ULTA

Ulta Beauty, Inc. (ULTA) | Rumor.io

Ulta Beauty

ULTA

Attention (50-day avg)0%

Attention rank (50-day avg)#753

Bullish sentiment (50-day avg)93%

Price to earnings ratio19.8

Market capitalization23.5B

Earnings per share27.5

Dividend yield (TTM)—

Revenue (annual)12.4B

Net income (annual)1.2B

Social

What share of all stock conversation is about ULTA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0.01% -0.01

Aug 28

$ULTA on a nice dip after a double beat on earnings, sitting on trendline support with the 50 day just below.
Ulta Beauty dropped after crushing earnings estimates due to sudden institutional capital rotation, raising questions about the market's interpretation of earnings beats.
ULTA beat on sales and profit, with raised guidance, but fell on a 10 basis point margin slip, leaving investors to reassess the company's value.

Generated by AI

Sentiment

Of the messages about ULTA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100% +7.27	38.83% -56.98
Bearish	—	0% 0	0% -7.27	61.17% +56.98

Bullish· Aug 27

Ulta Beauty's Q2 earnings were a strong beat, with net sales growing 8.9% to $3.04B, driven by 3.8% comparable sales growth.
The company raised its full-year guidance across all key metrics, including net sales growth, comparable sales growth, and diluted EPS, citing operational discipline.
Ulta Beauty's stock repurchase plan for fiscal 2026 was increased to $1.8 billion from $1.5 billion, indicating a strong commitment to returning value to shareholders.

Bearish· Jun 3

Analyst Piper Sandler cut the target price for ULTA to $600 from $725.
Ulta Beauty's executive expects the company's gross margin to be flat for the year.
ULTA fell 4.5% premarket on a Q1 beat and raised outlook, a classic sign of sell-the-news.

Generated by AI

Topics

Of the messages about ULTA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	5.88%	0.69%
Analysts	—	—	64.71%	13.6%
Announcements	—	—	11.76%	1.97%
Macro	—	—	17.65%	16.78%
Earnings	—	—	0%	66.93%
Controversies	—	—	0%	0.02%

Earnings· Jun 2

Ulta Beauty reported Q1 FY2026 earnings that beat expectations, with revenue of $3.16B (+11.1% YoY) and EPS of $7.74 (+15.5% YoY).
The company raised its FY2026 EPS guidance to $28.36-$28.80, affirming net sales and comparable sales growth.
Ulta Beauty's Q1 results were driven by increased comparable sales, the acquisition of Space NK, and sales from new stores, with operating income increasing 11.6% to $448.3M.

Analysts· Aug 29

Analysts have raised their price targets for Ulta Beauty, with targets ranging from $580 to $680.
Several firms have upgraded their ratings for Ulta Beauty, including Canaccord Genuity, Telsey Advisory Group, and DA Davidson.
Analysts have cited strong Q2 earnings beats and raised guidance as reasons for the upgraded ratings and higher price targets.

Announcements· Dec 8

Ulta Beauty's stock was upgraded to "Buy" from "Hold" at TD Cowen with a new price target of $725.
The company's new CEO and management team are seen as a positive catalyst for growth.
Kroger's logistics throughput and Ulta Beauty's own growth prospects are highlighted as potential drivers of the stock's value.

Macro· Nov 15

ULTA's financials are strong, with a history of buying back stocks aggressively, and expanding into new markets like Mexico.
The company's dependence on imported beauty products from China may be impacted by potential tariffs, which could affect sales.
Despite this risk, ULTA's stock is considered fairly priced compared to the overall market index, and may be a good long-term hold.

Technical Analysis· Mar 14

$ULTA has been in a major weakness since breaking the ~$403 support level, with a ~25% pullback over the last 5 weeks.
The stock is expected to close above $380 tomorrow, with potential major volume trades in the morning.
Key levels for $ULTA include support at $330.00 and resistance at $345.00, with some traders expecting a bounce from the $330-$331 area.

Generated by AI

Community

Of the messages about ULTA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	3.02%	12.62%
Newcomers	100%	100%	96.98%	87.38%

Regulars· Aug 27

Ulta Beauty's Q2 2026 earnings report showed a 3.8% increase in comparable sales and a 13.32% YoY increase in GAAP EPS to $6.55.
The company raised its FY2026 guidance for net sales growth, comparable sales growth, and diluted EPS, citing operational discipline.
Ulta Beauty's Q2 2026 earnings beat expectations, with revenue of $3.04B and net income of $282.0M, driven by strong performance in cosmetics, skincare and wellness, haircare, and fragrance segments.

