Analyst Consensus ?
ConsensusBuy46 ratings
Bullish2758.7%
Neutral1941.3%
Bearish00.0%
Ulta Beauty, Inc. · ULTA · FY2025 Q2 · Calendar Q3 2025
Ulta’s growth broadened, but execution risks remain
The supplied analysis supports a constructive but conditional view: broad category growth, loyalty engagement, digital initiatives, and international expansion can support continued earnings growth, while the thesis depends on sustaining second-half comparable sales and operating-margin gains.
Reported After market closeNASDAQConsumer Cyclical
$24.52B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.78
Consensus $5.10
EPS surprise
+13.3%
Reported versus consensus
Reported revenue
$2.79B
Consensus $2.68B
Revenue surprise
+4.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-7.1%
Event window
SPY move
-0.6%
Same window
Abnormal move
-6.5%
Stock minus SPY
Volume
4.4×
Versus trailing sessions
Subsequent drift
+12.4%
Up to 20 sessions
ULTASPY benchmark
Ask FN2 about ULTA FY2025 Q2
Transcript, numbers and history already loaded
Why did ULTA fall 7.1% after beating EPS estimates in FY2025 Q2?What changed in ULTA's guidance and outlook in FY2025 Q2?Give me the bull and bear case for ULTA after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis shifts the evidence from a guidance raise and strategic launches to reported Q2 execution: stronger sales and EPS, broader category momentum, and added international and marketplace initiatives. It also adds clearer execution questions around Space NK, the end of the Target partnership, and higher SG&A.
Guidance delta
Management raised FY2025 net-sales, EPS, and operating-margin expectations in the prior quarter; the current analysis does not identify a further guidance change.
Key takeaways
- The current analysis describes a Q2 FY2025 revenue and EPS beat, with growth across fragrance, skin care, K-Beauty, and wellness.
- Management’s growth plan combines exclusive brands, loyalty, digital personalization, an invitation-only marketplace, and international expansion.
- The prior quarter’s guidance raise supports the growth case, while second-half comps, margin durability, and expansion execution remain the main tests.
Management priorities
- Expand exclusive and prestige brands, wellness, and loyalty engagement
- Roll out digital personalization, replenishment tools, and the invitation-only marketplace
- Execute international expansion through Space NK and planned new stores
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Analyst 52W Price Targets
$570.37Current
$345Low
$586.6Average
$790High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 10, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Underweight | Upgrade | Sep 15, 2026 |
| DA Davidson | Buy | Buy | Maintain | Sep 14, 2026 |
| UBS | Buy | Buy | Maintain | Aug 28, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Aug 28, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 28, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 28, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Aug 25, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jun 9, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jun 3, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jun 3, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jun 3, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jun 3, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Jun 3, 2026 |
| Baird | Outperform | Outperform | Maintain | Jun 3, 2026 |
| B. Riley Securities | Neutral | Neutral | Maintain | Jun 3, 2026 |
