Ulta Beauty (ULTA) Aperçu de l'action
Ulta Beauty, Inc. est un détaillant spécialisé dans les produits de beauté aux États-Unis, au Mexique et au Koweït. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ULTA ont passé avec succès nos contrôles de risques.
ULTA Community Fair Values
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Analyst Price Targets
Top Community Narratives
Ulta Beauty
26.6% surévalué décote intrinsèque
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
View narrativeN3
Published 24 Feb 2025
Ulta Beauty, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$540.98 |
| Plus haut sur 52 semaines | US$714.97 |
| Plus bas sur 52 semaines | US$443.60 |
| Bêta | 0.85 |
| Variation sur 1 mois | 3.74% |
| Variation sur 3 mois | 16.32% |
| Variation sur 1 an | 3.74% |
| Variation sur 3 ans | 35.68% |
| Variation sur 5 ans | 41.57% |
| Évolution depuis l'introduction en bourse | 1,714.15% |
Nouvelles et mises à jour récentes
Seeking Alpha • Sep 09
Ulta Beauty Keeps Growing, But I Am Still Reluctant To Buy - And Here Are The Reasons Why
Summary Ulta Beauty beat earnings estimates and raised guidance, but I maintain a neutral rating due to underlying concerns. ULTA's largest revenue segments—cosmetics and skincare & wellness—showed flat or declining performance, with overall comps growth barely above inflation. Comps growth is driven by e-commerce, while ongoing physical store expansion raises cost concerns and questions about long-term profitability. Net profit margin improvement was mainly due to share buybacks, not operational gains, making sustainable margin expansion uncertain. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 08
ULTA: Retail Channel Weakness Will Test Earnings Algorithm And Margin Resilience
The analyst price target for Ulta Beauty has increased by about $27 to reflect updated fair value estimates and revised assumptions for revenue growth, profit margins, and future P/E, as analysts weigh confidence in the earnings algorithm against ongoing concerns about weakness in retail channels. Analyst Commentary Recent research on Ulta Beauty highlights a split view.Recent updates
Seeking Alpha • Sep 09
Ulta Beauty Keeps Growing, But I Am Still Reluctant To Buy - And Here Are The Reasons Why
Summary Ulta Beauty beat earnings estimates and raised guidance, but I maintain a neutral rating due to underlying concerns. ULTA's largest revenue segments—cosmetics and skincare & wellness—showed flat or declining performance, with overall comps growth barely above inflation. Comps growth is driven by e-commerce, while ongoing physical store expansion raises cost concerns and questions about long-term profitability. Net profit margin improvement was mainly due to share buybacks, not operational gains, making sustainable margin expansion uncertain. Read the full article on Seeking AlphaMise à jour du récit • Sep 08
ULTA: Retail Channel Weakness Will Test Earnings Algorithm And Margin Resilience
The analyst price target for Ulta Beauty has increased by about $27 to reflect updated fair value estimates and revised assumptions for revenue growth, profit margins, and future P/E, as analysts weigh confidence in the earnings algorithm against ongoing concerns about weakness in retail channels. Analyst Commentary Recent research on Ulta Beauty highlights a split view.Mise à jour du récit • Jul 13
ULTA: Cost Discipline And Flagship Expansion Will Shape Balanced Future Upside Potential
Ulta Beauty's updated analyst price target has moved lower by about $42 to $461.93. This reflects analysts' tempered revenue growth and P/E assumptions, even as they highlight resilient customer demand, ongoing market share gains in prestige beauty, and management's focus on profitability and SG&A discipline.
Mise à jour du récit • Jun 29
ULTA: Earnings Flywheel And AI Personalization Will Support Bullish Outlook
Ulta Beauty's analyst price target has been revised lower, with the fair value estimate moving from $681.50 to $627.25 as analysts factor in slightly softer revenue growth, modestly lower margin expectations, and a more conservative future P/E following recent Q1 commentary and sector wide target reductions. Analyst Commentary Recent research on Ulta Beauty reflects a mixed but generally constructive tone, with most firms trimming price targets after Q1 while still highlighting solid execution, healthy category demand, and management discipline on costs and capital allocation.Article d’analyse • Jun 21
Ulta Beauty (ULTA) Stock Could Be 33.1% Undervalued After Earnings Beat
Why Ulta Beauty Stock Is Back on Investors’ Radar Ulta Beauty (ULTA) is drawing fresh attention after its latest quarterly report showed revenue and earnings per share ahead of Wall Street estimates, supported by stronger comparable sales and continued store expansion. See our latest analysis for Ulta Beauty. Despite the earnings beat, Ulta Beauty’s share price is down 26.44% year to date and has fallen 13.93% over 90 days, while the 5 year total shareholder return of 30.75% points to longer...
