These Analysts Revise Their Forecasts On Estee Lauder After Q4 Earnings

Core Insights - Estée Lauder reported adjusted earnings per share of 9 cents for Q4, aligning with market expectations, while quarterly sales were $3.41 billion, a 12% decrease year-over-year, but exceeded analyst consensus of $3.397 billion [1] - The company anticipates tariff-related challenges to impact fiscal 2026 profitability by approximately $100 million [1] Financial Outlook - For fiscal year 2026, Estée Lauder projects EPS between $1.90 and $2.10, significantly above the analyst consensus estimate of $1.48 [3] - Sales are expected to range from $14.613 billion to $15.042 billion, surpassing the analyst forecast of $14.321 billion [3] - Following the earnings announcement, Estée Lauder shares increased by 1.7% to $88.08 [3] Analyst Ratings - RBC Capital analyst Nik Modi maintained an Outperform rating on Estée Lauder and raised the price target from $90 to $107 [7] - JP Morgan analyst Andrea Teixeira maintained an Overweight rating but reduced the price target from $101 to $99 [7] Management Commentary - CEO Stéphane de La Faverie expressed confidence in achieving organic sales growth in fiscal 2026 after three years of declines and aims to rebuild operating profitability towards a solid double-digit adjusted operating margin in the coming years [2]