e.l.f. Beauty, Inc. recently confirmed it will report its Q3 2026 results and host its earnings call on February 4, 2026, while also rolling out a high-profile Big Game telenovela-style campaign for its Glow Reviver Lip Oil featuring Melissa McCarthy and other stars. The combination of resilient recent sales growth despite tariff pressures and a culturally resonant, inclusivity-focused campaign with Duolingo support highlights how e.l.f. is leaning on brand strength and affordability to engage consumers ahead of its earnings update. Next, we’ll examine how the company’s resilient sales growth amid tariff pressures may influence e.l.f. Beauty’s broader investment narrative.
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What Is e.l.f. Beauty’s Investment Narrative?
To own e.l.f. Beauty, you have to believe its combination of affordable pricing, brand heat and digital-first marketing can keep pulling in consumers even when costs and macro worries bite. The upcoming Q3 2026 earnings on February 4 sit at the center of the story, especially after a year where tariffs squeezed margins, guidance was trimmed and the share price stayed volatile despite a long-term gain of more than 200%. The new Big Game telenovela-style campaign for Glow Reviver Lip Oil, backed by a Duolingo tie-in, reinforces e.l.f.’s push to stay culturally relevant and broaden reach, but it is unlikely to change the near-term numbers on its own. Instead, it sharpens the focus on two key catalysts and risks: how tariffs and legal outcomes affect profitability, and whether the company can meet already optimistic growth expectations baked into a rich valuation.
But there is one cost-related risk here that investors really should not overlook.
e.l.f. Beauty’s share price has been on the slide but might be dropping deeper into value territory. Find out whether it’s a bargain at this price.Exploring Other Perspectives
ELF 1-Year Stock Price Chart
Sixteen Simply Wall St Community fair values span roughly US$32 to US$153 per share, showing just how far apart individual views can be on e.l.f. Beauty. When you set that against rich current multiples and tariff-related margin pressure, it underlines why many market participants are rethinking what they are willing to pay for growth here and why it pays to examine a few different valuation cases before making up your mind.
Explore 16 other fair value estimates on e.l.f. Beauty – why the stock might be worth as much as 80% more than the current price!
Build Your Own e.l.f. Beauty Narrative
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
Seeking Other Investments?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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