e.l.f. Beauty Stock (ELF) Opinions on Rhode Expansion and Market Share Gains

Rhode Expansion Drives Gains: Social media conversations focus on e.l.f. Beauty's announcement that its Rhode skincare line will expand into 19 European countries, contributing to a recent 4.3 percent stock increase. Traders highlight this move as a key step in broadening international reach. Market Share Momentum Builds: Investors point to the company's double-digit sales growth and projected FY2026 net sales near 1.6 billion dollars, fueled by affordable pricing and rapid product innovation. The Rhode acquisition is viewed as strengthening its position in premium skincare. Optimistic Outlook Prevails: Overall discussion reflects confidence in e.l.f. Beauty's ability to capture share from larger competitors through social media strategies and distribution expansion, with some noting strong recent price performance from lower levels. Note: This discussion summary was generated from an AI condensation of post data. e.l.f. Beauty Insider Trading Activity e.l.f. Beauty insiders have traded $ELF stock on the open market 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales. Here's a breakdown of recent trading of $ELF stock by insiders over the last 6 months: TARANG AMIN (Chief Executive Officer) has made 0 purchases and 8 sales selling 91,684 shares for an estimated $6,568,015 . . JENNIFER CATHERINE HARTNETT (Chief Commercial Officer) has made 0 purchases and 4 sales selling 60,856 shares for an estimated $4,114,709 . . KORY MARCHISOTTO (See Remarks) has made 0 purchases and 4 sales selling 48,833 shares for an estimated $3,252,640 . . JOSHUA ALLEN FRANKS (SVP, Operations) has made 0 purchases and 5 sales selling 45,124 shares for an estimated $3,212,967 . . SCOTT MILSTEN has made 0 purchases and 3 sales selling 36,471 shares for an estimated $2,171,498 . . MANDY J FIELDS (See Remarks) has made 0 purchases and 3 sales selling 36,447 shares for an estimated $2,168,531 . . LAUREN COOKS LEVITAN has made 0 purchases and 2 sales selling 8,748 shares for an estimated $530,697. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. Quiver Alerts Receive ELF Data Alerts Get market-moving data, filings, and signals for ELF in real time. Sign Up e.l.f. Beauty Revenue e.l.f. Beauty had revenues of $479.4M in Q1 2027. This is an increase of 35.52% from the same period in the prior year. You can track ELF financials on Quiver Quantitative's ELF stock page. You can access data on ELF stock through the Quiver Quantitative API. e.l.f. Beauty Hedge Fund Activity We have seen 213 institutional investors add shares of e.l.f. Beauty stock to their portfolio, and 315 decrease their positions in their most recent quarter. Here are some of the largest recent moves: PRICE T ROWE ASSOCIATES INC /MD/ removed 1,981,336 shares (-95.8%) from their portfolio in Q2 2026, for an estimated $146,618,864 JPMORGAN CHASE & CO added 1,960,653 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,088,322 CLEARBRIDGE INVESTMENTS, LLC removed 1,529,086 shares (-88.1%) from their portfolio in Q2 2026, for an estimated $113,152,364 AQR CAPITAL MANAGEMENT LLC removed 1,473,881 shares (-98.5%) from their portfolio in Q2 2026, for an estimated $109,067,194 HOLOCENE ADVISORS, LP added 1,356,999 shares (+inf%) to their portfolio in Q2 2026, for an estimated $100,417,926 ILEX CAPITAL PARTNERS (UK) LLP removed 1,257,126 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $76,194,406 GOLDMAN SACHS GROUP INC added 1,222,786 shares (+175.0%) to their portfolio in Q2 2026, for an estimated $90,486,164 To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint. e.l.f. Beauty Price Targets Multiple analysts have issued price targets for $ELF recently. We have seen 13 analysts offer price targets for $ELF in the last 6 months, with a median target of $70.0. Here are some recent targets: Cristian Rios from Bernstein set a target price of $60.0 on 06/11/2026 on 06/11/2026 Anna Glaessgen from B. Riley Securities set a target price of $70.0 on 05/26/2026 on 05/26/2026 Anna Lizzul from B of A Securities set a target price of $85.0 on 05/21/2026 on 05/21/2026 Susan Anderson from Canaccord Genuity set a target price of $90.0 on 05/21/2026 on 05/21/2026 Dara Mohsenian from Morgan Stanley set a target price of $59.0 on 05/21/2026 on 05/21/2026 Anna Andreeva from Piper Sandler set a target price of $50.0 on 05/21/2026 on 05/21/2026 Ashley Helgans from Jefferies set a target price of $70.0 on 05/21/2026 This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.