Saham · Konsumen defensif
Perpetual futures e.l.f. Beauty, Inc. (ELF)
e.l.f. Beauty, Inc. adalah perusahaan kecantikan yang menyediakan produk kosmetik dan perawatan kulit di seluruh dunia dengan merek e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, dan Keys Soulcare.
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Aktivitas pasar perpetual
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Data perdagangan
Aktivitas pasar perpetual
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1 pasar
Beberapa tautan bursa disponsori. Kami mungkin menerima komisi, dan pengguna yang memenuhi syarat sesekali dapat menerima diskon biaya perdagangan, tanpa biaya tambahan bagi Anda.
| Perdagangkan | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 BingX | Perdagangkan | ELFUS-USDT | Pantauan | - | - | - | - | - | - | USDT | - |
Wrapper token dari saham asli, dapat diperdagangkan on-chain dan di bursa kripto sepanjang waktu. Premi/diskon membandingkan harga token dengan harga referensi saham kami. Data: CoinMarketCap · Robinhood · DexScreener · GeckoTerminal.
| Produk | Harga | Premi vs saham | Vol. 24j | Kap. pasar | Chain |
|---|---|---|---|---|---|
| ELFRobinhood | $119,34 | – | $3 | $7k | Robinhood Chain |
| Bursa | Pasangan | Harga | Vol. 24j | Likuiditas |
|---|---|---|---|---|
 uniswapDEX · robinhood | ELF/USDG ↗ | $119,34 | $3 | $6k |
Bursa terbaik untuk underlying ini
Likuiditas terbaik
-Spread terketat
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-Katalis berikutnya
Katalis
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Katalis
Tidak ada aktivitas perp yang tidak biasa saat ini.
Data riset
Analis, laporan, dan konteks perusahaan sejenis
Data riset
Analis, laporan, dan konteks perusahaan sejenis
Estimasi
6Peristiwa perusahaan
6Perbandingan perusahaan sejenis
Perp sejenis yang terdaftarKomposisi pendapatan
Tahunan terakhirAnalis
Target hargaRiwayat rating analis
RatingKepemilikan
Institusional · 2026-Q3Aktivitas pasar referensi
ELF-PERPKinerja harga
11Aktivitas orang dalam
TF2026 K4Transaksi orang dalam
25Eksekutif e.l.f. Beauty, Joshua Allen Franks, menjual 8.965 saham biasa dalam dua penjualan pasar terbuka pada 05/11/2026 pada $120–$122,0032 per saham, menyisakan 110.040 saham dimiliki.
Eksekutif e.l.f. Beauty Joshua Allen Franks menjual 7.926 saham biasa seharga US$110,1529 dalam satu penjualan pasar terbuka, menyisakan 119.005 saham dimiliki.
Franks Joshua Allen, pejabat e.l.f. Beauty, menjual 8.366 saham biasa di pasar terbuka (kode S) pada harga US$110,006 pada 12 Oktober 2026, menyisakan 126.931 saham dimiliki.
CEO Tarang Amin melaksanakan opsi atas 71.000 saham di $26,84 dan menjual 47.000 saham dalam tiga penjualan pasar terbuka di $102,84-$105,01, menyisakan 134.496 saham.
Eksekutif Mandy J. Fields menjual 16.065 saham e.l.f. Beauty dalam 4 penjualan di pasar terbuka pada 8 September 2026 dengan harga US$103,83 hingga US$106,61, menyisakan 90.896 saham.
Eksekutif e.l.f. Beauty, Franks, melaporkan hibah 3.300 saham biasa dan penjualan pasar terbuka 200 saham pada $110, menyisakan 135.297 saham dimiliki.
CEO ELF Tarang Amin melaporkan Form 4: 20.836 saham biasa dihibahkan (G) dan 20.326 saham dalam transaksi lain (J) pada sisi perolehan dan pelepasan, plus 61.488 saham diperoleh via J-Other, semuanya pada $0,00.
