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Get what investors say about ULTA next
1 investor call on ULTA in the last 90 days (1 bullish, 0 bearish). Follow ULTA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ULTA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ULTA
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-19 | Simeon GutmanRetail equity research analyst, Morgan Stanley | Bullish | CNBC (uncut) | Ulta offers affordable-luxury beauty at an aspirational price point that acts as an inflation hedge; easy… |
| 2026-04-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bill Miller | Consumer discretionary is an overweight given tailwinds from tax refunds and potential energy rebates for… |
| 2025-02-01 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | We Study Billionaires | Universal beauty retailer with 27% average ROIC and a dominant 44-million-member loyalty program trades at a… |
Next report: 3 Dec 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Aug 2026 | after the close | 6.55 vs 6.31 | -0.9% |
Notable options days
Sessions in the last 120 where ULTA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
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| 2026-08-27 | ||||||
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| 2026-08-18 | ||||||
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| 2026-08-07 | ||||||
| 2026-06-03 | ||||||
| 2026-06-02 |
ULTA on the Wheel
ULTA did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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