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NASDAQ:ELF 5 November 2025 - 6 November 2025

e.l.f. Beauty (ELF) plunges as tariff hit and soft FY‑2026 outlook overshadow Rhode boost: what to know today (Nov. 6, 2025)

e.l.f. Beauty (ELF) plunges as tariff hit and soft FY‑2026 outlook overshadow Rhode boost: what to know today (Nov. 6, 2025)

e.l.f. Beauty shares plunged over 20% after the company forecast FY‑2026 revenue of $1.55–$1.57 billion and adjusted EPS of $2.80–$2.85, both missing analyst estimates. Tariff costs exceeding $50 million and 75% China sourcing pressured margins, which fell 165 basis points. Q2 net sales rose 14% to $343.9 million; adjusted EPS was $0.68. Piper Sandler and UBS downgraded the stock following the guidance.
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Stocks to Sell Today (Nov 6, 2025): e.l.f. Beauty, Duolingo, DoorDash, Super Micro, Meta, Palantir—and Airline Majors Under FAA Cuts

e.l.f. Beauty shares plunged up to 26% after cutting its FY26 outlook and missing sales estimates, citing tariff pressures. Duolingo stock dropped about 20% on weak Q4 bookings guidance. DoorDash fell over 9% following an earnings miss and plans for higher 2026 spending. Meta Platforms marked its sharpest four-day decline since 2022, down roughly 17% amid capital spending concerns.
ELF Stock Today (Nov. 5, 2025): e.l.f. Beauty plunges after Q2 revenue miss; FY26 outlook lags Street as tariffs bite

ELF Stock Today (Nov. 5, 2025): e.l.f. Beauty plunges after Q2 revenue miss; FY26 outlook lags Street as tariffs bite

e.l.f. Beauty reported Q2 FY26 net sales of $343.9 million, up 14% year-over-year, but below analyst expectations. Shares dropped about 19% after hours as the FY26 outlook for net sales and adjusted EPS missed Wall Street estimates. Management cited tariff costs exceeding $50 million annually, with about 75% of products sourced from China. Adjusted EPS for the quarter was $0.68, beating forecasts.

Stock Market Today

  • Fed Proposes Lower Capital Buffers to Boost Bank Lending
    March 20, 2026, 2:04 PM EDT. The Federal Reserve is proposing a significant easing of post-crisis capital requirements for U.S. banks, aiming to stimulate lending while preserving financial stability. Large banks such as JPMorgan and Bank of America could see capital requirements cut by about 4.8%, with smaller banks facing reductions up to 7.8%. Despite these cuts, the sector's overall capital levels will remain twice as high as pre-2008 crisis levels. The proposal also targets mortgage lending, encouraging banks to re-enter mortgage origination and servicing markets, potentially altering competition with non-bank lenders. Fed Vice Chair Michelle Bowman highlighted the need to balance strong capital buffers with economic growth. This regulatory shift seeks to align capital more closely with actual risks and unlock lending capacity without sacrificing safety.
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