Ulta (ULTA) Q3 Earnings: A Comparison of Key Metrics Against Wall Street Projections
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy ULTA?
Source: NASDAQ.COM
Ulta Beauty's Financial Performance: For Q3 2025, Ulta Beauty reported a revenue of $2.86 billion, a 13% increase year-over-year, with an EPS of $5.14 matching the previous year's figure.
Earnings Surprises: The revenue exceeded the Zacks Consensus Estimate of $2.72 billion by 4.95%, while the EPS surpassed expectations by 12.72%, indicating strong performance against analyst predictions.
Investor Insights: Key metrics beyond headline numbers are crucial for understanding Ulta's underlying performance, helping investors make informed decisions about stock price projections.
Stock Recommendations: Zacks Investment Research has highlighted top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
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Analyst Views on ULTA
Wall Street analysts forecast ULTA stock price to rise
22 Analyst Rating
15 Buy
6 Hold
1 Sell
Moderate Buy
Current: 647.230
Low
450.00
Averages
647.83
High
780.00
Current: 647.230
Low
450.00
Averages
647.83
High
780.00
About ULTA
Ulta Beauty, Inc. is a specialty United States beauty retailer and the premier beauty destination for cosmetics, fragrance, skincare products, haircare products and salon services. The Company operates approximately 1,451 retail stores across 50 states and distributes products through its Website, which includes a collection of tips, tutorials, and social content. The Company’s business includes a differentiated assortment of approximately 29,000 beauty products across a variety of categories and price points, as well as a variety of beauty services, including salon services, in more than 1,400 stores predominantly located in convenient, high-traffic locations. It also offers digital experiences delivered through its Website, Ulta.com, and its mobile applications. The Company’s brands include Ulta Beauty Collection, about-face, Ariana Grande, CHANEL, FENTY BEAUTY by Rihanna, It Cosmetics, LolaVie, OUAI, PAT McGRATH LABS, Tula, and NYX Professional Makeup.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Track Record: Over the past two years, Ulta has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's robust profitability and stable growth potential in a competitive market.
- Upward Revision Trend: In the last three months, Ulta's EPS estimates have seen 14 upward revisions with no downward adjustments, while revenue estimates have experienced 10 upward revisions, reflecting analysts' optimistic outlook on the company's future performance, which may further drive stock price increases.
- Middle East Expansion: Ulta Beauty has opened a new store in the UAE, marking its expansion into the Middle East market, which is expected to enhance brand visibility and provide new revenue growth opportunities in the future.
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- Earnings Announcement: Ulta Beauty is set to release its Q4 earnings on March 12 after market close, with consensus estimates predicting an EPS of $8.04 and revenue of $3.82 billion, indicating strong performance in profitability and market demand.
- Strong Track Record: Over the past two years, Ulta has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's robust profitability and stable growth potential in a competitive market.
- Upward Revision Trend: In the last three months, Ulta's EPS estimates have seen 14 upward revisions with no downward adjustments, while revenue estimates have experienced 10 upward revisions, reflecting analysts' optimistic outlook on the company's future performance, which may further drive stock price increases.
- Middle East Expansion: Ulta Beauty has opened a new store in the UAE, marking its expansion into the Middle East market, which is expected to enhance brand visibility and provide new revenue growth opportunities in the future.
See More
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- Inflation Report: The latest consumer price index indicates a 2.4% rise in prices for February, consistent with January's figures and in line with estimates.
- Market Reaction: A month ago, this inflation report could have triggered a stock-market rally, reflecting investor optimism.
See More
Investors Eye Earnings Reports and Data Releases
- Earnings Reports: Dollar General, Dick's Sporting Goods, Adobe, and Ulta are set to report quarterly earnings on March 12, and investors should monitor how these results may influence market sentiment.
- Housing Data Release: Fresh housing data will be released, including weekly mortgage rates, housing starts, and building permits, which will provide crucial insights into the health of the real estate market.
- Jobless Claims: Initial jobless claims will be reported in the morning, with economists expecting a slight uptick, which may indicate subtle changes in the labor market and affect investor confidence in economic recovery.
- Market Insights: Investors can tune into the “Trend” program for more expert insights and analysis on the latest market actions to make more informed investment decisions.
See More
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- Oil Price Fluctuations: U.S. benchmark WTI crude prices have fallen below $90 a barrel, despite being up over 50% year-to-date, indicating market optimism regarding improved U.S.-Iran relations, yet geopolitical risks continue to loom over oil prices.
- Tech Stock Rating Changes: Intuit was upgraded to buy from hold by Rothschild & Co Redburn, with its stock rising over 30% since late February, although it remains down 28.5% for the year, reflecting a recovery in market confidence in its software products.
- Cybersecurity Stock Bounce: Morgan Stanley upgraded CrowdStrike from hold to buy, with its stock up over 20% from last month's low, highlighting the positive impact of AI technology on the cybersecurity sector and indicating optimistic market expectations for future growth.
- Hewlett Packard Enterprise's Positive Outlook: Despite memory cost pressures, the company raised its full-year earnings outlook, with reported quarterly revenues slightly below expectations but gross margins and adjusted EPS exceeding forecasts, demonstrating strong demand in the data center buildout.
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- Stock Price Plunge: Since its IPO in 2021, Olaplex's stock has plummeted nearly 95%, currently trading below $1.50 with a market cap of approximately $1 billion, indicating a significant decline in the company's market competitiveness.
- Sales Performance Decline: In fiscal year 2023, Olaplex reported a 47.8% year-over-year decrease in net sales in the U.S. and a 74.8% drop in net income, reflecting severe challenges from weakened consumer demand and loss of market share to emerging brands.
- Brand Revitalization Challenges: Although new CEO Amanda Baldwin sees
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- Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) saw a 68% surge last quarter, and investors are keen to see if its massive $523 billion contract backlog is beginning to translate into realized revenue, particularly as capital expenditures soar.
- UiPath Earnings Expectations: UiPath is set to report after Wednesday’s close, with analysts expecting earnings of 26 cents per share on revenue of $464.49 million, as investors will focus on the durability of growth and profitability stabilization and the impact of AI on net new ARR.
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