Newcomers· Aug 28

Newcomers are focusing on the recent earnings report, with some noting that the company beat estimates but fell due to a margin slip.
Others are discussing the potential for ULTA's share price to increase due to higher sales growth expectations, with one user noting a 92% positive sentiment among investors and analysts.
Some newcomers are comparing ULTA to another company, ELF, which is sold at ULTA stores, with one user noting that ELF has seen significant price increases, but ULTA is still a better value.

Generated by AI

Flower Knows announced that it has expanded its whimsical cosmetics presence in the U.S. with a launch into 450 Ulta Beauty stores, a four-day New York City holiday pop-up, and its Snow Ballet Collection, while COSRX began offering its 5 Peptide Lip Collection in Ulta Beauty locations after an earlier Ulta.com debut. These moves deepen Ulta Beauty’s role as a curator of in-demand and exclusive brands, as seen in Flower Knows’ selection for the “Just Dropped Beauty” platform and COSRX’s...

1d agoYahoo Finance UK

Wavytalk Expands Ulta Beauty Partnership with Nationwide In-Store Debut

1d agoMorningstar

Is the Beauty Aisle Becoming Retail’s Next Big Battleground for Walmart (WMT) and Ulta (ULTA)?

2d agoYahoo Finance

&honey Brings Its Japanese Haircare Rituals to Ulta Beauty

4d agoMorningstar

WOOF vs. ULTA: Which Stock Should Value Investors Buy Now?

WOOF vs. ULTA: Which Stock Is the Better Value Option?

6d agoYahoo Finance

Also Discussed

Investors talking about ULTA also mention

#	Name	Attention
1	Estee Lauder Cos Inc-TheEL	0%new
2	Elf Beauty Inc.ELF	0%0
3	lululemon athletica inc.LULU	0.01%+0.01
4	PVH Corp.PVH	0%new
5	Deere & CompanyDE	0%0
6	The Hershey Company Common StockHSY	0%0
7	FL - Foot Locker, Inc.	——
8	RHRH	0%new
9	Dollar General Corp.DG	0.03%-0.03
10	Ralph Lauren Corp. Class A Common StockRL	0%0

Ulta Beauty, Inc.

Consumer Cyclical
Specialty Retail

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.

Website

Location

1000 Remington Boulevard

Bolingbrook, IL, 60440

United States

Social

What share of all stock conversation is about ULTA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0.01% -0.01

Aug 28

$ULTA on a nice dip after a double beat on earnings, sitting on trendline support with the 50 day just below.
Ulta Beauty dropped after crushing earnings estimates due to sudden institutional capital rotation, raising questions about the market's interpretation of earnings beats.
ULTA beat on sales and profit, with raised guidance, but fell on a 10 basis point margin slip, leaving investors to reassess the company's value.

Generated by AI

Sentiment

Of the messages about ULTA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100% +7.27	38.83% -56.98
Bearish	—	0% 0	0% -7.27	61.17% +56.98

Bullish· Aug 27

Ulta Beauty's Q2 earnings were a strong beat, with net sales growing 8.9% to $3.04B, driven by 3.8% comparable sales growth.
The company raised its full-year guidance across all key metrics, including net sales growth, comparable sales growth, and diluted EPS, citing operational discipline.
Ulta Beauty's stock repurchase plan for fiscal 2026 was increased to $1.8 billion from $1.5 billion, indicating a strong commitment to returning value to shareholders.

Bearish· Jun 3

Analyst Piper Sandler cut the target price for ULTA to $600 from $725.
Ulta Beauty's executive expects the company's gross margin to be flat for the year.
ULTA fell 4.5% premarket on a Q1 beat and raised outlook, a classic sign of sell-the-news.

Generated by AI

Topics

Of the messages about ULTA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	5.88%	0.69%
Analysts	—	—	64.71%	13.6%
Announcements	—	—	11.76%	1.97%
Macro	—	—	17.65%	16.78%
Earnings	—	—	0%	66.93%
Controversies	—	—	0%	0.02%

Earnings· Jun 2

Ulta Beauty reported Q1 FY2026 earnings that beat expectations, with revenue of $3.16B (+11.1% YoY) and EPS of $7.74 (+15.5% YoY).
The company raised its FY2026 EPS guidance to $28.36-$28.80, affirming net sales and comparable sales growth.
Ulta Beauty's Q1 results were driven by increased comparable sales, the acquisition of Space NK, and sales from new stores, with operating income increasing 11.6% to $448.3M.

