May 23, 2025 a 04:38 pm
ULTA: Analysts Ratings - Ulta Beauty, Inc.
Ulta Beauty, Inc. stands as a prominent retailer in the beauty industry, offering a diverse range of products and services. Recent analyst ratings reflect a mixed sentiment with notable fluctuations in categories over the past months. These insights indicate varying levels of confidence and suggest a close watch for potential shifts in market perception and investor sentiment.
Historical Stock Grades
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 4 | |
| Buy | 8 | |
| Hold | 16 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment development
- Over the last months, the count of analyst ratings has shown slight volatility with notable increases in 'Hold' recommendations.
- Hold ratings have risen from 12 in early 2024 to 16 by May 2025, indicating a more cautious approach by analysts.
- Strong Buy recommendations have experienced a gradual decline, signaling a reduced level of bullish sentiment.
- The overall number of ratings has remained relatively stable, reflecting a sustained interest but with growing caution.
Percentage trends
- While Buy and Strong Buy ratings have shown a downward trend, percentages reflecting neutrality ('Hold') have increased.
- From just 40% Hold in early 2024, this has shifted to represent the largest portion at 64% by May 2025.
- This shift illustrates analysts' growing apprehension and preference for a neutral stance amid market evaluations.
- The notable reduction in Strong Buy percentages from 20% to 10% highlights a cooling enthusiasm among analysts.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-05-22 | Buy | Buy | Canaccord Genuity |
| 2025-05-20 | Outperform | Outperform | Oppenheimer |
| 2025-05-15 | Neutral | Neutral | Truist Securities |
| 2025-05-14 | Underweight | Underweight | Wells Fargo |
| 2025-04-30 | Underweight | Underweight | Wells Fargo |
Analyst Recommendations with Change of Opinion
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-04-14 | Hold | Buy | Argus Research |
| 2025-04-01 | Buy | Neutral | Goldman Sachs |
| 2025-01-21 | Overweight | Equal Weight | Morgan Stanley |
| 2025-01-07 | Neutral | Sell | B. Riley Securities |
| 2024-11-21 | Market Perform | Outperform | William Blair |
Interpretation
The analyst sentiment regarding Ulta Beauty Inc. displays a cautious stance with a predominant lean towards 'Hold' ratings, reflecting mixed market confidence. The downgrades and a reduced number of Strong Buys indicate a potential reevaluation of growth expectations. This sentiment could suggest increased uncertainty amidst competitive market dynamics. Stability in certain ratings suggests some confidence in the company's baseline performance, but a cautious optimism prevails.
Conclusion
In summary, Ulta Beauty's analyst ratings exhibit a trend towards caution with increased neutrality, highlighting an environment of balance and reevaluation in market confidence. Although growth challenges are implied by the reduced Strong Buy ratings, the consistent marketplace presence supports a firm base. Analysts appear to maintain a wait-and-see approach, hinting at potential opportunities but with evident risks reflective of broader industry challenges faced by retailers in the current economic landscape.