48/100BEstee Lauder Companies (The) stock forecast 2027–2031What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Estee Lauder Companies (The) is 109.38, 2.4% below the current price of 112.09. Their targets range from 86.00 to 129.00.
Of the 18 firms that rated Estee Lauder Companies (The) in the past 12 months, 9 rate it buy or strong buy, 8 hold and 1 sell or strong sell (each firm at its latest rating): a Hold consensus.
Analysts' 1-year price targets range from 86.00 to 129.00, with an average of 109.38.
| Buy | 9 | |
| Hold | 8 | |
| Sell | 1 |
12-month price target
| Highest target | 129.00 |
| Average target | 109.38 |
| Lowest target | 86.00 |
| Current price | 112.09 |
Estee Lauder Companies (The) price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Estee Lauder Companies (The) price target and rating?
How analysts rate Estee Lauder Companies (The), month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
9 of 18 firms rate it buy now, against 9 of 19 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Estee Lauder Companies (The) analyst upgrades, downgrades and price targets
The latest rating change came on 5 October 2026, when Barclays upgraded Estee Lauder Companies (The) from Equal Weight to Overweight. Its price target is 108.00, from 97.00. The most recent new target came from Wells Fargo on 3 November 2026: 110.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 3 Nov 2026 | Wells Fargo Chris Carey | Reiterated · Equal Weight | 104.00 → 110.00 | +5.8% | 104.77 |
| 2 Nov 2026 | Goldman Sachs Bonnie Herzog | — | 124.00 → 129.00 | +4.0% | 105.87 |
| 23 Oct 2026 | Scotiabank | — | 125.00 | — | 107.99 |
| 23 Oct 2026 | Piper Sandler | Reiterated · Overweight | 115.00 → 125.00 | +8.7% | 107.72 |
| 22 Oct 2026 | Canaccord Genuity Susan Anderson | Reiterated · Hold | 90.00 → 109.00 | +21.1% | 103.66 |
| 19 Oct 2026 | Goldman Sachs Bonnie Herzog | — | 112.00 → 124.00 | +10.7% | 104.65 |
| 19 Oct 2026 | Jefferies | Reiterated · Hold | 100.00 → 120.00 | +20.0% | 104.54 |
| 16 Oct 2026 | Bernstein Cristian Rios | — | 106.00 → 114.00 | +7.5% | 106.99 |
| 5 Oct 2026 | Barclays Lauren Lieberman | Upgraded · Equal Weight → Overweight | 97.00 → 108.00 | +11.3% | 91.97 |
| 25 Aug 2026 | Berenberg Bank Fulvio Cazzol | — | 92.00 | — | 104.10 |
| 20 Aug 2026 | Telsey Advisory | Reiterated · Market Perform | 90.00 → 108.00 | +20.0% | 97.73 |
| 20 Aug 2026 | Deutsche Bank | — | 128.00 → 117.00 | -8.6% | 97.48 |
| 20 Aug 2026 | Jefferies Sydney Wagner | Reiterated · Hold | 88.00 → 100.00 | +13.6% | 97.10 |
| 20 Aug 2026 | RBC Capital | Reiterated · Outperform | 111.00 → 120.00 | +8.1% | 96.86 |
| 20 Aug 2026 | Piper Sandler | Reiterated · Overweight | 95.00 → 115.00 | +21.1% | 98.01 |
| 20 Aug 2026 | Bernstein Cristian Rios | — | 82.00 → 106.00 | +29.3% | 98.01 |
| 20 Aug 2026 | Canaccord Genuity Susan Anderson | Reiterated · Hold | 100.00 → 90.00 | -10.0% | 98.01 |
| 20 Aug 2026 | Morgan Stanley Dara Mohsenian | Reiterated · Equal Weight | 90.00 → 102.00 | +13.3% | 98.01 |
| 20 Aug 2026 | Barclays | — | 80.00 → 97.00 | +21.2% | 98.01 |
| 20 Aug 2026 | Wells Fargo | Reiterated · Equal Weight | 85.00 → 104.00 | +22.4% | 98.01 |
| 19 Aug 2026 | Goldman Sachs | — | 100.00 → 112.00 | +12.0% | 98.01 |
| 14 Aug 2026 | Seaport Global | — | 95.00 | — | 87.03 |
| 28 Jul 2026 | Jefferies | Reiterated · Hold | 110.00 → 88.00 | -20.0% | 83.20 |
| 21 Jul 2026 | Cowen & Co. | — | 90.00 | — | 82.12 |
| 21 Jul 2026 | Barclays | Reiterated · Equal Weight | 75.00 → 80.00 | +6.7% | 83.64 |
| 16 Jul 2026 | UBS Peter Grom | Reiterated · Neutral | 85.00 → 86.00 | +1.2% | 82.75 |
| 22 Jun 2026 | Goldman Sachs Bonnie Herzog | — | 115.00 → 100.00 | -13.0% | 84.81 |
| 11 Jun 2026 | Bernstein Cristian Rios | — | 82.00 | — | 88.02 |
| 15 May 2026 | Piper Sandler | — | 95.00 | — | 80.83 |
| 5 May 2026 | Barclays | Reiterated · Equal Weight | 72.00 → 75.00 | +4.2% | 81.33 |
| 4 May 2026 | UBS Peter Grom | Reiterated · Neutral | 107.00 → 85.00 | -20.6% | 81.71 |
| 4 May 2026 | Telsey Advisory Dana Telsey | Reiterated · Market Perform | 90.00 | — | 82.25 |
| 4 May 2026 | Morgan Stanley Dara Mohsenian | — | 90.00 | — | 81.96 |
