NYSE
98.83USD
-1.46 (-1.46%)
We have scored 51 news catalysts on The Estée Lauder Companies Inc. (EL) over the past 12 months. The biggest single-day move next to one of them came Feb 5, 2026, when EL closed −19.2%: “Nasdaq 100 and S&P500: Tech Stocks Slide as AI Spending Hits US Stocks Today”. Coverage across the window leans positive (average ticker sentiment +0.20). Most of the impact sits in sector consumer and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
35.7B
P/E
—
EPS
—
Beta
1.27
52W range
66.22-121.64
Day range
97.80–100.52
Open
100.06
Prev close
100.29
Volume
2.1M
Avg volume
3.3M
Dividend
1.40
IPO
1995-11-17
Analysts publish price targets on EL, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
20 analyst price targets from $80 to $120
as of 2026-09-10
The market is within 0% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about The Estée Lauder Companies Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of The Estée Lauder Companies Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for EL: .
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The Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks, specialized cleansing devices, and sun protection. In makeup, consumers can find lipsticks, glosses, mascaras, foundations, eyeshadows, nail polishes, powders, compacts, brushes, and various other cosmetic tools. The fragrance segment includes eau de parfum sprays, colognes, scented lotions, powders, creams, candles, and soaps. Lastly, its hair care selection features shampoos, conditioners, styling aids, treatments, finishing sprays, and hair color products. Beyond these, the company also offers ancillary products and services. Estée Lauder boasts an impressive portfolio of owned brands, such as Clinique, M·A·C, Aveda, La Mer, Jo Malone London, and The Ordinary, among many others. Furthermore, it operates under license agreements for notable fashion labels including Tommy Hilfiger and Michael Kors. These products are distributed globally through a broad network of retail channels, comprising high-end department stores, specialty multi-brand retailers, luxury perfumeries and pharmacies, salons and spas, exclusive freestanding stores, its own and authorized online platforms, major third-party e-commerce sites, airport retail locations, and in-flight and duty-free concessions. Established in 1946, the company maintains its corporate headquarters in New York, New York.
The price sits exactly at the median of the 20 published models, agreeing with the middle of the street, but it requires an 11.7% revenue growth rate that is more than double the 5.3% the company just delivered.
What the disagreement turns on
Can the Asia Pacific segment, specifically Skin Care, accelerate from its current growth to the 11.7% revenue CAGR the price requires, and the available unit volume data can test this.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim