EL Estee Lauder Cos. Inc

$EL is also in breakout mode which compliments ELF as this industry is strong! Cosmetic stocks are on watch!

$EL Leaps are seeing some action today! A near $1.5M order hit the tape an hour ago ... the $EL $145 C 1/19/2029 have over $4.3M in premium now!

$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 Estee Lauder this morning. It has only missed once and it was in 2023. Shares are off the 2026 lows. It's expected to grow earnings by 32% this fiscal year. It's not cheap. Forward P/E is 32.

$EL reports earnings tomorrow before the open. I'm bullish heading into the report: EL has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow.

$EL is filed under Consumer Defensive, but defensive isn't the same as steady earnings. The Aug 19, 2026 quarter showed $3.63B revenue and reported EPS of $0.3900, while the provider estimate for the Nov 2, 2026 report is 0.508 EPS. How much of the gap between those two EPS figures comes from revenue versus SG&A?

🎯 $EL | BULLISH SETUP Consumer Staples / Personal Care 🐂 ⭐ Setup Quality Grade: B+ 📌 Grade Justification: • Profitability: Core Global Beauty Leader (~$39.1B–$39.5B market cap, ~$15.05B annual revenue, profitable with TTM net income ~$182M–$517M). • Revenue Growth: Global prestige beauty recovery and cost-efficiency initiatives expected to drive stabilization toward $16.2B+ revenue. • Technical Setup: B+ Grade Rebound (Hold above key bottom support in the $66–$80 zone; currently pushing out of multi-month base toward $109 spot). • Wall St Target: +10%–20%+ Upside ($110.00 consensus average, with Tier-1 targets reaching $124.00–$125.00+). 🏢 Profile: Leading manufacturer and marketer of prestige skincare, makeup, fragrance, and hair care products worldwide.#el #optionsflow #hovdid

$EL: the June ruling in Javid turned on plausibility. The judge found MAC could plausibly have collected and identified biometric data through virtual try-on, so discovery follows. Lawsuit stage, nothing to claim. Open Class Actions.

Estée Lauder Expands Microsoft AI Partnership As It Targets Productivity, Personalized Experiences $EL $MSFT https://stocktwits.com/news/equity/markets/estee-lauder-expands-microsoft-ai-partnership-as-it-targets-productivity-personalized-experiences/cZUhzeTR9Tt

$EL: tried MAC's virtual try-on in Illinois? Javid's proposed class covers you, via live camera, a photo or an upload, in store or online. Plaintiffs allege face scans without BIPA consent. Nothing to claim. Open Class Actions.

$EL: the missing paperwork is central in Javid. Plaintiffs allege MAC never published the BIPA retention and destruction schedule for face geometry from its virtual try-on. Case proceeds, nothing to claim. Open Class Actions.

$EL's been on a tear, up 6.55% in five days, 1.19% today, thanks to JPMorgan's bullish call They flagged potential earnings upside for Nov. 2, but that hype's already baked in Watch for a big move if results miss Options flow tells a story Seeing long-dated, deep ITM puts and far OTM calls Like a $2.4M 2029 $145 put and those 2028 $140 and $145 calls on InsiderFinance Institutions are hedging gains, not going all in on a direction With 63 to 64% of the premium in puts and average expiry over a year, it's more about protecting than anything else

$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