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Estee Lauder Companies Inc. (The) ($EL) Stock Forecast: Up 5.4% Today

Morpher AI identified a bullish signal. The stock price may continue to rise based on the momentum of the good news.

What is Estee Lauder Companies Inc. (The)?

EL Stock Bullish Movement EL stock experienced a strong bullish movement today amidst various developments in the consumer goods and retail sectors.

Why is Estee Lauder Companies Inc. (The) going up?

EL stock is up 5.4% on Feb 12, 2026 14:51

  • Strong full-year 2025 results and strategic reshaping of its portfolio by a leading company likely increased investor confidence in the consumer goods sector, positively impacting EL stock.
  • A price target increase and solid Q4 performance expectations from a major retailer may have also influenced the bullish sentiment in the retail industry, indirectly benefiting EL stock.
  • A notable lawsuit filed by a cosmetics brand against the retailer over alleged counterfeit products could have enhanced the perception of the brand's products, potentially attracting investors to EL stock.
  • In summary, favorable events in the consumer goods and retail sectors, coupled with company-specific news, likely drove EL stock to a bullish movement today.

EL Price Chart

EL Technical Analysis

EL News

Sharper focus and disciplined execution driving competitive performance

Unilever announced its full-year 2025 results, reporting 3.5% underlying sales growth with 1.5% volume growth, driven by Power Brands and strategic reshaping of its portfolio. The company achieved a strong gross margin of 46.9% and underlying operating margin expansion to 20.0%, alongside completing the demerger of its Ice Cream business. Unilever expects 2026 underlying sales growth to be at the lower end of its 4% to 6% guidance, with a focus on Beauty & Wellbeing and Personal Care, and continued investment in innovation and productivity.

https://www.unilever.com/news/press-and-media/press-releases/2026/sharper-focus-and-disciplined-execution-driving-competitive-performance/

0 News Article Image Sharper focus and disciplined execution driving competitive performance

Walmart Inc. (WMT) Price Target Increased at Oppenheimer as Firm Eyes Solid Q4

Oppenheimer analyst Rupesh Parikh increased the price target for Walmart Inc. (WMT) from $125 to $140, maintaining an Outperform rating, based on expectations for a strong Q4 and solid top-line momentum. The firm anticipates management to guide sales and operating income growth in line with its long-term framework, possibly falling short of current Street expectations, which could create a buying opportunity. Walmart recently achieved a $1 trillion market valuation, driven by its ability to attract diverse customer bases, expand its online presence, and invest in AI and supply chain automation.

https://finviz.com/news/308355/walmart-inc-wmt-price-target-increased-at-oppenheimer-as-firm-eyes-solid-q4

1 News Article Image Walmart Inc. (WMT) Price Target Increased at Oppenheimer as Firm Eyes Solid Q4

Personnel Hygiene Stations Market is Going to Boom | Ecolab, Diversey, Rentokil Initial

The global Personnel Hygiene Stations market is projected to reach $9.80 billion by 2032, growing at an 8.4% CAGR from 2025, according to HTF Market Intelligence. Key players include Ecolab, Diversey, and Rentokil Initial, with market growth driven by increasing hygiene awareness, strict regulations, and industrial safety compliance. The report highlights emerging trends like touchless systems and IoT monitoring, alongside challenges such as high installation costs and regulatory complexity.

https://www.openpr.com/news/4386888/personnel-hygiene-stations-market-is-going-to-boom-ecolab

2 News Article Image Personnel Hygiene Stations Market is Going to Boom | Ecolab, Diversey, Rentokil Initial

E.l.f. Beauty CFO says the lipstick index is alive and well

E.l.f. Beauty CFO Mandy Fields states that the "lipstick index" remains relevant but is evolving, with consumers becoming more discerning in their beauty spending due to a stagnant labor market. E.l.f. Beauty is well-positioned to benefit from this shift by offering affordable products and has seen significant market share gains and positive growth from its acquisition of Rhode. The company plans to continue a thoughtful acquisition strategy focusing on high-growth, profitable brands that fit its culture.

https://www.cfobrew.com/stories/2026/02/10/e-l-f-beauty-cfo-thinks-the-lipstick-index-is-alive-and-well

3 Missing News Article Image E.l.f. Beauty CFO says the lipstick index is alive and well

Estée Lauder Sues Walmart Over Alleged Counterfeit Products in Marketplace

Estée Lauder has filed a trademark infringement lawsuit against Walmart, alleging that the retailer's marketplace sold counterfeit fragrance, skin care, and hair care products. The lawsuit claims that Walmart used Estée Lauder's trademarks in its search engine optimization tools to drive traffic to these accused products. Estée Lauder is seeking for Walmart to stop selling these items, disclose their suppliers, and pay monetary damages and legal fees.

