最新ニュース Ulta Beauty (NASDAQ:ULTA) 株価情報

ULTA BEAUTY INC

Ulta Beauty

With more than 1,400 freestanding stores and 600 Target shop-in-shops, Ulta Beauty is the largest specialized beauty retailer in the US. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also offers salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. In addition, it collects royalties through its Target partnership and credit card revenue. Most standalone Ulta stores are approximately 10,000 square feet and are in suburban strip centers. The firm will soon open franchised stores in Mexico and has formed a joint venture to expand into the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

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昨日の木曜日は、米国の代表的な株価指数は乱高下でS&amp;P500は調整局面入りした。この指数はトランプ大統領の関税政策における懸念により史上最高値から約10%下落したことが明らかになった。最近のインフレデータでは米国経済がより楽観的に見えるが、投資家は国際貿易政策リスクに関心を寄せており、エスカレートする関税が企業収益を弱体化させ、サプライ・チェーンを混乱させることを懸念している。

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Ulta Beauty Inc

In the current market session, Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) stock price is at $453.09, after a 1.31% drop. However, over the past month, the company's stock spiked by 7.42%, and in the past year, by 17.42%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1750946437_0.png" alt="Past Year Chart" />

<h3>How Does Ulta Beauty P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 49.97 in the Specialty Retail industry, Ulta Beauty Inc. has a lower P/E ratio of 17.95. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1750946437_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into Ulta Beauty Inc's Price Over Earnings

Telsey Advisory Group analyst Dana Telsey maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Outperform and maintains $520 price target.

Price Target

Analyst Ratings

Telsey Advisory Group Maintains Outperform on Ulta Beauty, Maintains $520 Price Target

Management

Ulta Beauty Appoints Chris Lialios Interim CFO

JP Morgan analyst Christopher Horvers reiterated the <a href="https://www.benzinga.com/quote/ULTA/analyst-ratings">Overweight rating</a> on Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), citing recent data that suggests a stronger second-quarter performance than current market expectations.
Horvers highlighted a positive shift in beauty product sales within the Food, Drug, and Mass (FDM) channels, which turned slightly positive at +0.1% for the four weeks ending June 14. This marks an improvement from the prior month&#8217;s -1.2% (which was also revised up by 30 basis points).
While quarter-to-date trends saw a slight dip to +0.1% through June 14 from +0.5% as of May 31, potentially due to a post-Memorial Day Weekend slowdown, Horvers emphasized the significant correlation between Ulta Beauty&#8217;s same-store sales and broader beauty market data: a 65% correlation with NielsenIQ&#8217;s cosmetics data and 53% with overall beauty data.
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Analysis of year-over-year and two-year comparisons in Nielsen data, corroborated by Circana, indicates robust second-quarter trends for the beauty sector. 
Based on this, Horvers projects a second-quarter growth range of +4% to +7% for Ulta Beauty, a forecast significantly exceeding the Consensus Metrix estimate of +2.1% and his own previous projection of +2.0%. 
Similarly, Circana data suggests a potential second-quarter growth range of +2.5% to +7%, with Horvers&#8217; Ulta Beauty index based on Circana data centered between +5% and +7%.
This positive outlook contrasts with Ulta Beauty&#8217;s May 29 commentary, where management stated that May&#8217;s performance was &#8220;better than&#8221; the first quarter, implying same-store sales above 2.9%. Horvers also noted that sales comparisons will become more favorable in the final two months of the second quarter.
From a guidance perspective, Ulta Beauty had previously communicated expectations for comparable sales to remain relatively consistent throughout the year, with the second and third quarters anticipated to outperform due to easier year-over-year comparisons. 
These easier comparisons are attributed to lapping less effective promotions, an ERP-related disruption, and an unprecedented surge in competitive store openings dating back to 2021.
Price Action: ULTA shares are trading lower by 1.18% to $466.19 at last check Tuesday.
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Photo by Gregory C Sanders via Shutterstock

