Key Highlights

● EL shares ended 9 October 2026 at $97.89, up 3.8 per cent.

● Market data consensus target is $104.76, implying about 7.0 per cent upside.

● The second data set shows a mean of $107.34 and a median of $108.

● Barclays upgraded the shares on 5 October.

Estee Lauder (NYSE:EL), a constituent of the S&P 500, closed at $97.89 on Friday 9 October 2026, up 3.8 per cent on the day. Analyst opinion is balanced, with Hold the most common rating.

What Is the Latest Analyst Price Target?

Market data shows an average price target of $104.76 from 24 analysts. Against the $97.89 close, the consensus target suggests implied upside of about 7.0 per cent. The range runs from $70 to $130.

The second data set, using third-party data, shows a mean of $107.34 and a median of $108, with a high of $127 and a low of $70 across 30 analysts. Both are consistent with recent named broker targets, which cluster between $90 and $115.

What Are Wall Street Analysts Saying?

Opinion is balanced. Market data reports 2 Strong Buy, 9 Buy, 11 Hold and 2 Sell ratings, a consensus of Hold. The second data set lists 9 Strong Buy, 7 Buy, 13 Hold and 1 Strong Sell, which it summarises as Buy.

Recent actions on market data show the effect of the August results period. On 5 October 2026, Barclays upgraded the shares from Equal Weight to Overweight and raised its target from $97 to $108, while Wells Fargo cut its target from $104 to $95 with an Equal Weight rating. On 20 August, a long list of brokers raised targets: JPMorgan from $94 to $112, Goldman Sachs from $100 to $112, Piper Sandler from $95 to $115, Citigroup from $110 to $115, Telsey Advisory from $90 to $108, UBS from $86 to $106, Morgan Stanley from $90 to $102, and Jefferies from $88 to $100.

What Could Help the Stock Reach the Price Target?

The August round of target increases was broad-based, which suggests analysts became more positive after the company's latest results. Market data reports quarterly earnings per share of $0.39 against $0.32 expected, and revenue up 6.3 per cent year on year to $3.64 billion. If the company continues to meet expectations and the share price builds on Friday's gain, the gap to the consensus target could narrow.

What Could Prevent the Stock Reaching the Target?

Views remain divided: 11 of the 24 market data analysts rate the stock Hold and two rate it Sell. Wells Fargo's October target cut, to $95, shows that not every broker is raising its estimates, and the lowest target of $70 is well below the current price.

What Should Investors Watch Next?

Investors may also watch for further target revisions following the October changes and for any movement in the rating distribution.

Estee Lauder's August Target Wave and an October Split

Estee Lauder closed at $97.89 on 9 October 2026, with the market data average of $104.76 implying about 7 per cent upside. Eleven of 24 analysts in the market data rate the shares Hold, while Barclays' upgrade to Overweight on 5 October came with a target of $108.