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Is ELF a good stock to buy? We came across a bullish thesis on e.l.f. Beauty, Inc. on TheValueNerd’s Substack. In this article, we will summarize the bulls’ thesis on ELF. e.l.f. Beauty, Inc.'s share was trading at $52.28 as of June 8th. ELF’s trailing and forward P/E were 116.91 and 15.58 respectively according to Yahoo Finance."I am Impressed," Says Jim Cramer About Ralph Lauren (RL)

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e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. ELF is positioned as one of the strongest growth stories in the cosmetics industry, having successfully built a premium brand image while maintaining accessible mass-market pricing. The company has consistently gained market share against major global competitors such as L'Oréal and Estée Lauder by combining strong product innovation, viral marketing, and deep engagement with younger consumers, particularly Gen Z.

Read More: 15 AI Stocks That Are Quietly Making Investors Rich

Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential

ELF’s brand loyalty has translated into impressive revenue growth, healthy margins, and attractive unit economics, allowing the company to scale efficiently while maintaining profitability. Despite these strengths, ELF’s stock has declined more than 70% from its all-time high above $210 and now trades around the mid-$50 range, largely due to a broader market rotation away from consumer growth companies and toward artificial intelligence-related stocks. However, the underlying business fundamentals remain intact.

The company continues to demonstrate strong brand momentum, expanding shelf presence, and increasing consumer engagement, while its international expansion opportunity is still in the early stages and provides a meaningful long-term growth runway. The bearish sentiment surrounding the stock appears to be driven more by changing market preferences than by any deterioration in the business itself.

With revenue growth, margins, and competitive positioning still strong, ELF’s current valuation may significantly underestimate its long-term earnings potential. If investor sentiment toward consumer growth companies improves, the company could experience a substantial rerating, with the stock potentially recovering toward previous levels as the market refocuses on its durable growth profile and expanding global opportunity.

Previously, we covered a bullish thesis on e.l.f. Beauty, Inc. (ELF) by Fierce__beast in November 2024, which highlighted the company’s strong e-commerce growth, Walmart expansion, international momentum, and Naturium acquisition despite near-term volatility. ELF’s stock price has depreciated by approximately 57.37% since our coverage. TheValueNerd shares a similar view but emphasizes on the market’s AI-driven rotation overshadowing ELF’s still-strong fundamentals and long-term growth opportunity.

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E.l.f. Beauty, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held ELF at the end of the first quarter which was 38 in the previous quarter. While we acknowledge the risk and potential of ELF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ELF and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

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AMD upgraded, Adobe downgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.

Top 5 Upgrades:

Citi upgraded AMD (AMD) to Buy from Neutral with a price target of $575, up from $460. The firm says the company's graphics processing unit upside is not fully priced into the shares. JPMorgan upgraded Kratos Defense(KTOS) to Overweight from Neutral with a price target of $82, down from $99. The company's long-term growth outlook "remains compelling" with margins expanding, the firm tells investors in a research note. B. Riley upgraded FormFactor (FORM) to Buy from Neutral with an unchanged $165 price target. The 14% retreat in the stock price since the company's Analyst Day leaves a structurally higher growth and EPS generative business underappreciated and presents an attractive entry point, the firm tells investors in a research note. Goldman Sachs upgraded New Oriental Education(EDU) to Buy from Neutral with a price target of $65, down from $67. The stock's valuation is "too compelling to ignore," the firm tells investors in a research note. Citizens upgraded EPR Properties(EPR) to Outperform from Market Perform with a $70 price target. The company's newly established at-the-market offering plan "provides another tool for capital raising" while its operating portfolio is stable, the firm tells investors in a research note.

Top 5 Downgrades:

Wolfe Research downgraded Adobe (ADBE) to Peer Perform from Outperform with no price target. While the firm remains positively biased around the long-term strategic nature of both the creative and marketing cloud franchise, fiscal Q2 results were "thesis changing" as it now sees a less clear path around strategic changes during executive shifts, continued growth deceleration without meaningful margin leverage, and limited near to medium-term catalysts. Evercore ISI and Stifel also downgraded Adobe to Neutral-equivalent ratings. Barclays downgraded Travelers (TRV) to Underweight from Equal Weight with a price target of $295, down from $331. The firm says that with pricing softening, growth decelerating, and margin pressure building, earnings upside in the property and casualty insurance space is "becoming harder to find." BofA downgraded SailPoint (SAIL) to Neutral from Buy with an unchanged price target of $16 on concerns around growth durability and positioning given the company's narrow focus on identity governance in a market shifting toward broader platform based IAM and security offerings. Argus downgraded Eversource (ES) to Hold from Buy, citing the Federal Energy Regulatory Commission issuing an order that is reducing Eversource electric transmission return on equity by 100 basis points, with a reach-back period to 2011. Citizens downgraded Broadstone Net Lease(BNL) to Market Perform from Outperform without a price target. The firm says has "favorable sentiment" towards Broadstone's development funding platform, but says its leverage is sitting toward the high end of management's range.

