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The Estée Lauder Companies Inc. — Wall Street Analyst Estimates & Price Targets

EL
NYSEConsumer DefensiveHousehold & Personal ProductsCIK 0001001250elcompanies.comAbout EL
Last close · Oct 16, 2026104.54−2.65 (−2.47%)
Market cap$37.9B

14 firms' latest targets, last 90 days: median $106.00 ($90.00–$120.00), 1% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$80.0$100$120$140NovJan 2026MarMayJulSep2025-10-27 · Canaccord Genuity: $1002025-10-31 · RBC Capital: $1132025-10-31 · UBS: $1052025-11-03 · Barclays: $91.02025-11-25 · Rothschild & Co Redburn: $70.02025-12-16 · Evercore ISI: $1252026-01-05 · Wells Fargo: $1112026-01-05 · Raymond James: $1302026-01-14 · UBS: $1192026-01-14 · Jefferies: $1102026-01-16 · Barclays: $1002026-01-26 · Argus Research: $1402026-01-29 · Deutsche Bank: $1282026-02-06 · Wells Fargo: $1052026-02-06 · UBS: $1072026-02-06 · Barclays: $94.02026-02-10 · HSBC: $1062026-04-08 · Wells Fargo: $75.02026-04-09 · RBC Capital: $1112026-04-14 · Barclays: $72.02026-05-04 · UBS: $85.02026-05-04 · Telsey Advisory Group: $90.02026-05-04 · Morgan Stanley: $90.02026-05-04 · Wells Fargo: $85.02026-05-05 · Barclays: $75.02026-05-15 · Piper Sandler: $95.02026-06-11 · Bernstein: $82.02026-06-22 · Goldman Sachs: $1002026-07-16 · UBS: $86.02026-07-21 · TD Cowen: $90.02026-07-21 · Barclays: $80.02026-07-28 · Jefferies: $88.02026-08-14 · Seaport Global: $95.02026-08-19 · Goldman Sachs: $1122026-08-20 · Telsey Advisory Group: $1082026-08-20 · Deutsche Bank: $1172026-08-20 · Jefferies: $1002026-08-20 · RBC Capital: $1202026-08-20 · Piper Sandler: $1152026-08-20 · Bernstein: $1062026-08-20 · Canaccord Genuity: $90.02026-08-20 · Morgan Stanley: $1022026-08-20 · Barclays: $97.02026-08-20 · Wells Fargo: $1042026-08-25 · Berenberg Bank: $92.02026-10-05 · Barclays: $1082026-10-16 · Bernstein: $114
$80.0$100$120$140NovFebMayAug

Each firm's latest target

last 90 days · 14 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-16Bernstein$114.00$106.00▲ 8%+7%+9%
2026-10-05Barclays$108.00$97.00▲ 11%+17%+3%
2026-08-25Berenberg Bank$92.00——-12%-12%
2026-08-20Telsey Advisory Group$108.00$90.00▲ 20%+11%+3%
2026-08-20Deutsche Bank$117.00$128.00▼ 9%+20%+12%
2026-08-20Jefferies$100.00$88.00▲ 14%+3%-4%
2026-08-20RBC Capital$120.00$111.00▲ 8%+24%+15%
2026-08-20Piper Sandler$115.00$95.00▲ 21%+17%+10%
2026-08-20Canaccord Genuity$90.00$100.00▼ 10%-8%-14%
2026-08-20Morgan Stanley$102.00$90.00▲ 13%+4%-2%
2026-08-20Wells Fargo$104.00$85.00▲ 22%+6%-1%
2026-08-19Goldman Sachs$112.00$100.00▲ 12%+14%+7%
2026-08-14Seaport Global$95.00——+9%-9%
2026-07-21TD Cowen$90.00——+10%-14%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2024reported$15.6B-2%$1.08-61%est. $15.5B+1%est. $0.568
2025reported$14.3B-8%-$3.15-392%est. $14.3B+0%est. $1.4916
2026reported$15.0B+5%$0.50—est. $15.0B+1%est. $2.4415
2027$15.7B+5%$3.32+36%$15.7B–$15.8B$3.21–$3.4121
2028$16.4B+4%$3.94+19%$16.2B–$16.6B$3.75–$4.3021
2029$17.2B+5%$4.53+15%$16.8B–$17.7B$4.07–$5.2012
2030$17.8B+3%$4.82+6%$17.5B–$18.0B$4.74–$4.926
2031$17.9B+1%$4.25-12%$17.6B–$18.1B$4.18–$4.335
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.