Ulta Beauty AI Price Prediction

Ulta Beauty’s valuation and earnings profile suggest a solid, profitable business with room for continued growth. A PE ratio of 22.69 on EPS of 26.05 implies the market is willing to pay a quality multiple for consistent earnings, typical of a durable consumer franchise. While we lack full income-statement detail here, the earnings power implied by EPS and valuation is consistent with a mature, high-ROIC retailer rather than a speculative growth story.

• EPS of 26.05 at a share price of $591.13 implies the market is valuing Ulta as a stable, high-earning business rather than a low-profit or turnaround story.
• A PE ratio of 22.69 is modestly above the long-term market average but reasonable for a category leader in beauty with strong brand equity and repeat-purchase behavior.
• The combination of solid earnings and a premium-but-not-excessive multiple points to confidence in Ulta’s profitability and cash generation, supporting a bullish view on fundamentals.

Alternative data points are broadly supportive of Ulta’s demand and brand engagement. Extremely high web traffic and very strong, accelerating app downloads suggest healthy customer acquisition and engagement in digital channels. While job openings are down month over month, social media followings across key platforms are stable to growing, reinforcing a positive demand and brand-intensity backdrop.

• Estimated 60.6 million monthly website visitors and 503,000 daily app downloads (up 24.8% MoM) indicate robust digital engagement and likely strong omnichannel demand.
• Job openings at 8,000, down 11.1% MoM, may reflect efficiency gains, seasonal normalization, or a more cautious hiring stance rather than weakening demand, given strength in other demand indicators.
• Social media presence is large and mostly growing (notably TikTok up 6.7% in 90 days and modest growth on Instagram, Facebook, and LinkedIn), signaling sustained brand relevance and marketing reach.

Ulta Beauty’s stock is supported by solid earnings power, a reasonable valuation for a category leader, and strong alternative data pointing to healthy customer engagement and brand strength. While recent price gains and a low RSI create a mixed short-term technical picture, the medium- to longer-term setup remains favorable. Overall, the balance of evidence leans bullish on Ulta’s stock performance outlook.

• Fundamentals and alternative data (traffic, app downloads, and social engagement) align to support a positive demand and earnings outlook.
• Despite near-term technical cross-currents after a sharp rally, the strong position above the 200-day moving average and quality earnings profile underpin a bullish overall stance.