Ulta Beauty (ULTA) News Today

Ulta Beauty Inc. (NASDAQ:ULTA) shares are trading higher today as investors respond to a string of positive analyst actions, strategic leadership moves and encouraging sales momentum. Key developments include:

• Positive Sentiment: Barclays highlights Ulta’s insulation from tariffs and strong growth outlook, underscoring the retailer’s resilience amid geopolitical headwinds. Ulta stands out within beauty category for tariff insulation, growth outlook -- Barclays
• Positive Sentiment: Analysts note sales momentum building ahead of earnings, driven by K-Beauty expansion, fewer promotions and accelerating product innovation. Ulta Beauty Sales Momentum Builds As K-Beauty Expansion And Fewer Discounts Drive Growth
• Positive Sentiment: JPMorgan raised its price target on ULTA to $600 (overweight), signaling roughly 13% upside from current levels. Read More
• Positive Sentiment: Barclays upgraded Ulta from “equal weight” to “overweight,” boosting its target to $589, an implied 11% gain. Read More
• Positive Sentiment: Ulta’s CEO Kecia Steelman outlined a bold vision for global expansion, wellness marketplace growth and celebrity exclusives. Ulta Beauty CEO Kecia Steelman Charts Bold Vision for Growth
• Positive Sentiment: New CMO Kelly Mahoney unveiled a strategy to deepen guest connections and accelerate growth, aiming to boost customer loyalty and spending. Ulta Beauty's New CMO Kelly Mahoney Unveils Strategy
• Positive Sentiment: Sephora’s former CEO is joining Ulta’s board, adding deep industry expertise to guide the retailer’s next phase of growth. Sephora’s Former CEO Is Joining Ulta Beauty’s Board
• Positive Sentiment: Zacks projects Ulta is well positioned to beat upcoming earnings estimates, citing favorable sales trends and margin pressures easing. Ulta Beauty (ULTA) Expected to Beat Earnings Estimates
• Positive Sentiment: UBS raised its price target on ULTA to $640 and maintained a buy rating, suggesting more than 20% upside. Read More
• Neutral Sentiment: Ulta is defining the intersection of beauty and wellness, blending product assortments to capture the fast-growing self-care trend. How Ulta Beauty Is Defining the Intersection of Beauty and Wellness
• Neutral Sentiment: Ulta expanded its board with the appointments of Martin Brok and Stephenie Landry to strengthen governance. Ulta Beauty adds Martin Brok and Stephenie Landry to board
• Neutral Sentiment: Benzinga compiled 24 analyst projections for Ulta’s future EPS, offering a wide range of forecasts ahead of earnings season. Forecasting The Future: 24 Analyst Projections For Ulta Beauty
• Neutral Sentiment: Zacks included Ulta among two retail stocks that could top earnings, highlighting the utility of its Earnings ESP tool. These 2 Retail and Wholesale Stocks Could Beat Earnings
• Neutral Sentiment: TipRanks reports Ulta’s board increased from ten to twelve members with new appointments, reinforcing its governance structure. Ulta Beauty Expands Board with New Appointments
• Negative Sentiment: A collective brokerage PT of $475.17 from multiple firms implies downside risk of about 10% from current levels. Brokerages Set Ulta Beauty Inc. (NASDAQ:ULTA) PT at $475.17