ELF Stock Surges Over 10% Premarket After Q4 Earnings– Retail Traders Call Stock ‘Dirt Cheap’

• Amin said e.l.f.’s expanding brand portfolio fueled growth, with four brands surpassing $200 million in global retail sales. 
• Hailey Bieber’s Rhode topped expectations with more than $500 million in annualized sales.
• However, Amin acknowledged a weak trend in the company’s core e.l.f. brand.

e.l.f. Beauty Inc. (ELF)stock rallied in premarket trading on Thursday after the cosmetics company posted stronger-than-expected fiscal fourth-quarter (Q4) results, with the CEO highlighting continued market share gains, rapid growth from acquired brands, and a broadening global business footprint.

e.l.f. Beauty stock climbed more than 10% in Thursday’s premarket, recovering from a recent 52-week low reached on Tuesday.

ELF CEO Highlights Brand Expansion 

Speaking during the Q4 earnings call, Chairman and CEO Tarang Amin said the beauty company posted its 29th straight quarter of revenue growth and reported 2026 annual net sales growth of 25%, while adjusted EBITDA climbed 13% for the fiscal year.

“We're 1 of only 6 public consumer companies out of 546 that has grown for 29 straight quarters and averaged at least 20% sales growth per quarter,” Amin said.

Amin pointed to the company’s growing lineup of brands as a major contributor to performance. According to him, four of e.l.f.’s brands have now surpassed $200 million in global retail sales, placing them among a limited number of cosmetics and skincare labels tracked by Nielsen to reach that milestone.

Naturium, acquired nearly three years ago, delivered close to $250 million in annual retail sales, roughly double pre-acquisition levels. Meanwhile, Rhode — the beauty brand founded by Hailey Bieber — exceeded internal expectations after its acquisition last year. 

Amin said Rhode generated more than $500 million in annualized retail sales during fiscal 2026 and expanded rapidly through partnerships with Sephora and MECCA.

Q1 Revenue And Outlook 

The beauty company posted Q4 net sales of $449.3 million, up 35% year-on-year and ahead of analysts’ estimates of about $423 million, according to Fiscal AI data. Adjusted earnings came in at $0.32 per share, beating Wall Street expectations of $0.29 per share. 

Despite strong annual results, the company said growth in its main e.l.f. brand has recently slowed. Amin said sales growth fell to low single digits over the past 12 weeks, and the company’s spring 2026 product launches performed below expectations.

What Are ELF Retail Traders Saying

On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day with a 439% increase in message volume over 24 hours. 

A user said, “hode is only in 20% of sephora stores worldwide. The runway for growth is just incredible. imagine buying this company at a $3B marketcap. Best opportunity in the market today at this valuation.” 

Another user said, “I mentioned buy right before earning.  Was dirt cheap. I love buying great company with great price.”

A third user also echoed the same opinion.

ELF stock has plunged over 33% year-to-date. 

Also See: Why Is IRDM Stock Rising Premarket Today?

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