Ticker: ULTA

Ulta Beauty

Retail Consumer Discretionary Specialty Retail

Price 541.28

Reco Buy Potential 65 Risk 48 Updated 2026-09-10

Official website

Forecast impact

neutral

Target +31.0% target fill 76.3%

Reaction D5 -2.70% · D10 -4.34%

Impact Potential 0 · Risk 0 valid until 2026-09-27

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Ulta Beauty operates as a retailer of beauty products and services, offering a wide range of cosmetics, skincare, haircare, and fragrance products. Its core services include salon services and beauty treatments. The company primarily generates revenue through product sales in its stores and online, as well as from salon services. Ulta Beauty serves a diverse customer base, focusing on both high-end and mass-market beauty products.

Investment Profile

The investment profile of Ulta Beauty is more aligned with growth investors, given its strong revenue growth and market position. The absence of dividends suggests a focus on reinvestment for expansion rather than income generation. The stock may appeal to those seeking capital appreciation over time, with a medium to long-term investment horizon.

Category: Retail Sector: Consumer Discretionary Industry: Specialty Retail Investment style: Growth Horizon: Long-term Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-10

EPS (TTM) — earnings per share for the last 12 months, $: 27.55
Revenue QoQ — quarter-over-quarter revenue growth: -4.1%
EPS surprise: 5.3%
20d volatility: 2.1%
last ex-date: 2012-03-16

AI recommendation changes

Date	Before	After	Reason
2026-09-08	Hold	Buy	Strong momentum, but revenue decline raises concerns.
2026-09-01	Sell	Hold	Mixed performance; cautious outlook amid revenue decline.
2026-08-29	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-08-25	Sell	Hold	Strong momentum and solid EPS surprise support growth outlook.
2026-08-17	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-29	Sell	Hold	Weak fundamentals and high risk limit upside potential.
2026-06-03	Hold	Sell	Weak momentum and high risk offset potential gains.
2026-05-16	Sell	Hold	Weak momentum and high risk; cautious approach advised.
2026-05-08	—	Sell	Weak momentum and high risk; hold for now.
2026-05-08	Hold	Hold	Компания Ulta Beauty показывает стабильный рост выручки, однако недавние колебания цены акций и негативная динамика на более длительных интервалах вызывают опасения. Рекомендуется удерживать акции до более ясных сигналов
2026-04-28	Buy	Hold	Компания показывает смешанные результаты, с хорошим ростом выручки, но недавние колебания цен и высокая волатильность создают риски. Рекомендуется удерживать акции до более ясных сигналов на рынке.
2026-04-21	Hold	Buy	Компания Ulta Beauty демонстрирует сильный рост выручки и положительную динамику цен на акции в краткосрочной перспективе, что указывает на хорошие перспективы. Однако, недавнее снижение на 16% за 60 дней может свидетель
2026-03-14	Buy	Hold	Компания Ulta Beauty демонстрирует сильные финансовые показатели, однако недавнее падение акций и высокая волатильность указывают на значительные риски в краткосрочной перспективе.
2026-02-06	Hold	Buy	Компания Ulta Beauty демонстрирует сильный рост за последние 60 и 120 дней, что указывает на позитивные тренды. Низкий риск и высокая потенциальная доходность делают акции привлекательными для покупки.
2026-01-29	Buy	Hold	Компания показывает позитивную динамику на длительном горизонте, однако недавние колебания цен и отсутствие данных по EPS и доходам вызывают определенные риски.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-09-08	BMO Capital	Update	— → 580	549.23
2026-08-28	UBS	Update	— → 631	517.03
2026-08-28	UBS	Target Lowered	— → 710	540.1
2026-08-28	Goldman Sachs	Target Raised	— → 667	540.1
2026-08-28	Jefferies	Target Raised	— → 650	540.1
2026-08-28	Barclays	Target Lowered	647 → 645	540.1
2026-08-28	Raymond James	Update	— → 700	540.1
2026-08-25	Deutsche Bank	Target Raised	692 → 695	534.05
2026-06-18	Argus Research	Target Lowered	615 → 550	456.6668
2026-06-03	UBS	Target Lowered	810 → 735	462.8149
2026-06-03	Evercore ISI	Target Lowered	675 → 635	465.755
2026-06-03	Loop Capital Markets	Target Lowered	— → 550	494.87
2026-06-03	Morgan Stanley	Target Lowered	700 → 630	494.87
2026-06-03	Canaccord Genuity	Target Lowered	799 → 731	494.87
2026-06-03	Piper Sandler	Target Lowered	725 → 600	494.87
2026-06-03	Goldman Sachs	Target Lowered	741 → 652	494.87
2026-06-03	D.A. Davidson	Target Lowered	— → 585	494.87
2026-03-13	UBS	Update	— → 810	546.555
2026-03-11	Evercore ISI	Target Raised	660 → 725	652.65
2026-03-09	Telsey Advisory	Target Raised	640 → 715	642.22
2026-03-09	Barclays	Target Raised	680 → 712	642.22
2026-01-27	Piper Sandler	Target Raised	615 → 775	661.34
2026-01-21	Raymond James	Rating Upgraded	— → 790	675.62
2026-01-20	Oppenheimer	Target Raised	675 → 750	667.065
2026-01-15	Morgan Stanley	Target Raised	640 → 750	663.85
2026-01-14	Jefferies	Update	— → 700	664.85
2026-01-08	Deutsche Bank	Update	— → 732	655.27

