Ulta Beauty, Inc.

Ulta Beauty, Inc.

ULTAยทNASDAQ

$471.21

-5.9%
Consumer CyclicalSpecialty Retail

Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. The company's stores offer cosmetics, fragrances, skincare and haircare products, bath and body products, and salon styling tools; professional hair products; salon services, including hair, skin, makeup, and brow services; and nail services. It also provides its private label products, such as the Ulta Beauty Collection branded cosmetics, skincare, and bath products, as well as Ulta Beauty branded products; and the Ulta Beauty branded gifts. As of March 10, 2022, the company operated 1,308 retail stores across 50 states. It also distributes its products through its website ulta.com; and mobile applications. The company was formerly known as Ulta Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.

At a Glance

Live Snapshot
Market Cap$20.61B
EPS25.7200
P/E Ratio25.17
Earnings Date06/04/2026
ulta

Ulta Beauty, Inc. Street Expectations Map

ULTA ยท NASDAQ

Wall Street analysts project that ULTA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 682.31, with estimates ranging from a low of 550.00 to a high of 790.00.

Lowest Target
550.00
16.72%
Consensus Target
682.31
44.80%
Highest Target
790.00
67.65%

The consensus 1-year price target stands at 682.31, with estimates ranging from a low of 550.00 to a high of 790.00.

Analyst Consensus Analysis

Upside Potential

+44.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ulta Beauty, Inc. Forward Estimates of Revenue

ULTA ยท NASDAQ
Latest Revenue
12.39B
FY 2025
Avg Estimate
12.29B
FY 2026
Estimate Range
12.17B - 12.37B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ulta Beauty, Inc. Forward Estimates of Net Income

ULTA ยท NASDAQ
Latest Net Income
1.15B
FY 2025
Avg Estimate
1.15B
FY 2026
Estimate Range
1.14B - 1.23B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ulta Beauty, Inc. Forward Estimates of EPS

ULTA ยท NASDAQ
Latest EPS
25.72
FY 2025
Avg Estimate
$25.46
FY 2026
Estimate Range
$24.02 - $25.88
Analyst Spread

Forward Growth Analysis

Projected Growth-1.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ulta Beauty, Inc. Forward Estimates of EBIT

ULTA ยท NASDAQ
Latest EBIT
1.55B
FY 2025
Avg Estimate
1.58B
FY 2026
Estimate Range
1.56B - 1.59B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ulta Beauty, Inc. Forward Estimates of EBITDA

ULTA ยท NASDAQ
Latest EBITDA
1.85B
FY 2025
Avg Estimate
1.94B
FY 2026
Estimate Range
1.92B - 1.95B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ulta Beauty, Inc. Forward Estimates of SG&A Expense

ULTA ยท NASDAQ
Latest SG&A Expense
3.30B
FY 2025
Avg Estimate
3.04B
FY 2026
Estimate Range
3.01B - 3.05B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ulta Beauty, Inc. Insider Positioning

ULTA ยท NASDAQ

During the last 12 months, insiders have sold $508K worth of ULTA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

452

243.76K

Net Activity

-244K

-$244K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

500

264.21K

Net Activity

-264K

-$264K

Top Buyers

No buying activity

Top Sellers

1
SMC

Smith Mike C.

Director

500 sharesโ€ข1 transactions

$264K

2
MGRJ

Mrkonic George R Jr

Director

452 sharesโ€ข1 transactions

$244K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $508K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$244K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.