Estée Lauder Companies Upgraded to Buy at J.P. Morgan with $101.00 Price Target.

The Estée Lauder Companies received a Buy rating and $101 price target from J.P. Morgan analyst Andrea Faria Teixeira. The company's shares closed at $86.77. Teixeira has a 3-star rating with an average return of 1.8% and a 50.24% success rate. Other analysts have also provided Buy and Hold ratings for the company.

Estee Lauder Companies (EL, Financial) received a significant boost on July 25, 2025, when JPMorgan analyst Andrea Teixeira upgraded the stock from "Neutral" to "Overweight," raising the price target from $62 to $101. The upgrade reflects a positive outlook for the company's performance in the near future.

The analyst cited better-than-expected performance during the recent "6.18 event," a major shopping festival, and improvements in the company's online business as reasons for the upgrade. JPMorgan also placed Estee Lauder on its "Positive Catalyst Watch," indicating anticipation for the company's upcoming earnings report. The firm expects the company to deliver results at the upper end of its guidance range, signaling strong confidence in Estee Lauder's near-term performance.

Other analysts have also provided positive ratings for Estee Lauder. Based on the one-year price targets offered by 23 analysts, the average target price for The Estee Lauder Companies Inc (EL, Financial) is $78.10, with a high estimate of $110.00 and a low estimate of $56.20. The average target implies a downside of 9.99% from the current price of $86.77. The consensus recommendation from 28 brokerage firms is currently 2.9, indicating a "Hold" status.

GuruFocus estimates the estimated GF Value for The Estee Lauder Companies Inc (EL, Financial) in one year to be $139.05, suggesting an upside of 60.25% from the current price of $86.77. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at, calculated based on historical multiples, past business growth, and future estimates of the business' performance.

Despite the positive outlook, Estee Lauder faces challenges. Organic sales declined by 9% in the third quarter, with travel retail experiencing a significant 28% decline. Diluted earnings per share decreased by 33%, indicating financial pressure despite some operational improvements. The company faces ongoing challenges with weakened consumer sentiment in the U.S. and parts of Europe, as well as prolonged weak sentiment in China. The geopolitical landscape, including evolving trade policies and tariffs, adds uncertainty and potential material impact on future profitability.

References:

[1] https://www.gurufocus.com/news/3005885/estee-lauder-el-receives-upgraded-rating-from-jpmorgan-el-stock-news
[2] https://www.gurufocus.com/news/3005739/estee-lauder-el-gets-boost-with-jp-morgan-upgrade-el-stock-news
[3] https://finance.yahoo.com/news/est-e-lauder-el-stock-182541028.html
[4] https://www.marketscreener.com/news/estee-lauder-shares-rise-after-jpmorgan-upgrade-ce7c5fdbdc89fe26