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Last ulta beauty, inc. earnings: 3/12 04:03 pm
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US:NASDAQ Investor Relations: ir.ultabeauty.com/overview/default.aspx
InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Ulta Beauty What happened? On Monday, TD Cowen upgraded Ulta Beauty (NASDAQ:ULTA) to Buy with a $725 price target. TLDR : TD Cowen upgrades ULTA Buy. Needs TikTok, influencers, Gen Z. What's the full story? TD Cowen upgrades ULTA to Buy with a $725 target, betting that new CEO Kecia Steelman transforms this beauty box into something resembling actual growth. The analyst sees Steelman's "operational expertise" fixing stores, supply chains, and whatever "cross-functional go-to-market alignment" means in corporate-speak. The thesis: ULTA remains the dominant specialty beauty retailer with fat margins, 29,000 SKUs, and a loyalty program that actually works—essentially an asset manager for lipstick and mascara. But here's where it gets interesting. TD Cowen argues ULTA desperately needs to become TikTok's beauty BFF, courting influencers while transforming stores into "wellness
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ULTA
NEWS
NEWS
- Herbivore Debuts Exclusive Bodycare Collection and Partnership with Ulta Beauty [Yahoo! Finance][Yahoo! Finance]
- Ulta Beauty (ULTA) Valuation Check After Q3 Earnings Beat and Upgraded Full-Year Guidance [Yahoo! Finance][Yahoo! Finance]
- Ulta Beauty (NASDAQ:ULTA) was given a new $675.00 price target on by analysts at Oppenheimer Holdings, Inc..[MarketBeat]
- Ulta Beauty customers will encounter a harsh change in stores [Yahoo! Finance][Yahoo! Finance]
- Ulta Beauty (NASDAQ:ULTA) had its "neutral" rating reaffirmed by analysts at B. Riley.[MarketBeat]
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ULTA
SEC Filings
SEC Filings
- 12/10/25 - Form 4
- 12/10/25 - Form 3
- 12/4/25 - Form 10-Q
- ULTA's page on the SEC website
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