Analyst Color

Reiteration

Trading Ideas

General

Analyst Sees Ulta Beauty's Q2 Outperformance Driven By Shifting Beauty Trends

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Baird raised Adobe Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) price target from $410 to $425. Baird analyst Rob Oliver maintained a Neutral rating. Adobe shares closed at $391.68 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/ADBE/analyst-ratings">view this stock</a>.</li>
<li>Loop Capital increased the price target for Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) from $480 to $510. Loop Capital analyst Anthony Chukumba maintained a Buy rating. Ulta Beauty shares closed at $459.17 on Friday. <a href="https://www.benzinga.com/quote/ULTA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc raised SmartStop Self Storage REIT, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMA#NYSE">SMA</a>) price target from $38 to $40. Keybanc analyst Todd Thomas maintained an Overweight rating. SmartStop Self Storage shares closed at $35.69 on Friday. <a href="https://www.benzinga.com/quote/SMA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan slashed the price target for Abercrombie &amp; Fitch Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANF#NYSE">ANF</a>) from $147 to $141. JP Morgan analyst Matthew Boss maintained an Overweight rating. Abercrombie &amp; Fitch shares closed at $74.66 on Friday. <a href="https://www.benzinga.com/quote/ANF/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan raised the price target for Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) from $349 to $353. JP Morgan analyst Tien-Tsin Huang maintained an Overweight rating. Accenture shares closed at $311.71 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/ACN/analyst-ratings">view this stock</a>.</li>
<li>DA Davidson increased Nebius Group N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) price target from $50 to $55. DA Davidson analyst Alex Platt maintained a Buy rating. Nebius Group shares settled at $47.13 on Friday. <a href="https://www.benzinga.com/quote/NBIS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo raised Wix.com Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WIX#NASDAQ">WIX</a>) price target from $173 to $216. Wells Fargo analyst Alec Brondolo upgraded the stock from Equal-Weight to Overweight. Wix.com shares closed at $149.10 on Friday. <a href="https://www.benzinga.com/quote/WIX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Scotiabank increased Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) price target from $43 to $48. Scotiabank analyst Orest Wowkodaw upgraded the stock from Sector Perform to Sector Outperform. Freeport-McMoRan shares closed at $40.94 on Friday.  <a href="https://www.benzinga.com/quote/FCX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies cut the price target for Packaging Corporation of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>) from $245 to $205. Jefferies analyst Philip Ng downgraded the stock from Buy to Hold. Packaging Corporation shares settled at $188.57 on Friday. <a href="https://www.benzinga.com/quote/PKG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. cut BioNTech SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>) price target from $145 to $138. HC Wainwright &amp; Co. analyst Robert Burns maintained a Buy rating. BioNTech shares closed at $106.57 on Friday. <a href="https://www.benzinga.com/quote/BNTX/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/adbe/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="589" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/16100814/image-245-1024x589.png" alt="" class="wp-image-950870" style="width:647px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/16100814/image-245-1024x589.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/16100814/image-245-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/16100814/image-245-768x442.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/16100814/image-245.png 1131w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Photo via Shutterstock

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Accenture To Rally More Than 13%? Here Are 10 Top Analyst Forecasts For Monday

Loop Capital analyst Anthony Chukumba maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Buy and raises the price target from $480 to $510.

Loop Capital Maintains Buy on Ulta Beauty, Raises Price Target to $510

Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) has outperformed the market over the past 5 years by 1.18% on an annualized basis producing an average annual return of 15.13%. Currently, Ulta Beauty has a market capitalization of $20.54 billion. 
Buying $1000 In ULTA: If an investor had bought $1000 of ULTA stock 5 years ago, it would be worth $2,026.56 today based on a price of $456.97 for ULTA at the time of writing.
<h3>Ulta Beauty's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749672913_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today

Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) has outperformed the market over the past 15 years by 9.64% on an annualized basis producing an average annual return of 21.64%. Currently, Ulta Beauty has a market capitalization of $20.82 billion. 
Buying $1000 In ULTA: If an investor had bought $1000 of ULTA stock 15 years ago, it would be worth $18,771.68 today based on a price of $463.29 for ULTA at the time of writing.
<h3>Ulta Beauty's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749222042_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Ulta Beauty Stock In The Last 15 Years

