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Ulta Beauty, Inc.

ULTA · NASDAQ

Market closed$479.57$0.710000 (+0.15%)After hours $480.00 · +0.09%

Key statistics

Previous close$478.86
Open$478.94
Day high$492.94
Day low$475.53
52-week high$714.97
52-week low$443.60
Market cap20.62B
Volume673.69K
Average volume767.10K
P/E ratio17.98
Forward P/E13.48
EPS26.67
Dividend yield0.00%

Market context

Why it moved

ULTA edged higher as investor confidence was buoyed by the appointment of a seasoned tech veteran as CTO to advance its AI-driven strategy, alongside continued positive momentum following strong fiscal Q1 earnings that beat estimates and institutional accumulation of shares.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Ulta Beauty closed up nearly 3% — outperforming the broader consumer cyclical sector — as investors responded to the company's newly announced partnership with Uber, which will expand same-day delivery across Ulta's more than 1,500 U.S. stores, a meaningful growth catalyst for the specialty beauty retailer. The move builds on recent positive momentum following Ulta's strong Q1 beat (EPS of $7.74 vs. $6.89 estimate, revenue up 11.1% YoY) and a new CTO appointment, even as analyst consensus price targets of ~$638 remain well above current levels — underscoring the valuation gap bulls are watching.

2.7288

July 16, 2026Ulta Beauty edged lower as investors digested a key leadership move: the company named Kelly Garcia, a current board member and former Domino's Pizza CTO, as its new Chief Technology Officer effective August 31. While the tech appointment signals a push to deepen digital and AI-driven personalization capabilities, the stock trades well below its consensus analyst target of $638.09 despite strong Q1 results — $7.74 EPS beat estimates by $0.85 and revenue rose 11.1% YoY — with shares still roughly 35% off their 52-week high of $714.97 amid broader consumer cyclical softness and lingering analyst price target cuts.

-0.6352

July 15, 2026Ulta Beauty edged lower as the broader consumer cyclical sector navigated a mixed macro backdrop, with a soft June CPI report and renewed U.S.-Iran tensions creating crosscurrents for discretionary names. The most company-specific development was Ulta's after-hours announcement appointing board member Kelly Garcia — formerly CTO at Domino's Pizza — as its new Chief Technology Officer effective August 31, a move investors may view as a signal of renewed focus on digital and tech-driven personalization. Despite the stock trading well below analyst consensus targets (~$638), the company's Q1 earnings beat ($7.74 EPS vs. $6.89 estimate) and reaffirmed FY2026 guidance continue to underpin a "Moderate Buy" consensus.

-0.8894

July 14, 2026Ulta Beauty edged higher despite a broader market pullback driven by renewed U.S.-Iran tensions and surging oil prices, with shares closing up ~0.88% as investors remained focused on the company's strong Q1 earnings beat — $7.74 EPS vs. $6.89 expected, revenue up 11.1% YoY — and FY2026 guidance of $28.36–$28.80 EPS. The stock trades at a steep discount to its consensus analyst price target of $638.09 (Moderate Buy, 26 analysts), with institutional ownership steady at ~90%, though several funds trimmed positions while others, like Ghe LLC, added aggressively.

0.8802

July 10, 2026Ulta Beauty edged higher, outpacing the broader Consumer Cyclical sector (XLY), as investors weighed the company's strong Q1 fiscal 2026 results — EPS of $7.74 beat estimates by $0.85, and revenue of $3.16B rose 11.1% year-over-year — against a volatile macro backdrop. Renewed U.S.-Iran hostilities rattled markets mid-week, but broader equities stabilized Thursday as oil prices eased and AI optimism returned; Ulta's relatively defensive beauty retail profile and low beta (0.88) may have helped it hold up. The stock remains well below its consensus analyst price target of $638.09, with a Moderate Buy rating across 27 analysts, suggesting significant perceived upside despite the year-to-date underperformance.

1.1272

July 8, 2026Ulta Beauty closed modestly higher, edging up as investors weighed a compelling value case against a challenging backdrop. The stock hovers near its 52-week low of $443.60 — down roughly 31% year to date — despite a strong Q1 fiscal 2026 earnings beat (EPS of $7.74 vs. $6.89 expected, revenue up 11.1% YoY). Analyst consensus remains a Moderate Buy with an average price target of $638.09, but pressure persists from the winding down of its Target shop-in-shop partnership in August 2026 and a broader risk-off market tone driven by renewed U.S.-Iran tensions pushing oil prices higher. International expansion and the 'Unleashed' growth strategy offer longer-term upside, though the stock trades at just 15-16x forward earnings — near multi-year valuation lows.

