Stocks · 2 months ago
Ulta Beauty Earnings Fall -5.1% Despite Q1 Beat and Margin Gain
If Ulta Beauty Earnings beat expectations so clearly, why did investors still send the stock sharply lower?
Ulta Beauty, Inc. ULTA
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$481.67
+33.34
(-1.31%)
Price Chart
About Ulta Beauty, Inc.
Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides wellness products. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is…
- ISIN
- US90384S3031
Analyst Consensus
Consensus Rating
BUY
Analysts
24
covering this stock
Mean Target
$627.25
+30.2% vs current
Current Price
$481.67
-1.31% today
12-Month Price Target Range
LOW TARGET
$450.00
HIGH TARGET
$735.00
Range based on 24 Wall Street analysts covering ULTA.
Recent Analyst Actions — 8 unique firms, latest first
- Jun 9, 2026 Maintain TD Cowen Buy ($700 → $600)
- Jun 4, 2026 Maintain Citigroup Neutral ($600 → $560)
- Jun 3, 2026 Maintain UBS Buy ($810 → $735)
- Jun 3, 2026 Maintain B. Riley Securities Neutral ($600 → $500)
- Jun 3, 2026 Maintain Morgan Stanley Overweight ($700 → $630)
- Jun 3, 2026 Maintain Goldman Sachs Buy ($741 → $652)
- Jun 3, 2026 Maintain JP Morgan Overweight ($750 → $631)
- Jun 3, 2026 Maintain Piper Sandler Overweight ($725 → $600)
Recent Quarters
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $3.16B | — | $340.5M | $7.74 | — | 40.1% | 14.3% |
| Q 2026 Jan 2026 | $3.90B | — | $356.7M | $8.01 | — | 38.1% | 12.3% |
| Q 2025 Oct 2025 | $2.86B | — | $230.9M | $5.14 | — | 40.4% | 11.0% |
| Q 2025 Jul 2025 | $2.79B | — | $260.9M | $5.78 | — | 39.2% | 12.6% |
| Q 2025 Apr 2025 | $2.85B | — | $305.1M | $6.70 | — | 39.1% | 14.2% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Latest ULTA Coverage
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