Estee Lauder: Double Upgrade Sparks Turnaround Play

15 days ago

Tim Stanc

"Yes. But where we were seeing a double upgrade, that was with Estee Lauder. We did see shares higher, and this is a company that's been battered. If you look at the past few years from this stock in particular, we did see shares of the company up about 40% to end 2025. But if you look at some of the years prior to that, we were seeing some pretty substantial declines. But the reason that we are getting a double upgrade over here from Raymond James are saying that uh they essentially think that fiscal 2025 marked the earnings trough for this company and they said that the turnaround story now shifts to quote unquote execution. So we'll have to wait and see whether or not this is actually the case, but they did raise the price target making it a Wall Street high. I just want to point out and I'm just going back to I don't know if this was the all-time high. It is down 71% from January 4th of 2022."

Raymond James has issued a double upgrade on Estee Lauder, suggesting that fiscal 2025 marks the earnings trough for the company. The commentary highlights the stock's past volatility, noting a 40% rise leading to end-2025 against previous substantial declines, and points out that a raised price target combined with minimal sell recommendations could signal a potential turnaround.

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