Shares of this cosmetics company have returned -17% over the past month versus the Zacks S&P 500 composite's +2% change. The Zacks Cosmetics industry, to which e.l.f. Beauty belongs, has lost 12% over this period. Now the key question is: Where could the stock be headed in the near term? We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for i ...

Only one of these is a bargain right now. Tech disruptors often capture market attention, but technology is being used to disrupt industries that may not be on the "techie" radar. Example: Cosmetics. Ulta Beauty (ULTA 0.19%) and e.l.f. Beauty (ELF -4.48%) are both cosmetics disruptors that are using technology, among other things, to distinguish themselves and capture market share. They're two of the biggest names in makeup today. Which one is the better buy? The case for Ulta Ulta and e.l.f. have different ...

e.l.f. Beauty (ELF) ended the recent trading session at $170.94, demonstrating a +0.14% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.78%. Meanwhile, the Dow experienced a drop of 1.29%, and the technology-dominated Nasdaq saw a decrease of 0.7%. Investors will be eagerly watching for the performance of e.l.f. Beauty in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 8, 2024. In that report, analys ...

e.l.f. Beauty, Inc. (ELF) , once a standout performer, recently encountered a significant setback, witnessing a decline of 20.1% over just a month, underperforming the industry's decline of 8.9%. The renowned cosmetics and skin care products company has also trailed the broader Zacks Consumer Staples sector and the S&P 500's respective growth of 1.1% and 2% during the same period. This abrupt reversal in fortunes prompts investors to reconsider whether to hold on to their shares or cut their losses. Image S ...

The easiest way to build wealth is to persistently buy shares of growing companies in the stock market and be patient. There is a high correlation between a company's growth and its stock's performance over many years. John Ballard (MercadoLibre): Latin America is one of the fastest-growing e-commerce markets worldwide, and this tailwind sent shares of MercadoLibre soaring over the last decade. The recent dip in the stock is an excellent buying opportunity, as the company continues to report robust growth. ...

e.l.f. Beauty (ELF) ended the recent trading session at $210.90, demonstrating a +0.95% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.55%. At the same time, the Dow added 0.62%, and the tech-heavy Nasdaq gained 0.63%. The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. The company's earnings report is expected on August 8, 2024. The company is predicted to post an EPS of $0.90, indicating a 18.18% decline c ...

Core Viewpoint - The article highlights three promising stocks from the Russell 2000 index, emphasizing their strong performance and growth potential despite the index's overall flat performance year-to-date and modest gains over the past five years [3][4]. Semrush (SEMR) - Semrush has remained flat year-to-date but has achieved a 55% increase over the past year, serving approximately 112,000 paying customers [4][5]. - The company reported an annual recurring revenue of $354.2 million in Q1 2024, reflecting a 21% year-over-year increase, with total revenue for the quarter also rising by 21% to $85.8 million [5]. - Semrush recently became profitable, posting a GAAP net income of $2.14 million, a significant turnaround from a net loss of $9.86 million in the same quarter last year [6]. Upwork (UPWK) - Upwork's stock is currently trading at a P/E ratio of 31, with revenue increasing by 19% year-over-year in Q1, and net income rising by 7% year-over-year [9]. - The company has surpassed 100,000 active Freelancer Plus subscriptions, marking a 76% year-over-year improvement, and is expected to see profit margins expand as its advertising segment grows [9][10]. - The ongoing trend of remote work is anticipated to benefit Upwork as more individuals seek flexible job opportunities [10]. Elf Beauty (ELF) - Elf Beauty has outperformed the stock market, with shares up 46% year-to-date and over 1,300% growth over the past five years [12]. - The company reported a 71% year-over-year net sales growth in Q4 FY24 and has achieved net sales growth for 21 consecutive quarters [13]. - Analysts are optimistic about Elf Beauty's continued growth into fiscal 2025, with a current rating of Strong Buy and a highest price target of $250 per share, suggesting a potential 23% upside [14].

