Jeremy Lefebvre on e.l.f. Beauty (ELF): the quotes, dated.
19 dated quotes about e.l.f. Beauty stock (ELF), selected from 123 of the 124 Jeremy Lefebvre videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with ELF’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- ELF close, 2026-10-28
- $115.41
- Price since the first forecast, Apr 2, 2026
- +88.7%
- S&P 500 (SPY), same period
- +17.8%
- vs the S&P 500
- +70.9 pp
- Latest stance, Oct 5, 2026
- Named as a pick
- Mentions found
- 672 in 88 of 123 videos
The short version
In September 2025 Jeremy Lefebvre predicted e.l.f. Beauty would reach 200 plus within nine months. In December 2025 they set a $100-plus target for year-end 2026 and described buying shares between about $50 and $100. In February 2026 they gave a 2029 base case of $160 to $187. In March 2026 they reported buying about $14,000 worth near $68. In May 2026 they called anything under $100 a steal. In June and July 2026 they described further purchases, including 475 shares at $74.57. In September 2026 they disclosed a $344,000 private position and a $100–$140 year-end range, and in October 2026 they expected record earnings per share.
Summary of the quotes on this page. Updated .
What Jeremy Lefebvre said last · Oct 5, 2026
Named as a pick
“But the good news is we're about to go through another big upcycle for earnings per share and you're going to see the biggest earnings per share we've ever seen for ELF likely by this time next year.”
Bullish call · Price rose
The price rose since the first bullish quote.
ELF from to . Price movement, not the creator’s realized return.
Price up since 18 of 19 quotes · Stock ahead of SPY: 18 of 19
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Jeremy Lefebvre’s price target and valuation calls on ELF
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Price target
Where's the stock price headed? In my opinion, it's headed to 200 plus in the next nine months. I don't think there's any way it doesn't.
Valuation view
And then Elf Beauty trading at two-year forward P of under 20 right now.
Price target
Elf Beauty, I believe this stock exits 2026 at $100 plus.
Price target
Elf on a shelf, 220 plus within the next 3 years. That's what I have for Elf.
Price target
Based upon my projections for Elf, my bull case, I have this stock going to $238 to $272 in my my bull case come 2029. For 80 something dollar stock, it's pretty attractive. My…
Valuation view
Have them doing only 9% net income growth every year, right? 9% 9% for a business model that's as safe as Elf, 23 to 28 PE, I still get a 15 to 21% CAGR. We're talking about Alm…
Price target
Uh based upon my projections, I have ELF going to $3.2 billion of revenue come 2030. Uh on my base case and just over $400 million of net income come 2030. If they're, you know,…
Price target
Elf on a Shelf, uh, great long-term buy. You know, I've said it a few times. I think the stock exits this year. Worst case scenario, $100. Best best case scenario 140. So that's…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ELF · daily close, split-adjusted · 2025-08-25 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $125 |
| 2025-09-30 | $132 |
| 2025-10-31 | $122 |
| 2025-11-28 | $76.17 |
| 2025-12-31 | $76.04 |
| 2026-01-30 | $84.99 |
| 2026-02-27 | $92.05 |
| 2026-03-31 | $60.61 |
| 2026-04-30 | $63.97 |
| 2026-05-29 | $56.00 |
| 2026-06-30 | $74.00 |
| 2026-07-31 | $82.89 |
| 2026-08-31 | $109 |
| 2026-09-30 | $101 |
| 2026-10-28 | $115 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ELF · daily close, split-adjusted · 2025-08-25 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $125 |
| 2025-09-30 | $132 |
| 2025-10-31 | $122 |
| 2025-11-28 | $76.17 |
| 2025-12-31 | $76.04 |
| 2026-01-30 | $84.99 |
| 2026-02-27 | $92.05 |
| 2026-03-31 | $60.61 |
| 2026-04-30 | $63.97 |
| 2026-05-29 | $56.00 |
| 2026-06-30 | $74.00 |
| 2026-07-31 | $82.89 |
| 2026-08-31 | $109 |
| 2026-09-30 | $101 |
| 2026-10-28 | $115 |
What Jeremy Lefebvre said, when
- 1
— Price target
14:58 “Where's the stock price headed? In my opinion, it's headed to 200 plus in the next nine months. I don't think there's any way it doesn't.”
He expected revenue growth to pick up again now that the Rhode acquisition was complete, and he argued that investors would return to the stock once those growth rates showed.
- 2
— Valuation view
30:58 “And then Elf Beauty trading at two-year forward P of under 20 right now.”
Corrected · corrections log
5 earlier quotes, Dec 15, 2025 to Mar 16, 2026
- 3
— Price target
34:55 “Elf Beauty, I believe this stock exits 2026 at $100 plus.”
He was giving year-end 2026 predictions for several stocks.
- 4
— Disclosed buy
20:25 “ELF, I've bought shares this year anywhere between like $50 and probably like $100. right? My ELF shares in the public account that I bought back in 2019 have a cost basis in the sevens.”
Corrected · corrections log
- 5
— Price target
11:29 “Elf on a shelf, 220 plus within the next 3 years. That's what I have for Elf.”
He was going through every investment he owns and giving his outlook for each.
