ELF · e.l.f. Beauty, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on ELF. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About ELF · e.l.f. Beauty, Inc.
e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, and skin care products. It offers products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Rhode brand names. The company sells its products through national and international retailers and direct-to-consumer through its e-commerce channel. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.
Live Quote
SELL (score -3) · 12-1 mom -56.4% · RSI 58.4 · above_50_only · -56.7% from high
Targets blend Wall Street consensus (16 analysts: low $50.00 / mean $71.88 / high $90.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
The investigation found that the Form 4 cluster trigger was met but the signal is misleading: all recent insider activity consists entirely of RSU vesting events where shares were automatically sold to cover tax withholdings (transaction code S). No open-market purchases by insiders using personal capital were identified in the last 90 days. The CEO received RSUs at $0 value, not purchased on open market. ELF has shed ~55% from its 52-week high of $150.99 following an earnings disaster in November 2025 (tariff-driven margin compression) and a GAAP loss for FY26. Forward P/E of 16.6x appears modest but EV/EBITDA of 55.3x reflects the unprofitable reality; higher costs from tariffs remain a structural headwind. Rhode international expansion is a genuine catalyst but its incremental contribution has not resolved profitability concerns.
{"symbol":"ELF","company":"e.l.f. Beauty, Inc.","investigation_summary":"The Form 4 cluster that triggered this investigation consists entirely of RSU vesting events — six executives received equity compensation (acquired shares at $0) on June 3, 2026, and simultaneously sold shares to cover tax withholding obligations at $51.94 per share (transaction code S). NONE were open-market purchases. The
Lessons Referencing This Ticker
For zero-revenue resource companies, earnings reports are operational milestone updates, not financial performance events. Market reaction is typically delayed 3-7 days as analysts digest operational details (mine start-up, production targets, inventory decisions). Use longer-dated options (7-14 DTE) or calendar spreads instead of tight DTE spreads that expire before the full reaction.
extracted Jun 19, 2026 from 2026-06-01-UEC-earnings-put-spread
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