NYSE:EL News 9 January 2026 - 6 February 2026

Estee Lauder shares rose about 4% to $100.58 on Friday, recovering part of Thursday’s post-earnings drop. Citi upgraded the stock to “buy,” citing elevated expectations and travel retail disruptions as key factors in the selloff. The company reported fiscal Q2 net sales up 6% to $4.23 billion and reiterated a $100 million tariff hit to annual profit. U.S. demand and tariffs remain major concerns.

Estée Lauder shares plunged 19.2% to $96.66 Thursday after its earnings outlook midpoint missed estimates and the company warned of a $100 million tariff hit and lower Q3 margins. Net sales rose 6% to $4.23 billion for the quarter, but the adjusted earnings forecast fell short of expectations. The company maintained its full-year tariff headwind estimate and signaled possible price changes.

Estée Lauder shares jumped 4.75% to $110.27 Thursday after the company named actress Daisy Edgar-Jones as global brand ambassador. The stock closed just below its 52-week high and was last quoted at $110.50 after hours. Fiscal Q2 earnings are due Feb. 5. Shares traded between $104.00 and $110.55 on volume of 3.17 million.