ULTA Earnings

ULTA reported its FY2026Q4 earnings on 2026-03-12, showcasing a revenue of against an estimate of 3.82B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 7.93 by 0%. The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ULTA's FY2026Q4 earnings announcement on 2026-03-12, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, ULTA's stock price tends to shift by an average of -0.87% in the 10 days leading up to earnings and 6.47% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate ULTA's annual revenue to reach 3.80B, while the EPS is projected at 7.89. These estimates reflect recent revisions, with revenue estimates revised upward by 1.98% and EPS estimates revised upward by 2.62% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ULTA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 1.98%, while EPS estimates moved revised upward by 2.62%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ULTA's stock price typically moves by -0.87% in the 10 days before its earnings and 6.47% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 7.89 and revenue of 3.80B.

The earnings call summary presents a mixed sentiment. Financial performance is strong, with increased guidance and revenue growth, but operating profit is expected to decrease. Product development and market strategy are positive, with confidence in the innovation pipeline and market share gains. However, SG&A growth impacts margins negatively. The Q&A section reveals optimism but lacks clarity on some financial details. Overall, the combination of positive growth indicators and cost concerns suggests a neutral stock price reaction.