Earnings, Guidance, and Inflows Send Ulta Beauty Skyward

ULTA sells makeup, skin care products, accessories, fragrances, as well as bath and body products in its stores and online, using product launches and personalized marketing to build customer loyalty. ULTA’s third-quarter fiscal 2025 report showed net sales of $2.9 billion (12.9% year-over-year gain), diluted per-share earnings of $5.14, 30 new stores (nearly 1,600 total across brands), and annual net sales guidance of $12.3 billion, which would mark growth of about 4.7%.

It’s no wonder ULTA shares are up 39% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.

Big Money Buying Ulta Beauty

Institutional volumes reveal plenty. In the last year, ULTA has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in ULTA shares. They reflect our proprietary inflow signal, pushing the stock higher:

Plenty of staples names are under accumulation right now. But there’s a powerful fundamental story happening with Ulta Beauty.

Ulta Beauty Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, ULTA has had strong sales and earnings growth:

• 3-year sales growth rate (+9.6%)
• 3-year EPS growth rate (+13%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +11.1%.

Now it makes sense why the stock has been powering to new heights. ULTA has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Ulta Beauty has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the Outlier 20 report 68 times since the first rare bullish inflow signal in 2010. The blue bars below show when ULTA was a top pick…Big Money is a buyer:

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Ulta Beauty Price Prediction

The ULTA rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in ULTA at the time of publication.

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