CEO Tarang Amin mengeksekusi 71.000 opsi pada $26,84 dan mengonversinya menjadi 71.000 saham biasa; setelahnya ia memiliki 131.332 saham.
Eksekutif e.l.f. Beauty Joshua Allen Franks menjual 5.512 saham biasa seharga $110 di pasar terbuka, menyisakan 138.797 saham dimiliki.
Direktur Daniele Tiffany F. menerima hibah 1.421 saham biasa e.l.f. Beauty pada 20/08/2026 dengan harga $0,00 per saham, sehingga kepemilikannya menjadi 8.258 saham.
Pengajuan
31 · Pengajuan SEC terbaruEksekutif e.l.f. Beauty, Joshua Allen Franks, menjual 8.965 saham biasa dalam dua penjualan pasar terbuka pada 05/11/2026 pada $120–$122,0032 per saham, menyisakan 110.040 saham dimiliki.
Eksekutif e.l.f. Beauty Joshua Allen Franks menjual 7.926 saham biasa seharga US$110,1529 dalam satu penjualan pasar terbuka, menyisakan 119.005 saham dimiliki.
Franks Joshua Allen, pejabat e.l.f. Beauty, menjual 8.366 saham biasa di pasar terbuka (kode S) pada harga US$110,006 pada 12 Oktober 2026, menyisakan 126.931 saham dimiliki.
CEO Tarang Amin melaksanakan opsi atas 71.000 saham di $26,84 dan menjual 47.000 saham dalam tiga penjualan pasar terbuka di $102,84-$105,01, menyisakan 134.496 saham.
Eksekutif Mandy J. Fields menjual 16.065 saham e.l.f. Beauty dalam 4 penjualan di pasar terbuka pada 8 September 2026 dengan harga US$103,83 hingga US$106,61, menyisakan 90.896 saham.
Eksekutif e.l.f. Beauty, Franks, melaporkan hibah 3.300 saham biasa dan penjualan pasar terbuka 200 saham pada $110, menyisakan 135.297 saham dimiliki.
CEO ELF Tarang Amin melaporkan Form 4: 20.836 saham biasa dihibahkan (G) dan 20.326 saham dalam transaksi lain (J) pada sisi perolehan dan pelepasan, plus 61.488 saham diperoleh via J-Other, semuanya pada $0,00.
CEO Tarang Amin mengeksekusi 71.000 opsi pada $26,84 dan mengonversinya menjadi 71.000 saham biasa; setelahnya ia memiliki 131.332 saham.
Eksekutif e.l.f. Beauty Joshua Allen Franks menjual 5.512 saham biasa seharga $110 di pasar terbuka, menyisakan 138.797 saham dimiliki.
Direktur Matthew Farrell menerima 1.421 saham e.l.f. Beauty sebagai hibah (A-Award) pada 20 Agustus 2026 dengan harga $0,00, sehingga kepemilikannya menjadi 12.241 saham.
Direktur Maria Ferreras menerima hibah (A-Award) 1.909 saham biasa e.l.f. Beauty pada 20 Agustus 2026 dengan harga $0,00, sehingga kepemilikannya menjadi 3.933 saham.
Direktur Daniele Tiffany F. menerima hibah 1.421 saham biasa e.l.f. Beauty pada 20/08/2026 dengan harga $0,00 per saham, sehingga kepemilikannya menjadi 8.258 saham.
Direktur Maureen C. Watson menerima hibah 1.939 saham biasa e.l.f. Beauty pada 20/08/2026 (Form 4 diajukan 21/08/2026). Setelahnya ia memiliki 4.684 saham.
Direktur Keith Lori menerima 1.985 saham e.l.f. Beauty melalui kode A pada 20/08/2026, sehingga kepemilikannya menjadi 24.683 saham.