News Page 1 of 1

Analysts Goldman Sachs recommend buying the dip in five stocks including Ulta Beauty (ULTA) and Burlington Stores (BURL)

09/05/2026, 05:31 AM investing recommendation Analysts: analysts, Goldman Sachs retail Viking Holdings Alibaba Burlington Stores AECOM Ulta Beauty

Goldman Sachs has identified several stocks, including Alibaba Group and Ulta Beauty, as attractive buying opportunities despite recent market dips, suggesting potential for recovery and growth in these companies.

Analysts Morgan Stanley forecast K-beauty sales in the U.S. to reach $4 billion by 2026, driven by rising consumer demand

07/18/2026, 04:31 AM business forecast Analysts: analysts, Morgan Stanley consumer Ulta Beauty Target

The rapid rise of Korean beauty products in the U.S. market, exemplified by Olive Young's successful store openings, indicates a significant shift in consumer preferences towards K-beauty, which could reshape the beauty retail landscape and impact major players in the sector.

Analysts Goldman Sachs recommend buying shares of Nvidia (NVDA), BrightSpring Health Services (BSGH), Ulta Beauty (ULTA), and Samsara (SAMR) for growth potential

06/13/2026, 07:36 AM investing recommendation Analysts: analysts, Goldman Sachs software retail Nvidia Ulta Beauty

Goldman Sachs has identified several stocks, including Nvidia and BrightSpring Health Services, as having strong growth potential in the current market, suggesting that investors should consider these opportunities for upside.

Stocks Making Significant Moves Premarket: Blackstone, Marvell Technology, Palo Alto Networks, and Others

06/03/2026, 05:31 AM business review Marvell Technology Macy's Blackstone Cboe Global Markets Shake Shack Ollie's Bargain Outlet GitLab Ulta Beauty Palo Alto Networks GameStop

Premarket trading saw significant movements among various companies, particularly in the private equity sector, where firms like Blackstone and KKR experienced declines following news of capped withdrawals from a Partners Group fund. In contrast, companies like Marvell Technology and GameStop reported strong earnings, leading to notable stock increases.

Ulta Beauty (ULTA) Reports Strong Quarterly Results, Raises Earnings Outlook Amid Consumer Confidence Concerns

06/02/2026, 02:31 PM business stock_growth retail Ulta Beauty

Ulta Beauty's strong quarterly results exceeded analysts' expectations, prompting a rise in its stock price and an increase in its earnings outlook, which is significant for investors monitoring retail performance amid economic challenges.

Goldman Sachs CEO David Solomon to Appear on CNBC’s Halftime Report as Tech Rally Boosts S&P 500

06/01/2026, 04:33 PM investing review finance Goldman Sachs Cisco Victoria's Secret Ulta Beauty Palo Alto Networks Dollar General

The article highlights key stock movements and upcoming earnings reports that could influence market trends, particularly focusing on major companies like Goldman Sachs, Palo Alto Networks, and Cisco Systems.