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Jefferies analyst Sydney Wagner maintains Ulta Beauty (NASDAQ:ULTA) with a Buy and raises the price target from $670 to $730.

Ulta (ULTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Ulta Beauty has spent the year fighting off competitors, but Bank of America says its shoppers are showing up online in a big way.

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark in the third quarter of 2026, as sharp market volatility and a reversal in investor sentiment toward artificial intelligence infrastructure created opportunities for active stock selection. […]

The fragrance retailer is expanding a key partnership ahead of the holiday shopping season
Ulta Beauty (ULTA) just rolled out a partnership with ChatGPT that lets shoppers build personalized product bundles, complete with discounts, directly through an AI plug in linked to Ulta’s site and app. Recent trading shows momentum rebuilding in Ulta Beauty, with a 1-day share price return of 1.91%, a 30-day share price gain of 11.45%, and a 90-day share price return of 24.69% lifting the stock to US$602.90. Total shareholder return of 14.64% over one year and 64.70% over five years points...

In the latest trading session, Ulta Beauty (ULTA) closed at $603.21, marking a +1.96% move from the previous day.

Ulta traffic surged 48% in September. BofA raises price target citing growth in website visits, higher digital engagement.

New trends, brands and shopping experiences happening only on TikTok Shop will define this holiday seasonCulver City, CA, Oct. 19, 2026 (GLOBE NEWSWIRE) -- TikTok Shop will bring back its Black Friday and Cyber Monday campaign from November 11 to November 30, bringing together brands, creators and shoppers for one of the biggest shopping moments of the year. This holiday season, shoppers can discover a wider selection of products from emerging sellers and major brands, explore trending gifts and
SBH's e-commerce sales rise 11% for a fourth straight quarter of double-digit growth, supported by stronger apps, conversion and omnichannel fulfillment.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at beauty and cosmetics retailer stocks, starting with Ulta (NASDAQ:ULTA).

Paris Hilton Fragrances announces the launch of Iconic Queen Eau de Parfum, a captivating new fragrance that expands the world of Iconic with a distinctly regal expression. Developed by Paris Hilton and longtime fragrance partner Parlux, Iconic Queen celebrates the presence, confidence and individuality that make each person iconic — and the idea that you don't follow the crown. You are the crown.
Apple, Microsoft and Broadcom face contrasting growth drivers and risks, from AI and cloud demand to capacity constraints and customer concentration.
Ulta Beauty lifts its fiscal 2026 outlook as strong e-commerce growth and a Q2 beat raise the bar for second-half execution.

Ulta Beauty pairs stronger earnings growth and high capital returns with a midrange valuation, but subdued traffic and margin pressure keep execution in focus.
Ulta Beauty's 20.7% three-month rally is backed by stronger Q2 results and raised guidance, but flat traffic, promotions and margins test further gains.

Ulta Beauty (ULTA) is rated Buy, trading at a discount to intrinsic value with strong growth prospects despite near-term consumer pressures.

Steelman retains 40,489 shares worth $22 million after the transaction, maintaining a 0.0942% stake in the specialty beauty retailer.

To celebrate Flower Knows' 10th Anniversary of business, the brand is excited to share their expansion in the U.S. through engaging touchpoints this fall and holiday season including the launch into 450 Ulta Beauty stores across the U.S., an enormous 4-day stand-alone Holiday Pop Up in New York City, and the debut of the brand's new Snow Ballet Collection, alongside continued surprise and delight moments associated with this whimsical cosmetics brand, built on fairytale dreams.

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
Analysts upgraded RF, MTSI, ETSY, DT, with Etsy and Dynatrace moving to Buy; targets raised or set for several names.

Ulta Beauty has seen its share price move around in recent years, and the question now is whether the current US$530.52 level can be supported by the cash the business is expected to generate over time. With the focus back on fundamentals, investors are asking how the stock lines up against an intrinsic value estimate built from its cash flows. Over the past 5 years, Ulta Beauty has delivered a total return of 41.2%, which puts real weight on whether that journey is matched by the value of...

Analysts upgraded SUNB, HAWK, and more, revising ratings and price targets.

Ulta Beauty beat earnings estimates and raised guidance, but shares wavered as slowing comp sales growth and mixed analyst price target moves left investors divided on its outlook.

In August 2026, Ulta Beauty reported higher second-quarter and six-month results, with sales rising to US$3,035.68 million and net income to US$282.01 million, and raised its full-year 2026 guidance for net sales growth, operating income growth, and diluted earnings per share. Alongside these results, Ulta Beauty continued to strengthen its assortment and partnerships, including expanded prestige hair care offerings such as CÉCRED, The Potion Studio, and Bio Ionic’s exclusive Jade Dream...

Ulta Beauty (ULTA) has drawn fresh attention after reporting second quarter results on 1 August 2026, with higher sales, net income, and earnings per share, along with raised full year earnings guidance and continued growth in prestige hair care. Over the past year, Ulta Beauty’s share price performance has been mixed, with a decline of 12.0% year to date. At the same time, the 1 month share price return of 6.4% and 3 month share price return of 15.8% point to improving momentum around its...

Ulta Beauty stock has delivered a 43.8% gain over the past 5 years, yet current valuation checks flag the shares as screening on the expensive side rather than as a clear bargain. Recent news around growth plans and partnerships has kept Ulta Beauty in focus, but the broader signals raise questions about how much of that optimism is already reflected in the price. A 43.8% return over 5 years suggests Ulta Beauty has already rewarded long term holders, which can limit the margin of safety for...
Target had previously announced plans to open its own beauty business after its partnership with Ulta Beauty ended. Here's what to know.
Ulta Beauty’s decision to carry Cécred products continues to pay off.

Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.

CEO Steelman discusses $3.04B in sales, raised guidance, and TikTok Shop momentum.

The biggest retail theme this earnings season was trade-offs: between price and profit, promotions and growth, and getting customers through the door while household budgets are under pressure.
Ulta Beauty, Inc. (NASDAQ:ULTA) reported solid growth, but the Space NK acquisition is creating a more complicated margin story. Fiscal second-quarter 2026 net sales increased 8.9% to $3.04 billion, supported by comparable sales growth, new stores, and Space NK. Diluted earnings per share increased 13.3% to $6.55. Space NK is adding scale. The British luxury […]

This might be the profit opportunity you've been waiting for.

UBS analyst Michael Lasser maintains Ulta Beauty (NASDAQ:ULTA) with a Buy and lowers the price target from $735 to $710.

Citigroup analyst Steven Zaccone maintains Ulta Beauty (NASDAQ:ULTA) with a Neutral and raises the price target from $560 to $580.

Barclays analyst Adrienne Yih maintains Ulta Beauty (NASDAQ:ULTA) with a Overweight and lowers the price target from $647 to $645.


BOLINGBROOK, Ill., September 02, 2026--Ulta Beauty, the nation’s largest beauty retailer, has selected the 8 beauty and wellness brands that will participate in the fifth annual MUSE Accelerator Program, as part of Ulta Beauty’s ongoing dedication to supporting brand development and retail readiness.

