Ulta Beauty: Improving Growth, Record Low Margins (Rating Upgrade) [Seeking Alpha]
Ulta Beauty, Inc. (ULTA)
Last ulta beauty, inc. earnings: 3/12 04:03 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.ultabeauty.com/overview/default.aspx
Company Research
Source: Seeking Alpha
Q4 saw strong revenue growth but a 10% net income decline, driven by elevated SG&A and ULTA stock margin compression. Management guides for flat operating margins in FY26, with growth decelerating to low-single-digits and double-digit EPS growth resuming in 2026. I upgrade ULTA stock to Hold at ~19x earnings, but see value only at a 15x P/E, reflecting a less compelling risk/reward. JHVEPhoto/iStock Editorial via Getty Images Ulta Beauty, Inc. ( ULTA ) delivered a disappointing Q4, as the market realizes that higher growth came at a price. Margins dropped sharply, and EPS dropped more than 5%. I expect this to be an This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu
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ULTA
News
- Should You Buy the Dip in Ulta Stock? [Yahoo! Finance]Yahoo! Finance
- Ulta Stock: Down 24% in Just 1 Month, Is This a Buying Opportunity? [Yahoo! Finance]Yahoo! Finance
- Ulta Beauty and an Ultimate Entry: Price Resets After Profit Miss [Yahoo! Finance]Yahoo! Finance
- Earnings Scoreboard: 4 of 7 S&P 500 firms top EPS estimates and post annual gains [Seeking Alpha]Seeking Alpha
- Ulta Stock Is Deeply Oversold on Earnings Selloff. Should You Buy the Dip? [Yahoo! Finance]Yahoo! Finance
ULTA
Earnings
- 3/12/26 - Beat
ULTA
Sec Filings
- 3/12/26 - Form 8-K
- 2/17/26 - Form 4
- 2/17/26 - Form 4
- ULTA's page on the SEC website