ULTA logo

Ulta Beauty, Inc. Stock Price

NasdaqGS:ULTA Community·US$19.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 158 Fair Values set on narratives written by author

ULTA Share Price Performance

US$450.98
-22.46 (-4.74%)
US$735.00
Fair Value
US$450.98
-22.46 (-4.74%)
38.6% undervalued intrinsic discount
US$735.00
Fair Value
Price US$450.98
AnalystHighTarget US$735.00
AnalystConsensusTarget US$627.25
n385903 US$427.41

ULTA Community Narratives

·
Fair Value US$735 38.6% undervalued intrinsic discount

Digital Acceleration And Marketplace Launch Will Boost International Presence

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value US$627.25 28.1% undervalued intrinsic discount

Global Wellness And Digital Rollout Will Extend Market Leadership

1users have liked this narrative
0users have commented on this narrative
73users have followed this narrative
Fair Value
·
Fair Value US$427.41 5.5% overvalued intrinsic discount

Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows

2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$427.41
5.5% overvalued intrinsic discount
Fair Value
Revenue
4.5% p.a.
Profit Margin
10.58%
Future PE
16x
Price in 2028
US$533.8
US$735
38.6% undervalued intrinsic discount
Revenue
5.95% p.a.
Profit Margin
9.6%
Future PE
23.79x
Price in 2029
US$917.99
US$503.89
10.5% undervalued intrinsic discount
Revenue
5.91% p.a.
Profit Margin
9.01%
Future PE
19.36x
Price in 2029
US$637.41

Trending Discussion

Updated Narratives

ULTA logo

Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows

Fair Value: US$427.41 5.5% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ULTA logo

ULTA: Earnings Flywheel And AI Personalization Will Support Bullish Outlook

Fair Value: US$627.25 28.1% undervalued intrinsic discount
73 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ULTA logo

ULTA: Prestige Share Gains And Times Square Flagship Will Drive Future Upside

Fair Value: US$735 38.6% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

0 Risks
3 Rewards

Ulta Beauty, Inc. Key Details

US$12.7b

Revenue

US$7.2b

Cost of Revenue

US$5.5b

Gross Profit

US$4.3b

Other Expenses

US$1.2b

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
Aug 27, 2026
27.66
43.19%
9.36%
5.6%
View Full Analysis

About ULTA

Founded
1990
Employees
44101
CEO
Kecia Steelman
WebsiteView website
www.ulta.com

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides wellness products. 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.

Recent ULTA News & Updates

Narrative Update 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.

Recent updates

No updates