New York, Feb 17, 2026, 09:28 EST — Premarket
- e.l.f. Beauty shares were up about 1.4% before the open, after a 9.7% jump on Friday.
- Traders are watching whether the rebound holds as markets reopen after the long weekend.
- Management is due to speak at CAGNY on Feb. 19, a near-term catalyst for the stock.
e.l.f. Beauty (ELF.N) shares rose 1.4% to $82.61 in premarket trading on Tuesday, ahead of the 9:30 a.m. ET opening, after the cosmetics maker’s stock closed up 9.65% at $81.50 in the last session. (Public)
The move matters because ELF has turned into a quick read on what value-focused shoppers will still buy, even as investors weigh what trade policy can do to margins. Premarket trading can exaggerate swings because volumes are lighter and bid-ask spreads tend to be wider.
Tariffs — import taxes — have been a key overhang for the stock. The company has said it expects more than $50 million in annual costs from higher tariffs in fiscal 2026 and that China accounted for about 75% of its global production as of November 2025; it also raised prices by $1 across its portfolio in August 2025. (Reuters)
The company’s last earnings update in early February helped reset expectations. e.l.f. reported a 38% rise in quarterly net sales to $489.5 million and lifted its fiscal 2026 outlook, projecting net sales of $1.60 billion to $1.612 billion and adjusted earnings per share of $3.05 to $3.10. “We remain confident in our ability to grow market share,” CEO Tarang Amin said. (Elfbeauty)
A regulatory filing also showed e.l.f. added Matthew Farrell — the former CEO and chairman of Church & Dwight — to its board, effective Feb. 12, with Farrell set to stand for election at the company’s 2026 annual meeting. (SEC)
In the broader market, U.S. stock index futures were slightly lower in premarket trading, a reminder that consumer names can still get dragged around by the tape even on quiet company news days. (Barron’s)
For Tuesday’s regular session, traders will watch whether ELF can build on Friday’s rebound or slips back into the recent choppy range, especially if tariff headlines start moving retail and consumer stocks again.
But the downside case hasn’t vanished. If higher import costs bite harder than expected, or if shoppers balk at price increases, the stock’s bounce can fade quickly — and it tends to do that when macro nerves rise.
ELF’s shares have had a wide 52-week range, underscoring how fast sentiment can flip for mid-cap consumer brands. (Investing)
The next clear catalyst is Thursday: e.l.f. is scheduled to appear at the CAGNY 2026 Conference on Feb. 19 at 4:00 p.m. EST, where investors will listen for any fresh detail on tariff mitigation, demand trends and brand momentum. (Elfbeauty)
