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ULTA

Ulta Beauty

$248.60

-0.83 (-0.33%)

07:14
07/31/17
07/31
07:14
07/31/17
07:14

Ulta Beauty downgraded to Perform from Outperform at Oppenheimer

Oppenheimer analyst Rupesh Parikh downgraded Ulta Beauty to Perform saying softer commentary from L'Oreal on its earnings call, increasing promotional activity from the department store channel and more difficult year-over-year comparisons "could now signal a potentially more challenging beauty backdrop going forward." The analyst views Ulta's risk/reward as more balanced at current share levels. He lowered his price target for the shares to $270 from $330.

ULTA Ulta Beauty
$248.60

-0.83 (-0.33%)

07/26/17
MSCO
07/26/17
NO CHANGE
MSCO
Amazon not a near-term threat to Ulta Beauty, says Morgan Stanley
Morgan Stanley analyst Brian Nowak noted that Ulta Beauty (ULTA) shares are weak today after Women's Wear Daily reported that Amazon (AMZN) is potentially partnering with high-end beauty products retailer Violet Grey. However, he is skeptical that Amazon could gain access to a large number of high end cosmetics products via such a partnership, as that would likely violate Violet Grey's deal with the brands. While he does believe Amazon is focused on growing its presence in cosmetics, he doesn't think it is a near-term threat to Ulta, even if it does partner in some way with Violet Grey.
07/26/17
PIPR
07/26/17
NO CHANGE
Target $330
PIPR
Overweight
Ulta Beauty down after WWD article on Amazon, says Piper Jaffray
Piper Jaffray analyst Erinn Murphy attributes the weakness today in shares of Ulta Beauty (ULTA) to a WWD article speaking to the potential that Amazon (AMZN) could start to work with Violet Grey in the beauty space. The analyst notes that Violet Grey's strategy is to focus on the super high-end/ luxury beauty products. "We would find it very surprising that these vendors behind the site would want to partner with AMZN at this point," the analyst writes. She does not see near-term risk of Amazon disrupting the beauty category at this time. The analyst has an Overweight rating on Ulta with a $330 price target.
07/19/17
JEFF
07/19/17
NO CHANGE
JEFF
Jefferies lays out stocks 'overly discounting' Amazon risk
Amazon.com's (AMZN) planned purchase of Whole Foods Market (WFM) has further widened the valuation spread between consumer stocks the market views as resistant to the Aamzon threat and those viewed as vulnerable, Jefferies analysts including Andy Barish and Daniel Binder tells investors in a research note. They believe this dynamic has created opportunities. Specifically, the analysts feel shares of Wal-Mart (WMT), Hain Celestial (HAIN), Foot Locker (FL) and Advance Auto Parts (AAP) are "overly discounting" potential risk from Amazon. Jefferies also believes Casey's General Stores (CASY), Lamb Weston (LW), Murphy USA (MUSA), Monster Beverage (MNST), Starbucks (SBUX) and Ulta Beauty (ULTA) are "well insulated" from Amazon disruption.
07/14/17
07/14/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Boeing (BA) upgraded to Overweight from Neutral at JPMorgan with analyst Seth Seifman saying Boeing is among the stocks best positioned to benefit from positive aerospace fundamentals. 2. Wal-Mart (WMT) and Ulta Beauty (ULTA) were upgraded to Conviction Buy from Neutral at Goldman Sachs. 3. Nutanix (NTNX) upgraded to Conviction Buy, viewed as M&A target at Goldman Sachs with analyst Simona Jankowski saying the company is a "once-in-decade tech infrastructure" that will benefit from double digit growth, high gross margins and significant operating leverage. 4. Ross Stores (ROST) upgraded to Outperform from Market Perform at Telsey Advisory with analyst Dana Telsey saying the company's valuation is attractive and expects focused execution of its off-price model to deliver best everyday value to customers, which should allow it to be a relative share winner. 5. FirstEnergy (FE) upgraded to Hold from Trim at Tudor Pickering. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

IJR

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EEM

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CPYYY

Centrica

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DISH

Dish

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UUP

PowerShares DB US Dollar Index Up

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-0.19 (-0.78%)

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UDN

PowerShares DB US Dollar Index Down

$22.23

0.1881 (0.85%)

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TEVA

Teva

$13.48

0.15 (1.13%)

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Periodicals
Teva to slash up to 25% of Israeli workforce, Bloomberg reports »

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BASFY

BASF

$27.39

-0.13 (-0.47%)

04:55
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Conference/Events
BASF management to meet with Evercore ISI »

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RBS

RBS

$7.30

-0.04 (-0.54%)

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  • 24

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DE

Deere

$145.25

6.02 (4.32%)

09:53
11/23/17
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09:53
Upgrade
Deutsche Bank gets off sidelines, upgrades Deere shares to Buy »

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TSLA

Tesla

$312.60

-5.21 (-1.64%)

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TSLA

Tesla

$312.60

-5.21 (-1.64%)

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GSK

GlaxoSmithKline

$35.06

0.25 (0.72%)

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SVM

Silvercorp Metals

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