| Jefferies | Buy | Hold | Upgrade | Apr 20, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Mar 13, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Mar 13, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Jan 21, 2026 |
| Argus Research | Buy | Buy | Maintain | Jan 2, 2026 |
| Guggenheim | Neutral | Neutral | Maintain | Dec 5, 2025 |
| Loop Capital | Hold | Buy | Downgrade | Jul 25, 2025 |
| Truist Securities | Neutral | Neutral | Maintain | May 15, 2025 |
| Stifel | Hold | Hold | Maintain | Mar 14, 2025 |
| BMO Capital | Market Perform | Market Perform | Maintain | Mar 14, 2025 |
| William Blair | Market Perform | Outperform | Downgrade | Nov 21, 2024 |
| Cleveland Research | Neutral | Buy | Downgrade | Aug 19, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Mar 10, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 16, 2023 |
| CFRA | Buy | Buy | Maintain | May 29, 2020 |
| Nomura Instinet | Neutral | Neutral | Maintain | May 11, 2020 |
| Nomura | Neutral | Neutral | Maintain | May 11, 2020 |
| PiperJaffray | Neutral | Neutral | Maintain | Dec 2, 2019 |
| Piper Jaffray | Neutral | Overweight | Downgrade | Aug 30, 2019 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Aug 30, 2019 |
| OTR Global | Mixed | Positive | Downgrade | Aug 23, 2019 |
| Argus | Buy | Buy | Maintain | Oct 17, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Aug 31, 2018 |
| Buckingham Research | Buy | Buy | Maintain | May 30, 2018 |
| Buckingham | Buy | Buy | Maintain | May 30, 2018 |
| KeyBanc | Overweight | Overweight | Maintain | Mar 16, 2018 |
| BB&T Capital | Hold | Hold | Maintain | Apr 20, 2016 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Feb 26, 2016 |
| RBC Capital | Perform | Sector Perform | Maintain | Sep 10, 2015 |
| Sterne Agee | Buy | Buy | Maintain | Jun 18, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $570.37. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $525 | $548.65 | -8.0% | Sep 15, 2026 |
| BMO Capital | Kelly Crago | $580 | $549.23 | +1.7% | Sep 8, 2026 |
| UBS | Analyst unavailable | $631 | $517.03 | +10.6% | Aug 28, 2026 |
| UBS | Michael Lasser | $710 | $540.1 | +24.5% | Aug 28, 2026 |
| Goldman Sachs | Kate McShane | $667 | $540.1 | +16.9% | Aug 28, 2026 |
| Jefferies | Sydney Wagner | $650 | $540.1 | +14.0% | Aug 28, 2026 |
| Barclays | Adrienne Yih | $645 | $540.1 | +13.1% | Aug 28, 2026 |
| Raymond James | Olivia Tong | $700 | $540.1 | +22.7% | Aug 28, 2026 |
| Deutsche Bank | Krisztina Katai | $695 | $534.05 | +21.9% | Aug 25, 2026 |
| Argus Research | Kristina Ruggeri | $550 | $456.67 | -3.6% | Jun 18, 2026 |
| UBS | Michael Lasser | $735 | $462.81 | +28.9% | Jun 3, 2026 |
| Evercore ISI | Analyst unavailable | $635 | $465.76 | +11.3% | Jun 3, 2026 |
| Loop Capital Markets | Anthony Chukumba | $550 | $494.87 | -3.6% | Jun 3, 2026 |
| Morgan Stanley | Simeon Gutman | $630 | $494.87 | +10.5% | Jun 3, 2026 |
| Canaccord Genuity | Analyst unavailable | $731 | $494.87 | +28.2% | Jun 3, 2026 |
| Piper Sandler | Analyst unavailable | $600 | $494.87 | +5.2% | Jun 3, 2026 |
| Goldman Sachs | Kate McShane | $652 | $494.87 | +14.3% | Jun 3, 2026 |
| D.A. Davidson | Michael Baker | $585 | $494.87 | +2.6% | Jun 3, 2026 |
| UBS | Michael Lasser | $810 | $546.56 | +42.0% | Mar 13, 2026 |
| Evercore ISI | Analyst unavailable | $725 | $652.65 | +27.1% | Mar 11, 2026 |
| Telsey Advisory | Dana Telsey | $715 | $642.22 | +25.4% | Mar 9, 2026 |
| Barclays | Adrienne Yih | $712 | $642.22 | +24.8% | Mar 9, 2026 |
| Piper Sandler | Analyst unavailable | $775 | $661.34 | +35.9% | Jan 27, 2026 |
| Raymond James | Strong Buy | $790 | $675.62 | +38.5% | Jan 21, 2026 |