Mise à jour du récit • Jun 15
ULTA: Prestige Share Gains And Times Square Flagship Will Drive Future Upside
Ulta Beauty's analyst price target has been reduced from $810 to $735, reflecting analysts' updated expectations for slightly softer revenue growth and profit margins as competition intensifies and recent Q1 strength meets tougher same store sales and earnings comparisons ahead. Analyst Commentary Recent research is broadly constructive on Ulta Beauty, even as many firms trim their price targets to reflect tougher comparable sales and margin debates.Mise à jour du récit • Jun 01
ULTA: Earnings Outlook And Cost Discipline Will Shape Balanced Future Upside Potential
Ulta Beauty's updated analyst price target edges higher to about $504, as analysts balance more cautious margin and P/E assumptions with slightly stronger modeled revenue growth and a modestly higher discount rate. Analyst Commentary Recent research on Ulta Beauty shows a wide spread of views, with some firms trimming price targets and others staying constructive on the longer term story.Mise à jour du récit • May 16
ULTA: Earnings Flywheel And Unleashed Strategy Will Drive Future Upside
Ulta Beauty's analyst price target is unchanged at $810, as analysts balance recent target cuts in the $475 to $799 range with support from those who see an improving earnings flywheel, solid category trends, and ongoing margin and profit expectations. These are reflected in a steady fair value and modest tweaks to growth, discount rate, and future P/E assumptions.Mise à jour du récit • Apr 30
ULTA: Unleashed Plan And AI Personalization Will Support Bullish Outlook
Ulta Beauty's analyst price target has been updated modestly higher, with fair value moving from about $673.50 to $681.50 as analysts factor in slightly adjusted growth, margin, and P/E assumptions following a mix of target raises and trims tied to recent earnings, guidance, and views on the "Unleashed" growth plan. Analyst Commentary Street research around Ulta Beauty is mixed, with many firms still positive on the long term setup while trimming price targets after recent quarterly results and guidance.Mise à jour du récit • Apr 16
ULTA: Middle East Expansion And EPS Guidance Will Support Bullish Outlook
Ulta Beauty's analyst fair value estimate has been trimmed by about $10.88 to $673.50 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, while still modeling a small improvement in profit margins. Analyst Commentary Street research around Ulta Beauty has been active, with several firms updating price targets and ratings following recent results and guidance.Mise à jour du récit • Apr 02
ULTA: International Expansion And Loyalty Flywheel Will Support Higher Earnings Power
The analyst fair value estimate for Ulta Beauty has been raised from $790 to $810. This reflects updated views on slightly lower revenue growth assumptions, modestly higher profit margins, a lower discount rate, and Street research that highlights both recent price target adjustments and ongoing support for the company's competitive position and earnings outlook.Mise à jour du récit • Mar 19
ULTA: Mixed Margin Signals And New Initiatives Will Shape Future Upside Potential
The updated analyst price target for Ulta Beauty edges higher to about $504 from about $485, as analysts factor in slightly lower modeled revenue growth, a modestly higher profit margin profile, and a small adjustment in the future P/E and discount rate following recent research updates that balance mixed post earnings reactions with ongoing support for the business model. Analyst Commentary Recent Street research on Ulta Beauty reflects a mixed backdrop, with many firms adjusting models and price targets after the latest quarterly update and forward guidance.Mise à jour du récit • Mar 04
ULTA: Fair Outlook Balances Middle East Expansion With Ongoing Demand Uncertainty
Ulta Beauty's analyst-derived fair value estimate has shifted from about $675 to roughly $684, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples following a series of recent price target increases and rating actions across the Street. Analyst Commentary Recent research activity around Ulta Beauty has been active, with several firms updating price targets and ratings as they refresh their models on revenue growth, profitability, and sector positioning in specialty beauty retail.Mise à jour du récit • Feb 18
ULTA: International Expansion And Retail Execution Will Support A Higher Multiple
The analyst fair value estimate for Ulta Beauty has been raised from $725 to $790, as analysts factor in updated assumptions for growth, margins, discount rate, and future P/E following a series of higher price targets and rating actions across the Street. Analyst Commentary Recent Street research on Ulta Beauty has tilted firmly positive, with a cluster of higher price targets and fresh or reaffirmed positive ratings framing the stock as a key specialty beauty name for many institutional desks.Mise à jour du récit • Feb 04
ULTA: Earnings Momentum And Middle East Expansion Will Face Spending Uncertainty
