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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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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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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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.