| Oppenheimer | Analyst unavailable | $750 | $667.06 | +31.5% | Jan 20, 2026 |
| Morgan Stanley | Analyst unavailable | $750 | $663.85 | +31.5% | Jan 15, 2026 |
| Jefferies | Analyst unavailable | $700 | $664.85 | +22.7% | Jan 14, 2026 |
| Deutsche Bank | Analyst unavailable | $732 | $655.27 | +28.3% | Jan 8, 2026 |
| UBS | Michael Lasser | $780 | $646.57 | +36.8% | Jan 7, 2026 |
| Barclays | Analyst unavailable | $680 | $631.15 | +19.2% | Jan 6, 2026 |
| Argus Research | Analyst unavailable | $700 | $605.01 | +22.7% | Jan 2, 2026 |
| Robert W. Baird | Mark Altschwager | $700 | $589.27 | +22.7% | Dec 17, 2025 |
| Oppenheimer | Rupesh Parikh | $675 | $603.02 | +18.3% | Dec 10, 2025 |
| Morgan Stanley | Analyst unavailable | $640 | $601.5 | +12.2% | Dec 7, 2025 |
| Telsey Advisory | Dana Telsey | $640 | $609.12 | +12.2% | Dec 5, 2025 |
| D.A. Davidson | Analyst unavailable | $650 | $608.8 | +14.0% | Dec 5, 2025 |
| Evercore ISI | Analyst unavailable | $660 | $594.87 | +15.7% | Dec 5, 2025 |
| Oppenheimer | Analyst unavailable | $615 | $533.95 | +7.8% | Dec 5, 2025 |
| Robert W. Baird | Mark Altschwager | $670 | $533.95 | +17.5% | Dec 5, 2025 |
| Canaccord Genuity | Analyst unavailable | $674 | $533.95 | +18.2% | Dec 5, 2025 |
| Piper Sandler | Analyst unavailable | $615 | $533.95 | +7.8% | Dec 5, 2025 |
| Barclays | Analyst unavailable | $647 | $533.95 | +13.4% | Dec 5, 2025 |
| Piper Sandler | Anna Andreeva | $590 | $545.06 | +3.4% | Dec 2, 2025 |
| D.A. Davidson | Analyst unavailable | $606 | $538.83 | +6.2% | Dec 1, 2025 |
| Canaccord Genuity | Susan Anderson | $653 | $561.15 | +14.5% | Oct 10, 2025 |
| Argus Research | Kristina Ruggeri | $570 | $537.69 | -0.1% | Sep 25, 2025 |
| Telsey Advisory | Analyst unavailable | $610 | $492.73 | +6.9% | Aug 29, 2025 |
| Morgan Stanley | Analyst unavailable | $600 | $492.73 | +5.2% | Aug 29, 2025 |
| D.A. Davidson | Analyst unavailable | $625 | $492.73 | +9.6% | Aug 29, 2025 |
| Robert W. Baird | Analyst unavailable | $600 | $530.63 | +5.2% | Aug 29, 2025 |
| Raymond James | Analyst unavailable | $605 | $492.73 | +6.1% | Aug 29, 2025 |
| UBS | Michael Lasser | $680 | $530.63 | +19.2% | Aug 29, 2025 |
| Canaccord Genuity | Susan Anderson | $650 | $530.63 | +14.0% | Aug 29, 2025 |
| Wells Fargo | Analyst unavailable | $425 | $530.63 | -25.5% | Aug 29, 2025 |
| Canaccord Genuity | Analyst unavailable | $630 | $525.05 | +10.5% | Aug 26, 2025 |
| Jefferies | Analyst unavailable | $550 | $524.37 | -3.6% | Aug 25, 2025 |
| Telsey Advisory | Dana Telsey | $590 | $524.37 | +3.4% | Aug 25, 2025 |
| Barclays | Analyst unavailable | $589 | $529.5 | +3.3% | Aug 22, 2025 |
| Oppenheimer | Rupesh Parikh | $600 | $510.84 | +5.2% | Aug 12, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $425 | $428.27 | -25.5% | Jan 7, 2025 |
| Canaccord Genuity | Susan Anderson | $538 | $428.27 | -5.7% | Jan 7, 2025 |
| Loop Capital Markets | Anthony Chukumba | $480 | $424 | -15.8% | Dec 9, 2024 |
| Robert W. Baird | Mark Altschwager | $440 | $399.81 | -22.9% | Dec 5, 2024 |
| BMO Capital | Simeon Siegel | $385 | $372.01 | -32.5% | Oct 17, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $357 | $373.21 | -37.4% | Oct 17, 2024 |
| Stifel Nicolaus | Mark Astrachan | $395 | $373.21 | -30.7% | Oct 17, 2024 |
| D.A. Davidson | Michael Baker | $435 | $360.36 | -23.7% | Oct 16, 2024 |
| Raymond James | Olivia Tong | $440 | $370.58 | -22.9% | Oct 14, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $365 | $371.08 | -36.0% | Oct 11, 2024 |
| Loop Capital Markets | Anthony Chukumba | $450 | $360.86 | -21.1% | Sep 3, 2024 |
