| Ticker | Status | Jurisdiction | Filing Date | CP Start | CP End | CP Loss | Deadline |
|---|
| Ticker | Case Name | Status | CP Start | CP End | Deadline | Settlement Amt |
|---|
| Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
|---|
In the last three months, 31 analysts have published ratings on Ulta Beauty (NASDAQ:ULTA), offering a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 10 | 14 | 5 | 2 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 6 | 11 | 3 | 2 | 0 |
| 2M Ago | 2 | 1 | 2 | 0 | 0 |
| 3M Ago | 2 | 1 | 0 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $576.55, with a high estimate of $680.00 and a low estimate of $400.00. This upward trend is evident, with the current average reflecting a 8.86% increase from the previous average price target of $529.63.
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 |
|---|---|---|---|---|---|
| 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 |
| Dana Telsey | Telsey Advisory Group | Maintains | Outperform | $520.00 | $520.00 |
| Michael Baker | DA Davidson | Raises | Buy | $550.00 | $485.00 |
| Dana Telsey | Telsey Advisory Group | Maintains | Outperform | $520.00 | $520.00 |
| Anthony Chukumba | Loop Capital | Raises | Buy | $510.00 | $480.00 |
To gain a panoramic view of Ulta Beauty's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using 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: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Growth: Ulta Beauty displayed positive results in 3M. As of 31 July, 2025, the company achieved a solid revenue growth rate of approximately 9.26%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 9.36%, the company showcases strong profitability and effective cost control.
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.
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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