- 6
— Price target
34:11 “Based upon my projections for Elf, my bull case, I have this stock going to $238 to $272 in my my bull case come 2029. For 80 something dollar stock, it's pretty attractive. My base case, just a fancy way of saying what I actually expect, I have this stock going to $160 to $187 a share come 2029.”
He was explaining his long-term projections for e.l.f. Beauty after describing its slower growth and the tariff issues.
- 7
— Disclosed holding
26:08 “In the public account, way back in February 27th, 2019, and you know still holding it to this day. and There's been a lot of ups and downs for ELF over the years, right? but there's a lot more ups than downs. And This is a stock I've been buying heavily in other portfolios.”
Corrected · corrections log
- 8
— Disclosed buy
31:11 “I bought a little under $14,000 worth of Elf Beauty today. Stock was under 70 bucks. I think I got it at 68 or something like that. Come on, give me a steel deal. I got a steel deal on Elf.”
Corrected · corrections log
- 9
— Named as a pick
19:46 “E.l.f. is up 119% over the past 5 years versus the S&P 500 up 59%. So, significant, about double up outperformance of e.l.f. versus S&P 500. Bu- bu- But look at this. year-to-date, we call it Elf Fell Off the Shelf.”
Corrected · corrections log
- 10
— Valuation view
24:50 “Have them doing only 9% net income growth every year, right? 9% 9% for a business model that's as safe as Elf, 23 to 28 PE, I still get a 15 to 21% CAGR. We're talking about Almost smoke the market, even under a bear case.”
Corrected · corrections log
- 11
— Disclosed holding
25:36 “Number four of these six stocks is e.l.f. Beauty. e.l.f. I call it fell off the shelf, right? Uh Fifty-five dollar stock, in the public account up six hundred and sixty-one percent from where I started buying the stock way back in 2019. right? And I own a ton of shares of e.l.f. in my other portfolios.”
Corrected · corrections log
- 12
— Buying the dip
18:02 “In regards to Elf, by the way, it's a buy before earnings. It's a buy after earnings. I don't care, honestly, what happens with Elf stock. Elf stock could go down 20% on earnings, it's a bigger buy than ever. Elf could go up 20%, it's still a huge buy. Anything under $100 on Elf is a steal deal.”
He was previewing upcoming earnings reports, including e.l.f. Beauty's.
- 13
— Disclosed buy
30:18 “But then I got this batch I just bought recently and I hadn't upped my cost basis forever in regards to ELF and I was like I finally did it and I literally got ELF at pretty much the lows. 4909 on June 5th. It's unbelievable.”
He was showing his public-account e.l.f. shares, including the original 2019 batch bought at $7.28 and a recent batch he said was already up 42%.
- 14
— Price target
29:49 “Uh based upon my projections, I have ELF going to $3.2 billion of revenue come 2030. Uh on my base case and just over $400 million of net income come 2030. If they're, you know, growing like that, I think a 30 or 35p easy peasy lemon squeezy, the stock pushes just over $200 come 2030, right?”
He was discussing what he called the 2030-plus opportunity for e.l.f. Beauty, with the stock at about $75 that day.
- 15
— Disclosed buy
35:07 “Next stock up here I bought is e.l.f. Beauty. e.l.f. Cosmetics. So, I bought about 475 shares here today 74.57. on this one. This is another one I just had up my cost basis massively on e.l.f. Remember, I started buying e.l.f. in the public account you know how much it was? Seven bucks. seven bucks. It's 10x since I bought.”
Corrected · corrections log
- 16
— Disclosed holding
3:35 “my biggest position I actually have for Elf in a private portfolio. In that particular position is $344,000. So, it's over double the size of the public account position. In this one so far I'm up $135,000 on it and my average price on this particular portfolio is $58.07.”
After showing his $153,000 public-account ELF position, he disclosed a larger position held in a private portfolio.
- 17
— Price target
16:14 “Elf on a Shelf, uh, great long-term buy. You know, I've said it a few times. I think the stock exits this year. Worst case scenario, $100. Best best case scenario 140. So that's just a short term. Longterm the stock has an opportunity to be a several hundred stock.”
Reviewing several holdings, he gave a year-end range for ELF and cited long-term margin and profitability gains as the basis for the longer-term view.
- 18
— Named as a pick
30:12 “You have the ELF brand continue to build, right? As the years take on, they can go up in price slightly here and there, right? Because their products are very undervalued in the marketplace. They have shelf space expansion in stores. The international opportunity for this company is enormous.”
Presenting e.l.f. Beauty as number two in a list of stocks, he said the company has multiple growth levers and compared it with Netflix.
- 19
— Named as a pick
30:53 “But the good news is we're about to go through another big upcycle for earnings per share and you're going to see the biggest earnings per share we've ever seen for ELF likely by this time next year.”
In a list of stocks to buy, he discussed e.l.f. Beauty's earnings per share and rising free cash flow per share.
No quote added since · 6 later videos from Jeremy Lefebvre · covers videos through
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How to read this
Quotes are short excerpts from Jeremy Lefebvre's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is ELF's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 123 of 124 videos published since 2025-09-10 covered; 672 e.l.f. Beauty mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Jeremy Lefebvre. Request a correction or removal