$ULTA

Ulta Beauty, Inc.

alphai earnings readQ2 FY2026 · AUG 27ULTA BEAUTY ANNOUNCES SECOND QUARTER FISCAL 2026 RESULTS AND RAISES FISCAL 2026 GUIDANCEVerdict: strong

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ULTA Q2 Deep Dive: New Brands, Loyalty Growth, and E

Ulta Beauty (ULTA) reported Q2 CY2026 revenue of $3.04B, up 8.9% YoY, and EPS of $6.55, beating estimates. Growth driven by new brands, loyalty program, and digital sales. Full-year EPS guidance is $28.85. Stock trades at $533.83.

Wall St set for subdued open as tech rally pauses before Warsh's speech

Wall Street set for a muted open as tech rally pauses ahead of Fed Chair Kevin Warsh's speech. Nvidia, Micron, and Intel saw premarket declines, while PayPal dropped 14.4% after a reported abandoned buyout. Gap rose 17.4% on new CEO and profit forecast. Investors await economic data and Fed commentary for rate hike clues.

Ulta Beauty raises 2026 outlook as fragrance and exclusive brands fuel growth

Ulta Beauty raised its 2026 sales and earnings outlook after Q2 results beat expectations, with net sales up 8.9% YoY to $3.04B. Growth was driven by fragrance, exclusive brands, and store expansion. CEO Kecia Steelman cited marketing and product innovation as key factors. The company now expects full-year net sales growth of 6.7% to 7.2%.

ULTA sentiment & insider activity

Over the past 7 days, alphai's AI scored 31 news stories mentioning ULTA (Ulta Beauty, Inc.). Coverage has skewed bullish: 20 bullish, 5 neutral, and 6 bearish.

Recent ULTA coverage spans earnings, macro economy and financial news.

What's driving ULTA

alphai scores every news story that mentions ULTA with an AI model for sentiment and relevance, and aggregates insider trades from Ulta Beauty, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ULTA

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$MRVLMed

Wall St set for subdued open as tech rally pauses before Warsh's speech

Wall Street set for a muted open as tech rally pauses ahead of Fed Chair Kevin Warsh's speech. Nvidia, Micron, and Intel saw premarket declines, while PayPal dropped 14.4% after a reported abandoned buyout. Gap rose 17.4% on new CEO and profit forecast. Investors await economic data and Fed commentary for rate hike clues.

$ULTAHighAI 8/10

ULTA Q2 FY2027 earnings call — BigGo Finance

Ulta Beauty reported Q2 FY2027 net sales of $3B, up 8.9%, with EPS at $6.55, beating expectations. Comparable sales grew 3.8%, driven by average ticket. Gross margin declined to 39.1%, while SG&A improved. The company raised full-year guidance, expecting net sales growth of 6.7%-7.2% and EPS of $28.70-$29.00. Management highlighted strong e-commerce growth, new brand launches, and strategic initiatives.

$ULTAHighAI 8/10

Ulta Beauty lifts annual forecasts as marketing, product investments fuel growth

Ulta Beauty raised its annual sales and profit forecasts, citing investments in marketing and product assortment. Q2 net sales rose 8.9% to $3B, driven by comparable sales, acquisitions, and new store openings. CEO Kecia Steelman noted no change in consumer behavior, with high-income and young shoppers spending on prestige products. The company expects full-year sales growth of 6.7%-7.2% and EPS of $28.70-$29. Q2 EPS of $6.55 beat estimates.

$ULTAHighAI 8/10

ULTA Looks 4.3% Undervalued on GF Value™ as Growth and Profitabi

Ulta Beauty (ULTA) reported Q2 results exceeding expectations, with comparable store sales up 3.8% and net sales rising 8.9% YoY to $3B. Earnings per share were $6.55, beating estimates. The company raised its full-year guidance. ULTA's stock is trading at $540.10, which is 4.3% below its intrinsic value of $564.09 according to GuruFocus' GF Value™. The company has a GF Score™ of 92/100, indicating strong fundamentals.

$ULTAHighAI 8/10

Ulta Beauty Shares Dip 2.9% After Hours Even as Outlook Lifted

Ulta Beauty (ULTA) shares fell 2.9% after hours despite raising its full-year EPS outlook to $28.70–$29.00. Q2 sales rose 8.9% to $3.036B, beating estimates. The company increased its share buyback program to $1.8B. Gross margin decreased slightly due to a business mix shift.

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