---
title: "分析师认为零售股可能会勇敢应对关税带来的逆风"
description: "巴克莱将 Ulta Beauty Inc（纳斯达克代码：ULTA）的评级从 “持平” 上调至 “增持”，并将其目标股价从 518 美元上调至 589 美元。在此次评级上调后，股价上涨了 1.4%，达到 527.27 美元。尽管近期市场情绪偏向悲观，27 家券商中有 15 家持 “持有” 或 “强烈卖出” 评级，但该股票在过去一年中上涨了 40.7%。期权交易者显示出增加的看跌活动，10 天的认沽/"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/254195727.md"
published_at: "2025-08-22T13:54:52.000Z"
---

# 分析师认为零售股可能会勇敢应对关税带来的逆风

> 巴克莱将 Ulta Beauty Inc（纳斯达克代码：ULTA）的评级从 “持平” 上调至 “增持”，并将其目标股价从 518 美元上调至 589 美元。在此次评级上调后，股价上涨了 1.4%，达到 527.27 美元。尽管近期市场情绪偏向悲观，27 家券商中有 15 家持 “持有” 或 “强烈卖出” 评级，但该股票在过去一年中上涨了 40.7%。期权交易者显示出增加的看跌活动，10 天的认沽/认购成交量比率为 1.03，表明短期交易者偏向看跌。Ulta 的第二季度财报预计将在 8 月 28 日发布

Shares of **Ulta Beauty Inc (NASDAQ:ULTA)** are moving 1.4% higher to trade at $527.27 at last check, after the makeup retailer landed an upgrade to "overweight" from "equal weight" at Barclays. The brokerage also hiked its price target to $589 from $518, citing an upbeat outlook on same-store sales and its ability to remain steady amid tariff headwinds.

ULTA is back above $520, bouncing off a floor at $500 following a pullback from its Aug. 13, 52-week peak of $534.10. The shares have added 40.7% over the past 12 months and are now pacing for a third-straight daily gain, after enjoying an impressive 11.8% post-earnings pop on May 30.

This bull note comes just ahead of **Ulta Beauty's** second-quarter report, due out after the close on Thursday, Aug. 28. Of the 27 brokerages in coverage, 15 carry a "hold" or "strong sell" rating. This means there is plenty of room for more bull notes, should this bearish sentiment continue to unwind.

Options traders have been much more bearish than usual toward the security in recent weeks as well. At the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), ULTA's 10-day put/call volume ratio of 1.03 ranks higher 80% of readings from the past year.

Echoing this, short-term traders sport a put-bias. This is per the security's Schaeffer's put/call open interest ratio (SOIR) of 1.73, which sits in the 99th percentile of readings from the past 12 months.

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