EL Estee Lauder Cos. Inc

$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).

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

$EL Equibles has it in the filing data. Estee Lauder Companies Inc director FRIBOURG PAUL J reported selling 45,000 EL shares on September 11, 2026, worth about $4.36 million, in a non-derivative Form 4.

$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 .

Estée Lauder’s Lawsuit Over Alleged Counterfeits Sold On Walmart Moves Forward, Says Report $EL $WMT https://stocktwits.com/news/equity/markets/estee-lauder-s-lawsuit-over-alleged-counterfeits-sold-on-walmart-moves-forward-says-report/cZtXucpRBbW