Ulta Beauty, Inc. (ULTA) stock price, news and key stats

Price

Last close as of Sep 16, 2026. Delayed data; not a live quote.

Previous close

$544.32

Open

$541.21

Day range

$529.01 – $542.10

Volume

652K

About Ulta Beauty, Inc.

Latest ULTA news

• What Does Canada’s Tariff War Mean For The Beauty Influencer Economy?
  Macro Watch · Sep 8, 2026

  Canada's recent imposition of tariffs on U.S. beauty goods is set to significantly impact the mid-market beauty influencer economy. Effective September 8, these tariffs, which match the U.S. tariffs dollar for dollar, are expected to squeeze both brands and creators who rely on affordable beauty products to engage their audiences. As the cost of imported goods rises, mid-tier brands may be forced to increase prices, potentially alienating their consumer base and diminishing the purchasing power of influencers' followers. The tariff escalation comes amid ongoing trade tensions between the U.S. and Canada, which could lead to a ripple effect in the beauty industry. Influencers who have built their platforms around promoting mid-range products may need to pivot their strategies, either by shifting focus to domestic brands or by adjusting their content to reflect the new pricing landscape. This shift could alter brand partnerships and sponsorship deals, as companies reassess their marketing budgets in light of increased costs. Market implications are significant; as consumer prices rise, demand for beauty products may decline, particularly in the mid-market segment. Influencers may find it challenging to maintain engagement and sales conversions, leading to a potential revaluation of their worth in brand collaborations. Overall, the tariff war not only threatens the profitability of beauty brands but also poses a challenge for influencers who depend on these brands for their income.

• AI Shopping is Sending Better Leads to Ulta and Etsy. Can They Keep the Customer?
  Yahoo Finance · Aug 14, 2026

  Ulta Beauty and Etsy are experiencing a surge in customer engagement as generative AI tools become more integrated into the online shopping experience. According to a recent report by Adobe Analytics, 41% of U.S. consumers utilized AI for online shopping in June, leading to a notable increase in high-quality traffic for these retailers. This trend underscores the growing importance of AI-driven recommendations in influencing consumer purchasing behavior. The implications for Ulta and Etsy are significant, as improved lead quality can translate into higher conversion rates and increased sales. However, the challenge remains in retaining these customers once they arrive. Both companies must leverage the insights gained from AI interactions to enhance their customer experience, ensuring that the initial engagement leads to long-term loyalty. As competition intensifies among retailers to optimize their visibility in AI-generated recommendations, the ability to maintain customer relationships will be crucial for sustained growth in an evolving digital marketplace.

• Ulta projects $28.36-$28.80 FY2026 EPS while lifting stock buyback target to $1.5B
  Seeking Alpha · Jun 3, 2026

  Ulta Beauty has raised its earnings per share (EPS) projection for fiscal year 2026 to a range of $28.36 to $28.80, reflecting strong operational performance and strategic initiatives. The retailer reported a robust 11.1% increase in net sales for the first quarter of FY2026, alongside a 5.3% rise in comparable sales. Operating income also saw a significant boost, increasing by 11.6% to $448.3 million. This positive momentum is further supported by the company's ongoing investments in supply chain and IT optimization, with planned capital expenditures of up to $450 million. In addition to the favorable earnings outlook, Ulta has announced an increase in its stock buyback program, raising the target to $1.5 billion. This move is likely to enhance shareholder value and reflects the company's confidence in its future growth prospects. With a trailing EPS of $25.63 and a current P/E ratio of 19.54, analysts anticipate continued earnings growth, projecting an increase to $31.77 per share next year. The combination of strong sales performance, strategic investments, and an aggressive buyback program positions Ulta favorably in the competitive beauty retail market, potentially influencing investor sentiment positively in the near term.

• Ulta Beauty Q1 2027 Earnings Call Transcript
  Earnings · Jun 3, 2026

  Ulta Beauty reported its Q1 2027 earnings, showcasing a robust performance that exceeded analysts' expectations. The beauty retailer posted a revenue of $2.3 billion, marking a 12% increase year-over-year, driven by strong sales in both its brick-and-mortar stores and e-commerce platforms. The company's net income rose to $300 million, reflecting a healthy profit margin of approximately 13%. This growth is attributed to the successful launch of new product lines and an expanded loyalty program that has attracted a broader customer base. Market analysts are optimistic about Ulta's continued growth trajectory, particularly as consumer spending in the beauty sector remains resilient despite broader economic uncertainties. The company's strategic investments in technology and personalized customer experiences are expected to enhance its competitive edge. Additionally, Ulta's commitment to sustainability and inclusivity in its product offerings aligns well with evolving consumer preferences, positioning the brand favorably in the marketplace. As a result, Ulta's stock has seen a positive reaction in after-hours trading, indicating investor confidence in the company's future performance.

• Jim Cramer Discusses the Analyst Price Target Cut for Ulta Beauty
  Yahoo Finance · Jun 1, 2026

  Jim Cramer recently addressed the recent price target cut for Ulta Beauty, Inc. (NASDAQ:ULTA) during his segment on Mad Money. The discussion comes amid a backdrop of resilient consumer spending, which Cramer believes could support Ulta's performance despite the downward revision from analysts. This price target adjustment reflects broader market concerns, particularly in the beauty and retail sectors, as investors weigh the potential impacts of geopolitical tensions and economic uncertainty. Cramer emphasized that Ulta Beauty remains a strong player in the beauty market, noting its ability to adapt and thrive even in challenging conditions. He pointed out that consumer demand for beauty products has shown resilience, which could mitigate the effects of the price target cut. The stock's performance will likely be influenced by how well Ulta can leverage its brand strength and customer loyalty in the coming quarters. As analysts reassess their outlooks, investors will be closely monitoring Ulta’s earnings reports and sales figures to gauge the company's trajectory in a fluctuating market environment.

• Guggenheim Lifts Target (TGT) PT, Sees Turnaround Gaining Traction
  Yahoo Finance · Apr 26, 2026

  Guggenheim Partners has raised its price target on Target Corporation to $130 from $125 while maintaining a Buy rating, citing accelerating traction in the company’s multi-year strategic turnaround. Analyst John Heinbockel emphasized that Target’s recent quarterly results and 2026 guidance were notable less for near-term margin expansion and more for the absence of destabilizing factors—suggesting stabilization in inventory management, supply chain efficiency, and private-brand penetration. The firm views Target’s operational reset as increasingly differentiated, anchored in its owned brands, store-within-a-store partnerships (e.g., Ulta Beauty, Apple), and disciplined capital allocation—including consistent dividend growth and share repurchases.

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