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Top 5 Initiations:

Bernstein initiated coverage of Monster Beverage(MNST) with a Market Perform rating and $95 price target. The firm cites valuation for the neutral rating, seeing only 5% upside from current levels. Bernstein also started coverage of PepsiCo (PEP), Colgate-Palmolive (CL), Elf Beauty (ELF), Procter & Gamble (PG) and Estee Lauder (EL) with Market Perform ratings. Bernstein initiated coverage of Celsius (CELH) with an Outperform rating and $44 price target. The firm believes the portfolio can sustain share in the U.S. as long as Alani continues to win share, and contends this will happen because of its outstanding brand equity, supported by its consumer survey results. Bernstein also started coverage of Keurig DR Pepper (KDP) with an Outperform rating. Freedom Broker initiated coverage of AT&T(T) with a Buy rating and $30 price target. The firm, which argues that the U.S. telecom and cable sector has entered 2026 at a more advanced stage of the convergence cycle than consensus had anticipated even a few quarters ago," believes T-Mobile (TMUS) is the strongest fundamental story on spectrum position, EBITDA growth rate, FCF margin, and balance-sheet flexibility, while it calls AT&T "a clear convergence story." The firm also started coverage of Verizon (VZ) but with a Hold rating. BofA reinstated coverage of Williams-Sonoma(WSM) with a Buy rating and $250 price target. Williams-Sonoma is in "a demographic sweet spot" as its "affordable luxury" positioning targets a core customer that supports relative resilience, says the firm, which expects the company will remain a structural share gainer. Lucid Capital re-initiated coverage of Core Scientific(CORZ) with a Buy rating and $40 price target. The company's "second act" is proving it has a scalable high performance compute platform, the firm tells investors in a research note.

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Helen of Troy Limited HELE is relying on innovation as a key lever to strengthen its brand portfolio. On its fourth-quarter fiscal 2026 earnings call, management highlighted product development and digital capabilities as central to its brand-building strategy, noting that products offering style, utility and personalization continue to resonate with consumers.

The company is accelerating launches aimed at addressing evolving consumer preferences. In Home & Outdoor, Hydro Flask expanded its Micro Hydro franchise with additional sizes and introduced redesigned soft coolers and totes focused on enhanced comfort and durability. OXO is broadening its presence into adjacent categories such as food storage and feeding, while Osprey continues to expand its technical pack offerings for hiking, backpacking and travel.

Innovation remains a major driver in Beauty & Wellness. Revlon’s VersaStyler, launched exclusively at Walmart, has seen early demand surpass expectations with its time-saving all-in-one design. Curlsmith introduced the Curl Fit Reviving Mist, while Olive & June expanded its assortment with new press-on nails featuring hand-painted charms and seasonal colors. Several beauty brands also received recognition through Glamour’s 2026 Best of Beauty Awards.

Beyond product introductions, Helen of Troy is investing in AI-enabled solutions, automation and social commerce platforms such as TikTok Shop and Meta Shop to strengthen consumer engagement. The company is also enhancing analytics and advanced planning capabilities to improve responsiveness and support innovation-led brand development.

These initiatives have been reflected across brands, including Revlon, Olive & June, OXO and Hydro Flask, where new product introductions and consumer engagement efforts were notable during the latest quarter.

Helen of Troy’s Zacks Rank & Share Price Performance

Shares of this Zacks Rank #2 (Buy) company have gained 13.2% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 0.7% and 3%, respectively. HELE has also outperformed the S&P 500 index’s decline of 0.8% during the same period.

HELE Stock's Past Month PerformanceZacks Investment Research

Image Source: Zacks Investment Research

Is Helen of Troy a Value Play Stock?

HELE trades at a forward price-to-earnings ratio of 7.64X, notably below the industry and the sector’s average of 19.34X and 16.68X, respectively. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.

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HELE P/E Ratio (Forward 12 Months)Zacks Investment Research

Image Source: Zacks Investment Research

Other Top-Ranked Stocks

The Estee Lauder Companies Inc. EL manufactures, markets and sells skin care, makeup, fragrance and hair care products worldwide. It holds a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Estee Lauder’s current financial-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the prior-year reported levels. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.

Tyson Foods, Inc. TSN operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank of 2. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.

The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.7% and 1.9%, respectively, from the year-ago reported numbers.

Hormel Foods Corporation HRL develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.

