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ULTA Beauty (ULTA) Reiterated at Buy by DA Davidson - Winning on TikTok Shop

Wed, 23 Sep 2026 08:00:12 -0400

DA Davidson analyst Michael Baker reiterated a Buy rating on ULTA Beauty (NASDAQ: ULTA).

The analyst commented, "One area where Ulta is winning is on TikTok Shop, which is emerging as perhaps the most important social media platform. Beauty has become TikTok Shop’s biggest category about $2B, more than $500M bigger than any other area, according to Ms. Banks. ULTA was the first beauty retailer to launch, back in March. This included a store front that opened with 15 brands and 25 product bundles."

For an analyst ratings summary and ratings history on ULTA Beauty click here. For more ratings news

Form 4 Ulta Beauty, Inc. For: Sep 17 Filed by: Steelman Kecia

Mon, 21 Sep 2026 17:16:00 -0400

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Form 144 Ulta Beauty, Inc. Filed by: Steelman Kecia

Thu, 17 Sep 2026 16:45:00 -0400

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Take advantage of any potential dips in this beauty stock: Oppenheimer

Tue, 15 Sep 2026 16:00:00 -0400

Oppenheimer reiterated the beauty company it still sees as a top pick in a note this week following meetings with management, saying investors should use any pullback in the shares as a buying opportunity.

Analyst Rupesh Parikh told investors that he came away "incrementally upbeat on Ulta Beauty's (NASDAQ: ULTA) longer-term prospects" after meeting Chief Financial Officer Chris DelOrefice and members of the investor relations team on Sept. 11.

He said concerns about competition and the retailer's ability to sustain profit margins are overblown.

"ULTA remains a top pick for us," Parikh wrote, adding that he would "continue to take advantage of

Take advantage of any potential dips in this beauty stock: Oppenheimer

Tue, 15 Sep 2026 16:00:00 -0400

He said concerns about competition and the retailer's ability to sustain profit margins are overblown.

"ULTA remains a top pick for us," Parikh wrote, adding that he would "continue to take advantage of

Wells Fargo Upgrades ULTA Beauty (ULTA) to Equal Weight, 'Managing Competitive Pressure'

Tue, 15 Sep 2026 05:40:12 -0400

(Updated - September 15, 2026 5:40 AM EDT)

Wells Fargo analyst Ike Boruchow upgraded ULTA Beauty (NASDAQ: ULTA) from Underweight to Equal Weight with a price target of $525.00 (from $450.00).

The analyst comments "Upgrade to EW, raise EPS, PT to $525 fm $450 (~17x '27). Simply put, ULTA is navigating industry headwinds better than expected. Post CFO meeting, we believe if the model were going to break...it would be happening by now (and it doesn't seem to be). Bears For the Past 2.5 Years. Our early 2023 downgrade to UW was predicated on worsening competitive dynamics - which we believed would

Wells Fargo Upgrades ULTA Beauty (ULTA) to Equal Weight, 'Managing Competitive Pressure'

Tue, 15 Sep 2026 05:40:12 -0400

(Updated - September 15, 2026 5:40 AM EDT)

Wells Fargo analyst Ike Boruchow upgraded ULTA Beauty (NASDAQ: ULTA) from Underweight to Equal Weight with a price target of $525.00 (from $450.00).

Wells Fargo Upgrades ULTA Beauty (ULTA) to Equal Weight, 'Managing Competitive Pressure'

Tue, 15 Sep 2026 05:40:12 -0400

(Updated - September 15, 2026 5:40 AM EDT)

Wells Fargo analyst Ike Boruchow upgraded ULTA Beauty (NASDAQ: ULTA) from Underweight to Equal Weight with a price target of $525.00 (from $450.00).

Wells Fargo Upgrades ULTA Beauty (ULTA) to Equal Weight, 'Managing Competitive Pressure'

Tue, 15 Sep 2026 05:40:12 -0400

(Updated - September 15, 2026 5:40 AM EDT)

Wells Fargo analyst Ike Boruchow upgraded ULTA Beauty (NASDAQ: ULTA) from Underweight to Equal Weight with a price target of $525.00 (from $450.00).

Wells Fargo Upgrades ULTA Beauty (ULTA) to Equal Weight, 'Managing Competitive Pressure'

Tue, 15 Sep 2026 05:40:12 -0400

(Updated - September 15, 2026 5:40 AM EDT)

Wells Fargo analyst Ike Boruchow upgraded ULTA Beauty (NASDAQ: ULTA) from Underweight to Equal Weight with a price target of $525.00 (from $450.00).

Form 4 Ulta Beauty, Inc. For: Sep 11 Filed by: Nagler Lorna

Mon, 14 Sep 2026 16:37:00 -0400

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These retail stocks offer "seasonal buying opportunity into year-end": Piper Sandler

Mon, 14 Sep 2026 07:00:00 -0400

Piper Sandler flagged a recurring seasonal pattern in consumer discretionary stocks, arguing that an expected pullback over the coming weeks should set up a buying opportunity heading into the holiday season.

Over the last three years, consumer discretionary stocks have historically underperformed from mid-September through late October, analysts led by Peter Keith said. The team attributes this to a lull in consumer spending caused by a lack of holidays, events and promotions, which shows up in third-party spending data.