ULTAConsumer Cyclical · Specialty RetailThe 28 Wall Street analysts covering Ulta Beauty, Inc. hold a median 12-month price target of $635 — +7.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 14 Oct 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 quant trader with fourteen 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 +7.2% from it.
Of the 20 most recent actions, 5 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Sept 2026 | Wells Fargo | Upgrade | Equal-Weight | $450 → $525 |
| 14 Sept 2026 | DA Davidson | Maintains | Buy | $625 |
| 9 Sept 2026 | BMO Capital | Initiates | Market Perform | $580 |
| 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 | — |
| 28 Aug 2026 | Barclays | Maintains | Overweight | $647 → $645 |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | $560 → $580 |
| 28 Aug 2026 | DA Davidson | Maintains | Buy | $585 → $625 |
| 28 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 28 Aug 2026 | Goldman Sachs | Maintains | Buy | $648 → $667 |
| 28 Aug 2026 | Goldman Sachs | Maintains | Buy | — |
| 28 Aug 2026 | UBS | Maintains | Buy | — |
| 28 Aug 2026 | UBS | Maintains | Buy | $735 → $710 |
| 25 Aug 2026 | Deutsche Bank | Maintains | Buy | $692 → $695 |
| 25 Aug 2026 | Deutsche Bank | Maintains | Buy | — |
| 9 June 2026 | TD Cowen | Maintains | Buy | — |
| 9 June 2026 | TD Cowen | Maintains | Buy | $700 → $600 |
| 4 June 2026 | Citigroup | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ULTA appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Ulta Beauty, Inc. returned +9.5% against +17.5% 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 35% of US stocks
Cheaper than 53% of US stocks
Cheaper than 10% of US stocks
Cheaper than 25% of US stocks
Higher than 49% of US stocks
Higher than 45% 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 $24.8B and an enterprise value of $26.6B.
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: 21.0×; forward P/E: 18.0× — 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 →
The Ulta Beauty Charitable Foundation is celebrating 10 years of community impact. Its mission is to empower women and teens, with work organized around supporting healthy minds, bodies and communities.
Why it matters — The anniversary highlights the foundation’s community and well-being initiatives affiliated with Ulta Beauty.
Ulta Beauty closed at $578.87 in the latest trading session, up 2.01% from the prior day, while the broader market dipped.
Why it matters — The session’s gain relative to the market dip is a notable update for investors following ULTA’s trading performance.
Zacks Investment Research highlights its Focus List as a way for investors to find top-rated stocks and build an investment portfolio, framing Ulta Beauty as a stock to watch.
Why it matters — The item draws attention to ULTA through Zacks’ Focus List, but the excerpt provides no company-specific results or details about the basis for that framing.
A Zacks Investment Research article discusses using the Zacks Earnings ESP tool to identify retail and wholesale stocks positioned to beat quarterly earnings estimates, highlighting two unnamed companies in the sector. The piece encourages investors to employ this screening tool to spot stocks likely to exceed earnings expectations.
Why it matters — ULTA watchers may find the Earnings ESP tool relevant for gauging earnings-surprise potential in the retail and wholesale sector.
Ulta Beauty raised its fiscal 2026 outlook following stronger-than-expected second-quarter results and accelerated e-commerce growth, which set a higher bar for second-half execution.
Why it matters — A raised outlook driven by e-commerce momentum signals improving sales trends that ULTA watchers would view as a positive development.
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, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ulta Beauty, Inc. 60 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Ulta Beauty, Inc. ranks 60 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 +7.2% from the last close, and Ticker Nerd's factor model ranks Ulta Beauty, Inc. 60 out of 100 as at 14 Oct 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 +9.5% over the 12 months to 14 Oct 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 (Business Wire, 14 Oct 2026): "Ulta Beauty Charitable Foundation Celebrates 10 Years of Giving and Community Impact". The Ulta Beauty Charitable Foundation is celebrating 10 years of community impact. Its mission is to empower women and teens, with work organized around supporting healthy minds, bodies and communities.
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
