StreetInsider.com News Articles

BMO Capital Starts ULTA Beauty (ULTA) at Market Perform

Tue, 08 Sep 2026 16:20:36 -0400

BMO Capital analyst Kelly Crago initiates coverage on ULTA Beauty (NASDAQ: ULTA) with a Market Perform rating and a price target of $580.00.

The analyst comments "We initiate coverage of ULTA with a Market Perform rating and $580 target price, implying 3% upside vs current levels. We view ULTA as a high-quality market share leader in the U.S. beauty category, with an attractive/durable mid single-digit sales and double-digit EPS growth algorithm. However, with comp growth normalizing and increasing competitive intensity in the U.S. beauty market, we see limited upside to the stock without clearer evidence of comp/market share re-acceleration or margin

BMO Capital Starts ULTA Beauty (ULTA) at Market Perform

Tue, 08 Sep 2026 16:20:36 -0400

BMO Capital analyst Kelly Crago initiates coverage on ULTA Beauty (NASDAQ: ULTA) with a Market Perform rating and a price target of $580.00.

ULTA Beauty (ULTA) PT Raised to $625 at DA Davidson on Strong Results

Fri, 28 Aug 2026 09:51:19 -0400

(Updated - August 28, 2026 9:51 AM EDT)

DA Davidson analyst Michael Baker raised the price target on ULTA Beauty (NASDAQ: ULTA) to $625.00 (from $585.00) while maintaining a Buy rating.

The analyst commented, "ULTA beat on comps, with the best 2-year since 1Q24, and on profits and EPS. Full year guide was raised on the overage AND a stronger 2H26 outlook, with the new plan at or ahead on most line items. Yet the stock is indicated down about 3.2% at the time of this writing. We can think of a few reasons, all generally tied to competitive concerns. We offer

ULTA Beauty (ULTA) PT Raised to $625 at DA Davidson on Strong Results

Fri, 28 Aug 2026 09:51:19 -0400

(Updated - August 28, 2026 9:51 AM EDT)

DA Davidson analyst Michael Baker raised the price target on ULTA Beauty (NASDAQ: ULTA) to $625.00 (from $585.00) while maintaining a Buy rating.

JPMorgan Reiterates Overweight Rating on ULTA Beauty (ULTA), Says Bear Thesis 'Looking Thin'

Fri, 28 Aug 2026 09:10:31 -0400

JPMorgan analyst Christopher Horvers reiterated an Overweight rating and $631.00 price target on ULTA Beauty (NASDAQ: ULTA).

The analyst commented, "The bears’ share/competitive dynamic thesis is looking quite thin; market share gains accelerate with strong margin management and capital returns. Recall that our Circana (which includes AMZN) and Nielsen laterals indicated a ~300-bp sequential deceleration in the market growth rate from 1Q to 2Q, but ULTA's share gains in prestige (broadly) and fragrance drove only a 150-bp moderation in SSS to +3.8% (with all months positive and our math pointing to ~5% SSS in the backhalf of the quarter) as ULTA

ULTA Beauty (ULTA) PT Lowered to $710 at UBS Amid Gross Margin Decline

Fri, 28 Aug 2026 07:25:43 -0400

UBS analyst Michael Lasser lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $710.00 (from $735.00) while maintaining a Buy rating.

The analyst commented, "The quarter showed broad-based strength. Sales growth was solid. Operating profit grew faster than sales. EPS grew faster than operating profit. This reflects a higher-quality earnings model. Revenue growth, productivity, and capital returns are now working together. Several points will remain central to the debate. Transactions were approximately flat. Average ticket drove the comparable-sales increase. Promotional activity rose. Gross margin declined modestly. These factors warrant attention. However, they do not undermine the broader conclusion that execution

ULTA Beauty (ULTA) PT Lowered to $710 at UBS Amid Gross Margin Decline

Fri, 28 Aug 2026 07:25:43 -0400

UBS analyst Michael Lasser lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $710.00 (from $735.00) while maintaining a Buy rating.

