On Jan 07, major Wall Street analysts update their ratings for $Ulta Beauty (ULTA.US)$, with price targets ranging from $370 to $538.
BofA Securities analyst Lorraine Hutchinson maintains with a hold rating, and sets the target price at $475.
Citi analyst Kelly Crago maintains with a hold rating, and adjusts the target price from $450 to $457.
Wells Fargo analyst Ike Boruchow maintains with a sell rating, and maintains the target price at $370.
Loop Capital analyst Anthony Chukumba maintains with a buy rating, and maintains the target price at $480.
Stifel analyst Mark Astrachan maintains with a hold rating, and adjusts the target price from $455 to $475.
Furthermore, according to the comprehensive report, the opinions of $Ulta Beauty (ULTA.US)$'s main analysts recently are as follows:
After a four-year tenure, Ulta Beauty announced the retirement of CEO Dave Kimbell, with COO Kecia Steelman set to take his place immediately. The transition, though unexpected, positions Steelman as a favorable choice for the leadership role. Additionally, Ulta has issued an update on its Q4 guidance, anticipating modestly positive comparable store sales, contrary to the consensus projection of a 1.2% decrease. The company also anticipates an EBIT margin exceeding prior expectations, indicating a less promotional approach to achieving these positive results. These developments suggest diminishing competitive pressures and a more optimistic outlook for fiscal 2025.
Following the recent announcement on January 6 about the company providing a positive business update, analysts noted a significant leadership transition with the CEO's unexpected retirement and the immediate appointment of the current COO as the new CEO. This change arrives as the business is gaining momentum. Expectations for Q4 include rising comps and operating margins surpassing the top end of previous forecasts. This development is viewed as a positive step for the bullish outlook on the company, and it remains a favored choice for strategic portfolio realignment in 2025.
The company's encouraging Q4 trading update, which coincided with the announcement that president and COO Kecia Steelman will take over as CEO, effectively immediately, led to raised EPS estimates for FY24-FY26. The timing of the CEO transition was somewhat unexpected, although the choice of Steelman was largely anticipated.
Ulta Beauty initiated the holiday pre-announcement phase with improved Q4 outcomes and unexpectedly announced a change in CEO position. It is noted that Ulta, being the initial company to report such an upside, likely sets a precedent with expectations of more optimistic updates in the retail sector forthcoming.
Here are the latest investment ratings and price targets for $Ulta Beauty (ULTA.US)$ from 6 analysts:
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美东时间1月7日，多家华尔街大行更新了$Ulta美容 (ULTA.US)$的评级，目标价介于370美元至538美元。
美银证券分析师Lorraine Hutchinson维持持有评级，目标价475美元。
花旗分析师Kelly Crago维持持有评级，并将目标价从450美元上调至457美元。
富国集团分析师Ike Boruchow维持卖出评级，维持目标价370美元。
Loop Capital分析师Anthony Chukumba维持买入评级，维持目标价480美元。
斯迪富分析师Mark Astrachan维持持有评级，并将目标价从455美元上调至475美元。
此外，综合报道，$Ulta美容 (ULTA.US)$近期主要分析师观点如下：
任期四年后，Ulta Beauty宣布首席执行官戴夫·金贝尔退休，首席运营官凯西亚·斯蒂尔曼将立即接替他的职务。这一过渡虽然出乎意料，但使斯蒂尔曼成为担任领导职务的理想选择。此外，Ulta发布了其第四季度指引的最新情况，预计可比门店销售额将略为正值，这与市场普遍预测的下降1.2％相反。该公司还预计，息税前利润率将超过先前的预期，这表明为实现这些积极业绩采取了较少的促销方式。这些事态发展表明竞争压力正在减弱，2025财年的前景更加乐观。
继最近于1月6日宣布公司将提供积极的业务最新情况之后，分析师指出，随着首席执行官意外退休，现任首席运营官立即被任命为新任首席执行官，领导层发生了重大过渡。这种变化是在业务势头增强之际发生的。对第四季度的预期包括业绩增长和营业利润率超过先前预测的最高水平。这一事态发展被视为公司看涨前景的积极一步，它仍然是2025年战略投资组合调整的首选。
该公司令人鼓舞的第四季度交易最新情况，恰逢总裁兼首席运营官凯西亚·斯蒂尔曼宣布将立即接任首席执行官，这促使人们提高了对 FY24-FY26 的每股收益预期。尽管Steelman的选择在很大程度上是预料之中的，但首席执行官过渡的时机有些出乎意料。
Ulta Beauty启动了假日预发布阶段，第四季度业绩有所改善，并出人意料地宣布了首席执行官职位的变动。值得注意的是，Ulta作为第一家报告这种上行空间的公司，可能会开创先例，预计零售业将出现更乐观的最新消息。
以下为今日6位分析师对$Ulta美容 (ULTA.US)$的最新投资评级及目标价：
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