Direktur Mitchell Kenneth Jr menerima pemberian (A-Award) 1.980 saham biasa e.l.f. Beauty pada 20/08/2026 seharga $0,00, sehingga kepemilikannya menjadi 19.827 saham.
Direktur Gayle Tait menerima hibah 1.421 saham biasa e.l.f. Beauty pada 20 Agustus 2026 dengan harga $0,00 sebagai kompensasi, bukan pembelian di pasar terbuka. Setelahnya Tait memiliki 6.623 saham.
Direktur Charles V. Bergh menerima hibah 1.878 saham biasa e.l.f. Beauty pada $0,00 tanggal 20/08/2026, sehingga kepemilikan langsungnya menjadi 3.934 saham.
Transkrip
Earnings callTF2027 K22026-11-04
Earnings call
Ringkasan AI
positivee.l.f. Beauty reported FY2027 Q2 net sales growth of 51% year over year, with Rhode contributing approximately 16 percentage points in the pre-annualization period and organic net sales up approximately 35%. Adjusted EBITDA rose 86% to $123 million. Gross margin was 71%, up about 160 basis points, including 30 basis points from tariff refunds flowing through COGS. Management raised its fiscal 27 outlook to 22-24% net sales growth from 18-20%, with organic growth of 9-11%, and raised adjusted EBITDA to $421-427 million. Tarang Amin highlighted a refreshed five-pillar strategy, the Rhode launch in Sephora Europe described as Sephora's largest launch ever, e.l.f. Cosmetics market share gains, and expansion into hair care and fragrance. Marketing spend shifted out of Q2 into the second half, and the company plans to reinvest $52 million of tariff refunds for a neutral full-year adjusted EBITDA impact.
Poin utama
- Net sales grew 51% in Q2, the 31st consecutive quarter of net sales growth; organic net sales grew approximately 35%.
- Rhode contributed approximately 16 percentage points to net sales growth, and its Sephora Europe launch across 19 countries was described as Sephora's largest launch ever.
- e.l.f. Cosmetics gained 30 basis points of market share and reignited unit momentum; U.S. net sales grew 25% while international net sales grew 165%.
- e.l.f. Hair launched exclusively at Target in July with six products at $10 or less and entered Target's top 20 hair care brands and top 7 in styling within three months.
- Non-e.l.f. brand sales are now 30% of net sales, skincare is 23%, and manufacturing outside China has grown from 1% to nearly 70% over three years.
Sorotan keuangan
- Q2 net sales grew 51% year over year, with pricing and product mix adding approximately 20 percentage points and unit volumes adding 31 percentage points.
- Q2 gross margin was 71%, up approximately 160 basis points, including 30 basis points from incremental refunds flowing through COGS.
- Q2 adjusted EBITDA was $123 million, up 86% from $66 million; adjusted net income was $73 million, or $1.21 per diluted share, versus $0.68 a year ago.
- Q2 adjusted SG&A was 53% of sales versus 56% last year; marketing and digital investment was 21% of net sales versus 23% last year. Cash on hand was $351 million with net leverage around 1x adjusted EBITDA.
Proyeksi
- FY27 net sales growth outlook raised to approximately 22-24% from 18-20%; organic net sales growth outlook raised to 9-11% from 6-7%.
- FY27 adjusted EBITDA outlook raised to $421-427 million from $401-407 million; adjusted net income $231-233 million and adjusted EPS $3.82-3.86 per diluted share.
- Second half net sales growth expected at approximately 7-10%, with Q3 above that range and Q4 below it due to prior-year launch timing.
- FY27 gross margin expected up approximately 250 basis points versus prior year, or approximately flat excluding tariff refunds; second half adjusted EBITDA margin expected in the low teens.
Tema tanya jawab
- Rhode's Sephora Europe launch, retail versus DTC mix, and gross margin compression as retail distribution expands.
- e.l.f. brand market share gains, the pricing test on 10% of SKUs, and fall innovation performance.
