J.P. Morgan analyst Christopher Horvers maintains $Ulta Beauty (ULTA.US)$ with a buy rating, and adjusts the target price from $450 to $472.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 8.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ulta Beauty (ULTA.US)$'s main analysts recently are as follows:
The sentiment towards Ulta Beauty is positive as the company's long-term strategy, presented during its analyst day, resonated well, offering a balanced view on its 2025 outlook. The company has been successful in aligning expectations with market consensus and has shown stabilizing sales trends, despite some disruptions caused by hurricanes. These factors contribute to a more appealing investment proposition for the stock.
The shares of Ulta Beauty are perceived to have slightly more potential for gains than losses at the current valuation, with U.S. beauty category growth considered crucial for any significant outperformance. Following the company's investor day, estimates for fiscal years 2024 to 2026 have been revised, indicating that preliminary expectations for nearly unchanged year-over-year EPS growth in FY25 are primarily due to positive, albeit modest, comparable store sales growth projections, which fall below the long-term guidance of 3%-4%.
Ulta Beauty is recognized as a high-quality narrative, though it faces near-term challenges. The expectation is that both comparable sales and operating margins will trend lower than long-term projections during the upcoming transition years of 2024 and 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根大通分析師Christopher Horvers維持$Ulta美容 (ULTA.US)$買入評級，並將目標價從450美元上調至472美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.4%，總平均回報率為8.5%。
此外，綜合報道，$Ulta美容 (ULTA.US)$近期主要分析師觀點如下：
對Ulta Beauty的情緒是積極的，因爲該公司在分析師日提出的長期戰略引起了共鳴，爲其2025年前景提供了平衡的看法。儘管颶風造成了一些干擾，但該公司成功地使預期與市場共識保持一致，並表現出穩定的銷售趨勢。這些因素爲該股提供了更具吸引力的投資主張。
按目前的估值計算，Ulta Beauty的股票盈利潛力大於虧損的潛力，美國美容品類的增長被認爲是任何顯著跑贏大盤的關鍵。繼公司投資者日之後，對2024至2026財年的估計進行了修訂，這表明對25財年每股收益同比增長几乎保持不變的初步預期主要是由於積極但溫和的可比門店銷售增長預測，該預測低於3％-4％的長期預期。
Ulta Beauty被認爲是一種高質量的敘事，儘管它面臨着短期的挑戰。預計在即將到來的2024年和2025年過渡年中，可比銷售額和營業利潤率都將低於長期預期。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
