ELF
e.l.f BeautyDAI scenario view
RankAlpha Sentiment CodexThe current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
AI commentary
The primary company source provides a quantified FY2027 outlook and brand-level operating context, improving the evidence base, but the company’s investor-events page shows no confirmed upcoming event. No verified post-print price reaction or analyst target and estimate revisions are available. This remains a cautious, lower-conviction monitoring view.
Evidence flagged
No evidence quality warning is currently attached to this memo.
AI events
The company provided FY2027 guidance for net sales of $1.835-$1.865 billion, adjusted EBITDA of $379-$385 million, and adjusted diluted EPS of $3.27-$3.32 versus FY2026 actuals of $1.636 billion, $335 million, and $3.13, respectively [#IR-2026-05-20]. The company has not confirmed the date of its next earnings event.
A stored Zacks excerpt expects quarterly EPS of $0.73, down 18% year over year, alongside revenue of $424.55 million, up 20%; the EPS estimate was revised 1.2% higher over 30 days. This is secondary consensus context, not company guidance, and the company has not confirmed a reporting date.
Management reported that all five brands grew in FY2026, with rhode and Naturium particularly strong, and cited further whitespace across brands, categories, and geographies [#IR-2026-05-20]. The opportunity is credible but lacks quantified near-term conversion evidence.
Recommendation
No formal recommendation provided.

