Estee Lauder price target lowered to $107 from $119 at UBS

UBS lowered the firm’s price target on Estee Lauder (EL) to $107 from $119 and keeps a Neutral rating on the shares. Estee Lauder posted a solid Q2 EPS beat and raised FY26 guidance on stronger sales and margins, confirming improved fundamentals versus recent years, though elevated expectations for a faster earnings recovery, and a muted implied top-line acceleration drove skepticism, suggesting the stock needs either a better entry point or clearer growth visibility, the analyst tells investors in a research note.