Estée Lauder lands Goldman Sachs Buy, shares react to $100 target call
Published on 06/23/2026 at 15:06 | Editorial responsibility: Rafael MĂŒller, Editor-in-Chief AD HOC NEWS
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 15:03.
Estée Lauder (US5184391044) is back on Goldman Sachs' radar. The Wall Street bank has reinstated coverage with a Buy rating and a $100 price target, focusing attention on the NYSE-listed beauty group's recovery prospects, as reported by Investing.com and GuruFocus.
What Goldman Sachs is saying
According to a Goldman Sachs-based report on Investing.com, analysts have resumed coverage of The Estée Lauder Companies with a Buy recommendation and a $100 price target, arguing that investors underestimate the sustainability of the planned turnaround.
The note points to improving trends in China, a stabilizing travel retail channel and ongoing product innovation as key drivers for medium-term revenue and margin growth, with Goldman modeling around mid-single-digit annual sales growth and faster earnings expansion over the next few fiscal years.
Consensus view and valuation backdrop
Market data from MarketBeat indicate that Estée Lauder shares last closed at $84.64 on the NYSE on June 22, 2026, implying an upside of roughly 18 percent to Goldman Sachs' $100 target at that close.
GuruFocus highlights that Estée Lauder's shares recently traded around $84.88 versus a proprietary "GF Value" estimate of $96.31, suggesting the stock is about 11.9 percent below this fair value metric, which reinforces the valuation angle in the new Buy stance.
All news and analysis on the Estée Lauder shares
Further background, corporate news and historical price data on The Estée Lauder Companies can be found in the dedicated topic overview.
How Estée Lauder makes its money
Estée Lauder generates the bulk of its revenue from prestige skincare, makeup, fragrance and hair care brands such as Estée Lauder, La Mer, MAC and Jo Malone London, sold through department stores, specialty beauty retailers, travel retail and growing direct-to-consumer online channels.
Where the shares trade today
Estée Lauder shares (US5184391044) most recently closed on the NYSE at $84.64 on 2026-06-22, 15:59 Eastern Time, according to MarketBeat data.
Key data on the Estée Lauder shares
- Company: The Estée Lauder Companies Inc.
- ISIN: US5184391044
- WKN: 897933
- Ticker: EL
- Trading venue: NYSE
- Price (as of 2026-06-22, 15:59): 84.64 USD
- Market cap: 30.9 billion USD (as of 2026-06-22)
- Sector / industry: Consumer Staples / Personal Care & Cosmetics
- Index membership: S&P 500
- Next earnings date: not officially scheduled
This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Disclaimer regarding our articles: No investment advice, no buy or sell recommendation. Information on prices, companies, and markets is provided without guarantee; changes are possible at any time. Stock market transactions can lead to substantial losses. Our articles are created and reviewed in whole or in part automatically with the support of AI.
