On Jan 08, major Wall Street analysts update their ratings for $Ulta Beauty (ULTA.US)$, with price targets ranging from $370 to $515.
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.
Evercore analyst Michael Binetti maintains with a buy rating, and adjusts the target price from $480 to $490.
TD Cowen analyst Oliver Chen maintains with a hold rating, and maintains the target price at $480.
Furthermore, according to the comprehensive report, the opinions of $Ulta Beauty (ULTA.US)$'s main analysts recently are as follows:
Following Ulta Beauty's announcement of Kecia Steelman as the new CEO, succeeding Dave Kimbell, and an updated forecast for Q4 comps to show a modest increase with an operating margin surpassing the upper bounds of prior guidance due to a robust holiday season, the projected Q4 EPS has been revised to $7.17 from an earlier estimate of $6.66. Despite the positive preannouncement, margins are projected to decrease by 200 basis points year-over-year in Q4 and by 180 points for FY24.
Ulta Beauty announced a leadership change as CEO Dave Kimbell retires and COO Kecia Steelman steps into the role. The transition, though sudden, is regarded positively with confidence in Steelman's capability to lead. Additionally, Ulta has revised its Q4 guidance, forecasting modestly better comps than the market consensus, and anticipates an EBIT margin above earlier expectations, indicating efficient promotional strategies. This update suggests easing competitive pressures and a more optimistic outlook for fiscal 2025.
Following the announcement of Ulta Beauty's CEO transition, with the current COO ascending to the chief executive role today, and an elevated Q4 guidance reflecting robust holiday trends, an analyst has increased their Q4 EPS forecast to $7.05, also adjusting their 2025 EPS prediction upwards.
Ulta Beauty's recent business update highlighted positive developments, coupled with the announcement of CEO Dave Kimbell's retirement and COO Kecia Steelman's immediate succession to the role. This leadership transition occurs as the company experiences renewed business momentum, which is viewed positively. For the fourth quarter, the company now anticipates higher comparable store sales and operating margins exceeding previous upper estimates. These developments are seen as affirmative steps supporting a bullish outlook for the company.
The firm adjusted its FY24-FY26 EPS estimates upwards following Ulta Beauty's encouraging Q4 trading update, announced concurrently with the news that president and COO Kecia Steelman will immediately succeed Dave Kimbell as CEO. The timing of the CEO transition was somewhat unexpected, although the choice of Steelman was largely anticipated.
Here are the latest investment ratings and price targets for $Ulta Beauty (ULTA.US)$ from 10 analysts:
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美東時間1月8日,多家華爾街大行更新了$Ulta美容 (ULTA.US)$的評級,目標價介於370美元至515美元。
美銀證券分析師Lorraine Hutchinson維持持有評級,目標價475美元。
花旗分析師Kelly Crago維持持有評級,並將目標價從450美元上調至457美元。
富國集團分析師Ike Boruchow維持賣出評級,維持目標價370美元。
Evercore分析師Michael Binetti維持買入評級,並將目標價從480美元上調至490美元。
TD Cowen分析師Oliver Chen維持持有評級,維持目標價480美元。
此外,綜合報道,$Ulta美容 (ULTA.US)$近期主要分析師觀點如下:
在Ulta美容宣佈Kecia Steelman接替Dave Kimbell擔任新CEO,並對此進行了Q4可比銷售額的更新預測,顯示出溫和增長,營業利潤率超過之前指導的上限,這主要得益於強勁的假日季節,預計Q4每股收益已從之前的$6.66修正爲$7.17。儘管預告積極,但預計Q4的利潤率將同比下降200個點子,FY24將下降180個點子。
Ulta美容宣佈領導層變更,CEO Dave Kimbell退休,COO Kecia Steelman接任此職。儘管過渡較爲突然,但大家對Steelman的領導能力充滿信心。此外,Ulta修正了Q4的指導,預計可比銷售額將好於市場預期,並且預計EBIT利潤率將超過之前的預期,這表明促銷策略的有效性。此更新表明競爭壓力有所緩解,並對2025財年持樂觀態度。
在Ulta美容宣佈CEO變更後,現任COO今天升任首席執行官,並提升了Q4指導,以反映強勁的假日趨勢,一位分析師將其Q4每股收益預測上調至$7.05,同時也上調了2025年每股收益的預測。
Ulta美容最近的業務更新強調了積極的發展,同時宣佈CEO Dave Kimbell退休,COO Kecia Steelman立即接任此職。這一領導層變更發生在公司重新獲得業務動能的背景下,受到了積極的看待。對於第四季度,公司現在預計可比門店銷售額和營業利潤率將超過之前的上限預估。這些發展被視爲支持公司看好的積極舉措。
在Ulta美容發佈令人鼓舞的Q4交易更新後,該公司對FY24-FY26的每股收益預估進行了向上調整,此外,因總統兼COO Kecia Steelman將立即接替Dave Kimbell擔任CEO的消息同時發佈。雖然CEO過渡的時機有些意外,但對Steelman的選擇大致是預期之中的。
以下爲今日10位分析師對$Ulta美容 (ULTA.US)$的最新投資評級及目標價:
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