Ulta Beauty (NASDAQ:ULTA) Releases FY26 Earnings Guidance

Ulta Beauty (NASDAQ:ULTA) issued an update on its FY26 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of $22.50-22.90 for the period, compared to the consensus estimate of $23.51. The company issued revenue guidance of $11.5-11.6 billion, compared to the consensus revenue estimate of $11.67 billion. Ulta Beauty also updated its FY 2025 guidance to 22.500-22.900 EPS.

Ulta Beauty Stock Up 13.7 %

Shares of Ulta Beauty stock opened at $357.48 on Friday. Ulta Beauty has a twelve month low of $309.01 and a twelve month high of $546.58. The stock has a market cap of $16.58 billion, a price-to-earnings ratio of 14.30, a P/E/G ratio of 0.89 and a beta of 1.34. The company’s fifty day moving average is $385.01 and its 200 day moving average is $386.69.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Thursday, March 13th. The specialty retailer reported $8.46 earnings per share for the quarter, topping the consensus estimate of $7.13 by $1.33. The company had revenue of $3.49 billion for the quarter, compared to analysts’ expectations of $3.47 billion. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. Ulta Beauty’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $8.08 earnings per share. As a group, equities analysts anticipate that Ulta Beauty will post 23.96 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ULTA has been the subject of a number of recent analyst reports. B. Riley decreased their price target on Ulta Beauty from $430.00 to $330.00 and set a “neutral” rating for the company in a report on Friday. Canaccord Genuity Group decreased their price target on Ulta Beauty from $538.00 to $526.00 and set a “buy” rating for the company in a report on Friday. Barclays decreased their price target on Ulta Beauty from $445.00 to $327.00 and set an “equal weight” rating for the company in a report on Friday. BMO Capital Markets decreased their price target on Ulta Beauty from $467.00 to $404.00 and set a “market perform” rating for the company in a report on Friday. Finally, StockNews.com upgraded Ulta Beauty from a “sell” rating to a “hold” rating in a report on Tuesday, January 7th. One analyst has rated the stock with a sell rating, twelve have issued a hold rating and twelve have assigned a buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $431.13.

About Ulta Beauty

Ulta Beauty, Inc operates as a specialty beauty retailer in the United States. 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.