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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美東時間1月7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538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。
Loop Capital分析師Anthony Chukumba維持買入評級，維持目標價480美元。
斯迪富分析師Mark Astrachan維持持有評級，並將目標價從455美元上調至475美元。
此外，綜合報道，$Ulta美容 (ULTA.US)$近期主要分析師觀點如下：
任期四年後，Ulta Beauty宣佈首席執行官戴夫·金貝爾退休，首席運營官凱西亞·斯蒂爾曼將立即接替他的職務。這一過渡雖然出乎意料，但使斯蒂爾曼成爲擔任領導職務的理想選擇。此外，Ulta發佈了其第四季度指引的最新情況，預計可比門店銷售額將略爲正值，這與市場普遍預測的下降1.2％相反。該公司還預計，息稅前利潤率將超過先前的預期，這表明爲實現這些積極業績採取了較少的促銷方式。這些事態發展表明競爭壓力正在減弱，2025財年的前景更加樂觀。
繼最近於1月6日宣佈公司將提供積極的業務最新情況之後，分析師指出，隨着首席執行官意外退休，現任首席運營官立即被任命爲新任首席執行官，領導層發生了重大過渡。這種變化是在業務勢頭增強之際發生的。對第四季度的預期包括業績增長和營業利潤率超過先前預測的最高水平。這一事態發展被視爲公司看漲前景的積極一步，它仍然是2025年戰略投資組合調整的首選。
該公司令人鼓舞的第四季度交易最新情況，恰逢總裁兼首席運營官凱西亞·斯蒂爾曼宣佈將立即接任首席執行官，這促使人們提高了對 FY24-FY26 的每股收益預期。儘管Steelman的選擇在很大程度上是預料之中的，但首席執行官過渡的時機有些出乎意料。
Ulta Beauty啓動了假日預發佈階段，第四季度業績有所改善，並出人意料地宣佈了首席執行官職位的變動。值得注意的是，Ulta作爲第一家報告這種上行空間的公司，可能會開創先例，預計零售業將出現更樂觀的最新消息。
以下爲今日6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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