ULTA Ulta Beauty, Inc. Loading... : Investor Sentiment and Bull/Bear Views

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Price change since each call, adjusted for long/short direction. Results calculated:

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Time Author Thesis Company / ticker Signal Since call Position Source
02:46
Oct 19
r/wallstreetbets
Author holds ULTA stock, no rationale
The author discloses holding ULTA stock alongside ELF without offering a specific thesis, target or catalyst. It is a current holding disclosure only, with no stated risk.
ULTA Ulta Beauty, Inc. Long 1ST Position: Holding —
10:55
Oct 05
Everything Money
High-return beauty retailer with long-term upside.
Ulta is the largest U.S. beauty retailer, with 44 million loyalty members, a recession-resistant category, and a Bath & Body Works partnership live in over 600 stores. Sales hit $3B last quarter, up almost 9%, and guidance was raised, though same-store growth slowed to 3.8%. It has high returns on capital, modest debt, about $1B free cash flow, and sells for around 20x free cash flow. Using 3-7% revenue growth, 9.5-10.5% FCF margins, and 17-23x FCF, Paul's mid-case value is $615 versus $540 now, about 11.3% return; he still likes it but says it is less cheap than at $400.
ULTA Ulta Beauty, Inc. Long 2ND Position: Holding —
20:25
Aug 28
Bloomberg Markets
Ulta margins squeezed by promotions.
Ulta shares fell about 4% as higher discounts and premium promotions weighed on margins, signaling promotional pressure is hurting profitability.
ULTA Ulta Beauty, Inc. Avoid — —
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About ULTA Investor Commentary

Across the available history and selected sources, Buzzberg tracks ULTA (Ulta Beauty, Inc.) across 16 sources: 20 bullish vs 0 bearish calls from 32 authors. Historical directional balance: 40% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 50 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/GhettoMuppet, Paul Gabrail, Lisa Mateo.