Prediction: The e.l.f. Sell-Off Is a Golden Opportunity
The Motley Fool· 2026-02-08 13:15
Core Viewpoint - E.l.f. Beauty's stock experienced a significant reversal despite strong fiscal Q3 results, presenting a potential buying opportunity for investors [1]. Financial Performance - E.l.f. Beauty reported a 38% year-over-year increase in sales for fiscal Q3, reaching $489.5 million, surpassing the analyst consensus of $460 million [3]. - Adjusted earnings per share (EPS) rose 68% from $0.74 to $1.24, exceeding the analyst consensus of $0.72 [3]. - Adjusted EBITDA increased by 79% to $123 million [3]. Market Position and Growth - The company achieved a gross margin of 65.91% and organic growth, excluding the acquisition of Rhode, was 2% [5]. - Total consumption grew by 6%, with an 8% increase in the U.S. market [5]. - E.l.f.'s namesake brand gained 130 basis points in market share within the mass cosmetics sector during the quarter [5]. Revenue Breakdown - U.S. revenue increased by 36%, while international revenue rose by 44%, although weak consumption was noted in the U.K. [6]. - Rhode contributed $128 million in revenue for the quarter, aided by its launch at Sephora [5]. Future Outlook - E.l.f. raised its full-year fiscal 2026 guidance, now expecting sales growth of 22% to 33%, up from a previous estimate of 18% to 20% [6]. - Updated fiscal 2025 outlook includes net sales of $1.6 billion to $1.612 billion, adjusted EBITDA of $323 million to $326 million, and adjusted EPS of $3.05 to $3.10 [7]. Expansion Plans - The company plans to launch Rhode in Australia and New Zealand and introduce its Naturium brand into Walmart in the U.S. this spring [8]. - E.l.f. will also increase shelf space for its brand at Ulta Beauty and launch at DM in Germany [8]. Investment Consideration - E.l.f. is currently trading at a forward price-to-earnings ratio of 22 and a price/earnings-to-growth (PEG) ratio of 0.4, indicating it may be undervalued [10].
Intuit Stock: AI Fears Are Likely Overdone (NASDAQ:INTU)
Seeking Alpha· 2026-02-08 13:06
分组1 - Intuit's stock has declined approximately 45% since its 52-week high of $813 due to concerns over potential disruptions from artificial intelligence [1] - The stock sell-off began in July 2025, indicating a significant market reaction to AI-related fears [1] - David, a long-term investor, emphasizes the importance of investing in high-quality growth stocks that are reasonably priced and likely to outperform the market [1] 分组2 - David's investment strategy includes focusing on growth and momentum stocks, utilizing options for strategy [1] - He previously advised investors to buy at the bottom of the financial crisis in March 2009, leading to substantial gains in the S&P 500 and Nasdaq over the following decade [1]
Intuit: AI Fears Are Likely Overdone
Seeking Alpha· 2026-02-08 13:06
分组1 - Intuit's stock has declined approximately 45% since its 52-week high of $813 due to concerns over potential disruptions from artificial intelligence [1] - The stock sell-off began in July 2025, indicating a significant market reaction to AI-related fears [1] - David, a long-term investor, emphasizes the importance of investing in high-quality growth stocks that are reasonably priced and likely to outperform the market [1] 分组2 - David's investment strategy includes focusing on growth and momentum stocks, utilizing options for strategy [1] - He successfully advised investors to buy at the bottom of the financial crisis in March 2009, leading to substantial gains in the S&P 500 and Nasdaq over the following decade [1]
IRS warns taxpayers of 'ghost' preparers who promise big refunds, file fraudulent returns and vanish without a trace
Yahoo Finance· 2026-02-08 13:00
Peak tax season is approaching, and with it comes an uptick in fraudulent tax preparers who promise massive refunds, prepare bogus returns then disappear when the IRS comes calling. Consumer protection groups warn these "ghost" tax preparers are thriving, and this year's confusing tax landscape could make Americans even more vulnerable. The Better Business Bureau (BBB) warns about ghost tax preparers who deliberately avoid signing returns they prepare, leaving clients to face IRS penalties alone (1). Mu ...
