We recently published 12 stocks on Jim Cramer’s radar. The Estée Lauder Companies Inc. (NYSE:EL) is one of the stocks on Jim Cramer’s radar.

Estée Lauder Companies Inc. (NYSE:EL) is one of the largest cosmetics companies in the world. Its shares are up 52% ​​over the past year, but are down 6.8% since last year. Wells Fargo started the year on a strong note for the firm. He raised his price objective on shares of The Estée Lauder Companies Inc. (NYSE:EL) to $111 from $95 and maintained an Equal Weight rating on the stock in January. However, after the earnings report, Wells Fargo cut its price target to $105 from $111. He noted that The Estée Lauder Companies Inc. (NYSE:EL) had high expectations, which meant the results had to be perfect. Cramer talked about the impact of China and the momentum that stocks had seen ahead of earnings:

“Este Lauder went up a lot, I think they’re being hurt by the Chinese prices. But remember, Este Lauder went up a lot after we had a management change and then the company came back and it looked like it was going to roar. But I don’t think they had the horses not to own this stock, not one bit, no way, no, no. When you have these expensive products, the Chinese like some and don’t like others and Este Lauder is in a lot of wrong doors.”

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Hardman Johnston Global Equity Strategy also discussed The Estée Lauder Companies Inc. (NYSE:EL) in its Q3 2025 Investor Letter:

“During the quarter, we started three new positions The Estée Lauder Companies Inc. (NYSE:EL), STMicroelectronics NV and Prysmian SPA Estee Lauder Companies Inc. is a leading player in a structurally attractive beauty industry that has been undermanaged in recent years. Our investment thesis is supported by strong industry dynamics, with global beauty growing in the mid-single digits and luxury beauty growing faster. After a period of low performance, Estée Lauder is taking steps to stabilize and regain market share. The company is successfully implementing “self-help” measures through restructuring and productivity improvements, recovering approximately 600 basis points of gross margin and more than 1,000 basis points of operating margin. Combined with mid- and high-single-digit revenue growth and share gains, these improvements should lead to strong double-digit earnings growth and support valuation expansion.”

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