| Goldman Sachs | Kate McShane | $398 | $351.96 | -30.2% | Aug 30, 2024 |
| Evercore ISI | Michael Binetti | $420 | $367.58 | -26.4% | Aug 30, 2024 |
| Oppenheimer | Rupesh Parikh | $435 | $367.58 | -23.7% | Aug 30, 2024 |
| Stifel Nicolaus | Mark Astrachan | $385 | $367.58 | -32.5% | Aug 30, 2024 |
| UBS | Michael Lasser | $505 | $367.58 | -11.5% | Aug 30, 2024 |
| Citigroup | Kelly Crago | $345 | $367.58 | -39.5% | Aug 30, 2024 |
| J.P. Morgan | Christopher Horvers | $450 | $366.82 | -21.1% | Aug 28, 2024 |
| Canaccord Genuity | Susan Anderson | $500 | $371.18 | -12.3% | Aug 27, 2024 |
| Evercore ISI | Michael Binetti | $430 | $374.45 | -24.6% | Aug 26, 2024 |
| Robert W. Baird | Mark Altschwager | $485 | $377.04 | -15.0% | Aug 23, 2024 |
| Citigroup | Kelly Crago | $375 | $374.26 | -34.3% | Aug 23, 2024 |
| Oppenheimer | Rupesh Parikh | $450 | $412.94 | -21.1% | Jul 15, 2024 |
| Loop Capital Markets | Anthony Chukumba | $520 | $395.09 | -8.8% | Jun 3, 2024 |
| DNB Markets | Lorraine Hutchinson | $425 | $390.01 | -25.5% | May 31, 2024 |
| BMO Capital | Simeon Siegel | $500 | $384.15 | -12.3% | May 31, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $498 | $384.14 | -12.7% | May 31, 2024 |
| Barclays | Adrienne Yih | $434 | $387.92 | -23.9% | May 30, 2024 |
| Canaccord Genuity | Susan Anderson | $522 | $381.13 | -8.5% | May 29, 2024 |
| Robert W. Baird | Mark Altschwager | $525 | $381.13 | -8.0% | May 29, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $505 | $399.56 | -11.5% | May 20, 2024 |
| UBS | Michael Lasser | $550 | $403.41 | -3.6% | May 16, 2024 |
| Stifel Nicolaus | Mark Astrachan | $475 | $403.96 | -16.7% | May 14, 2024 |
| Oppenheimer | Rupesh Parikh | $475 | $394.88 | -16.7% | May 7, 2024 |
| Jefferies | Ashley Helgans | $438 | $425.11 | -23.2% | Apr 19, 2024 |
| Jefferies | Ashley Helgans | $585 | $454.8 | +2.6% | Apr 10, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $595 | $452.78 | +4.3% | Apr 9, 2024 |
| Loop Capital Markets | Anthony Chukumba | $240 | $444.75 | -57.9% | Apr 8, 2024 |
| Loop Capital Markets | Anthony Chukumba | $540 | $444.75 | -5.3% | Apr 8, 2024 |
| Goldman Sachs | Kate McShane | $605 | $444.75 | +6.1% | Apr 8, 2024 |
| Oppenheimer | Rupesh Parikh | $500 | $439.98 | -12.3% | Apr 4, 2024 |
| Deutsche Bank | Krisztina Katai | $564 | $439.98 | -1.1% | Apr 4, 2024 |
| Raymond James | Olivia Tong | $610 | $444.98 | +6.9% | Apr 3, 2024 |
| Stifel Nicolaus | Mark Astrachan | $565 | $535.98 | -0.9% | Mar 15, 2024 |
| BMO Capital | Simeon Siegel | $540 | $535.98 | -5.3% | Mar 15, 2024 |
| Wells Fargo | Ike Boruchow | $450 | $535.98 | -21.1% | Mar 15, 2024 |
| Deutsche Bank | Krisztina Katai | $636 | $535.98 | +11.5% | Mar 15, 2024 |
| Evercore ISI | Michael Binetti | $630 | $535.98 | +10.5% | Mar 15, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $665 | $535.98 | +16.6% | Mar 15, 2024 |
| D.A. Davidson | Michael Baker | $595 | $535.98 | +4.3% | Mar 15, 2024 |
| Robert W. Baird | Mark Altschwager | $560 | $567.46 | -1.8% | Mar 14, 2024 |
| Canaccord Genuity | Susan Anderson | $647 | $555.57 | +13.4% | Mar 12, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $572 | $475.25 | +0.3% | Dec 1, 2023 |
| Oppenheimer | Rupesh Parikh | $540 | $429.38 | -5.3% | Aug 22, 2023 |
| Canaccord Genuity | Susan Anderson | $622 | $531.79 | +9.1% | Mar 28, 2023 |
| Telsey Advisory | Dana Telsey | $600 | $525.28 | +5.2% | Mar 10, 2023 |
| Wells Fargo | Analyst unavailable | $400 | $488.94 | -29.9% | Jan 6, 2023 |
| Goldman Sachs | Analyst unavailable | $508 | $469.06 | -10.9% | Dec 12, 2022 |
