ULTAConsumer Cyclical · Specialty RetailThe 28 Wall Street analysts covering Ulta Beauty, Inc. hold a median 12-month price target of $635 — -3.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 3 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Ulta Beauty, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (81): The business earns solid, repeatable profits on what it owns.
Accruals (41): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ULTA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −3.9% from it.
Of the 20 most recent actions, 5 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Jefferies | Maintains | Buy | $670 → $730 |
| 15 Sept 2026 | Wells Fargo | Upgrade | Equal-Weight | $450 → $525 |
| 15 Sept 2026 | Wells Fargo | Upgrade | Equal-Weight | — |
| 14 Sept 2026 | DA Davidson | Maintains | Buy | $625 |
| 14 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 9 Sept 2026 | BMO Capital | Initiates | Market Perform | $580 |
| 9 Sept 2026 | BMO Capital | Initiates | Market Perform | — |
| 28 Aug 2026 | B of A Securities | Maintains | Buy | $685 → $650 |
| 28 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 28 Aug 2026 | Barclays | Maintains | Overweight | $647 → $645 |
| 28 Aug 2026 | Barclays | Maintains | Overweight | — |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | $560 → $580 |
| 28 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 28 Aug 2026 | DA Davidson | Maintains | Buy | $585 → $625 |
| 28 Aug 2026 | Goldman Sachs | Maintains | Buy | $648 → $667 |
| 28 Aug 2026 | Goldman Sachs | Maintains | Buy | — |
| 28 Aug 2026 | UBS | Maintains | Buy | $735 → $710 |
| 28 Aug 2026 | UBS | Maintains | Buy | — |
| 25 Aug 2026 | Deutsche Bank | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ULTA appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Ulta Beauty, Inc. returned +27.9% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 33% of US stocks
Cheaper than 50% of US stocks
Cheaper than 8% of US stocks
Cheaper than 23% of US stocks
Higher than 50% of US stocks
Higher than 46% of US stocks
Higher than 48% of US stocks
Higher than 68% of US stocks
Higher than 68% of US stocks
Higher than 92% of US stocks
Higher than 97% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ulta Beauty, Inc. has a market value of $27.3B and an enterprise value of $29.6B.
Revenue in the twelve months to 31 July 2026: $13.0B. The latest quarter grew 8.9% year on year.
Net income over the same four quarters: $1.2B, a 9.3% net margin.
Diluted earnings per share, trailing twelve months: $27.44.
Free cash flow in the twelve months to 31 July 2026: $1.1B, after $418.4M of capital spending.
Ulta Beauty, Inc. spent $1.2B on share buybacks in the twelve months to 31 July 2026.
Trailing P/E: 23.1×; forward P/E: 19.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Ulta Beauty, Inc. employs 21,382 people — $606K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ulta Beauty, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research asks whether Ulta Beauty has the characteristics of a top stock pick for momentum investors. The excerpt provides no further analysis or supporting details.
Why it matters — The item raises a momentum-investing question about ULTA, but the excerpt does not provide evidence or a conclusion.
Zacks Investment Research describes Ulta Beauty as a strong momentum stock, highlighting the Zacks Style Scores as a feature of its Zacks Premium research service for identifying stocks across value, growth, and momentum styles.
Why it matters — The item presents a positive momentum characterization of ULTA and points readers to the research framework behind it.
Zacks Investment Research says Ulta has a strong history of earnings surprises and currently has two factors it considers supportive of a potential beat in its next quarterly report.
Why it matters — The item highlights earnings-surprise history and the factors Zacks sees as relevant to Ulta’s upcoming report.
Zacks Investment Research says investors seeking stocks that may beat quarterly earnings estimates can use the Zacks Earnings ESP. The excerpt does not specify how Ulta Beauty relates to the headline.
Why it matters — The item discusses an earnings-estimate screening approach, but provides no Ulta-specific details in the excerpt.
WHOOP announced a retail partnership with Ulta Beauty to offer WHOOP wearable technology and health insights on Ulta.com and in select Ulta Beauty stores nationwide beginning in March 2027.
Why it matters — The partnership would add WHOOP products and health insights to Ulta Beauty’s online and select in-store offerings.
The 28 Wall Street analysts covering Ulta Beauty, Inc. have a median 12-month price target of $635, with estimates ranging from $500 to $731. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 28 analysts covering Ulta Beauty, Inc., 19 rate it a Buy, 8 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Ulta Beauty, Inc. 58 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Ulta Beauty, Inc. ranks 58 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (81 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies -3.9% from the last close, and Ticker Nerd's factor model ranks Ulta Beauty, Inc. 58 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ulta Beauty, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ULTA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $500 to $731 over the next 12 months.
Ulta Beauty, Inc. returned +27.9% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Ulta Beauty, Inc. is a specialty beauty retailer that offers a broad assortment of cosmetics, fragrance, skin care, hair care, bath and body products, beauty tools, and wellness items, along with salon services.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Here's Why Ulta Beauty (ULTA) is a Great Momentum Stock to Buy". Zacks Investment Research asks whether Ulta Beauty has the characteristics of a top stock pick for momentum investors. The excerpt provides no further analysis or supporting details.
Ulta Beauty, Inc. is a specialty beauty retailer that offers a broad assortment of cosmetics, fragrance, skin care, hair care, bath and body products, beauty tools, and wellness items, along with salon services. The company operates through a large network of stores and digital channels, creating an all-in-one shopping model for consumers seeking mass-market, prestige, and private-label beauty brands. Its business also includes professional salon offerings such as hair, brow, and skin services, which extend its role beyond product retail into personal care services. Ulta Beauty serves individual shoppers across the United States and selected international markets through subsidiaries, joint ventures, and franchise partnerships. Headquartered in Bolingbrook, Illinois, Ulta Beauty is a prominent participant in the beauty and personal care retail sector, known for combining product assortment, services, and convenience in a single format.
CEO Ms. Kecia L. Steelman · 21,382 employees · United States · https://www.ulta.com
