e.l.f. Beauty (ELF) is up 6.7% today. Here is some analysis on what might have caused this price movement.
Analysis: A single same-day catalyst is not obvious, so the move looks most likely tied to investors buying into e.l.f. Beauty’s recent growth narrative. This could be because the market is continuing to react to the company’s strong fiscal 2026 finish, its new haircare launch, and the broader runway from newer brands and distribution expansion.
Details:
In late May, the company posted fourth-quarter fiscal 2026 results with net sales up 35% and full-year net sales up 25%, while management highlighted market share growth and momentum across all five brands.The company also launched e.l.f. Hair in mid-June, entering haircare with six products priced for mass-market shoppers and rolling the line onto TikTok Shop, its own site, and Target’s online channel ahead of a wider store rollout.Management has been pointing to additional whitespace across brands, categories, and geographies, including continued expansion for rhode and Naturium inside the portfolio.With the stock opening sharply higher and trading volume active, today’s gain may also reflect a momentum rebound after earlier weakness in the shares rather than one fresh headline.Sources:
Business Wire, e.l.f. Beauty Investor Relations, OpenAI Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ELF Insider Trading Activity
$ELF insiders have traded $ELF stock on the open market 18 times in the past 6 months. Of those trades, 1 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $ELF stock by insiders over the last 6 months:
- TARANG AMIN (Chief Executive Officer) sold 41,520 shares for an estimated $2,643,163
- KORY MARCHISOTTO (See Remarks) has made 0 purchases and 3 sales selling 36,660 shares for an estimated $2,181,225.
- SCOTT MILSTEN has made 0 purchases and 3 sales selling 36,471 shares for an estimated $2,171,498.
- MANDY J FIELDS (See Remarks) has made 0 purchases and 3 sales selling 36,447 shares for an estimated $2,168,531.
- JENNIFER CATHERINE HARTNETT (Chief Commercial Officer) has made 0 purchases and 3 sales selling 35,499 shares for an estimated $2,086,149.
- JOSHUA ALLEN FRANKS (SVP, Operations) has made 0 purchases and 3 sales selling 33,894 shares for an estimated $2,034,847.
- MATTHEW FARRELL purchased 5,000 shares for an estimated $464,814
- LAUREN COOKS LEVITAN sold 7,714 shares for an estimated $434,376
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
EARLY ACCESS
Receive ELF Data Alerts
Real-time alerts on filings, insider trades, and market signals — before everyone else.
Get Alerts →
$ELF Hedge Fund Activity
We have seen 244 institutional investors add shares of $ELF stock to their portfolio, and 322 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ILEX CAPITAL PARTNERS (UK) LLP removed 1,257,126 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $76,194,406
- AQR CAPITAL MANAGEMENT LLC added 1,166,279 shares (+354.0%) to their portfolio in Q1 2026, for an estimated $70,688,170
- SWEDBANK AB removed 884,000 shares (-64.8%) from their portfolio in Q1 2026, for an estimated $53,579,240
- POINT72 ASSET MANAGEMENT, L.P. removed 639,832 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $38,780,217
- BALYASNY ASSET MANAGEMENT L.P. removed 609,917 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $36,967,069
- FULLER & THALER ASSET MANAGEMENT, INC. removed 609,079 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $46,314,367
- ARMISTICE CAPITAL, LLC removed 602,557 shares (-91.6%) from their portfolio in Q1 2026, for an estimated $36,520,979
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ELF Analyst Ratings
Wall Street analysts have issued reports on $ELF in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/21/2026
To track analyst ratings and price targets for $ELF, check out Quiver Quantitative's $ELF forecast page.
$ELF Price Targets
Multiple analysts have issued price targets for $ELF recently. We have seen 14 analysts offer price targets for $ELF in the last 6 months, with a median target of $70.0.
Here are some recent targets:
- Cristian Rios from Bernstein set a target price of $60.0 on 06/11/2026
- Anna Glaessgen from B. Riley Securities set a target price of $70.0 on 05/26/2026
- Anna Lizzul from B of A Securities set a target price of $85.0 on 05/21/2026
- Susan Anderson from Canaccord Genuity set a target price of $90.0 on 05/21/2026
- Dara Mohsenian from Morgan Stanley set a target price of $59.0 on 05/21/2026
- Anna Andreeva from Piper Sandler set a target price of $50.0 on 05/21/2026
- Ashley Helgans from Jefferies set a target price of $70.0 on 05/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
View the Zacks #1 Rank List
e.l.f. Beauty gains as investors appear to lean on recent growth catalysts
e.l.f. Beauty (ELF) is up 6.7% today. Here is some analysis on what might have caused this price movement.
Analysis: A single same-day catalyst is not obvious, so the move looks most likely tied to investors buying into e.l.f. Beauty’s recent growth narrative. This could be because the market is continuing to react to the company’s strong fiscal 2026 finish, its new haircare launch, and the broader runway from newer brands and distribution expansion.
Details:
Sources:
Business Wire, e.l.f. Beauty Investor Relations, OpenAI Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ELF Insider Trading Activity
$ELF insiders have traded $ELF stock on the open market 18 times in the past 6 months. Of those trades, 1 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $ELF stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ELF Hedge Fund Activity
We have seen 244 institutional investors add shares of $ELF stock to their portfolio, and 322 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ELF Analyst Ratings
Wall Street analysts have issued reports on $ELF in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $ELF, check out Quiver Quantitative's $ELF forecast page.
$ELF Price Targets
Multiple analysts have issued price targets for $ELF recently. We have seen 14 analysts offer price targets for $ELF in the last 6 months, with a median target of $70.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »