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10 Analysts Assess Ulta Beauty: What You Need To Know
Ulta Beauty Inc. -4.28%
Ulta Beauty Inc. ULTA | 624.70 | -4.28% |
In the last three months, 10 analysts have published ratings on Ulta Beauty (NASDAQ:ULTA), offering a diverse range of perspectives from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 4 | 4 | 2 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 2 | 2 | 2 | 0 | 0 |
| 3M Ago | 2 | 1 | 0 | 0 | 0 |
In the assessment of 12-month price targets, analysts unveil insights for Ulta Beauty, presenting an average target of $732.0, a high estimate of $790.00, and a low estimate of $675.00. Observing a 13.49% increase, the current average has risen from the previous average price target of $645.00.
Interpreting Analyst Ratings: A Closer Look
A clear picture of Ulta Beauty's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Dana Telsey | Telsey Advisory Group | Raises | Outperform | $715.00 | $640.00 |
| Oliver Chen | TD Cowen | Raises | Buy | $775.00 | $725.00 |
| Olivia Tong | Raymond James | Raises | Strong Buy | $790.00 | $605.00 |
| Rupesh Parikh | Oppenheimer | Raises | Outperform | $750.00 | $675.00 |
| Simeon Gutman | Morgan Stanley | Raises | Overweight | $750.00 | $640.00 |
| Ashley Helgans | Jefferies | Raises | Hold | $700.00 | $600.00 |
| Lorraine Hutchinson | B of A Securities | Raises | Neutral | $685.00 | $610.00 |
| Michael Lasser | UBS | Raises | Buy | $780.00 | $690.00 |
| Deborah Ciervo | Argus Research | Raises | Buy | $700.00 | $650.00 |
| Rupesh Parikh | Oppenheimer | Raises | Outperform | $675.00 | $615.00 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Ulta Beauty. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Ulta Beauty compared to the broader market.
- Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Ulta Beauty's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.
Capture valuable insights into Ulta Beauty's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
Stay up to date on Ulta Beauty analyst ratings.
About Ulta Beauty
Ulta Beauty is the largest specialized beauty retailer in the US with about 1,500 freestanding stores. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. Outside of the US, Ulta acquired premium beauty retailer Space NK and its 83 stores in the UK and Ireland in 2025, is opening franchised stores in Mexico, and has formed a joint venture to expand into the Middle East. In addition, Ulta collects royalties through its Target partnership (set to end in 2026) and credit card revenue. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Ulta Beauty's Financial Performance
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Positive Revenue Trend: Examining Ulta Beauty's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 12.95% as of 31 October, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Consumer Discretionary sector.
Net Margin: Ulta Beauty's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 8.08%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Ulta Beauty's ROE excels beyond industry benchmarks, reaching 8.82%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Ulta Beauty's ROA excels beyond industry benchmarks, reaching 3.38%. This signifies efficient management of assets and strong financial health.
Debt Management: Ulta Beauty's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.98.
Analyst Ratings: What Are They?
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
