Ulta Shares Surge Following Strong Q3 Earnings Report: Key Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy ULTA?
Source: Benzinga
Earnings Report: Ulta Beauty reported Q3 earnings of $5.14 per share, surpassing analyst expectations of $4.54, with revenue of $2.858 billion exceeding estimates of $2.72 billion.
Sales Growth: The company experienced a 12.9% increase in net sales compared to the previous year, with comparable sales rising by 6.3% and gross profit increasing by 14.9%.
Store Expansion: During Q3, Ulta opened 28 new stores, remodeled 15, and closed one, reflecting ongoing growth and strategic execution.
Updated Outlook: Ulta raised its fiscal 2025 GAAP EPS guidance to between $25.20 and $25.50 and increased revenue guidance to approximately $12.3 billion, both exceeding previous estimates.
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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
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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- 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.
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- 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.
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- Analyst Rating Changes: Top Wall Street analysts have adjusted their outlook on MU stock, indicating varying perspectives on the company's future, which could influence investor decisions and market sentiment.
- Market Reaction Expectations: Although specific rating changes are not detailed in the report, analysts' opinions typically have a direct impact on stock prices, prompting investors to closely monitor these shifts for informed investment choices.
- Lack of Investment Advice: The report notes that Benzinga does not provide investment advice, emphasizing the importance for investors to rely on their own research and analysis rather than solely on analysts' ratings.
- Diverse Information Sources: To gain a more comprehensive view of analyst rating changes, investors are encouraged to visit Benzinga's analyst ratings page for the latest upgrades and downgrades information.
See More