- Expansion opportunities in hair care and fragrance, including e.l.f. Hair's early Target results and new consumers.
- International momentum in the UK, Germany, Canada, and Mexico/Brazil, plus connected commerce strength on Amazon and TikTok Shop.
Risiko
- Second half gross margin is expected to be lower year over year as Rhode expands its retail presence.
- Q4 growth is guided below the second-half range due to difficult comparisons from prior-year launches, including Ulta space expansion, dm Germany, Rhode at Mecca, and Naturium at Walmart.
- The FY27 outlook assumes full reinvestment of $52 million in tariff refunds through lower prices and increased marketing, implying a neutral impact on full-year adjusted EBITDA.
TF2027 K12026-08-05
Earnings call
Ringkasan AI
positivee.l.f. Beauty reported Q1 fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of net sales growth. Organic net sales excluding rhode were largely in line with the high single-digit decline previously outlooked. Rhode contributed approximately $160 million in net sales, ahead of expectations, driven by strong retail demand and a record-breaking DTC launch. U.S. net sales grew 29% and international grew 61%. Q1 gross margin was 83%, up approximately 1,400 basis points, including about 1,050 basis points from $50 million of IEEPA tariff refunds. Adjusted EBITDA was $168 million, up 93%. The company raised its fiscal 2027 outlook to 18%-20% net sales growth from 12%-14% and plans to fully reinvest the $50 million of tariff refunds, largely through price reductions on a subset of SKUs and increased marketing.
Poin utama
- Net sales grew 36% in Q1, the 30th consecutive quarter of net sales growth.
- Rhode contributed approximately $160 million in net sales and outperformed expectations.
- The company raised its fiscal 2027 net sales growth outlook to 18%-20% from 12%-14%.
- Price discovery testing found about 90% of e.l.f. SKUs priced appropriately; about 10% will keep lower prices.
- The company plans to fully reinvest $50 million of IEEPA tariff refunds in fiscal 2027, largely through pricing actions and increased marketing.
Sorotan keuangan
- Q1 net sales grew 36% year-over-year; U.S. net sales grew 29% and international net sales grew 61%.
- Q1 gross margin was 83%, up approximately 1,400 basis points; excluding tariff refunds it was up about 350 basis points.
- Q1 adjusted EBITDA was $168 million, up 93% from $87 million; excluding tariff refunds it was up 36%.
- Q1 adjusted net income was $105 million, or $1.75 per diluted share, versus $51 million, or $0.89 per diluted share, a year ago.
Proyeksi
- FY2027 net sales growth expected at approximately 18% to 20%, up from 12% to 14% previously.
- FY2027 adjusted EBITDA expected between $401 million and $407 million, up from $379 million to $385 million previously.
- FY2027 adjusted EPS expected at $3.50 to $3.55 per diluted share, up from $3.27 to $3.32 previously.
- FY2027 gross margin expected up approximately 200 basis points year-over-year; excluding tariff refunds, approximately flat.
Tema tanya jawab
- Pricing actions and price discovery test: 90% of e.l.f. SKUs deemed appropriately priced, 10% to keep lower prices.
- Rhode's performance and planned September launch with Sephora in Europe across 19 countries.
- e.l.f. Hair launch, a Target exclusive for this fiscal year, in the approximately $17 billion U.S. haircare category.
- International expansion, including Boots in the U.K., Sephora in Brazil, and Naturium with Sephora in Canada and Mexico.
Risiko
- Organic net sales excluding rhode were largely in line with the high single-digit decline outlooked for Q1.
- Unit volumes were down approximately 3 percentage points in Q1, while pricing and product mix added approximately 39 percentage points.
- Higher freight costs were cited, though management said they are already baked into the outlook.
