Dec. 13, 2025•
Neutral
This article provides an analysis of recent ratings by analysts for five companies: Tesla (TSLA), Netflix (NFLX), Ulta Beauty (ULTA), Oklo Inc (OKLO), and American Express (AXP). Tesla and Netflix received downgrades to 'Hold' due to valuation concerns and acquisition costs respectively. Ulta Beauty and Oklo Inc were upgraded to 'Buy' based on new leadership and business plan progress, while American Express was initiated at 'Hold' due to elevated valuation.
Dec. 13, 2025•
Bullish
Glenview Trust Co. reduced its stake in Ulta Beauty Inc. by 29.9% in Q2, selling 2,543 shares and retaining 5,957 shares worth approximately $2.79 million. Ulta Beauty outperformed earnings expectations, reporting an EPS of $5.14 against an estimated $4.61 and $2.86 billion in revenue, leading to a consensus "Moderate Buy" rating from analysts with an average price target of $575.25. The stock is currently trading near recent highs with a market cap of $26.3 billion.
Dec. 13, 2025•
Somewhat-Bullish
Telsey Advisory has reiterated its Buy rating for Five Below (FIVE) with a price target of $195.00, following the company's Q3 earnings report which showed strong revenue and profit growth. Despite positive analyst sentiment from Telsey Advisory and Craig-Hallum, Morgan Stanley maintained a Hold rating, and corporate insider sentiment for the stock is negative due to recent share sales.
Dec. 12, 2025•
Somewhat-Bullish
Natixis increased its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 120% in the second quarter, acquiring an additional 2,749 shares to hold a total of 5,040 shares valued at $2.36 million. This move comes as Ulta Beauty reported strong earnings, beating analyst expectations with an EPS of $5.14 and revenue of $2.86 billion, and issued positive FY2025 guidance. The stock also shows high institutional ownership, with several major asset managers increasing or initiating positions.
Dec. 12, 2025•
Somewhat-Bullish
State Street Corp reduced its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 3.3% in the second quarter, selling over 65,000 shares but still maintaining a significant position valued at $903.4 million. This comes as Ulta Beauty exceeded Q2 earnings estimates with $5.14 EPS and $2.86 billion in revenue, leading to several analyst price target increases and a "Moderate Buy" consensus rating for the stock. The company also set its FY2025 EPS guidance between 25.20 and 25.50.
Dec. 12, 2025•
Neutral
Ulta Beauty (ULTA) experienced a decline in its latest intraday trading but is attempting to regain positive momentum, supported by its 50-day SMA and an ascending trendline. Despite some overbought saturation on RSI indicators, the stock is expected to rise as long as it stays above $572.20, targeting $621.70. The forecast for today is bullish.
Dec. 12, 2025•
Bullish
Mane Global Capital Management LP reduced its stake in Ulta Beauty Inc. by 1.5% in Q2, selling 1,938 shares and retaining 126,591 shares valued at $59.2 million. This comes as Ulta Beauty reported strong quarterly earnings, beating revenue and EPS estimates, and has received a "Moderate Buy" rating from analysts with an average price target of $575.25. Several other institutional investors also adjusted their positions, indicating varied sentiment towards the stock.
Dec. 11, 2025•
Bullish
Ulta Beauty Inc. (ULTA) has significantly outperformed the Dow Jones Industrials Average ($DOWI) over the past three months, six months, and the last 52 weeks. The company's strong performance is attributed to enhanced in-store experiences, an expanding loyalty program, exclusive brand launches, and robust e-commerce growth, while analysts maintain a "Moderate Buy" rating with a potential upside.
Dec. 11, 2025•
Somewhat-Bullish
Best Buy Co., Inc. (BBY) is a large-cap specialty retailer of consumer electronics with a market cap of $15.5 billion. Its stock has underperformed both its 52-week high and the specialty retail ETF (XRT) over various timeframes, despite a recent 5.3% jump following better-than-expected Q3 2026 results. Analysts, however, maintain a "Moderate Buy" rating, expecting an 11.8% premium to current levels.
Dec. 11, 2025•
Neutral
iSAM Funds UK Ltd has established a new position in Ulta Beauty (NASDAQ:ULTA), acquiring 1,956 shares valued at approximately $915,000 during the second quarter. This move comes amidst broad analyst optimism, with a consensus "Moderate Buy" rating and an average price target of $575.25. Ulta Beauty recently exceeded earnings expectations, reporting an EPS of $5.14 against an estimated $4.61 and revenue of $2.86 billion.