Le ministère des Finances et le Fonds monétaire international lancent demain la seconde édition de la conférence d'AlUla sur les économies des marchés émergents
Prnewswire· 2026-02-08 13:00
Group 1 - The AlUla conference on emerging market economies 2026 will begin tomorrow, organized in partnership with the Ministry of Finance and the International Monetary Fund, featuring high-level participation from economic decision-makers, finance ministers, central bank governors, and international financial institution leaders [1] - The conference is timely as the global economy undergoes profound transformations in international trade and financial systems, facing challenges such as slowing growth, increasing uncertainty, and mounting pressures on emerging market economies [2] - The conference aims to contribute to the development of an economic policy program for emerging market economies to support growth and prosperity while enhancing global economic stability [3] Group 2 - This year's conference theme is "Policies in a Context of Resetting International Trade and Financial Systems," highlighting rapid transformations in the global economy and the challenges and opportunities they present for emerging market economies [4] - The conference program focuses on key issues such as the restructuring of global trade amid geopolitical and economic changes, the dynamics of the international monetary and financial system, and the challenges facing monetary policy in an uncertain and structurally changing environment [5] - Additionally, the conference will address resilience and budgetary policy frameworks in a world subject to shocks, the role of public policies in strengthening economic resilience, and ways to stimulate private sector-led growth and productivity [6] Group 3 - The conference will conclude with discussions on enhancing the resilience of emerging market economies and economic transformation, reviewing key lessons learned, and defining measures to support international cooperation and policy coordination [7] - The AlUla conference aims to raise global awareness of the issues facing emerging market economies, highlight their central role in the global economy, and strengthen the presence of these issues on the international economic and media agenda [8]
Waymo Says Bar Higher Than Human Driving For Autonomy Even As Tesla Says Cameras Are Enough: 'What Does It Take To Build A Safe Product?' - Alphabet (NASDAQ:GOOGL)
Benzinga· 2026-02-08 12:58
Tesla Inc. (NASDAQ:TSLA) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) unit Waymo are among the top companies working to solve autonomous driving, but their approaches remain different.Focus On SafetyDuring an interview with Business Insider, Waymo’s vice president of onboard software, Srikanth Thirumalai, argued that the standard for autonomous driving should exceed human capabilities."I think the bar is higher than human driving. Given where the technology is right now, the question is what is it going t ...
Hims & Hers Halts Compounded Semaglutide Pill Offering After FDA's Crackdown Warning - Hims & Hers Health (NYSE:HIMS)
Benzinga· 2026-02-08 12:57
Hims & Hers Health Inc. (NYSE:HIMS) has decided to cease offering its compounded semaglutide pill.Hims & Hers Explains Its DecisionHims & Hers' decision to stop offering the $49 version of Novo Nordisk A/S' (NYSE:NVO) Wegovy comes days after the company launched it."Since launching the compounded semaglutide pill on our platform, we've had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment," the company said in a post on X ...
‘America will become a renter nation’: says billionaire Grant Cardone. Making the most of the market without a mortgage
Yahoo Finance· 2026-02-08 12:57
What matters is how you use the money saved each month from renting. Cardone suggests Americans take the money they would have put toward buying a house and invest it in real estate that pays them a monthly return.“America will become a renter nation. You will rent your cars, you will rent where you live, you might even rent your clothes in the future (6).”If renting instead of buying a home seems like unusual advice, Cardone doesn’t think so — it could become the new norm.Here’s a look at these strategies ...
Tesla Officially Updates Free FSD Transfer Policy — Here's The Last Date For Placing Orders To Be Eligible - Tesla (NASDAQ:TSLA)
Benzinga· 2026-02-08 12:56
Core Viewpoint - Tesla Inc. has introduced a limited-time offer allowing customers to transfer their Full Self-Driving (FSD) feature to a new Tesla vehicle, available for orders placed by March 31, 2026 [1][2]. Group 1: FSD Transfer Program Details - The FSD transfer program is available for customers who place an order for a new Tesla vehicle by the specified deadline [2]. - Only the new vehicle will have access to the FSD feature after the transfer from an existing vehicle [2]. Group 2: Eligibility Details - Customers must be the legal owner and registrant of the current vehicle with FSD purchased outright to qualify for the transfer [3]. - Both vehicles must be under the same Tesla Account, and all terms and conditions must be agreed upon before delivery [3]. - Vehicles under active lease, business, commercial, or pre-owned orders are not eligible for the transfer program [3]. Group 3: Additional Conditions - The transferring vehicle must not be involved in any pending cancellation or buyback requests or have outstanding liens or balances [4]. Group 4: Recent Updates on FSD - This announcement follows updates regarding Tesla's FSD transfer policies, including the conclusion of the free FSD transfer service at the end of March [5]. - Customers taking delivery between April 24, 2025, and March 31, 2026, may be eligible for free transfers [5].
Elon Musk Admits It Would Take 'Staggeringly Enormous Amount Of Work For Tesla Valuation To Hit $100 Trillion: 'I'm Just Saying…' - Tesla (NASDAQ:TSLA)
Benzinga· 2026-02-08 12:56
Core Viewpoint - Tesla's CEO Elon Musk acknowledges that reaching a $100 trillion valuation is a challenging yet possible goal, requiring significant effort and favorable circumstances [1][2]. Group 1: Current Valuation and Future Goals - Tesla's current market capitalization is $1.5 trillion, indicating a need for a 65-fold increase to reach the $100 trillion target [1]. - Musk's vision for Tesla extends beyond electric vehicles to include robotaxis, humanoid robots, energy storage, and manufacturing [1]. Group 2: Potential Growth Areas - The robotaxi market is projected to be worth $10 trillion by 2030, which could significantly enhance Tesla's valuation [3]. - The humanoid robot market is estimated by Morgan Stanley and Citi to be between $5 trillion and $7 trillion [3]. - Musk aims to produce 100,000 units of the Optimus humanoid robot monthly within five years, potentially generating $30 billion in annual revenue [3]. - Tesla deployed 14.2 GWh of energy storage in the last quarter and 46.7 GWh over the past year, indicating growth in this sector [3]. Group 3: Executive Compensation - In November 2025, Tesla shareholders approved a trillion-dollar pay package for Musk, linking his compensation to the company's advancements in AI and robotics [4]. - Musk has defended his compensation package against criticism, pointing out the contradiction in claims of Tesla's overvaluation while questioning his stock awards [4].