Berita perusahaan
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Data perusahaan
Intelijen perusahaan
Diperbarui: 9 Nov 2026, 10.30 UTC
Data perusahaan
Intelijen perusahaan
Profil perusahaan
- Sektor
- Consumer Defensive
- Industri
- Household & Personal Products
- Direktur utama
- Tarang Amin
- Karyawan
- 849
- Tanggal IPO
- 22 Sep 2016
- Negara
- US
- Bursa
- New York Stock Exchange
Faktor peringkat
- Imbal hasil ekuitasi
- 3
- Imbal hasil aseti
- 3
- Utang terhadap ekuitasi
- 2
- Harga terhadap labai
- 1
- Harga terhadap nilai bukui
- 1
Rilis pers perusahaan
Pengungkapan Kongres
Senat
Dewan Perwakilan
Riwayat kapitalisasi pasar
Pemegang dana terbesar
| Dana | Bobot | Saham dimiliki |
|---|---|---|
| IJH | 0,2% | 2,1 jt |
| XAW.TO | 0,01% | 2,1 jt |
| NJH | 0,09% | 2 jt |
| VTI | 0,01% | 1,8 jt |
| VB | 0,07% | 1,3 jt |
| VBK | 0,16% | 702,7 rb |
| VHCAX | 0,22% | 677,3 rb |
| VXF | 0,07% | 665,1 rb |
| MDY | 0,19% | 450,7 rb |
| DFAS | 0,12% | 362,5 rb |
| SPMD | 0,19% | 324 rb |
| SCHA | 0,17% | 314,6 rb |
Rekam jejak analis
Bagaimana kinerja analis yang meliput ELF: rekomendasi, akurasi target harga, dan reaksi terukur setelah rekomendasi mereka.
| 12 bulan | 3 tahun | |
|---|---|---|
| Rekomendasi | 136 | 429 |
| Analis | 19 | 27 |
| Beli / tahan / jual | 93 / 43 / 0 | 318 / 111 / 0 |
| Naik / turun / inisiasi | 0 / 0 / 3 | 5 / 8 / 8 |
| Target harga tercapai / meleset | 89 / 37 (71%) | 153 / 233 (40%) |
| Rata-rata imbal hasil setelah rekomendasi (TipRanks) | +21,5% | -3,4% |
| Rekomendasi terbaik / terburuk | +132,3% / -17,0% | +132,3% / -55,3% |
Setelah rekomendasi beli pada saham ini: pergerakan median 21 hari +4,4% vs S&P 500 +4,0% (n = 320)
Paling akurat untuk saham ini
Bagian target harga analis untuk saham ini yang dicapai harga dalam 12 bulan (pengukuran kami selama 3 tahun terakhir, minimal 8 target). Ini menggambarkan rekomendasi masa lalu, bukan peluang rekomendasi saat ini.
- Bill ChappellTruist Financial80% tingkat keberhasilan pada saham ini · 10 target diukurTahantanpa target7 Jan 2026
- Oliver ChenTD Cowen75% tingkat keberhasilan pada saham ini · 16 target diukurBelitarget US$11010 Agu 2026
- Olivia TongRaymond James64% tingkat keberhasilan pada saham ini · 11 target diukurBelitarget US$11730 Sep 2026
Rekomendasi terbaru
| Tanggal | Analis | Rekomendasi | Target | |
|---|---|---|---|---|
| 10 Nov 2026 | Dara MohsenianMorgan Stanley | TahanDitegaskan kembali | US$125 | artikel ↗ |
| 5 Nov 2026 | Unknown AnalystOppenheimer | TahanDipertahankan | – | artikel ↗ |
| 5 Nov 2026 | Anna LizzulBank of America Securities | BeliDitegaskan kembali | US$135 | artikel ↗ |
| 5 Nov 2026 | Andrea Faria TeixeiraJ.P. Morgan | BeliDipertahankan | US$135 | artikel ↗ |
| 5 Nov 2026 | Anna GlaessgenB. Riley Securities | BeliDipertahankan | US$140 | artikel ↗ |
Data TipRanks · dihitung 10 Nov 2026 · 136 rekomendasi
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