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Arphra AIPlain-English read on Ulta Beauty, Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$1,439.95
+215.69% vs spot
Recommendation
Strong Buy
15 of 16 methods
Method spread
9bull6bear
±5% threshold
Analyst PT consensus: $727.36 (+59.46%)
Candlestick · 1Y
Open in chart workstation →ULTA
456.13-3.27%H 714.97L 448.57MA50 510.15MA200 563.69Avg vol 696K
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.19% | -4.77% | -9.51% | -13.93% | -23.71% | -24.61% | -3.27% | +1.32% | +36.20% | +89.68% | +1429.61% |
Insider · 30d
History →Bought
$499.53K
1 txn
Sold
$2.48M
9 txns
Net flow
−$1.99M
Aftermarket
LiveLast trade
$459.00
Bid
$450.09
2 sh
Ask
$465.00
100 sh
Spread
$14.910
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 Jan 2026 | $3.9B | $356.68M | $8.02 |
| Q3 Nov 2025 | $2.86B | $230.88M | $5.14 |
| Q2 Aug 2025 | $2.79B | $260.88M | $5.78 |
| Q1 May 2025 | $2.85B | $305.05M | $6.70 |
| Q4 Jan 2025 | $3.49B | $393.27M | $8.46 |
| Q3 Nov 2024 | $2.53B | $242.18M | $5.14 |
Analyst view
DB · price_targets + analyst_gradesConsensus target
$727.36
+59.46% upside
Low
$650.00
Median
$720.00
High
$810.00
Recent actions
0 ↑0 ↓8 hold
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
- Dec 01, 2025
News
DB · news_items- Ulta Beauty's Fragrance Push: Is This a Winning Growth Formula?zacks.com·Jun 19, 2026
- Ulta (ULTA) Reports Q1 Earnings: What Key Metrics Have to Say (Revised)zacks.com·Jun 18, 2026
- Here's Why Ulta Beauty (ULTA) is a Strong Value Stockzacks.com·Jun 18, 2026
- Ulta Beauty Launches New NielsenIQ Study on Gen Alpha and AI-Powered Beauty Discoverybusinesswire.com·Jun 18, 2026
- Ulta Beauty Launches New NielsenIQ Study on Gen Alpha and AI-Powered Beauty Discoverybusinesswire.com·Jun 18, 2026
- How Ulta Beauty Is Expanding Beyond Traditional Beauty Retail?zacks.com·Jun 16, 2026
- Ulta Beauty's Omnichannel Strategy Continues to Deliver Strong Resultszacks.com·Jun 15, 2026
- Ulta Beauty Delivers 5.3% Comp Growth: Can the Momentum Sustain?zacks.com·Jun 12, 2026
Recent analyst activity
DB- Jun 09, 2026GradeBuy → BuyUlta Beauty price target lowered to $600 from $700 at TD CowenCowen & Co.
- Jun 04, 2026GradeNeutral → NeutralUlta Beauty price target lowered to $560 from $600 at CitiCitigroup
- Jun 03, 2026GradeNeutral → NeutralUlta Beauty price target lowered to $500 from $600 at B. RileyB. Riley
- Jun 03, 2026PT$735.00Ulta Beauty price target lowered to $735 from $810 at UBSUBS
- Jun 03, 2026GradeBuy → BuyUlta Beauty price target lowered to $735 from $810 at UBSUBS
- Jun 03, 2026PT$635.00Ulta Beauty price target lowered to $635 from $675 at Evercore ISIEvercore ISI
- Jun 03, 2026GradeHold → HoldULTA Beauty (ULTA) PT Lowered to $550 at Loop CapitalLoop Capital Markets
- Jun 03, 2026PT$550.00ULTA Beauty (ULTA) PT Lowered to $550 at Loop CapitalLoop Capital Markets
- Jun 03, 2026GradeOverweight → OverweightUlta Beauty price target lowered to $630 from $700 at Morgan StanleyMorgan Stanley
- Jun 03, 2026PT$630.00Ulta Beauty price target lowered to $630 from $700 at Morgan StanleyMorgan Stanley
- Jun 03, 2026PT$731.00Ulta Beauty price target lowered to $731 from $799 at CanaccordCanaccord Genuity
- Jun 03, 2026PT$600.00Ulta Beauty price target lowered to $600 from $725 at Piper SandlerPiper Sandler
- Jun 03, 2026GradeUnderweight → UnderweightUlta Beauty price target lowered to $450 from $475 at Wells FargoWells Fargo
- Jun 03, 2026PT$652.00Ulta Beauty price target lowered to $652 from $741 at Goldman SachsGoldman Sachs
- Jun 03, 2026GradeBuy → BuyUlta Beauty price target lowered to $652 from $741 at Goldman SachsGoldman Sachs
Peers
- GELHYGeely Automobile Holdings Limited$59.23$32.09B
- CASYCasey's General Stores, Inc.$835.92$30.98B
- QSRRestaurant Brands International Inc.$80.03$27.73B
- PHMPulteGroup, Inc.$119.21$22.71B
- DRIDarden Restaurants, Inc.$194.76$22.31B
- WSMWilliams-Sonoma, Inc.$179.99$21.42B
- DKSDICK'S Sporting Goods, Inc.$224.62$18.67B
- TSCOTractor Supply Company$33.83$17.81B
Total assets
$7B
Total debt
$2.18B
Cash & equiv
$424.24M
Operating CF
$1.5B
Free cash flow
$1.07B
Buybacks
-$901.39M
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
MRKONIC GEORGE R JR director | Sell | 452 | $243.76K | Apr 07, 2026 |
Smith Mike C. director | Sell | 500 | $264.22K | Sep 04, 2025 |
Caro Jodi J officer: GC, Chief Risk & Compl. Ofc. | Sell | 902 | $332.98K | Apr 01, 2025 |
Steelman Kecia officer: President and CEO | Buy | 1,440 | $499.53K | Mar 20, 2025 |
Halligan Catherine Ann director | Sell | 100 | $39.01K | Jul 02, 2024 |
Caro Jodi J officer: GC, Chief Risk & Compl. Ofc. | Sell | 650 | $252.64K | Jun 25, 2024 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2026 | $12.39B | $1.55B | $1.15B | $25.64 | +9.31% |
| FY 2025 | $11.3B | $1.58B | $1.2B | $25.34 | +10.63% |
| FY 2024 | $11.21B | $1.69B | $1.29B | $26.03 | +11.52% |
| FY 2023 | $10.21B | $1.65B | $1.24B | $24.01 | +12.17% |
| FY 2022 | $8.63B | $1.25B | $985.84M | $17.98 | +11.42% |