| Morgan Stanley | Analyst unavailable | $445 | $471.33 | -22.0% | Dec 5, 2022 |
| Barclays | Analyst unavailable | $548 | $471.33 | -3.9% | Dec 5, 2022 |
| UBS | Analyst unavailable | $590 | $470.67 | +3.4% | Dec 2, 2022 |
| Wells Fargo | Analyst unavailable | $450 | $474.22 | -21.1% | Dec 2, 2022 |
| Oppenheimer | Analyst unavailable | $535 | $472.53 | -6.2% | Dec 2, 2022 |
| Piper Sandler | Analyst unavailable | $570 | $472.53 | -0.1% | Dec 2, 2022 |
| Telsey Advisory | Analyst unavailable | $575 | $472.53 | +0.8% | Dec 2, 2022 |
| Piper Sandler | Analyst unavailable | $525 | $457.24 | -8.0% | Nov 29, 2022 |
| Raymond James | Olivia Tong | $505 | $413.12 | -11.5% | Aug 26, 2022 |
| Credit Suisse | Oliver Chen | $480 | $419.25 | -15.8% | Aug 26, 2022 |
| Piper Sandler | Korinne Wolfmeyer | $510 | $419.25 | -10.6% | Aug 26, 2022 |
| Telsey Advisory | Dana Telsey | $510 | $419.25 | -10.6% | Aug 26, 2022 |
| D.A. Davidson | Michael Baker | $490 | $401.12 | -14.1% | Jun 15, 2022 |
| Jefferies | Stephanie Wissink | $475 | $425.08 | -16.7% | May 27, 2022 |
| Piper Sandler | Analyst unavailable | $465 | $429.3 | -18.5% | Apr 19, 2022 |
| Cowen & Co. | Oliver Chen | $480 | $387.31 | -15.8% | Mar 17, 2022 |
| Evercore ISI | Omar Saad | $500 | $368.51 | -12.3% | Mar 11, 2022 |
| Jefferies | Stephanie Wissink | $400 | $368.51 | -29.9% | Mar 11, 2022 |
| Bank of America Securities | Lorraine Hutchinson | $410 | $368.51 | -28.1% | Mar 11, 2022 |
| Robert W. Baird | Mark Altschwager | $450 | $379.37 | -21.1% | Mar 10, 2022 |
| Oppenheimer | Rupesh Parikh | $470 | $350.84 | -17.6% | Mar 7, 2022 |
| Citigroup | Kelly Crago | $393 | $358.83 | -31.1% | Jan 28, 2022 |
| Raymond James | Olivia Tong | $485 | $378.81 | -15.0% | Dec 3, 2021 |
| UBS | Michael Lasser | $475 | $378.81 | -16.7% | Dec 3, 2021 |
| Morgan Stanley | Simeon Gutman | $420 | $358.15 | -26.4% | Oct 20, 2021 |
| Loop Capital Markets | Anthony Chukumba | $400 | $379.05 | -29.9% | Sep 17, 2021 |
| Goldman Sachs | Kate McShane | $499 | $387.23 | -12.5% | Aug 27, 2021 |
| Telsey Advisory | Dana Telsey | $475 | $388.68 | -16.7% | Aug 26, 2021 |
Track every rating change on ULTA the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationUlta Beauty, Inc. functions as a prominent beauty product retailer throughout the United States. Its physical locations feature a broad assortment of goods, including cosmetics, perfumes, skincare, haircare items, bath and body essentials, and professional salon styling instruments. Additionally, they provide a comprehensive suite of salon services, encompassing hair, skin, makeup, brow, and nail treatments. The company further offers its proprietary label products, such as the Ulta Beauty Collection for cosmetics, skincare, and bath items, alongside other Ulta Beauty branded merchandise and gift options. As of March 10, 2022, Ulta Beauty operated 1,308 retail stores across all 50 U.S. states. Its products are also available for purchase via its website, ulta.com, and through its mobile applications. Incorporated in 1990, the enterprise was initially known as Ulta Salon, Cosmetics & Fragrance, Inc., before officially changing its name to Ulta Beauty, Inc. in January 2017. Its corporate base is located in Bolingbrook, Illinois.
Historical context
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Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-10T16:20:43.755014+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-10T16:20:43.751449+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-10. For educational purposes only; not investment advice.