Ulta Beauty AI Price Prediction

Ulta Beauty’s valuation and earnings profile point to a mature, profitable growth company. A PE of 25.57 on EPS of 26.05 implies solid absolute earnings power and a market willing to pay a premium for continued growth and resilience in the beauty category. While we lack full income-statement detail here, the combination of strong EPS and a premium multiple is consistent with robust margins and healthy return metrics versus typical retailers.

• A PE ratio of 25.57 on EPS of 26.05 suggests the market is pricing in sustained earnings growth and strong profitability, rather than a low-growth, cyclical retailer profile.
• High absolute EPS (26.05) indicates meaningful scale and earnings power, typically underpinned by healthy gross margins and disciplined cost control in a category with favorable pricing power.
• The premium multiple relative to many general retailers implies investors view Ulta as structurally advantaged in beauty, with durable demand and attractive return on capital, supporting a bullish fundamental stance despite limited detailed margin data in the prompt.

Alternative data for Ulta Beauty is broadly positive, with very strong digital engagement and stable hiring. Exceptionally high web traffic and sharply rising app downloads suggest robust customer interest and effective digital execution, key drivers for omnichannel beauty retail. Social media audiences are large and still growing across major platforms, reinforcing brand relevance and demand durability.

• Estimated monthly web traffic of 60,559,552 visitors is very high for a specialty retailer, indicating strong top-of-funnel demand and a healthy digital channel that often correlates with sales resilience and share gains.
• Mobile app downloads at an estimated 684,000 per day, up 36.0% month over month, are a particularly bullish signal, pointing to accelerating customer acquisition, deeper engagement, and future repeat purchase potential via the app ecosystem.
• Job openings at 9,000 with 0.0% month-over-month change suggest stable operational capacity rather than contraction, while steadily growing social media followings across Instagram, TikTok, Facebook, YouTube, and LinkedIn underscore ongoing brand momentum and marketing reach.

Ulta Beauty’s combination of strong earnings power, a premium but justifiable valuation, and robust digital and social engagement supports a bullish overall view. While the stock trades well above its 200-day moving average and short-term technicals are mixed, alternative data and earnings metrics suggest the underlying business remains strong and well-positioned in the beauty category.

• Fundamentals and alternative data (web traffic, app downloads, and social growth) collectively point to sustained demand and a healthy growth runway, justifying a constructive stance despite a higher valuation.
• Technical indicators show a strong longer-term uptrend with some near-term ambiguity, but not enough to offset the positive signals from profitability and customer engagement, leading to an overall bullish conclusion on Ulta Beauty’s stock performance.