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Catalysts

EL Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

Consumer DefensiveHousehold & Personal ProductsScore data as of Sep 4, 2026

EL

Catalysts
The Estée Lauder Companies Inc.
Consumer Defensive· Household & Personal Products
AIQ Score
NeutralAIQ Edge 4/10
Low Priority
In Line With Peers
Score data as of Sep 4, 2026
Last price
$103.86
+$3.00 (+2.97%)
Latest market quote
Momentum79
Value25
Quality35
Risk Resilience42
Sentiment
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 2, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 44/100

Momentum 79/100 and sentiment before the next covered event.

Recent coverage
5 articles

Updated Sep 6, 2026 · Sentiment 43.83%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 79/100AIQ Edge 4/10 In Line With Peers
Beat rate
100%
8 of 8 reported periods
Average surprise
+52.7%
Across covered historical reports
Latest result
+22.2%
Aug 19, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 19, 2026$0.32$0.39+22.2%$3.55B$3.63B
May 1, 2026$0.65$0.91+40.4%$3.69B$3.71B
Feb 5, 2026$0.84$0.89+6.6%$4.23B$4.23B
Oct 30, 2025$0.18$0.32+82.1%$3.38B$3.48B
Aug 20, 2025$0.09$0.09+4.3%$3.39B$3.41B
May 1, 2025$0.31$0.65+107.9%$3.52B$3.55B
Feb 4, 2025$0.31$0.62+100.0%$3.98B$4B
Oct 31, 2024$0.09$0.14+57.9%$3.37B$3.36B

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
13
Buy
15
Hold
1
Sell
12-month analyst target
$95.07
-8.46% versus current price
Based on 15 analyst observations. Targets are estimates, not predictions.
Low target
$72.00
-30.68% vs latest price
Average target
$95.07
-8.46% vs latest price
High target
$120.00
+15.54% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 2, 2026

Next known earnings or reporting date.

EPS estimate$0.51

Current analyst expectation for the upcoming report.

Revenue estimate$3.64B

Current analyst expectation for the upcoming report.

Sentiment score

News pressure around the setup.

Momentum score79

Where event reaction would show up first.

AIQ score44/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
15
Average target
$95.07
Target upside
-8.46%
Target range
$72.00 - $120.00
90-day revisions
-1

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
4
Neutral
1
Negative
0
finance.yahoo.com · Aug 28, 2026

Estée Lauder (EL)’s China Bet Just Paid Off. Its Makeup Business Still Hasn’t Caught Up

The Estée Lauder Companies Inc. (NYSE:EL) forecast fiscal 2027 adjusted earnings per share of $3.10 to $3.35, above analyst estimates, after fourth-quarter net sales rose 6.3% to $3.63 billion on strong demand for its luxury fragrance and skincare brands. It sent shares up 11% in premarket trading on August 19, 2026. Why This Matters Estée […]

gurufocus.com · Aug 28, 2026

EL Looks 15.4% Overvalued on GF Value™ as August Rally Peaks

On August 28, 2026, The Estée Lauder Companies Inc. (NYSE: EL) capped off a strong month with a 27.66% price increase, making it one of the top performers in t

seekingalpha.com · Aug 19, 2026

The Estée Lauder Companies Inc. (EL) Q4 2026 Earnings Call Transcript

The Estée Lauder Companies Inc. (EL) Q4 2026 Earnings Call August 19, 2026 8:30 AM EDTCompany ParticipantsLaraine Mancini - Senior Vice President Finance...

seekingalpha.com · Aug 19, 2026

The Estée Lauder Companies Inc. 2026 Q4 - Results - Earnings Call Presentation (NYSE:EL) 2026-08-19

2026-08-19. The following slide deck was published by The Estée Lauder Companies Inc.

seekingalpha.com · Aug 19, 2026

Estee Lauder Q4: Beauty Is Back (NYSE:EL)

The Estée Lauder Companies posts strong Q4 and FY results, guiding 3–5% organic growth and higher margins by 2027. Click for more on EL stock and its earnings.

Open full news and sentiment

EL Catalysts FAQ

What are the next catalysts for EL stock?

EL's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move EL stock?

Upcoming events that could move EL include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could EL's next earnings report affect the stock?

EL's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive EL stock higher?

EL could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt EL stock?

EL could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.