Ulta Beauty Inc

Ulta Beauty Inc(ULTA)の株式分析

$592.420

+13.744 (+2.32%)終値時点

Loading chart…
高値
592.625
始値
572.920
出来高加重平均価格
585.99
出来高
604.01K
時価総額
18.42B
安値
572.920
売買代金
353.95M
EV/EBITDA(TTM)
12.66

Ulta Beauty, Inc. is a specialty United States beauty retailer and a premier beauty destination for cosmetics, fragrance, skin care products, wellness products, hair care products, and salon services. The Company's business includes a differentiated assortment of approximately 30,000 beauty products across a variety of categories and price points, as well as a variety of beauty services, including salon services, in more than 1,500 stores predominantly located in convenient, high-traffic locations. It also offers digital experience delivered through its Website, Ulta.com, and its mobile applications. The Company's brands include Ulta Beauty Collection, Morphe, Bio Ionic, Rare Beauty, Ouidad, DIBS Beauty, Medicube, Clinique, The Ordinary, about-face, Anastasia Beverly Hills, Ariana Grande, CHANEL, FENTY BEAUTY by Rihanna, It Cosmetics, LolaVie, OUAI, PAT McGRATH LABS, Tula, NYX Professional Makeup and others.

www.ulta.com

AI分析 of Ulta Beauty Inc (ULTA)

買い

Ulta Beauty Inc is a good buy right now due to its current price of $570.37, which is below several analyst price targets, including $625 from DA Davidson and $710 from UBS. The company's gross margin is strong at 40.44%, indicating effective cost management and profitability. However, a risk to consider is the recent insider activity where the CEO sold 2,000 shares, which could raise concerns about insider confidence, although it represents only 5% of her stake.

アナリスト評価(25)

上値余地 +9.35%
中立
12 買い
13 中立
0 売り
現在: 592.42
安値
450.00
平均
647.83
高値
780.00

Wells Fargo

2026-09-15

目標株価

$525

Equal Weight

BMO Capital

2026-09-08

目標株価

$580

Market Perform

DA Davidson

2026-08-28

目標株価

$625

買い

UBS

2026-08-28

目標株価

$710

買い

Goldman Sachs

2026-08-28

目標株価

$667

買い

バリュエーション指標

Ulta Beauty Inc(ULTA)の現在の予想PERは19.57で、5年平均は18.64です。

予想PER

適正
5年平均 P/E
18.64
現在のP/E
19.57
割高
21.11
割安
16.16

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.74
現在のEV/EBITDA
12.66
割高
14.40
割安
11.09

予想PSR

適正
5年平均 P/S
1.91
現在のP/S
1.77
割高
2.22
割安
1.61

Alphio AI による ULTA の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ULTA

$480.88

シナリオ価格

基

基本

基本 · 50%ULTA

$460.19

シナリオ価格

弱

弱気

弱気 · 25%ULTA

$437.05

シナリオ価格

ULTA を保有するクジラ

S

Sanders Capital, LLC

+ を保有ULTA

+7.60%

3か月リターン

C

Capula Management Ltd

+ を保有ULTA

+5.00%

3か月リターン

A

Alyeska Investment Group, L.P.

+ を保有ULTA

+4.52%

3か月リターン

G

Guyasuta Investment Advisors, Incorporated

+ を保有ULTA

+4.42%

3か月リターン

P

Performance Wealth Partners, LLC

+ を保有ULTA

+3.56%

3か月リターン

A

AMI Asset Management Corp

+ を保有ULTA

+3.37%

3か月リターン

イベントタイムライン

2026-08-27 (ET)

20:00:00

Nvidia's Strong Earnings Boost Tech Stocks

17:30:00

Comments from Q2 Earnings Conference Call

16:30:00

Ulta Beauty Reports Q2 Revenue of $3.04B, Exceeding Expectations

16:30:00

Raises FY26 Revenue Growth Outlook to 6.7%-7.2%

2026-08-24 (ET)

10:00:00

Steel Dynamics Stock Rises to $239.70

ニュース

ULTA のよくある質問 — Alphio AI が回答

Ulta Beauty, Inc. is a specialty United States beauty retailer and a premier beauty destination for cosmetics, fragrance, skin care products, wellness products, hair care products, and salon services. The Company's business includes a differentiated assortment of approximately 30,000 beauty products across a variety of categories and price points, as well as a variety of beauty services, including salon services, in more than 1,500 stores predominantly located in convenient, high-traffic locations. It also offers digital experience delivered through its Website, Ulta.com, and its mobile applications. The Company's brands include Ulta Beauty Collection, Morphe, Bio Ionic, Rare Beauty, Ouidad, DIBS Beauty, Medicube, Clinique, The Ordinary, about-face, Anastasia Beverly Hills, Ariana Grande, CHANEL, FENTY BEAUTY by Rihanna, It Cosmetics, LolaVie, OUAI, PAT McGRATH LABS, Tula, NYX Professional Makeup and others. It operates in the Consumer Cyclicals sector (RETAIL-RETAIL STORES, NEC industry).

Ulta Beauty Inc is a good buy right now due to its current price of $570.37, which is below several analyst price targets, including $625 from DA Davidson and $710 from UBS. The company's gross margin is strong at 40.44%, indicating effective cost management and profitability. However, a risk to consider is the recent insider activity where the CEO sold 2,000 shares, which could raise concerns about insider confidence, although it represents only 5% of her stake.

25 analysts cover ULTA: 12 rate it Buy, 13 Hold and 0 Sell. The average price target is 647.83.

コミュニティ

もっと見る ↗
0xSkewfalcon2026/10/6

The daily chart setup is getting tight, approaching an apex, wedged between the 200 and 50 MAs, and primed for a big move in the near future? $ULTA Wells Fargo raised its price target for Ulta from $450 to $525 ⬆️ The Consumer Discretionary sector of the S&P 500 shed about 8% in Q3, but $ULTA gained >18%, the best performer in the entire sector.

もっと見る
登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める