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Consumer Cyclical · Specialty Retail · US

Ulta Beauty Inc ULTA

$665.13 · close of Nov 9, 2026
AI score · Solid · analysis Dec 16, 2025
6.3 of 10

Management holds this up; Valuation is the soft spot.

Moat6.0
Management8.0
Valuation5.0
Risk · 10 = lowest6.0
Business model7.0
Optionality6.0
Fair value
AI fair value
—
Base case
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the single most likely path
Analyst consensus
$635.84
28 analysts · 12-month target
Price
$665.13
The business

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides wellness products. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.

Last report Aug 27, 2026 · next Dec 3, 2026

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General investment analysis · not personalized advice · the figures carry their dates