--- title: "Ulta Beauty (ULTA) On New Brand Launches And Retail Tie Ups Looks Undervalued" type: "News" locale: "en" url: "https://longbridge.com/en/news/295197581.md" description: "Ulta Beauty (ULTA) is viewed as undervalued, with a fair value estimate of $627.25 against its recent close of $538.79. This assessment follows new brand launches, including Dr. Reju-All and a Pacsun collaboration, which have driven an 18.73% monthly stock gain. While digital infrastructure investments support growth, risks include rising costs and the loss of the Target partnership." datetime: "2026-08-07T07:51:26.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295197581.md) - [en](https://longbridge.com/en/news/295197581.md) - [zh-HK](https://longbridge.com/zh-HK/news/295197581.md) --- # Ulta Beauty (ULTA) On New Brand Launches And Retail Tie Ups Looks Undervalued Ulta Beauty (ULTA) stock is drawing fresh attention after two new brand moves. Dr. Reju-All is launching in stores nationwide and online, alongside an exclusive Pacsun x Ulta Beauty fashion and beauty collaboration. See our latest analysis for Ulta Beauty. Against this backdrop of new brand launches and partnerships, Ulta Beauty’s share price has gained 18.73% over the past month, while the year to date share price return is down 13.10% and the 1 year total shareholder return is 6.44%. This points to improving short term momentum alongside more moderate longer term gains. If these retail partnerships have you thinking about where else growth stories might emerge, this could be a good moment to scan the market using our screener of 20 top founder-led companies After a sharp 18.73% jump in a month, combined with a weaker year-to-date performance, the key question for Ulta Beauty now is whether the current valuation still offers enough potential upside to justify the risk. ## Most Popular Narrative: 14.1% Undervalued The most followed narrative for Ulta Beauty pegs fair value at $627.25, compared with the latest close of $538.79. That gap rests on specific growth and profitability assumptions. > _Enhanced investment in digital infrastructure, including new personalization and automation tools, as well as omnichannel fulfillment with half of e-commerce orders being fulfilled by stores, supports increased e-commerce penetration and customer retention, directly driving growth in revenue and improved operating leverage._ _Read the complete narrative._ Want to see what this narrative is really baking in for Ulta Beauty? The whole story leans on steady revenue gains, firm margins, and a richer earnings multiple. Curious how those pieces fit together into that fair value tag? **Result: Fair Value of $627.25 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, Ulta Beauty still faces pressure from rising store and payroll costs, as well as the planned loss of the Target partnership, which could weigh on margins and earnings quality. Find out about the key risks to this Ulta Beauty narrative. ## Next Steps If this mix of opportunities and risks around Ulta Beauty leaves you unsure, take a closer look at the underlying drivers yourself. You can move quickly to shape your own view by reviewing the 2 key rewards. ## Looking for more investment ideas beyond Ulta Beauty? Ulta Beauty can be a useful reference point, but the market holds many other opportunities. Use the Simply Wall Street Screener to compare potential ideas side by side. - Target stability seekers who want fewer surprises by reviewing companies in the 78 resilient stocks with low risk scores. - Spot potential value ideas before the crowd by scanning the 50 high quality undervalued stocks. - Hunt for under-the-radar opportunities with strong metrics using the screener containing 19 high quality undiscovered gems. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** AI Stock Screener & Alerts Our new AI Stock Screener scans the market every day to uncover opportunities. • Dividend Powerhouses (3%+ Yield) • Undervalued Small Caps with Insider Buying • High growth Tech and AI Companies Or build your own from over 50 metrics. Explore Now for Free ### Related Stocks - [ULTA.US](https://longbridge.com/en/quote/ULTA.US.md) - [TGT.US](https://longbridge.com/en/quote/TGT.US.md) ## Related News & Research - [Ulta Beauty Appoints Brieane Olson to Its Board of Directors | ULTA Stock News](https://longbridge.com/en/news/296093033.md) - [If You Invested $1000 In Ulta Beauty Stock 15 Years Ago, You Would Have This Much Today](https://longbridge.com/en/news/295467352.md) - [Citi Sticks to Their Hold Rating for Ulta Beauty (ULTA)](https://longbridge.com/en/news/295823634.md) - [Ulta's Growth Is Real, But So Are the Risks](https://longbridge.com/en/news/294999685.md) - [Ulta Beauty (ULTA) Stock Could Be 33.1% Undervalued After Earnings Beat](https://longbridge.com/en/news/290341442.md)