Wells Fargo Lifts Estée Lauder (EL) Target as Raymond James Names It a 2026 Top Pick

The Estée Lauder Companies Inc. (NYSE:EL) is included among the 13 Best Consumer Staples Dividend Stocks to Invest successful Now.

On January 5, Wells Fargo raised its terms people connected The Estée Lauder Companies Inc. (NYSE:EL) to $111 from $95 and kept an Equal Weight standing connected the shares. The update reflects changes to the firm’s models crossed Beverage, Food, and Home and Personal Care arsenic assumptions are pushed into 2026.

That aforesaid day, Raymond James took a much bullish view. The steadfast treble upgraded Estée Lauder to Strong Buy from Market Perform, acceptable a $130 terms target, and added the banal to its Analyst Current Favorites list. Analysts described Estée Lauder arsenic a apical prime for 2026, noting that the turnaround is moving from a communicative signifier into execution. In their view, FY25 marked the net debased point. Improving US marketplace stock and amended class maturation successful China are expected to enactment steadier and faster income and nett growth.

On December 4, the company’s CEO outlined the broader strategy. The absorption is connected expanding marketplace stock and lifting income by processing caller brands, reaching younger consumers worldwide, and tailoring products to section preferences crossed cultures.

Speaking astatine the Reuters NEXT league successful New York, Chief Executive Officer Stéphane de La Faverie said the institution sees the rising planetary mediate people arsenic a cardinal maturation operator done 2030. That radical sits astatine the halfway of the company’s semipermanent plans.

Estée Lauder, inactive successful the mediate of a turnaround, is besides moving to rebalance maturation by leaning much into the Americas and emerging markets. That displacement is not meant to travel astatine the disbursal of China, adjacent arsenic Chinese consumers person pulled backmost spending successful caller years, helium added.

The Estée Lauder Companies Inc. (NYSE:EL) manufactures, markets, and sells tegument care, makeup, fragrance, and hairsbreadth attraction products worldwide.

While we admit the imaginable of EL arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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