The Estée Lauder Companies Inc. (EL) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$86.67
Price Target
$106.73
Target Range
$70.00 — $140.00
Analyst Rating
Hold
Forward P/E39.0x
Trailing P/E-27.5x
Forward PEG—
Implied Growth+427.0%
Median Target$110.00
Analyst Spread65.6%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$70
-19.2%
Consensus
$107
+23.1%
Bull Case
$140
+61.5%
EL Price Target Analysis
Updated May 7, 2026As of May 7, 2026, The Estée Lauder Companies Inc. (EL) has a Wall Street consensus price target of $106.73, based on estimates from 46 covering analysts. With the stock currently trading at $86.67, this represents a potential upside of +23.1%. The company has a market capitalization of $31.29B.
Analyst price targets range from a low of $70.00 to a high of $140.00, representing a 66% spread in expectations. The median target of $110.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Hold, with 21 analysts rating the stock as a Buy or Strong Buy,21 rating it Hold, and 4 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, EL trades at a trailing P/E of -27.5x and forward P/E of 39.0x. Analysts expect EPS to grow +427.0% over the next year.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Consumer Defensive stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside+20.3%
Avg Forward P/E18.0x
Peers with Coverage10 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 COTYCoty Inc. | $2.3B | $2.65 | $4.01 | +51.3% | Hold | 9.7x | 33 |
 IFFInternational Flavors & Fragrances Inc. | $21.2B | $82.93 | $87.75 | +5.8% | Buy | 18.9x | 33 |
 ELFe.l.f. Beauty, Inc. | $3.4B | $61.43 | $95.17 | +54.9% | Buy | 19.8x | 27 |
 IPARInter Parfums, Inc. | $3.0B | $94.81 | $107.50 | +13.4% | Hold | 19.6x | 19 |
 SKINThe Beauty Health Company | $121M | $0.93 | $1.30 | +39.4% | Hold | — | 13 |
 PGThe Procter & Gamble Company | $345.7B | $147.93 | $161.88 | +9.4% | Buy | 21.4x | 52 |
 ULUnilever PLC | $130.4B | $59.70 | $65.55 | +9.8% | Hold | 18.9x | 35 |
 KMBKimberly-Clark Corporation | $32.9B | $99.19 | $110.00 | +10.9% | Hold | 13.2x | 31 |
 CHDChurch & Dwight Co., Inc. | $22.5B | $94.96 | $99.60 | +4.9% | Buy | 25.3x | 34 |
 KVUEKenvue Inc. | $33.9B | $17.68 | $18.25 | +3.2% | Hold | 15.5x | 14 |
Upside Potential Comparison
ELFCOTYSKINIPARKMBULPGIFFFull EL Stock Analysis
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Start ComparisonEL — Frequently Asked Questions
Quick answers to the most common questions about buying EL stock.
What is the EL stock price target for 2026?
The consensus Wall Street price target for EL is $106.73, representing 23.1% upside from the current price of $86.67. With 46 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
Is EL a buy, sell, or hold?
EL has a consensus rating of "Hold" based on 46 Wall Street analysts. The rating breakdown is mixed, with 21 Hold ratings making up the largest segment. The consensus 12-month price target of $106.73 implies 23.1% upside from current levels.
Is EL stock overvalued or undervalued?
At a forward P/E of 39.0493x, EL trades at a premium valuation. The consensus price target of $106.73 (23.1% upside) suggests analysts still see growth justifying the multiple.
How high can EL stock go?
The most bullish Wall Street analyst has a price target of $140 for EL, while the most conservative target is $70. The consensus of $106.73 represents the median expectation. These targets typically reflect 12-month expectations.
How many analysts cover EL stock?
EL is heavily covered by Wall Street, with 46 analysts providing price targets and ratings. Of these, 1 have Strong Buy ratings, 20 have Buy ratings, 21 recommend Hold, and 4 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the EL stock forecast?
The 12-month EL stock forecast based on 46 Wall Street analysts shows a consensus price target of $106.73, with estimates ranging from $70 (bear case) to $140 (bull case). The median consensus rating is "Hold".
What is EL's forward P/E ratio?
EL trades at a forward P/E ratio of 39.0x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy EL stock?
Wall Street analysts are very optimistic on EL, with a "Hold" consensus rating and $106.73 price target (23.1% upside). 21 of 46 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do EL price targets vary so much?
EL analyst price targets range from $70 to $140, a 66% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $106.73 consensus represents the middle ground.