Analysts have lifted their fair value estimate for Ulta Beauty from about $603 to roughly $675, citing updated assumptions for slightly higher revenue, modestly stronger profit margins, and a higher future P/E multiple reflected across a series of recent price target increases and rating actions. Analyst Commentary The recent wave of research updates on Ulta Beauty clusters around higher price targets and a mix of upbeat and more measured views on execution and competitive risk.Mise à jour du récit • Jan 21
ULTA: Rising Sector Optimism Will Likely Mask Mounting Margin Investment Risk
Our analyst price target for Ulta Beauty has been lifted from US$477.51 to US$485.43 as analysts factor in stronger top line expectations, a slightly higher future P/E assumption, and broadly supportive recent research that highlights sector optimism and Ulta's execution, even though it requires ongoing investment to address competitive pressures. Analyst Commentary Recent Street research around Ulta Beauty has centered on higher price targets and refreshed views on the core beauty retail story, with several firms updating their models after company meetings, store visits, and broader sector reviews.Mise à jour du récit • Jan 06
ULTA: Inventory Discipline And Macro Tailwinds Will Support A Higher Multiple
Narrative Update: Ulta Beauty Analysts have lifted their implied fair value estimate for Ulta Beauty from about US$468 to roughly US$725, citing higher assumed revenue growth, slightly stronger profit margins, a richer future P/E multiple, and a sector view that highlights inventory discipline and potential macro support from lower interest rates and gas prices. Analyst Commentary Bullish analysts are framing the recent fair value re-rating for Ulta Beauty within a wider positive view on specialty retail, pointing to supportive sector trends and company specific execution as key drivers behind higher implied values.Mise à jour du récit • Dec 20
ULTA: Margin Recovery Hopes Will Likely Prove Overly Optimistic
Analysts have raised their price target on Ulta Beauty by roughly $62 to approximately $478 per share, citing sustained earnings outperformance, improving growth and margin expectations, and strategic expansion via the Space NK acquisition, despite recent share underperformance. Analyst Commentary While the latest upgrade and higher price targets reflect growing confidence in Ulta Beauty's strategy and earnings power, some bearish analysts remain cautious on the stock's risk reward profile.Mise à jour du récit • Dec 05
ULTA Will Navigate Earnings Momentum And New Markets Amid Spending Uncertainty
Analysts have lifted their price target for Ulta Beauty by about $29 to roughly $603 per share, citing continued earnings outperformance, improving revenue growth and margins, and confidence in the growth potential from its Space NK acquisition despite broader consumer spending concerns. Analyst Commentary Bullish analysts highlight that the upgraded rating reflects growing confidence in Ulta Beauty's ability to sustain earnings outperformance, even as the stock has lagged broader market benchmarks in recent months.Mise à jour du récit • Aug 27
Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future
Ulta Beauty's consensus analyst price target has been raised from $518.41 to $545.36, reflecting sustained top-line momentum, operational improvements, and strategic initiatives such as digital enhancements and brand partnerships, though further upside is seen as contingent on continued fundamental execution given elevated expectations. Analyst Commentary Bullish analysts point to sustained top-line momentum, improving fundamentals, and positive comparable sales trends, with multiple forecasting near-term earnings beats and raised FY25 guidance.Seeking Alpha • Mar 02
Ulta Beauty: Getting More Attractive With Each Visit, Just Like Its Customers
Summary Ulta Beauty's resilient operating performance, even during downturns, and consistent profitability make it a high-quality investment in a competitive, discretionary industry. The company's organic growth, international expansion, and strong customer loyalty drive future growth potential, despite competition from Sephora. Ulta's aggressive share buybacks and low valuation multiples suggest substantial value accretion for shareholders, aligning management interests with investors. Trading at a steep discount to historical valuation metrics, Ulta Beauty presents an attractive investment opportunity with a clean balance sheet and shareholder-friendly management. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Ulta Beauty: More Headwinds Ahead As Growth Stalls & Balance Sheet Deteriorates
Summary ULTA continues to underperform in comparable/ net sales performance compared to ELF and LVMH owned Sephora, despite the recently raised FY2024 guidance. This is worsened by the rather aggressive store expansions, as ULTA reports impacted Free Cash Flow generation and deteriorating balance sheet. While the ongoing share retirement has been a net positive for long-term shareholders, the company's maturing growth profile is undeniable indeed. As a result, we believe that ULTA remains expensive at current levels, as the recovery from the November 2024 bottoms occurs overly fast and furious. This is on top of the higher short interest volume by +89% on a YoY basis and the near-term uncertainties surrounding the change of its top management. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Ulta Beauty Looks Ready To Shine (Technical Analysis)