Analysts· Aug 29

Analysts have raised their price targets for Ulta Beauty, with targets ranging from $580 to $680.
Several firms have upgraded their ratings for Ulta Beauty, including Canaccord Genuity, Telsey Advisory Group, and DA Davidson.
Analysts have cited strong Q2 earnings beats and raised guidance as reasons for the upgraded ratings and higher price targets.

Announcements· Dec 8

Ulta Beauty's stock was upgraded to "Buy" from "Hold" at TD Cowen with a new price target of $725.
The company's new CEO and management team are seen as a positive catalyst for growth.
Kroger's logistics throughput and Ulta Beauty's own growth prospects are highlighted as potential drivers of the stock's value.

Macro· Nov 15

ULTA's financials are strong, with a history of buying back stocks aggressively, and expanding into new markets like Mexico.
The company's dependence on imported beauty products from China may be impacted by potential tariffs, which could affect sales.
Despite this risk, ULTA's stock is considered fairly priced compared to the overall market index, and may be a good long-term hold.

Technical Analysis· Mar 14

$ULTA has been in a major weakness since breaking the ~$403 support level, with a ~25% pullback over the last 5 weeks.
The stock is expected to close above $380 tomorrow, with potential major volume trades in the morning.
Key levels for $ULTA include support at $330.00 and resistance at $345.00, with some traders expecting a bounce from the $330-$331 area.

Generated by AI

Community

Of the messages about ULTA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	3.02%	12.62%
Newcomers	100%	100%	96.98%	87.38%

Regulars· Aug 27

Ulta Beauty's Q2 2026 earnings report showed a 3.8% increase in comparable sales and a 13.32% YoY increase in GAAP EPS to $6.55.
The company raised its FY2026 guidance for net sales growth, comparable sales growth, and diluted EPS, citing operational discipline.
Ulta Beauty's Q2 2026 earnings beat expectations, with revenue of $3.04B and net income of $282.0M, driven by strong performance in cosmetics, skincare and wellness, haircare, and fragrance segments.

Newcomers· Aug 28

Newcomers are focusing on the recent earnings report, with some noting that the company beat estimates but fell due to a margin slip.
Others are discussing the potential for ULTA's share price to increase due to higher sales growth expectations, with one user noting a 92% positive sentiment among investors and analysts.
Some newcomers are comparing ULTA to another company, ELF, which is sold at ULTA stores, with one user noting that ELF has seen significant price increases, but ULTA is still a better value.

Generated by AI

Ulta Beauty

Social

Aug 28

Bullish· Aug 27

Bearish· Jun 3

Earnings· Jun 2

Analysts· Aug 29

Announcements· Dec 8

Macro· Nov 15

Technical Analysis· Mar 14

Regulars· Aug 27

Newcomers· Aug 28

Ulta Beauty (ULTA) Expands In Stores On An Undervalued Narrative

How Investors May Respond To Ulta Beauty (ULTA) Adding Niche, Trend-Led Brands Like Flower Knows and COSRX

Wavytalk Expands Ulta Beauty Partnership with Nationwide In-Store Debut

Is the Beauty Aisle Becoming Retail’s Next Big Battleground for Walmart (WMT) and Ulta (ULTA)?

&honey Brings Its Japanese Haircare Rituals to Ulta Beauty

WOOF vs. ULTA: Which Stock Should Value Investors Buy Now?

Also Discussed

Ulta Beauty, Inc.

Company Information

Location

Ulta Beauty (ULTA) Expands In Stores On An Undervalued Narrative

How Investors May Respond To Ulta Beauty (ULTA) Adding Niche, Trend-Led Brands Like Flower Knows and COSRX

Wavytalk Expands Ulta Beauty Partnership with Nationwide In-Store Debut

Is the Beauty Aisle Becoming Retail’s Next Big Battleground for Walmart (WMT) and Ulta (ULTA)?

&honey Brings Its Japanese Haircare Rituals to Ulta Beauty

WOOF vs. ULTA: Which Stock Should Value Investors Buy Now?

Also Discussed

Social

Aug 28

Bullish· Aug 27

Bearish· Jun 3

Earnings· Jun 2

Analysts· Aug 29

Announcements· Dec 8

Macro· Nov 15

Technical Analysis· Mar 14

Regulars· Aug 27

Newcomers· Aug 28