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| Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
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Across the recent three months, 18 analysts have shared their insights on Estee Lauder Cos (NYSE:EL), expressing a variety of opinions spanning from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 5 | 5 | 8 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 1 | 2 | 3 | 0 | 0 |
| 2M Ago | 1 | 1 | 2 | 0 | 0 |
| 3M Ago | 3 | 1 | 3 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $98.44, with a high estimate of $115.00 and a low estimate of $84.00. Witnessing a positive shift, the current average has risen by 23.23% from the previous average price target of $79.88.
The perception of Estee Lauder Cos by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Robert Ottenstein | Evercore ISI Group | Raises | Outperform | $115.00 | $100.00 |
| Steve Powers | Deutsche Bank | Raises | Buy | $100.00 | $98.00 |
| Andrea Teixeira | JP Morgan | Lowers | Overweight | $99.00 | $101.00 |
| Nik Modi | RBC Capital | Raises | Outperform | $107.00 | $90.00 |
| Dana Telsey | Telsey Advisory Group | Maintains | Market Perform | $99.00 | $99.00 |
| Dana Telsey | Telsey Advisory Group | Maintains | Market Perform | $99.00 | $99.00 |
| Susan Anderson | Canaccord Genuity | Raises | Hold | $85.00 | $62.00 |
| Steve Powers | Deutsche Bank | Raises | Buy | $98.00 | $95.00 |
| Dana Telsey | Telsey Advisory Group | Raises | Market Perform | $99.00 | $66.00 |
| Andrea Teixeira | JP Morgan | Raises | Overweight | $101.00 | $62.00 |
| Peter Grom | UBS | Raises | Neutral | $93.00 | $62.00 |
| Filippo Falorni | Citigroup | Raises | Neutral | $99.00 | $60.00 |
| Lauren Lieberman | Barclays | Raises | Equal-Weight | $84.00 | $63.00 |
| Ashley Wallace | B of A Securities | Announces | Buy | $110.00 | - |
| Christopher Carey | Wells Fargo | Raises | Equal-Weight | $90.00 | $60.00 |
| Erwan Rambourg | HSBC | Raises | Buy | $99.00 | $80.00 |
| Robert Ottenstein | Evercore ISI Group | Raises | Outperform | $100.00 | $90.00 |
| Steve Powers | Deutsche Bank | Raises | Buy | $95.00 | $71.00 |
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Estee Lauder Cos's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Estee Lauder Cos analyst ratings.
Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%), with top-selling brands such as Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Negative Revenue Trend: Examining Estee Lauder Cos's financials over 3M reveals challenges. As of 30 June, 2025, the company experienced a decline of approximately -11.88% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: Estee Lauder Cos's net margin excels beyond industry benchmarks, reaching -16.01%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Estee Lauder Cos's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -13.3%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Estee Lauder Cos's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -2.75%, the company may face hurdles in achieving optimal financial performance.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 2.45, caution is advised due to increased financial risk.
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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