| Ticker | Status | Jurisdiction | Filing Date | CP Start | CP End | CP Loss | Deadline |
|---|
| Ticker | Case Name | Status | CP Start | CP End | Deadline | Settlement Amt |
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| Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
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Across the recent three months, 29 analysts have shared their insights on Ulta Beauty (NASDAQ:ULTA), expressing a variety of opinions spanning from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 9 | 12 | 5 | 3 | 0 |
| Last 30D | 0 | 0 | 0 | 1 | 0 |
| 1M Ago | 1 | 0 | 0 | 0 | 0 |
| 2M Ago | 6 | 11 | 3 | 1 | 0 |
| 3M Ago | 2 | 1 | 2 | 1 | 0 |
In the assessment of 12-month price targets, analysts unveil insights for Ulta Beauty, presenting an average target of $581.93, a high estimate of $680.00, and a low estimate of $400.00. Observing a 8.92% increase, the current average has risen from the previous average price target of $534.25.
In examining recent analyst actions, we gain insights into how financial experts perceive Ulta Beauty. The following summary 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 |
|---|---|---|---|---|---|
| Ike Boruchow | Wells Fargo | Raises | Underweight | $450.00 | $425.00 |
| Susan Anderson | Canaccord Genuity | Raises | Buy | $653.00 | $650.00 |
| Dana Telsey | Telsey Advisory Group | Maintains | Outperform | $610.00 | $610.00 |
| Anna Andreeva | Piper Sandler | Announces | Overweight | $590.00 | - |
| Adrienne Yih | Barclays | Raises | Overweight | $617.00 | $589.00 |
| Michael Baker | DA Davidson | Raises | Buy | $625.00 | $585.00 |
| Susan Anderson | Canaccord Genuity | Raises | Buy | $650.00 | $630.00 |
| Kate McShane | Goldman Sachs | Raises | Buy | $584.00 | $530.00 |
| Simeon Gutman | Morgan Stanley | Raises | Overweight | $600.00 | $550.00 |
| Michael Lasser | UBS | Raises | Buy | $680.00 | $640.00 |
| Ike Boruchow | Wells Fargo | Raises | Underweight | $425.00 | $400.00 |
| Olivia Tong | Raymond James | Raises | Outperform | $605.00 | $580.00 |
| Michael Binetti | Evercore ISI Group | Raises | Outperform | $640.00 | $595.00 |
| Dana Telsey | Telsey Advisory Group | Raises | Outperform | $610.00 | $590.00 |
| Lorraine Hutchinson | B of A Securities | Raises | Neutral | $575.00 | $500.00 |
| Mark Altschwager | Baird | Raises | Outperform | $600.00 | $575.00 |
| Susan Anderson | Canaccord Genuity | Raises | Buy | $630.00 | $600.00 |
| Ashley Helgans | Jefferies | Raises | Hold | $550.00 | $425.00 |
| Dana Telsey | Telsey Advisory Group | Raises | Outperform | $590.00 | $520.00 |
| Christopher Horvers | JP Morgan | Raises | Overweight | $600.00 | $525.00 |
| Adrienne Yih | Barclays | Raises | Overweight | $589.00 | $518.00 |
| Michael Lasser | UBS | Raises | Buy | $640.00 | $525.00 |
| Kelly Crago | Citigroup | Raises | Neutral | $550.00 | $450.00 |
| Ike Boruchow | Wells Fargo | Raises | Underweight | $400.00 | $350.00 |
| Rupesh Parikh | Oppenheimer | Raises | Outperform | $600.00 | $510.00 |
| Adrienne Yih | Barclays | Raises | Equal-Weight | $518.00 | $485.00 |
| Susan Anderson | Canaccord Genuity | Raises | Buy | $600.00 | $542.00 |
| Michael Baker | DA Davidson | Raises | Buy | $585.00 | $550.00 |
| Anthony Chukumba | Loop Capital | Maintains | Hold | $510.00 | $510.00 |
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Ulta Beauty's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Ulta Beauty analyst ratings.
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.
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Ulta Beauty's remarkable performance in 3M is evident. As of 31 July, 2025, the company achieved an impressive revenue growth rate of 9.26%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Ulta Beauty's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 9.36% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Ulta Beauty's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 10.36%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Ulta Beauty's ROA stands out, surpassing industry averages. With an impressive ROA of 4.14%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Ulta Beauty's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.88.
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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