ULTA Beauty (ULTA) PT Raised to $667 at Goldman Sachs

Fri, 28 Aug 2026 05:26:01 -0400

Goldman Sachs analyst Kate McShane raised the price target on ULTA Beauty (NASDAQ: ULTA) to $667.00 (from $648.00) while maintaining a Buy rating.

The analyst comments "Following Ulta's 2Q earnings beat, the stock was trading down ~3% in the after market. Ulta delivered a solid 2Q performance led by SSS of +3.8%, above consensus at +2.3%, with ongoing share gains in prestige beauty. The company also raised FY26 guidance on both the top and bottom line. Heading into 2Q, we continued to field investor concerns around a heightened competitive environment in beauty. In our view, investors may be concerned that Ulta

ULTA Beauty (ULTA) PT Raised to $667 at Goldman Sachs

Fri, 28 Aug 2026 05:26:01 -0400

Goldman Sachs analyst Kate McShane raised the price target on ULTA Beauty (NASDAQ: ULTA) to $667.00 (from $648.00) while maintaining a Buy rating.

ULTA Beauty (ULTA) PT Raised to $650 at Jefferies

Fri, 28 Aug 2026 05:23:18 -0400

Jefferies analyst Sydney Wagner raised the price target on ULTA Beauty (NASDAQ: ULTA) to $650.00 (from $630.00) while maintaining a Buy rating.

The analyst comments "Q2 beat across key metrics, with the first SG&A leverage of the Unleashed cycle driving slight OM% expansion. Comp was ticket-led on category mix, with transactions flat and promotions modestly higher. Still, prestige share gains and mgmt’s constructive 2H makeup outlook support our early-cycle view, with mass uptake the next proof point. FY26 guidance moved higher on strong 1H results, raising the floor as the earnings bridge shifts to SG&A in 2H. PT = $650."

ULTA Beauty (ULTA) PT Raised to $650 at Jefferies

Fri, 28 Aug 2026 05:23:18 -0400

Jefferies analyst Sydney Wagner raised the price target on ULTA Beauty (NASDAQ: ULTA) to $650.00 (from $630.00) while maintaining a Buy rating.

ULTA Beauty (ULTA) PT Raised to $580 at Citi

Fri, 28 Aug 2026 05:16:27 -0400

Citi analyst Susan Anderson raised the price target on ULTA Beauty (NASDAQ: ULTA) to $580.00 (from $560.00) while maintaining a Neutral rating.

ULTA Beauty (ULTA) PT Lowered to $645 at Barclays

Fri, 28 Aug 2026 03:46:40 -0400

Barclays analyst Adrienne Yih lowered the price target on ULTA Beauty (NASDAQ: ULTA) to $645.00 (from $647.00) while maintaining a Overweight rating.

Raymond James Reiterates Strong Buy Rating on ULTA Beauty (ULTA)

Fri, 28 Aug 2026 01:57:21 -0400

Raymond James analyst Olivia Tong reiterated a Strong Buy rating and $700.00 price target on ULTA Beauty (NASDAQ: ULTA)

The analyst comments: “ULTA reported a clean F2Q beat on sales and EPS and raised the FY outlook, with comp accelerating on a 2yr stack basis for the sixth consecutive quarter. We reiterate our Strong Buy rating and believe ULTA is poised for continued beats and raises, supported by solid top-line growth (+mid-single digits even excluding the benefit of Space NK), and expense discipline, with ULTA reiterating operating margin improvement for FY26. 2Q comp +3.8% y/y beat RJe +2.5% and consensus +2.3%

After-Hours Movers: WDAY, ADSK, S, RBRK, MRVL, ULTA, GAP, AFRM

Thu, 27 Aug 2026 16:43:09 -0400

Thu, 27 Aug 2026 16:43:09 -0400

(Updated - August 27, 2026 4:43 PM EDT)

After-Hours Movers:

Workday (NASDAQ: WDAY)

Autodesk (NASDAQ: ADSK)

Autodesk fell 6% following the release of its Q2 financial results. The design and engineering software maker delivered a solid top- and bottom-line beat with an adjusted EPS of $3.30