EL Estee Lauder Cos. Inc

$EL All that AI noise around me but I'm 100% focused on this one. I see bullish signals every damn way I look at it. I think we're up for an amazing 6 months from here. I was already bullish before but today I connected the dots from multiple angles plus saw something even bigger and realized how damn close we must be to 🌬️ 🌬️🛫

$EL updated chart. Gap up follow thru today. Good start. $100 roll next on my radar if price wants it

$EL Barclays upgraded Estee Lauder to Overweight on Monday and took its target to 108. The call is about the turnaround maturing: Barclays says the company has delivered more balanced revenue growth seven quarters after unveiling its turnaround plan, and now calls EL one of the most attractive names in global consumer staples on its sales growth and earnings profile. The number to watch in the note is the margin path. Barclays expects structural changes to the operating model to drive margins into the high teens over time, while funding reinvestment. Tape context: shares are up about 2.2% to around 94 on the news, still down about 10% on the year and well below the 121.64 52-week high. LSEG has the street at an average Buy with a median target of 129.

$EL Big ER gap up back test and confirms so far today. PEAD/PEG traders like this type of setup generally.

$EL Revenue, profits and margins might grow faster than analysts currently anticipate / extrapolate. Meaning they will need to raise their PT even further in the next 6 months. Not sure if I'm right but that's my current suspicion. Still reading everyday to find the weak spot of this assumption but I'm quite convinced about this turnaround picking up steam 🤔

$EL on my list, hitting sunrise's. I'm Usually front running it about 12 days on this type of gambit.

$EL a PEAD/PEG name testing back to the ER gap up stick. Need to see signs of reversing for me to get more interested.

S&P Global Ratings revised its outlook on Estée Lauder to stable from negative and affirmed all ratings, including its long-term issuer credit rating of A- and short-term and commercial paper ratings of A-2. The revision reflects improving operating performance and credit metrics as the beauty company’s recovery efforts gain traction. S&P now expects adjusted leverage to fall to 1.9x in fiscal 2027 from 2.6x in fiscal 2026, better than its previous 2.4x forecast. Estée Lauder has posted four consecutive quarters of revenue growth and expanding gross margins, while stronger-than-expected fiscal fourth-quarter results supported the outlook change. S&P forecasts revenue growth of about 4% in fiscal 2027 and adjusted EBITDA margin expansion of more than 500 basis points to 21.4%. Cash flow is expected to remain pressured by more than $500 million in restructuring payments, working-capital investments and higher capital spending, alongside roughly $540 million in dividends. $EL

$EL $SPY $QQQ $5.29M hit the Mar 19 '27 $110 EL calls (mostly new positioning) at 11:39 AM ET while EL was near $98.00 — ~7,000 contracts at $7.55, day volume 7,000 vs OI 239, latest option mark $7.85 (+4% vs entry).

Heads up $EL: a judge refused to dismiss a BIPA class action alleging MAC's virtual try-on tool scans shoppers' faces without Illinois consent. Complaint stage, nothing to claim. Open Class Actions.

$EL up 2.1% after landing an upgrade at Barclays to "overweight" from "equal weight" The firm cited the makeup brand's upcoming earnings profile EL has been an underperformer on the charts, down 12.1% year-to-date, though its most recent pullback was captured by the $90 level

$EL 100 by end of next t week👌👍👏🙋‍♂️took position on the march 95 expiring call options expiring on 3/15/2027. Gives me 6 plus months for this to move. Bought 45 calls .