| 4 May 2026 | Wells Fargo | Reiterated · Equal Weight | 75.00 → 85.00 | +13.3% | 79.30 |
| 14 Apr 2026 | Barclays Lauren Lieberman | Reiterated · Equal Weight | 94.00 → 72.00 | -23.4% | 74.86 |
| 9 Apr 2026 | RBC Capital Nik Modi | — | 113.00 → 111.00 | -1.8% | 73.29 |
| 8 Apr 2026 | Wells Fargo | Reiterated · Equal Weight | 105.00 → 75.00 | -28.6% | 71.44 |
| 10 Feb 2026 | HSBC Erwan Rambourg | — | 106.00 | — | 99.01 |
| 6 Feb 2026 | Wells Fargo | Reiterated · Equal Weight | 111.00 → 105.00 | -5.4% | 96.66 |
| 6 Feb 2026 | UBS | — | 119.00 → 107.00 | -10.1% | 96.66 |
| 6 Feb 2026 | Barclays Lauren Lieberman | — | 100.00 → 94.00 | -6.0% | 96.66 |
| 6 Feb 2026 | Citigroup | Upgraded · Neutral → Buy | — | — | — |
| 29 Jan 2026 | Deutsche Bank Steve Powers | Reiterated · Buy | 128.00 | — | 115.41 |
| 26 Jan 2026 | Argus Research | — | 140.00 | — | 117.69 |
| 16 Jan 2026 | Barclays | — | 91.00 → 100.00 | +9.9% | 114.22 |
| 14 Jan 2026 | UBS | Reiterated · Neutral | 105.00 → 119.00 | +13.3% | 115.37 |
| 14 Jan 2026 | Jefferies | — | 110.00 | — | 115.37 |
| 5 Jan 2026 | Wells Fargo | Reiterated · Equal Weight | 111.00 | — | 107.58 |
| 5 Jan 2026 | Raymond James Strong Buy | Upgraded · Market Perform → Strong Buy | 130.00 | — | 106.76 |
| 16 Dec 2025 | Evercore ISI Robert Ottenstein | Reiterated · Outperform | 125.00 | — | 102.46 |
Estee Lauder Companies (The) EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
EPS
Does Estee Lauder Companies (The) beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 63.0% off the result, either way, and their revenue estimate 1.2%, over the last 12 quarters.
- EPS beats
- 91 / 124
- Revenue beats
- 89 / 119
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +63.0%
- Since
- January 1996
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q1 FY2027 | 2 Nov 2026 | 0.51 | 0.72 | +42.0% | 3.65B | 3.72B | +1.7% |
| Q4 FY2026 | 19 Aug 2026 | 0.32 | 0.39 | +22.2% | 3.55B | 3.63B | +2.3% |
| Q3 FY2026 | 1 May 2026 | 0.65 | 0.91 | +40.4% | 3.69B | 3.71B | +0.6% |
| Q2 FY2026 | 5 Feb 2026 | 0.84 | 0.89 | +6.6% | 4.23B | 4.23B | +0.1% |
| Q1 FY2026 | 30 Oct 2025 | 0.18 | 0.32 | +82.1% | 3.38B | 3.48B | +2.9% |
| Q4 FY2025 | 20 Aug 2025 | 0.09 | 0.09 | +4.3% | 3.39B | 3.41B | +0.4% |
| Q3 FY2025 | 1 May 2025 | 0.31 | 0.65 | +107.9% | 3.52B | 3.55B | +1.0% |
| Q2 FY2025 | 4 Feb 2025 | 0.31 | 0.62 | +100.0% | 3.98B | 4.00B | +0.7% |
| Q1 FY2025 | 31 Oct 2024 | 0.09 | 0.14 | +57.9% | 3.37B | 3.36B | -0.3% |
| Q4 FY2024 | 19 Aug 2024 | 0.27 | 0.64 | +135.2% | 3.81B | 3.87B | +1.7% |
| Q3 FY2024 | 1 May 2024 | 0.49 | 0.97 | +98.0% | 3.92B | 3.94B | +0.6% |
| Q2 FY2024 | 5 Feb 2024 | 0.55 | 0.88 | +60.0% | 4.19B | 4.28B | +2.0% |
Estee Lauder Companies (The) stock price 2027–2031: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Estee Lauder Companies (The)'s earnings grow at the 23.0% a year analysts expect to FY2029, then 15.0% a year, it would earn about 6.18 a share in FY2031. At the P/E of similar companies (Household & Personal Products, 17.2 to 36.8) that is 106.17 to 227.41 a share, or 158.66 at their average P/E of 25.7. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2027 | 3.44 | 59.06 | 88.26 | 126.51 |
| FY2028 | 4.08 | 70.07 | 104.72 | 150.10 |
| FY2029 | 4.67 | 80.28 | 119.97 | 171.96 |
| FY2030 (extrapolated) | 5.37 | 92.32 | 137.96 | 197.75 |
| FY2031 (extrapolated) | 6.18 | 106.17 | 158.66 | 227.41 |
Each year's EPS is the analysts' consensus to FY2029; the years after grow 15.0% a year (the analysts' growth, at most 15%). Its own P/E has been above 60, or from losses, too often in the last five years, so bear, base and bull apply the lowest, average and highest P/E of similar companies (Household & Personal Products: 17.2, 25.7, 36.8), those up to 60.
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 235.690 | 464.49205Price 235.69627 | +97.1% | |
| 28.860 | 56.2634Price 28.8696 | +94.9% | |
| 199.110 | 384.58163Price 199.112,644 | +93.1% | |
| 123.990 | 237.24178Price 123.99297 | +91.3% | |
| 157.820 | 297.58169Price 157.82471 | +88.6% | |
| 162.670 | 305.52160Price 162.67396 | +87.8% | |
| 216.610 | 405.38304Price 216.61507 | +87.1% |
Furthest below the fair value on each stock's page, updated every day.