Summary Ulta Beauty is a buy due to bullish price action, including higher highs and lows, and trading above its 30-week EMA for three weeks. Momentum is positive, with the Percentage Price Oscillator (PPO) indicating both short-term and long-term bullish trends. Volume analysis suggests institutional investors are accumulating ULTA, and relative strength shows recent outperformance against the S&P 500. Stop loss recommended below the 30-week EMA or $370 support level, with a price target of $560, higher than the article's $490 target. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Ulta Beauty: What To Think Of Berkshire's Short Holding Period
Summary Ulta Beauty's stock has declined as Berkshire Hathaway sold its stake, raising concerns for other investors. Recent results show weakening consumer demand and flat to negative sales growth projections for 2024. Despite recent weakness, Ulta's two-year comparable sales are still strong, but future growth may be limited due to U.S. market saturation. Ulta continues robust share repurchases, with a new $2 billion program authorized, but top-line headwinds challenge its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
I'm Finally Buying Ulta Beauty's Bold Transition Phase (Rating Upgrade)
Summary I have upgraded Ulta Beauty stock to a Buy rating due to promising store expansion plans and undervaluation by the market. ULTA's shift towards aggressive store expansion, including geographical growth into Mexico, is expected to boost future growth beyond conservative management targets. Despite current market pessimism, I believe Ulta can overachieve 4-6% revenue growth, making its shares undervalued by approximately 14-15%. Risks include discretionary spending cyclicity, competition from Sephora and Amazon, and elevated inventory levels, but Ulta's strategic shifts offer significant growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Ulta Beauty: Investor Day Unveils Long-Term Value
Summary Ulta Beauty projects double-digit EPS growth by 2026, despite weak guidance for FY2024 and FY2025 and a period of increased investments. The long-term vision includes over 1,800 stores in the USA and expansion into Mexico in 2025 to establish a franchising model. Investments in store expansion are expected to yield +20% returns, with 70% of capital expenditures focused on store presence, up from 50%. Investors should focus on ULTA's long-term potential instead of FY2024, leveraging the market's impatience for short-term gains. Read the full article on Seeking AlphaRendement pour les actionnaires
| ULTA | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | -1.1% | -2.5% | -0.2% |
| 1Y | 3.7% | -15.3% | 12.1% |
Rendement vs Industrie: ULTA a dépassé le secteur US Specialty Retail qui a rapporté -15.3 % au cours de l'année écoulée.
Rendement vs marché: ULTA a sous-performé le marché US qui a rapporté 12.1 % au cours de l'année écoulée.
Volatilité des prix
| ULTA volatility | |
|---|---|
| ULTA Average Weekly Movement | 5.0% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: ULTA n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ULTA ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1990 | 44,101 | Kecia Steelman | www.ulta.com |
Ulta Beauty, Inc. est un détaillant spécialisé dans les produits de beauté aux États-Unis, au Mexique et au Koweït. La société propose des produits de beauté de marque et de marque de distributeur, notamment des cosmétiques, des parfums, des soins capillaires, des soins de la peau, des produits pour le bain et le corps, des produits capillaires professionnels et des outils de coiffure pour les salons, par l'intermédiaire de ses magasins Ulta Beauty, de ses shop-in-shops, du site Internet Ulta.com et de ses applications mobiles. Elle propose également des produits de bien-être.
Ulta Beauty, Inc. Résumé des fondamentaux
| ULTA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$23.13b |
| Bénéfices(TTM) | US$1.21b |
| Recettes(TTM) | US$12.96b |
19.1x
Ratio P/E1.8x
Ratio P/SLe site ULTA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ULTA compte de résultat (TTM) | |
|---|---|
| Recettes | US$12.96b |
| Coût des recettes | US$7.37b |
| Marge brute | US$5.58b |
| Autres dépenses | US$4.37b |
| Les revenus | US$1.21b |
Derniers bénéfices déclarés
Aug 01, 2026
Prochaine date de publication des résultats
Dec 03, 2026
| Résultat par action (EPS) | 28.30 |
| Marge brute | 43.10% |
| Marge bénéficiaire nette | 9.34% |
| Ratio dettes/capitaux propres | 12.8% |
Quelles ont été les performances à long terme de ULTA?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/20 21:37 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/08/01 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ulta Beauty, Inc. est couverte par 35 analystes. 26 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Mark Altschwager | Baird |
| Adrienne Yih-Tennant | Barclays |