e.l.f. Beauty, Inc. (ELF): A Bull Case Theory
We came across a bullish thesis on e.l.f. Beauty, Inc. on Stocks subreddit by Rare-Kangaroo8075. In this article, we will summarize the bulls’ thesis on ELF. e.l.f.
E.l.f. Beauty Inc. (ELF)
Market is closed
Sector: Consumer Defensive
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.18 | 9,300 | $103,962.84 | 632,507 | 2018-08-14 | Filing | |
| $10.78 | 9,300 | $100,221.45 | 632,507 | 2018-08-13 | Filing | |
| $11.07 | 2,000 | $22,135.00 | 2,519,114 | 2018-08-14 | Filing | |
| $10.65 | 45,000 | $479,421.00 | 2,517,114 | 2018-08-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.83 | 1,522 | $121,501.26 | 80,296 | 2025-12-04 | Filing | |
| $79.83 | 906 | $72,325.98 | 96,500 | 2025-12-04 | Filing | |
| $71.63 | 1,160 | $83,092.19 | 11,550 | 2025-11-24 | Filing | |
| $71.71 | 2,600 | $186,439.24 | 12,710 | 2025-11-24 | Filing | |
| $133.44 | 12,430 | $1,658,648.01 | 160,040 | 2025-10-01 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,177,659 | $545,789,191 | 0.45% | |
| 2. | 5,487,304 | $417,254,596 | 0.01% | |
| 3. | 902,041 | $68,591,198 | 0.01% | |
| 4. | Imc-chicago, LlcCALL | 431,000 | $32,773,240 | 0.01% |
| 5. | 411,985 | $31,327,340 | 0.05% |
News See All
e.l.f Beauty, Inc. (ELF) Maintains Analyst Attention With 2026 Growth Potential
TheFly reported on January 14 that UBS lowered its price target on ELF to $98 from $105 and maintained a Neutral rating on the stock.
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The US stock market is shifting as President Trump reinforces his “America First” agenda through subsidies and incentives aimed at boosting domestic manufacturing.
What Makes e.l.f. Beauty (ELF) Attractive
On December 18, JPMorgan analyst Andrea Faria Teixeira reaffirmed her Overweight rating for e.l.f. Beauty Inc. (NYSE:ELF), as part of the firm’s 2026 outlook.
Piper Sandler Retains a Neutral rating on e.l.f. Beauty, Inc. (ELF)
On December 22, 2025, TheFly reported that Piper Sandler reduced e.l.f. Beauty, Inc. (NYSE:ELF) price objective from $100 to $85 and retained a Neutral rating.
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When it comes to defensive plays in stock markets, consumer staples stocks are among the most sought-after investments.
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According to NielsenIQ, men's grooming sales in the US jumped by 6.9% year over year to $7.1 billion in 2025.
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“If you want clean energy, nuclear is the best solution long term. But man, it takes a very, very, very long time to build these things, even the small forms… are still novel and nuclear.
Here’s Why e.l.f. Beauty (ELF) Declined in Q4
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Operational Momentum and Market Expansions Maintains Bullish Sentiment on e.l.f. Beauty (ELF)
On November 25, 2025, e.l.f. Beauty, Inc. (NYSE:ELF) saw Morgan Stanley’s Dara Mohsenian reaffirm a “Buy” rating with a $121 price target.
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