0.2931

July 8, 2026Ulta Beauty edged higher, closing near multi-month lows despite a strong Q1 earnings beat (EPS of $7.74 vs. $6.89 expected; revenue up 11.1% YoY). The stock remains down sharply from its 52-week high of $714.97, as analysts have trimmed price targets post-earnings—Citigroup cut to $560 with a Neutral rating—even as the consensus holds at Moderate Buy with an average target of $638.09. Investors are closely watching the company's omnichannel strategy and loyalty program amid cautious US consumer sentiment, while a wave of institutional activity reflects mixed conviction: several funds added new or larger positions in Q1, while others like Burney Co. and Swedbank trimmed.

0.2851

July 7, 2026Ulta Beauty shares declined nearly 2%, brushing near their 52-week low of $443.60, even as the broader Consumer Cyclical sector rose over 1% — a stark underperformance that reflects ongoing investor skepticism following the company's Q1 earnings report in early June. Despite beating EPS estimates ($7.74 vs. $6.89 expected) and posting 11.1% revenue growth, the stock has fallen ~7.6% since reporting, weighed down by the planned end of its Target store partnership in August and analyst price target cuts from Citigroup, Barclays, DA Davidson, and Wells Fargo. The consensus "Moderate Buy" rating with an average target of $638.09 suggests significant upside potential, but the wide gap between current price and targets reflects lingering uncertainty around the distribution channel loss and broader consumer discretionary headwinds.

-1.9162

Retail Dive · July 17, 2026Ulta Beauty names Domino’s veteran as CTOAd Hoc News · July 17, 2026Ulta Beauty stock trades steady as investors watch margins and loyalty growthBusiness Wire · July 14, 2026Ulta Beauty Names Kelly Garcia as Chief Technology OfficerStock Titan · July 14, 2026Ulta Beauty (ULTA) taps board member Kelly Garcia as new CTOQuiver Quantitative · June 29, 2026Ulta Beauty Falls 4.9% as Investors Appear to Reassess Recent Earnings and Valuation | ULTA Stock NewsBusiness Wire · May 19, 2026Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor ConferenceMoomoo · May 19, 2026Why did Buffett buy Ulta Beauty?Investor's Business Daily · March 13, 2026S&P 500 Stock Ulta Beauty's Earnings Are Ugly But This Is Why Analysts Remain Positive
Mt Newswire · July 14, 2026Ulta Beauty Names Kelly Garcia Chief Technology Officer
Benzinga · June 26, 2026Ulta's Unique Platform Can't Be Easily Replicated: Analyst
Mt Newswire · June 23, 2026Bath & Body Works Expands Distribution With Ulta Beauty Partnership
Mt Newswire · June 23, 2026Sector Update: Consumer Stocks Mixed Premarket Tuesday
Mt Newswire · June 23, 2026Market Chatter: Ulta Beauty, Bath & Body Works Form Retail Partnership
Mt Newswire · June 18, 2026Argus Adjusts Price Target on Ulta Beauty to $550 From $615, Maintains Buy Rating
Mt Newswire · June 9, 2026NIQ Global Intelligence to Launch Unified Beauty Sales Tracker in Q4
Benzinga · June 9, 2026TD Cowen Maintains Buy on Ulta Beauty, Lowers Price Target to $600

Peers

S&P 500SPX · $7,457.69-1.01%Sally Beauty Holdings, Inc.SBH · $14.88-1.85%Bath & Body Works, Inc.BBWI · $20.87-1.18%The Estée Lauder Companies Inc.EL · $82.13-0.86%Coty Inc.COTY · $2.61+4.82%e.l.f. Beauty, Inc.ELF · $73.69-1.07%L'Oréal S.A.OR.PA · €381.75+0.10%LVMH Moët Hennessy - Louis Vuitton, Société EuropéenneMC.PA · €495.10-1.59%Regis CorporationRGS · $29.61-2.02%Inter Parfums, Inc.IPAR · $123.23+0.42%Prestige Consumer Healthcare Inc.PBH · $49.92-1.34%