Recent Developments Influencing the Waldencast Investment Narrative
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 29 2025
0mins
Source: Yahoo Finance
Analyst Price Target Adjustment: Waldencast's consensus analyst price target has been lowered from $3.50 to $3.20, indicating a less optimistic outlook on the company's fair value and future revenue growth.
Bullish and Bearish Perspectives: Analysts noted distribution gains for Waldencast's core brands, particularly through major retailers, while also expressing concerns over disappointing Q2 results and sales softness for the Milk brand due to stock issues.
Financial Performance and Outlook: Waldencast reported a significant loss on impairment of goodwill and revised its 2025 earnings outlook, expecting net revenue to remain stable as consumer demand softens for Milk Makeup.
Regulatory Developments: The U.S. FDA approved Obagi saypha MagIQ injectable gel, marking Waldencast's entry into the HA dermal filler market, with a commercial launch anticipated in 2026.
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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: 450.750
Low
450.00
Averages
647.83
High
780.00
Current: 450.750
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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- New Product Sales Boost: The introduction of new products from core luxury brands like YSL, Carolina Herrera, and Valentino, along with NOYZ's innovative milk scent format, significantly enhanced customer interest and drove sales growth, showcasing the company's success in product innovation.
- Marketing Strategy: NOYZ's 360-degree go-to-market activation strategy propelled it into Ulta's top 20 fragrance brands, while the collaboration fragrance “Be Her” with Ella Langley increased brand social engagement, further enhancing consumer awareness and interest.
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- Profitability Analysis: Ulta's net income was nearly $1.2 billion with a net margin of 10.6%, compared to Abercrombie's net income of $566 million and a net margin of 10.7%, showcasing solid profitability for both, yet Ulta demonstrates greater revenue growth potential.
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See More
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