Lauder (EL-N) has garnered mixed reviews from experts, with one highlighting a significant return of 68% in a short time frame, indicating successful technical and fundamental alignment at the time of investment. However, there is a cautious outlook suggesting that the stock may have peaked in its potential gains. On the other hand, another expert points to a decline in the stock's price, framing it as an opportunity for investors. They believe that with the beauty industry's growth driven by influencers, Estee Lauder, despite experiencing some setbacks, is positioned for a potential turnaround. Analysts also provide a price target of $66.95, signaling expectations of future growth. This juxtaposition of opinions indicates a mix of optimism and caution surrounding the company's performance moving forward.

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Consensus
Positive
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Valuation
Undervalued
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BUY
They report Tuesday. He likes it. Trades at 39x earnings which the market consider too expensive and fears EL's key Asian market will close due to Covid. He bets the CEO has tackled this problem. This will fly again.
BUY
Strong, long-term organic growth. Skin care and makeup are the sweet spot. China has been a strong part of their growth and will continue to be, especially as middle class grows. Online has grown to about 28% of sales. Incredible brand recognition. Not a cheap stock, but it never is.
BUY
High value products. Effectively grew business online. Executes well. Huge opportunity in China with growth of middle class spending.
PAST TOP PICK
(A Top Pick May 07/21, Up 8%) Believes company will benefit as economy opens up after Covid-19 pandemic. Makeup sales will grow as people return to normal life. Re-opening offices, stores and restaurants will see women use more makeup. Company has superb management and products.
COMMENT
It reports Tuesday. He expects a weak quarter and expectations are low, so it won't take much for an upside surprise to lift this stock. There are worries over Chinese demand for cosmetics and skincare.
BUY
Really likes it. Great organic growth. Adjusted well to Covid, moving products online. China is a big market for them, and as it grows its middle class, there will be growth for them. Not much of a dividend, but margins have improved. Well run. Great brand. People will continue to use skin care products despite Covid changing our habits.
BUY
The world's biggest cosmetics company and has done really well. He bought it as a reopening play. People were buying skincare during the lockdown. And now restaurants are open and women are buying fragrances. Also, their duty-free business will come back. EL is gaining market share in China. EL continues to execute. It's well-managed and facing more growth by buying small, niche brands.
BUY

It's been heavily shorted, but today's FDA approval of Pfizer gave it a boast. It's a play on cross-border travel (prominent in duty-free airports). No wonder it jumped over 1% today.

TOP PICK
A big normalization stock. Largest company in fragrances, skincare and makeup. As people go back to work, there will be more demand for perfume and makeup. They also do a huge duty free business so once international travel starts to come back, they will benefit from it. Great management. Grows by acquisitions. (Analysts’ price target is $337.12)
BUY

Hit fresh highs today Is up nearly 20% this year. She loves their deal with Target.

DON'T BUY
Long term, you can buy/trade this. But the chart now looks like April-May when the stock dropped 5-7%. So wait for a better entry. Otherwise, he can't recommend it now.
TOP PICK
One of the biggest companies in makeup, haircare and skincare. Department stores and specialty retails got shut down so there was a hit. As these markets come back, they will start to do better. There is still more in it. Fragrances and makeup is expected to come back. Very well run. (Analysts’ price target is $330.43)
BUY
They last reported blow-out numbers and he expects the same when they report Monday.
BUY
No, this hasn't played out after its recent super quart which in facter is just the start of their upturn. The department stores are insignificant. Rather, once we take our masks off, customers will get made up and post it across social media alot.
BUY
Today, they delivered a huge earnings beat and the stock surged 8% to a new all-time. They did a fine job pivoting to e-commerce sales. A superb reopening play and make-up sales will only rise after Covid.
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