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Ulta Stock Drops Despite Q4 Earnings Beat: What To Know - Ulta Beauty (NASDAQ:ULTA)
- On Thursday, March 12, 2026, Ulta Beauty, Inc. released its fourth-quarter results, and shares sank roughly 8% in extended trading to $570.78, per Benzinga Pro.
- Management set fiscal 2026 guidance that projects fiscal 2026 EPS guidance midpoint $28.30, slightly below analysts' expectation $28.40, and same-store sales 2.5%–3.5% with revenue guidance $13.14 billion to $13.26 billion.
- The report showed that quarterly sales were $3.898 billion, diluted EPS was $8.01, operating income $477 million, and SG&A rose 23% to $1.0 billion.
- Investors will weigh Ulta's capital return plans after the sell-off as the company said it generated $1.5 billion in operating cash, used $435 million for capex, and plans to return approximately $1.0 billion to shareholders.
- Looking ahead, Ulta's strategy centers on expanding its store footprint, with over 1,505 Ulta stores and 86 Space NK stores, supported by a new distribution center later this year.
Insights by Ground AI
13 Articles
13 Articles
Ulta Beauty Price Prediction: Post-Earnings Selloff Creates Entry Opportunity
Quick Read Ulta Beauty has had a volatile few weeks. The stock is down more than 14% over the past week and its year-to-date loss is more than 11%. JPMorgan rates Ulta Overweight with a $750 price target, lowered from $800, and recommends using the post-earnings selloff as a buying opportunity. Reaching a $750 price target will require comparable sales growth, continued EPS beats and sustained execution on the Unleashed strategy and internati…
·New York, United States
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Chief Executive Officer Kecia Steelman said that consumers were resilient in 2025, but are becoming increasingly discerning in their purchases as they prioritize more affordable prices.
·Brazil
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Ulta Beauty (ULTA) Q4 2025 Earnings Transcript
·Alexandria, United States
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Coverage Details
Total News Sources13
Leaning Left1Leaning Right1Center4Last UpdatedBias Distribution67% Center
Bias Distribution
- 67% of the sources are Center
67% Center
L 17%
C 67%
R 16%
Factuality
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