
Ulta Beauty (ULTA) Stock Forecast & Price Target
Ulta Beauty (ULTA) Analyst Ratings
Bulls say
Ulta Beauty is expected to continue its growth trajectory and outpace its competitors through its differentiated offering, strong track record of newness and innovation, and attractive valuation. The company's partnership with Target ending in 2026 may create some short-term challenges, but its recent launch on TikTok shows potential for continued market share gains and sales growth. While there are some risks, such as a competitive environment and a potential slowdown in category growth, the company's strong positioning and attractive prospects make it a solid investment choice for the long-term.
Bears say
Ulta Beauty is facing increased competition from both traditional retailers and online marketplaces like Walmart, which has a growing marketplace business. Additionally, their partnership with Target, which accounts for 37% of overlapping products, is set to end in August 2026. While their first quarter sales are showing a 3.1% growth, there are concerns about a potential deceleration in April and a weaker start in February. Ulta is also operating at a lower gross margin compared to industry standards and has a conservative management approach.
This aggregate rating is based on analysts' research of Ulta Beauty and is not a guaranteed prediction by Public.com or investment advice.
Ulta Beauty (ULTA) Analyst Forecast & Price Prediction
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