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ULTA

Ulta Beauty, Inc.

ULTA

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $24.3B

$564.12

+1.26%

P/E

20.51

Mkt Cap

$24.3B

52-Wk Range

$443.60–$714.97

52-Week Range

$443.60 - $714.97

P/E

20.51

Fwd P/E

19.46

Beta

0.85

Div Yield

0.00%

Avg Vol

734.7K

Shares Out

43.7M

Mkt Cap

$24.3B

Price action

Price chart

Up 8.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Comprehensive product assortment
  • Omnichannel retail strategy
  • Strong customer loyalty program
  • Diverse brand portfolio

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Digital platform expansion

Value

Fairly valued vs Specialty Retail peers

Momentum

Hot

+21.9% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Dec 3, 2026

Q3 26 RECAP

AUG 27, 2026

Reported EPS of $6.55 vs $6.22 consensus (+5.3% surprise). Revenue of $3.0B vs $3.0B expected (+1.6%). Beat on both top and bottom lines.

EPS beat +5.3%
Rev beat +1.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.3%

Revenue trend · last 8Q

-2%

+4%

+9%

+13%

+12%

+11%

+9%

Q4 25

Q4 24

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

Q2 26

$3.5B

$3.5B

$2.8B

$2.8B

$2.9B

$3.9B

$3.2B

$3.0B

Margins · last 8Q

Gross

39.1%

Operating

12.5%

Profit

9.3%

Wall Street consensus

13 analysts · 62% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

62%

Hold

4

31%

Sell

1

8%

Median Price Target

Latest: Citi · Aug 28, 2026

vs Industry

How ULTA stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.