ELF e.l.f. Beauty Inc

$ELF Wow what a earnings call! No end in sight to the growth $200 then higher. This is a grower

E.L.F. BEAUTY $ELF Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $520.8M (Est. $470M) 🟢; +51% YoY 🔹 Adj. EPS: $1.21 (Est. $0.60) 🟢 🔹 Adj. EBITDA: $123.4M (Est. $75M) 🟢; +86% YoY 🔹 Adjusted Net Income: $72.7M (Est. $34.9M) 🟢 Raises FY27 Guide: 🔹 Revenue: $2.00B-$2.03B (Est. $1.98B) 🟢 🔹 Adjusted EBITDA: $421M-$427M (Est. $401M) 🟢 🔹 Adj. EPS: $3.82-$3.86 (Est. $3.63) 🟢 Other Q2 Metrics: 🔹 Gross Margin: 71%; +160 bps YoY Key Updates: 🔹 rhode Fair Value Adjustment: $17.7M Comments: 🔸 “With this momentum, we are raising our full-year net sales guidance to 22 to 24 percent.”

$ELF Another long term hold. One of the few left I'm still holding. Just about filled the last ER gap. Trimmed some today 116 area

$ELF reported quarterly earnings of $1.20 per share which beat the analyst consensus estimate of $0.59 by 100 percent. This is a 76.47 percent increase over earnings of $0.68 per share from the same period last year. The company reported quarterly sales of $520.816 million which beat the analyst consensus estimate of $470.303 million by 10.74 percent. This is a 51.43 percent increase over sales of $343.936 million the same period last year.

$ELF As all the chickens, Nervous Nellies and wet one-ply toilet paper hands sell into the close....

$ELF I’m happy to see this go higher and hold my shares I’m happy to see this go lower and buy more!

$ELF Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $1.21 up 77.94% YoY • Reported revenue of $520.82M up 51.43% YoY • e.l.f. Beauty raised Fiscal 2027 net sales outlook to $2B (22-24% year-over-year increase), Adjusted EBITDA to $421M, adjusted net income to $231M, and adjusted diluted earnings per share to $3.82-3.86.

$ELF Canaccord Genuity analyst Susan Anderson maintains e.l.f. Beauty (NYSE:ELF) with a Buy and raises the price target from $123 to $137.

$ELF Citi raised the firm's price target on Elf Beauty (ELF) to $130 from $118 and keeps a Buy rating on the shares. 150$ EOY, 200$ Q1-Q2 '27. See you soon :-)

$ELF Rhode dropped winter sets yesterday In American & 1 VIDEO GOT 200k Likes in under 24 hours. INSANE

$ELF There is going to be so much regret in the future, by those who didn’t buy at these levels. They will receive zero pity.

$ELF raises FY2027 Adj EPS guidance from $3.50-$3.55 to $3.82-$3.86 vs $3.63 analyst estimate. Raises FY2027 sales outlook from $1.938 billion-$1.968 billion to $2.003 billion-$2.029 billion vs $1.976 billion estimate.

In my review of Jeremy Lefebvre public portfolio 1 week ago (see youtube OBTCanada channel), the ones that I recommended as buy now if not already long were : $$ELF (104/106$) $CELH (under 27$ and as close to 26.4$ as possible) and $AMZN (at or under 249$) all hit entry price last week and been bouncing nicely from entry price given. On watch: CELH next catalyst on close > 29.8$ on 4 hrs chart

$ELF reports fiscal Q2 on Nov 4, and its 10-Q puts dollars on the tariff refund the release only gave in basis points. It paid about 60.3 million dollars of IEEPA tariffs and had received 51.1 million back by June 30 plus 2.1 million in interest, with no receivable booked for the rest. The same filing shows the rhode earnout can pay up to 200 million dollars, and the first measurement period ended Sep 30, inside this print.

$ELF closing that $120 gap from earlier this yeah has proven tough. Hopefully tomorrow that changes!

$ELF very strong chart that is not tech related and has held its own despite market selling pressure. After a strong uptrend and move higher from 95 to 115, it is now pulling back in a tight flag. Watching the 115 breakout level.

$ELF anyone might think “oh this is a double top” better to sell… I think it is a bad idea… Next quarter is going to be really good… Remember, trend is your friend… Just my opinion…

$ELF Next ER will show us the first signs of that massive September expansion, it’ll be interesting for sure.

$ELF I sold out of my position today Solid bounce off 110 but didn’t have the volume I’d have liked to have seen Def watching this one, under 100 or above 120 💵

$ELF Well haven't been in this room for a minute this thing's holding up well through the storm vanity holes the highest priority