e.l.f. Beauty is expected to report Q1 2026 revenue of $425.8 million and adjusted EPS of $0.29, while the current stock price of $54.86 trades significantly below the average analyst target of $101.21.
Investors are primarily focused on the integration and sales trajectory of the recently acquired Rhode brand as the company moves deeper into the prestige skincare segment.
Supporting this outlook, recent performance has been driven by aggressive international expansion in the U.K. and Europe, which has sustained a 28-quarter streak of net sales growth. However, analysts are monitoring potential margin compression stemming from elevated tariff costs and the heavy marketing investments required to maintain record-high market share.