https://wwd.com/beauty-industry-news/beauty-features/estee-lauder-sues-walmart-alleged-counterfeit-marketplace-1238558043/

4 News Article Image Estée Lauder Sues Walmart Over Alleged Counterfeit Products in Marketplace

Estee Lauder Companies Inc. (The) Price History

02.11.2025 - EL Stock was up 5.0%

  • The bullish movement in EL stock could be attributed to insider selling activities, as highlighted by significant amounts of shares being sold. Despite the insider selling, the market may view this as a positive sign of confidence in the company's performance.
  • The announcement of P&G's official partnership with the Tour de France could have positively influenced market sentiment towards consumer goods companies like Estée Lauder, indicating potential growth opportunities and market expansion.
  • The ongoing strategic shifts at Estée Lauder, including plans to sell over 11.3 million shares and investments in new markets like Latin America and Mexico, might have sparked investor interest and optimism in the company's future prospects.
  • While insider selling activities can sometimes raise concerns, the overall market seems to have interpreted these transactions in the context of broader strategic changes and positive developments within Estée Lauder, contributing to the bullish movement in EL stock.

13.00.2026 - EL Stock was up 5.0%

  • EL stock displayed a strong upward trend today.
  • MDxHealth posted significant revenue growth in Q4 and provided optimistic guidance for 2026, signaling a bright future for the healthcare sector.
  • Wells Fargo and Raymond James increased their price targets for EL, citing expectations for growth in sales and profits, contributing to enhanced investor confidence.
  • Positive market sentiment in the cosmetics industry, illustrated by anticipated growth and prominent companies like L'Oréal S.A. and Unilever plc., may have influenced the favorable movement in EL stock.

07.00.2026 - EL Stock was down 5.4%

  • Estee Lauder Companies (EL) is a multinational manufacturer and marketer of prestige skincare, makeup, fragrance, and hair care products. The company is well-established in the beauty industry and offers a diverse portfolio of brands for different consumer segments.
  • Today, there was a bearish movement in Estee Lauder Companies' stock. This could be due to investors taking profits following a recent strong rally, despite receiving an upgraded "strong-buy" rating from Raymond James Financial.
  • The market reaction to EL's performance may be influenced by broader trends in the consumer staples sector. Investors might be shifting their focus from stable companies like EL towards higher-risk areas, as seen with the decrease in P&G stock.
  • Despite EL reporting robust Q4 earnings and providing optimistic guidance for FY2026, the stock could be under short-term pressure given the volatile market conditions at the beginning of the year and concerns about maintaining key support levels.
  • In summary, the bearish movement in EL's stock today could stem from profit-taking, sector rotation patterns, and general market uncertainties affecting investor sentiment, despite the positive developments within the company.

06.01.2026 - EL Stock was up 7.5%

  • EL stock showed strong bullish movement today, possibly influenced by positive analyst actions within the beauty and personal care sector.
  • Analyst upgrades for companies like Estee Lauder in light of a market shift out of technology stocks could have increased investor confidence in the stock.
  • The general market sentiment towards consumer goods and personal care companies like EL may have played a role in the bullish trend, particularly with hopes for a favorable year ahead for certain brands in the industry.
  • EL's performance could also be viewed as a response to investors seeking stability and growth in traditional sectors amidst apprehensions about valuations and economic growth in other industries.

06.01.2026 - EL Stock was up 5.9%

  • Estee Lauder (EL) experienced a strong bullish movement today, potentially driven by the following factors:
  • Analyst upgrades from top Wall Street firms and positive sentiment from analysts, indicating confidence in the company's performance.
  • Anticipation surrounding Estee Lauder's upcoming earnings report, with investors hopeful for positive results and optimistic forward guidance.
  • Amid a market trend of rotation out of technology stocks, investors may be seeking refuge in stable and established consumer goods companies like Estee Lauder.
  • The company's strategic positioning in the prestige beauty market and successful product launches, such as the Chesapeake Bay Fragrance line, could be contributing to investor optimism and driving the stock price higher.

