ESTEE LAUDER COMPANIES-CL A (EL) Forecast, Price Target & Analyst Ratings

NYSE:EL • US5184391044

Current stock price

76.93 USD
-0.89 (-1.14%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ESTEE LAUDER COMPANIES-CL A (EL).

Forecast Snapshot

Consensus Price Target

Price Target
$101.59
+ 32.05% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 1, 2026
Period
Q3 / 2026
EPS Estimate
$0.67
Revenue Estimate
3.797B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
73.53%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$101.59
Upside
+ 32.05%
From current price of $76.93 to mean target of $101.59, Based on 34 analyst forecasts
Low
$65.65
Median
$106.08
High
$136.50

Price Target Revisions

1 Month
-7.23%
3 Months
-5.29%

Price Target Summary

34 Wall Street analysts provided a forecast for the next 12 months for EL. The average price target is 101.59 USD. This implies a price increase of 32.05% is expected in the next year compared to the current price of 76.93.
The average price target has been revised downward by 5.29% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

EL Current Analyst RatingEL Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

EL Historical Analyst RatingsEL Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
73.53%
EL was analyzed by 34 analysts. The buy percentage consensus is at 74. So analysts seem to be have mildly positive about EL.
In the previous month the buy percentage consensus was at a similar level.
EL was analyzed by 34 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-17JP MorganMaintains Overweight -> Overweight
2026-04-15CitigroupMaintains Buy -> Buy
2026-04-14BarclaysMaintains Equal-Weight -> Equal-Weight
2026-04-08Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-04-07UBSMaintains Neutral -> Neutral
2026-03-30Deutsche BankMaintains Buy -> Buy
2026-03-24Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-09TD CowenMaintains Hold -> Hold
2026-02-09BarclaysMaintains Equal-Weight -> Equal-Weight
2026-02-06Telsey Advisory GroupMaintains Market Perform -> Market Perform
2026-02-06Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-06JP MorganMaintains Overweight -> Overweight
2026-02-06CitigroupUpgrade Neutral -> Buy
2026-02-05Telsey Advisory GroupMaintains Market Perform -> Market Perform
2026-02-03RBC CapitalReiterate Outperform -> Outperform
2026-01-30Telsey Advisory GroupMaintains Market Perform -> Market Perform
2026-01-29Deutsche BankMaintains Buy -> Buy
2026-01-21TD CowenMaintains Hold -> Hold
2026-01-16JP MorganMaintains Overweight -> Overweight
2026-01-14UBSMaintains Neutral -> Neutral
2026-01-14CitigroupMaintains Neutral -> Neutral
2026-01-05Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-05Raymond JamesUpgrade Market Perform -> Strong Buy
2025-12-17CitigroupMaintains Neutral -> Neutral
2025-12-16Evercore ISI GroupMaintains Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 1, 2026
Period
Q3 / 2026
EPS Estimate
$0.67
Revenue Estimate
3.797B
Revenue Q2Q
6.96%
EPS Q2Q
2.46%
Number of Analysts
22

Next Earnings Revisions

Revenue (1 Month)
-0.11%
Revenue (3 Months)
-0.86%
EPS (1 Month)
-0.25%
EPS (3 Months)
-12.57%

Next Earnings Summary

EL is expected to report earnings on 5/1/2026. The consensus EPS estimate for the next earnings is 0.67 USD and the consensus revenue estimate is 3.80B USD.
The next earnings revenue estimate has been revised downward by 0.86% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
EL revenue by date.EL revenue by date.
15.937B
-10.15%		15.609B
-2.06%		14.323B
-8.24%		15.402B
7.53%		16.03B
4.08%		16.766B
4.59%		17.115B
2.08%		17.862B
4.36%		17.978B
0.65%		18.735B
4.21%		19.538B
4.29%
EBITDA
YoY % growth
EL ebitda by date.EL ebitda by date.
2.545B
-40.41%		2.39B
-6.09%		1.975B
-17.36%		2.392B
21.11%		2.798B
16.97%		3.11B
11.15%		3.523B
13.28%		3.832B
8.77%		3.659B
-4.51%		3.843B
5.03%		3.999B
4.06%
EBIT
YoY % growth
EL ebit by date.EL ebit by date.
1.801B
-49.18%		1.565B
-13.10%		1.146B
-26.77%		1.575B
37.43%		1.955B
24.13%		2.316B
18.47%		2.543B
9.80%		2.777B
9.20%		2.778B
0.04%		2.932B
5.54%		3.078B
4.98%
Operating Margin
EL operating margin by date.EL operating margin by date.
11.30%10.03%8.00%10.23%12.20%13.81%14.86%15.55%15.45%15.65%15.75%
EPS
YoY % growth
EL eps by date.EL eps by date.
3.45
-52.22%		2.60
-24.64%		1.50
-42.31%		2.29
52.76%		3.15
37.42%		3.87
22.80%		4.67
20.82%		5.26
12.58%		5.31
1.05%		5.71
7.36%		6.09
6.68%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.67
2.46%		0.37
306.66%		0.51
58.29%		1.17
31.59%		0.85
26.89%		0.54
48.51%		0.59
16.31%		1.39
18.73%		1.05
24.56%		0.68
25.83%
Revenue
Q2Q % growth		3.797B
6.96%		3.669B
7.66%		3.717B
6.78%		4.515B
6.76%		3.931B
3.53%		3.804B
3.68%		3.852B
3.63%		4.687B
3.81%		4.116B
4.71%		4.002B
5.21%
EBITDA
Q2Q % growth		636.26M
-37.74%		472.63M
-51.07%		539M
17.69%		971.29M
-3.35%		749.28M
17.76%		554.59M
17.34%		577.3M
7.11%		1.11B
14.28%		829.32M
10.68%		645.41M
16.38%
EBIT
Q2Q % growth		430.53M
6.83%		261.93M
91.19%		341.4M
32.33%		737.05M
21.23%		540.85M
25.62%		351.51M
34.20%		379.89M
11.27%		851.72M
15.56%		625.92M
15.73%		443.86M
26.27%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

EL Yearly Revenue VS EstimatesEL Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 5B 10B 15B
EL Yearly EPS VS EstimatesEL Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
37.12%
EPS Next 5 Year
28.52%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
4.36%
Revenue Next 5 Year
3.90%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
39.73%
EBIT Next 5 Year
27.44%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ESTEE LAUDER COMPANIES-CL A / EL Forecast FAQ

What is the average price target for ESTEE LAUDER COMPANIES-CL A (EL) stock?

34 analysts have analysed EL and the average price target is 101.59 USD. This implies a price increase of 32.05% is expected in the next year compared to the current price of 76.93.

What is the next earnings date for EL stock?

ESTEE LAUDER COMPANIES-CL A (EL) will report earnings on 2026-05-01, before the market open.

What are the consensus estimates for ESTEE LAUDER COMPANIES-CL A (EL) next earnings?

The consensus EPS estimate for the next earnings of ESTEE LAUDER COMPANIES-CL A (EL) is 0.67 USD and the consensus revenue estimate is 3.80B USD.

How do analysts rate ESTEE LAUDER COMPANIES-CL A (EL)?

The consensus rating for ESTEE LAUDER COMPANIES-CL A (EL) is 73.5294 / 100 . This indicates that analysts generally have a positive outlook on the stock.