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UBS Reiterates Buy Rating on ULTA Beauty (ULTA) as 'Newness Pipeline Remains Robust'

Fri, 13 Mar 2026 09:54:18 -0400

UBS analyst Michael Lasser reiterated a Buy rating and $810.00 price target on ULTA Beauty (NASDAQ: ULTA).

The analyst commented, "Overall, we saw a largely healthy set of 4Q results. Sure, there were a few items to pick at. There was not an outsized EPS beat like the last few quarters. Consensus estimates for ‘26/27E probably won’t move by that much. But, this doesn't change our view that Ulta still has a lot "left in the tank" to drive an enviable earnings CAGR over the next several years. Importantly, we didn't get the sense that Ulta is resting on its laurels

ULTA Beauty (ULTA) PT Lowered to $750 at JPMorgan

Fri, 13 Mar 2026 09:04:06 -0400

JPMorgan analyst Christopher Horvers lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $750.00 (from $800.00) while maintaining a Overweight rating.

ULTA Beauty (ULTA) PT Lowered at Piper Sandler as 'Spending Overshadows Sales Momentum'

Fri, 13 Mar 2026 08:56:05 -0400

Piper Sandler analyst Anna Andreeva lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $725.00 (from $775.00) while maintaining an Overweight rating.

The analyst commented: "Spending Overshadows Sales Momentum; 4Q25 comp of 5.8% came inline with the buy-side, with GM's better--SG&A grew 3-points faster than expected (incentive comp and marketing; $0.40 in EPS swing), driving a rare $0.09 in EPS miss. EBIT margin guide for flat to up 20 bps came inline, although comp guide for 2.5%-3.5% was below buy-side and the 3%-4% L/T algo; given recent macro volatility, we think company is embedding additional conservatism in the outlook. Stock

ULTA Beauty (ULTA) PT Lowered at Piper Sandler as 'Spending Overshadows Sales Momentum'

Fri, 13 Mar 2026 08:56:05 -0400

Piper Sandler analyst Anna Andreeva lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $725.00 (from $775.00) while maintaining an Overweight rating.

ULTA Beauty (ULTA) PT Lowered to $700 at Morgan Stanley

Fri, 13 Mar 2026 08:48:55 -0400

Morgan Stanley analyst Simeon Gutman lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $700.00 (from $750.00) while maintaining a Overweight rating.

ULTA Beauty (ULTA) PT Lowered to $475 at Wells Fargo

Fri, 13 Mar 2026 08:35:17 -0400

Wells Fargo analyst Ike Boruchow lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $475.00 (from $500.00) while maintaining a Underweight rating.

DA Davidson Reiterates Buy Rating on ULTA Beauty (ULTA): 'sell off in the stock is an opportunity'

Fri, 13 Mar 2026 08:28:51 -0400

DA Davidson analyst Michael Baker reiterated a Buy rating and $650.00 price target on ULTA Beauty (NASDAQ: ULTA)

The analyst commented, "Ulta beat 4Q25 on comps and gross margins, with the best two year stacked since 1Q24. But, EPS missed by a few pennies on SG&A that was expected to be high, but was even higher than plan. The overrun was due to higher sales, which were invested back, as well as associated variable costs and incentive comp. Nonetheless, the miss will hurt the stock. But, we’d take a miss on SG&A with a beat on comps and gross margins, particularly

ULTA Beauty (ULTA) PT Raised to $850 at Oppenheimer

Fri, 13 Mar 2026 08:28:47 -0400

Oppenheimer analyst Rupesh Parikh raised the price target on ULTA Beauty (NASDAQ: ULTA) to $850.00 (from $750.00) while maintaining a Outperform rating.

ULTA Beauty (ULTA) PT Lowered to $635 at Jefferies

Fri, 13 Mar 2026 06:15:24 -0400

Jefferies analyst Sydney Wagner lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $635.00 (from $720.00) while maintaining a Hold rating.

The analyst comments "Q4 print mixed, as solid comps met heavier SG&A and FY26 guide missed cons w/ +2.5-3.5% comps vs +3.5% cons, and OM% guided flat to +20bps. While FY26 steps down from 2025’s heavy investment cycle, ULTA still must fund Space NK and Marketplace, keeping 1H SG&A elevated. FY26 screens execution-sensitive, w/ rising competition possibly challenging spend discipline as traffic and conversion do more of the comp work amid ltd pricing tailwinds. PT to $635."

ULTA Beauty (ULTA) PT Lowered to $635 at Jefferies

Fri, 13 Mar 2026 06:15:24 -0400

Jefferies analyst Sydney Wagner lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $635.00 (from $720.00) while maintaining a Hold rating.

ULTA Beauty (ULTA) PT Lowered to $750 at TD Cowen

Fri, 13 Mar 2026 06:12:23 -0400

TD Cowen analyst Oliver Chen lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $750.00 (from $775.00) while maintaining a Buy rating.

After-hours movers: Adobe, Rubrik, PagerDuty, Ulta Beauty

Thu, 12 Mar 2026 16:34:15 -0400

After-hours movers:

Adobe Systems (NASDAQ: ADBE) fell 5.5% despite quarterly results that topped estimates, after it said its CEO would stop down. Shantanu Narayen, who has served as CEO of Adobe for eighteen years, has decided to transition from his position as CEO after a successor has been appointed. Narayen will remain as Chair of the Board.

Rubrik (NYSE: RBRK) rose 3% after it reported revenue for the quarter of $377.7 million. Results exceeded all guided metrics.