Ulta Beauty Stock: Analyst Estimates & Ratings

Core Insights - Ulta Beauty, Inc. has a market capitalization of $30.6 billion and operates as a specialty beauty retailer offering a variety of products and in-store services across the U.S., Mexico, and Kuwait [1] Performance Overview - Over the past 52 weeks, Ulta's stock has increased by 91.7%, significantly outperforming the S&P 500 Index, which rose by 12.3% during the same period [2] - Year-to-date, Ulta's shares are up 14.1%, while the S&P 500 has seen only a marginal increase [2] Recent Financial Results - Following the Q3 2025 results announced on December 4, Ulta's shares surged by 12.7% after reporting an EPS of $5.14 and revenue of $2.86 billion [5] - The company experienced a 12.9% year-over-year increase in net sales and a 6.3% growth in comparable sales, with gross margin expanding to 40.4% [5] - Ulta raised its full-year fiscal 2025 guidance, projecting approximately $12.3 billion in net sales and an EPS range of $25.20 to $25.50 [5] Analyst Expectations - For the fiscal year ending January 2026, analysts anticipate a slight increase in EPS to $25.56 [6] - Ulta has a strong earnings surprise history, having beaten consensus estimates in the last four quarters [6] - Among 26 analysts covering the stock, the consensus rating is a "Moderate Buy," with 15 "Strong Buy" ratings, one "Moderate Buy," nine "Holds," and one "Strong Sell" [6] Price Target Insights - Barclays analyst Adrienne Yih maintains a "Buy" rating on Ulta with a price target of $680, while the stock is currently trading above the mean price target of $682.27 [8] - The highest price target on the Street is $790, indicating a potential upside of 15.3% [8]