The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 5.8%, respectively, from the prior-year reported levels.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

The Estee Lauder Companies Inc. (EL) : Free Stock Analysis Report

Hormel Foods Corporation (HRL) : Free Stock Analysis Report

Tyson Foods, Inc. (TSN) : Free Stock Analysis Report

Helen of Troy Limited (HELE) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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Over the last 7 days, the United States market has experienced a 3.3% decline, yet it remains up by 22% over the past year with earnings anticipated to grow by 17% annually in the coming years. In this context, growth companies with substantial insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business's operations and potential.

Top 10 Growth Companies With High Insider Ownership In The United States

Name Insider Ownership Earnings Growth Uxin (UXIN) 34.3% 74.1% Upstart Holdings (UPST) 14.1% 58.9% SharonAI Holdings (SHAZ) 32.5% 105.4% Karman Holdings (KRMN) 15.6% 52.6% FirstSun Capital Bancorp (FSUN) 21% 54.2% Duos Technologies Group (DUOT) 11.2% 158.4% Corcept Therapeutics (CORT) 10.9% 48.9% Astera Labs (ALAB) 10.1% 29.3% AppLovin (APP) 27.5% 21.7% Abeona Therapeutics (ABEO) 16.7% 32.9%

Click here to see the full list of 175 stocks from our Fast Growing US Companies With High Insider Ownership screener.

Here's a peek at a few of the choices from the screener.

Aebi Schmidt Holding

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Aebi Schmidt Holding AG manufactures specialty vehicles across North America, Europe, and internationally, with a market cap of $925.42 million.

Operations: The company's revenue is primarily derived from North America, contributing $1.17 billion, and Europe and the rest of the world, generating $567.85 million.

Insider Ownership: 14.3%

Earnings Growth Forecast: 97.3% p.a.

Aebi Schmidt Holding has demonstrated strong growth potential with a 61% revenue increase last year and forecasts predicting earnings growth of 97.32% annually, outpacing the US market. Insider confidence is evident, with significant insider buying and no substantial selling in the past three months. Recent leadership changes include Barend Fruithof as Chair of the Board, while strategic amendments to company bylaws aim to enhance governance flexibility. Despite these positives, profit margins have decreased compared to last year.

Click here to discover the nuances of Aebi Schmidt Holding with our detailed analytical future growth report. Our valuation report unveils the possibility Aebi Schmidt Holding's shares may be trading at a premium.AEBI Ownership Breakdown as at Jun 2026

EquipmentShare.com

Simply Wall St Growth Rating: ★★★★★☆

Overview: EquipmentShare.com Inc. offers integrated construction solutions through equipment rental, sales, and technology services, with a market cap of $5.04 billion.

Operations: The company's revenue is derived from equipment sales amounting to $1.58 billion and equipment rental and service operations totaling $2.93 billion.

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Insider Ownership: 15.1%

Earnings Growth Forecast: 46.3% p.a.

EquipmentShare.com has shown substantial insider buying with no significant selling in the past three months, indicating strong internal confidence. The company recently became profitable and forecasts suggest earnings growth of 46.3% per year, surpassing the US market average. Despite interest payments not being well covered by earnings, EquipmentShare raised its revenue guidance for 2026 to between US$5.15 billion and US$5.58 billion, reflecting optimism about future performance amidst slower revenue growth forecasts of 18.1% annually compared to peers.

Get an in-depth perspective on EquipmentShare.com's performance by reading our analyst estimates report here. Insights from our recent valuation report point to the potential overvaluation of EquipmentShare.com shares in the market.EQPT Ownership Breakdown as at Jun 2026

Estée Lauder Companies

Simply Wall St Growth Rating: ★★★★☆☆

Overview: The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products globally with a market cap of approximately $30.62 billion.

Operations: The company's revenue segments are comprised of $7.19 billion from skin care, $4.25 billion from makeup, $2.72 billion from fragrance, and $566 million from hair care products.

Insider Ownership: 11.3%

Earnings Growth Forecast: 50.5% p.a.

Estée Lauder Companies, with significant insider ownership, is forecast to achieve profitability within three years, surpassing market averages. Despite slower revenue growth projections of 3.8% annually compared to the US market's 11.9%, its return on equity is expected to be robust at 35.6%. Recent termination of merger talks with Puig led to an 11.5% share price increase as investors favored Estée Lauder's independent brand strength and family control stability amidst legal settlements and revised earnings guidance.

Navigate through the intricacies of Estée Lauder Companies with our comprehensive analyst estimates report here. The analysis detailed in our Estée Lauder Companies valuation report hints at an deflated share price compared to its estimated value.EL Ownership Breakdown as at Jun 2026

Turning Ideas Into Actions

Navigate through the entire inventory of 175 Fast Growing US Companies With High Insider Ownership here. Curious About Other Options? We've found 9 US stocks that are forecast to pay a dividend yeild of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.

