The Estée Lauder Companies Inc. (EL) earnings on May 1, 2026
More The Estée Lauder Companies Inc. earnings
Prior outlook: Pessimistic Outcome: Missed
The stock price increased after the company's earnings report. It reached a high of over 12% intraday before closing up more than 3%.
EL price around the earnings
79.33
Change: +3.3%
2026-05-01, 19:59 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
Analysts see potential upside despite ongoing price declines.
Experts note a significant downward trend in the stock's price, which is concerning. However, analysts still project a potential price increase and the company has a history of exceeding expectations.
Context analyzed before publication
- Summary
- Analysts point to an optimistic scenario despite ongoing price declines.
- Reasoning
- Experts note a significant downward trend in the stock's price, which is concerning. However, analysts point to an optimistic scenario and the company has a history of exceeding expectations.
- Playbook
- The strong downward trend is a key factor in the scenario; historically, waiting for signs of stabilization has been a common approach after similar trends.
- Trend
- Trajectory improved from panic but remains pessimistic.
Analysts
Drivers
-
Analysts
Positive
Analysts cite an average price target about 28% above the current price. Major firms like JP Morgan and Citigroup maintain positive ratings, even after adjusting their targets downward.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.42
- Analysts covering the stock
- 22
- Average price target
- 97.09
- Lowest price target
- 65
- Highest price target
- 125
- Upside to price target
- 28%
- Revenue growth
- 5.6%
- Forward EPS
- 3.02
- Trailing EPS
- -0.51
- Analyst moves in the last 60 days
- 7
- Strong buy: 4
- Buy: 6
- Hold: 13
- Sell: 1
- Strong sell: 0
- Strong buy
- 4
- Buy
- 6
- Hold
- 13
- Sell
- 1
- Strong sell
- 0
- April 17, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- April 15, 2026 · Citigroup: Maintains rating (Buy → Buy)
- April 14, 2026 · Barclays: Maintains rating (Equal-Weight → Equal-Weight)
- April 8, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
- April 7, 2026 · UBS: Maintains rating (Neutral → Neutral)
- March 30, 2026 · Deutsche Bank: Maintains rating (Buy → Buy)
- March 24, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
News and sentiment
Drivers
-
News & sentiment
Negative
Recent news includes price target reductions from major banks and reports about the company potentially funding another entity, creating uncertainty.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (8)
- 'Puig Shares Gain as Suitor Estee Lauder Said to Be Shaping Funding Package' - WSJ — Benzinga
- JP Morgan Maintains Overweight on Estee Lauder Cos, Lowers Price Target to $98 — Benzinga
- Citigroup Maintains Buy on Estee Lauder Cos, Lowers Price Target to $92 — Benzinga
- Wells Fargo Maintains Equal-Weight on Estee Lauder Cos, Lowers Price Target to $75 — Benzinga
- UBS Maintains Neutral on Estee Lauder Cos, Lowers Price Target to $75 — Benzinga
- Top 3 Defensive Stocks That Could Lead To Your Biggest Gains This Month — Benzinga
- 'Estée Lauder, Puig Advance Talks to Combine in Mostly Stock Deal' - Bloomberg — Benzinga
- Deutsche Bank Maintains Buy on Estee Lauder Cos, Lowers Price Target to $108 — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock's performance over the last month shows a significant drop of nearly 20%. Compared to the broader market, it has underperformed by over 23%, indicating a weak technical setup.
Evidence
- Average true range (ATR)
- 4%
- Distance to 52-week high
- -37.6%
- 14-day change (14d)
- +7.3%
- 30-day change
- -19.6%
- 30-day relative strength
- -23.3%
- Benchmark change
- +3.8%
- Nearest support
- 66.33
- Nearest resistance
- 96.32
- Volume accumulation ratio
- 1.08
Trends
Evidence
- Average earnings surprise
- +49.6%
- February 5, 2026: actual EPS 0.89 vs estimate 0.83 (surprise +6.6%)
- October 30, 2025: actual EPS 0.32 vs estimate 0.18 (surprise +81.9%)
- August 20, 2025: actual EPS 0.09 vs estimate 0.09 (surprise +1.1%)
- May 1, 2025: actual EPS 0.65 vs estimate 0.31 (surprise +108.8%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 5.1%
- 75th percentile move
- 14.6%
- 90th percentile move
- 19%
- Up / down moves
- 5 / 14
- Average up move
- +4.2%
- Average down move
- -10.0%
Monitoring and close
What The Estée Lauder Companies Inc. reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +3.3%
- Max favorable move (MFE)
- 0%
- Max adverse move (MAE)
- 12.1%