Ulta Beauty Inc.

ULTA · NASDAQ

$494.87▼ -1.18%

$5.90 today

Mkt cap $21.64B
P/E 18.6
Day $492.34 – $502.70

Confidence

High conviction

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The read

Ulta Beauty's June 2 earnings lacked reported EPS but showed valuation strength amid weak growth

Ulta Beauty reported earnings on June 2 without disclosed EPS results; valuation remains attractive with strong quality metrics, but growth metrics lag sector averages and recent price action is negative.

Confidence note: Analysis based on solid valuation and quality data but limited by absence of reported EPS and guidance details.

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What happened

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Earnings print

Actual EPS not yet available; estimated EPS was $6.90 for fiscal Q2 2026.

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Guidance

No explicit guidance disclosed in payload; growth metrics remain weak with EPS growth at +1.0% TTM, below sector average.

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Price reaction

Stock declined 1.18% on report day to $494.87, trading below 50- and 200-day SMAs, indicating cautious sentiment.

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Street narrative

Despite no EPS data, Ulta trades at a P/E 36% cheaper than sector and shows strong ROE (43.6%) and institutional ownership (98.8%), but growth remains a concern with EPS growth lagging sector averages.

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So what

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What changed

Ulta's earnings report lacked EPS data; valuation remains cheap with weak EPS growth at +1.0% TTM.

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What the market is pricing

Market price declined 1.18%, reflecting caution amid missing EPS and weak growth signals.

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Fundamental takeaway

Maintain neutral bias; monitor next earnings for EPS growth improvement or guidance updates.

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Next 30–90 days

trending_upBull

40%

Ulta improves EPS growth and issues positive guidance, validating cheap valuation and strong quality.

boltReported EPS growth exceeds 5% next quarter
boltPositive forward guidance on revenue or margins

balanceBase

36%

Ulta's growth remains subdued but stable; valuation and quality metrics support sideways trading.

boltEPS growth remains near 1-2% range
boltNo significant guidance changes

trending_downBear

24%

Continued weak EPS growth and negative guidance trigger multiple contraction and price decline.

boltEPS growth falls below 0%
boltGuidance lowered or margin pressure intensifies

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What to do

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If you hold it

Hold unless next quarter EPS growth falls below 0% or guidance is cut significantly.

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If you're watching

Consider entry if next earnings show EPS growth above 5% and positive guidance; avoid if EPS growth remains below 1%.

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Keep on your radar

Next quarter reported EPS growth percentage
Company guidance updates for revenue and margins
Stock price relative to 50- and 200-day SMAs
Institutional ownership changes