Companies discussed in this article include AEBIEQPT and EL.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Ein breiter Wirtschaftsmoat beschreibt Unternehmen mit dauerhaften wettbewerbsbedingten Vorteilen, die sie vor Konkurrenten schützen, ähnlich wie ein Wassergraben um einen Schlosshof. Diese Strategie wurde von Warren Buffett popularisiert und konzentriert sich auf Unternehmen, die in der Lage sind, durch Stärken wie einzigartige Marktpositionen, starke Markeoyalität, Kostenoptimierung, Netzwerkeffekte und regulatorische Schutzmaßnahmen eine starke langfristige Profitabilität zu erzielen. Unter den Unternehmen, die einen breiten wirtschaftlichen Moat aufweisen, sind The Estee Lauder Companies Inc., Teradyne, Inc., Lam Research Corporation und ASML Holding N.V. Diese Unternehmen konkurrieren in Branchen mit signifikanten Zugangsbarrieren, was ihre Marktpositionen schützt und konsistente Umsatzerholungen durch verringerte Risiken für neue Konkurrenten fördert.

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Casey's General Stores (CASY), Church & Dwight (CHD) und Colgate-Palmolive (CL) gehören zu den am wenigsten attraktiv bewerteten großen und Mega-Cap-Unternehmen im US-Konsumgütersektor. Die Bewertung wird durch verschiedene Metriken wie P/E, PEG, Preis-zu-Umsatz- und Preis-zu-Kassenflussquoten ermittelt.

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Chinesische Verbraucher könnten endlich wieder zu hochwertigen Schönheits- und Modeartikeln zurückkehren, was globalen Luxusmarken ein seltener heller Punkt nach Jahren schwachen Bedarfs und marginzerstörenden Rabatten in einem ihrer wichtigsten Wachstumsmärkte gibt. Ergebnisse und Branchendaten zu L'Oreal (OR.PA), LVMH Moet Hennessy Louis Vuitton SE (LVMHF), Ralph Lauren (NYSE:RL), Burberry Group Plc (BURBY), Kering SA (PPRUY), Tapestry Inc. (NYSE:TPR) und Alibaba Group Holding Ltd. (NYSE:BABA) deuten darauf hin, dass wohlhabende Kunden möglicherweise wieder mehr ausgeben, unterstützt durch Chinas Aktienrallye und eine bessere Vermögenswirkung bei höherverdienenden Haushalten.

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Bei dem Abschluss des Monats Mai in dieser Woche, ist unten eine Liste der Top 10 aufgehenden Verbrauchsgüterunternehmen der letzten einen Monat. Die Liste umfasst Unternehmen aus verschiedenen Branchen wie Softgetränke und alkoholfreie Getränke, Lebensmittelhandel, Lebensmitteldistributor, Tabakwaren und persönliche Pflegeprodukte mit Marktkapitalisierungen von etwa 3 Milliarden bis über 280 Milliarden. Die Liste wird angeführt von The Vita Coco Company, Inc. (COCO [https://seekingalpha.com/symbol/COCO]), mit einer einmonatigen Leistung von 51,80 %. Primo Brands Corporation (PRMB [https://seekingalpha.com/symbol/PRMB]) und The Chefs' Warehouse, Inc. (CHEF [https://seekingalpha.com/symbol/CHEF]) folgen dicht hinterher, jeder mit einem Gewinn von mehr als 17 % über den letzten Monat.

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Die S&P 500-Index, Dow Jones Industrial Average und Nasdaq 100-Index schlossen am Freitag mit Gewinnen. Die Aktien wurden durch die Hoffnung auf einen Friedensschluss zwischen den USA und dem Iran unterstützt sowie durch die Stärke der Technologiebranche. Der US-Konsumvertrauen-Index wurde von der Universität Michigan um 44,8 Punkte nach unten korrigiert, was ein neuer Rekord ist. Die Inflationserwartungen für das Jahr wurden auf +4,8% erhöht.

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Puig-Brands haben ihren schlechtesten Tag auf dem Aktienmarkt seit ihrer hochkarätigen Börseneinführung im Jahr 2024 erlebt. Die Aktien des spanischen Schönheitsriesen stürzten um 15% in Madrid ab, nachdem die Fusionstheorien mit dem US-Titan Estée Lauder ohne Einigung zusammengebrochen waren.

Der Milliarden-Dollar-Deal, der ein globales Kosmetik-Superpower schaffen sollte, das L'Oréal herausfordern könnte, ist komplett gescheitert, weil eine explosive Änderungsklausel von Charlotte Tilbury, deren gleichnamiges Make-up-Haus Puig gehört, den Deal zunichte gemacht hat.

Die beiden Kosmetik-Riesen hatten seit März tief in Integrationsgespräche verwickelt sein und wollten ein Imperium mit kombinierten jährlichen Umsätzen von etwa 20 Milliarden Dollar schaffen.