Core Viewpoint - Analysts expect e.l.f. Beauty to report earnings of $3.42 per share and revenue of $1.29 billion for the full year, reflecting increases of +7.55% and +25.53% respectively from the previous year [1] Company Performance - e.l.f. Beauty's stock closed at $205.91, down -1.59% from the previous day, underperforming the S&P 500 which fell by 0.16% [2] - The company is projected to report an EPS of $0.92, indicating a 16.36% decrease from the same quarter last year, while revenue is expected to reach $300.26 million, up 38.79% year-over-year [5] - Over the past month, e.l.f. Beauty's shares have increased by 13.24%, outperforming the Consumer Staples sector which declined by 3.04% and the S&P 500 which gained 3.15% [8] Valuation Metrics - e.l.f. Beauty has a Forward P/E ratio of 61.11, significantly higher than the industry average of 25.35 [6] - The company also has a PEG ratio of 4.42, compared to the Cosmetics industry's average PEG ratio of 3.38 [11] Analyst Estimates - Recent changes in analyst estimates for e.l.f. Beauty indicate a shifting business landscape, with positive revisions suggesting optimism about the company's outlook [7] - The Zacks Rank for e.l.f. Beauty is currently 3 (Hold), with a 4.01% decline in the Zacks Consensus EPS estimate over the past month [9]

Core Insights - The article highlights investment opportunities in lesser-known stocks that have shown strong growth potential, particularly in the fintech and cosmetics sectors [2][10]. Group 1: Sezzle (SEZL) - Sezzle is a fintech company specializing in "Buy Now, Pay Later" solutions, with a market cap of $470 million and a P/E ratio of 37 [3]. - The stock has nearly quadrupled year-to-date, driven by an increase in user accounts [3]. - Sezzle's fiscal 2024 guidance for GAAP net income has been raised from $20 million to $30 million, indicating a 50% increase in a single quarter [4]. - Revenue guidance has also been increased to project 25% year-over-year growth, up from a previous estimate of 20% [4]. - In Q1 2024, Sezzle reported a 35.5% year-over-year revenue increase and a 364.3% year-over-year rise in net income, achieving a net profit margin of 17% [11]. Group 2: E.l.f. Beauty (ELF) - E.l.f. Beauty reported a 71% year-over-year revenue growth in Q4 FY24, attributing this success to retailer and e-commerce channels [6]. - The company has gained market share for five consecutive years and has seen 21 consecutive quarters of net sales and market share growth [6]. - E.l.f. Beauty's shares have increased by 51% year-to-date and over 1,500% in the past five years, showcasing impressive revenue growth [13]. - The company generated $88 million in GAAP net income in Q1 2024, a significant turnaround from a $34.4 million net loss in the same quarter last year [15]. - E.l.f. Beauty is expected to continue its growth trajectory into fiscal 2025, particularly as it captures market share from slower-growing competitors [14]. Group 3: SoFi (SOFI) - SoFi is a fintech firm offering a range of financial services, including bank accounts and loans, but has faced a 34% drop in share price year-to-date [8]. - The company reported $645 million in revenue for Q1 2024, reflecting a 37% year-over-year improvement [15]. - Memberships have grown to 8.1 million, a 44% increase compared to the same quarter last year, with the lending segment contributing significantly to revenue [16]. - Despite recent challenges, SoFi is positioned to diversify its offerings and potentially recover quickly once momentum builds [17].

Company Performance - e.l.f. Beauty is expected to report an EPS of $0.93, reflecting a 15.45% decline compared to the same quarter last year [1] - The anticipated quarterly revenue is $299.84 million, which represents a 38.59% increase from the previous year [1] - For the full year, the Zacks Consensus Estimates project earnings of $3.42 per share and revenue of $1.28 billion, indicating changes of +7.55% and +25.49% respectively from the prior year [12] Valuation Metrics - e.l.f. Beauty has a Forward P/E ratio of 57.63, significantly higher than the industry average Forward P/E of 26.83, suggesting that the company is trading at a premium [3] - The company has a PEG ratio of 4.17, compared to the industry average PEG ratio of 3.47, indicating a higher valuation relative to expected earnings growth [9] Industry Context - The Cosmetics industry is part of the Consumer Staples sector and currently holds a Zacks Industry Rank of 190, placing it in the bottom 25% of over 250 industries [4] - Over the past month, shares of e.l.f. Beauty have gained 17.23%, while the Consumer Staples sector has lost 3.57% and the S&P 500 has gained 3.96% [6] Analyst Sentiment - Recent adjustments in analyst estimates for e.l.f. Beauty reflect shifting dynamics in short-term business patterns, with positive revisions indicating optimism about the company's outlook [7] - The Zacks Rank system currently rates e.l.f. Beauty as 3 (Hold), with the consensus EPS estimate moving 4.07% lower over the past month [8]