异动解读 | 分析师大幅下调目标价 e.l.f. Beauty盘中重挫逾6%

异动解读
Sep 16, 2024

美国美妆品牌e.l.f. Beauty Inc.今日遭遇"腰斩"式调整,盘中股价大跌6.12%,报收于67.86美元,引发市场广泛关注。

对于这家高增长美妆股的暴跌,主要源自投资银行Piper Sandler将该公司未来12个月的股价目标下调近37%,从之前的260美元大幅砍至162美元。分析师表示,此举反映了他们对于e.l.f. Beauty未来长期增长前景的担忧。

Piper Sandler认为,随着消费者支出可能出现放缓,e.l.f. Beauty短期内将面临较大的发展压力。与此同时,该公司所处的美妆行业竞争日益激烈,未来也可能侵蚀其毛利率水平。尽管该品牌连年保持高速增长,被视为美妆行业的明星公司,但其前景依旧面临诸多不确定性。

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