10.01.2026 - EL Stock was up 5.2%

  • The bullish movement of EL stock is linked to the uptrend in the consumer staples sector, as investors show a preference for value-oriented stocks.
  • EL's inclusion among the top five consumer staples giants to invest in, supported by its robust growth potential and Zacks #2 (Buy) Rank, likely attracted heightened investor attention and buying interest.
  • The favorable view towards EL may also stem from recent financial achievements, such as the successful launch of the reformulated Double Wear foundation, which could have bolstered investor confidence in the company's performance and future prospects.
  • In essence, EL's bullish performance today reflects the combined effects of sector-wide momentum and company-specific factors positioning it well within the market.

10.01.2026 - EL Stock was up 5.3%

  • Estee Lauder's bullish market movement could be attributed to the company's proactive stance against counterfeit products, as evidenced by its lawsuit against a retail giant for selling alleged knockoffs of its fragrances and skincare items.
  • The positive momentum in the consumer staples sector, where EL is a key player, could have also contributed to the stock's rise, as investors are increasingly turning towards value-oriented stocks like those in the sector.
  • The company's strong growth prospects and favorable recommendations from analysts could have further fueled investor confidence in Estee Lauder, leading to the bullish market movement.
  • Overall, Estee Lauder's legal actions against counterfeit products, coupled with the sector's momentum and positive analyst outlook, likely played a significant role in driving EL's bullish performance today.

08.00.2026 - EL Stock was up 5.1%

  • The stock of Estee Lauder Companies (EL) experienced a strong bullish movement.
  • The bullish trend can be attributed to an upgrade of EL to a "strong-buy" rating and a $130 price target, indicating a potential 20% upside.
  • Additionally, EL reported strong Q4 2025 earnings, beating estimates and providing positive FY2026 guidance, which further boosted investor confidence.
  • The global fragrance market trends and opportunities also play a role in EL's bullish movement, with projected significant growth driving optimism in the company's future prospects.

12.01.2026 - EL Stock was up 5.4%

  • Strong full-year 2025 results and strategic reshaping of its portfolio by a leading company likely increased investor confidence in the consumer goods sector, positively impacting EL stock.
  • A price target increase and solid Q4 performance expectations from a major retailer may have also influenced the bullish sentiment in the retail industry, indirectly benefiting EL stock.
  • A notable lawsuit filed by a cosmetics brand against the retailer over alleged counterfeit products could have enhanced the perception of the brand's products, potentially attracting investors to EL stock.
  • In summary, favorable events in the consumer goods and retail sectors, coupled with company-specific news, likely drove EL stock to a bullish movement today.

05.01.2026 - EL Stock was down 19.3%

  • e.l.f. Beauty's bearish movement could be attributed to concerns over margin pressures from tariffs.
  • The launch of the "Big Game" campaign for its Glow Reviver Lip Oil might not have had the desired impact on investors, leading to a sell-off.
  • Investors may be cautious about how profitability will be affected by external factors like tariffs and legal outcomes, impacting the stock's performance.
  • The overall market sentiment towards cosmetics companies and consumer discretionary stocks might have also played a role in e.l.f. Beauty's downward trend.

05.01.2026 - EL Stock was down 16.8%

  • e.l.f. Beauty (ELF) is a cosmetics company highly regarded for its budget-friendly products and commitment to building a strong brand while also emphasizing affordability. Despite encountering challenges related to tariffs impacting profit margins, the company has sustained steady sales growth and possesses a compelling investment narrative.
  • Today's decline in e.l.f. Beauty's stock possibly stems from investor apprehensions regarding the effects of tariffs and legal proceedings on the company's bottom line.
  • The debut of a prominent "Big Game" campaign for its Glow Reviver Lip Oil starring Melissa McCarthy might have generated high expectations, prompting a sell-off when the outcomes did not align with forecasts.
  • Although e.l.f. Beauty has exhibited notable sales expansion and a strategic focus on long-range growth, near-term obstacles like margin pressures and share price volatility could have influenced the downward trend in the market today.

05.01.2026 - EL Stock was down 18.7%

  • The bearish movement in e.l.f. Beauty (ELF) stock today can be attributed to a combination of factors:
  • The company's margin pressures from tariffs may have impacted investor confidence in its profitability outlook.
  • The launch of the high-profile "Big Game" campaign for its Glow Reviver Lip Oil featuring Melissa McCarthy might have raised concerns about the effectiveness of the marketing strategy amidst increasing competition in the beauty industry.
  • Investors are likely closely monitoring the Q3 2026 results to assess the company's sales growth and how it navigates challenges such as tariffs and legal outcomes, which could have contributed to the downward movement in the stock price.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.