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/06/05/final-trades-ulta-disney-gap-and-the-slv.html">Halftime Report Final Trades</a>,&#8221; Stephanie Link, chief investment strategist and portfolio manager at Hightower, said The Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) is down 33% in a week and recommended using the weakness to buy the stock. The stock trades at 9.7 times and has a dividend yield of 3.1%. 
Link said the clothing retailer reported a robust quarter that gained market share, and praised the new management as &#8220;phenomenal.&#8221;
Gap reported quarterly earnings of 51 cents per share on May 29, beating the consensus estimate of 45 cents. Quarterly revenue came in at $3.46 billion, beating the Street estimate of $3.42 billion.
Cerity Partners&#8217;s Jim Lebenthal said The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) has been in the $115 range. He expects the stock to break above $120.
As per the recent news, on June 4, Walt Disney lost its legal effort to prevent longtime executive Justin Connolly from leaving the company to join Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) YouTube.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Bill Baruch, founder and President of both Blue Line Capital and Blue Line Futures, picked iShares Silver Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLV#NYSE">SLV</a>), saying silver reached the highest level since 2012.
On the earnings front, Westinghouse Air Brake, on April 23, reported better-than-expected first-quarter adjusted EPS results and raised its FY25 adjusted EPS guidance.
Brian G. Belski of BMO Capital Markets named Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) as his final trade.
Lending support to his choice, Ulta Beauty, on May 29, reported quarterly earnings of $6.70 per share, which beat the consensus estimate of $5.77 per share Quarterly revenue of $2.85 billion beat the Street estimate of $2.79 billion.
Price Action:
<ul class="wp-block-list">
<li>Gap shares gained 2.6% to close at $21.58 on Thursday.</li>
<li>Disney fell 0.9% to close at $112.53 on Thursday.</li>
<li>iShares Silver Trust gained 3.5% during the session.</li>
<li>Ulta Beauty shares rose 0.3% to settle at $467.04.</li>
</ul>
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Gap, Disney, Ulta Beauty And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: GAP, Ulta Beauty, Walt Disney Company, iShares Silver Trust

Barclays analyst Adrienne Yih maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Equal-Weight and raises the price target from $327 to $485.

Barclays Maintains Equal-Weight on Ulta Beauty, Raises Price Target to $485

U.S. stock futures fell on Monday after a mixed close on Friday. Futures of major benchmark indices were trading lower in premarket.
After the Federal appeals court temporarily reinstated Donald Trump&#8216;s tariffs, he accused <a href="https://www.benzinga.com/news/legal/25/05/45683326/trump-tariffs-temporarily-preserved-as-appeals-court-pauses-lower-ruling">China of violating an agreement</a> with the U.S. to ease tariffs in his Truth Social <a href="https://truthsocial.com/@realDonaldTrump/posts/114596705340367716">post</a>. 
However, Trump did not specify the details of this violation. Treasury Secretary Scott Bessent on Sunday clarified that China was withholding critical minerals it agreed to release in a trade deal the country signed with U.S. negotiators last month in Geneva.
Meanwhile, the 10-year Treasury bond yielded 4.44% and the two-year bond was at 3.92%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 98.7% likelihood of the Federal Reserve keeping the current interest rates unchanged in its June meeting.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.48%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.53%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.68%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.58%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Monday. The SPY was down 0.53% at $586.24, while the QQQ declined 0.63% to $515.83, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Sectoral moves led the U.S. stocks to a mixed close on Friday, with energy, consumer discretionary, and information technology stocks posting the largest declines, while consumer staples and utilities ended higher.
Wall Street ended May on a strong note, with the S&amp;P 500 up 6.2% and the Nasdaq soaring 9.6%, marking their best months since November 2023. The Dow gained 3.9% for the month.
Weekly gains showed the S&amp;P 500 advancing, the Dow up 1.6%, and the tech-heavy Nasdaq rising 2%.
Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) shares dropped over 2% after mixed first-quarter results, while Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) surged about 12% on better-than-expected Q1 earnings and raised guidance.
Economic data revealed the University of Michigan consumer sentiment revised up to 52.2 in May from a preliminary 50.8, while the Chicago PMI fell to 40.5 from 44.6 in the prior month.
The Dow Jones index ended 54 points or 0.13% higher at 42,270.07, whereas the S&amp;P 500 index fell 0.0081% to 5,911.69. Nasdaq Composite declined 0.28% to 19,113.77, and the small-cap gauge, Russell 2000, tumbled 0.41% to 2,066.29.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-0.28%</td>
<td>19,113.77</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.0081%</td>
<td>5,911.69</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.13%</td>
<td>42,270.07</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.41%</td>
<td>2,066.29</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
According to Bob Elliott, the CIO of Unlimited Funds, there was a "consensus" among the market participants that TACO trade or Trump Always Chickens Out' trade is priced in, meaning investors anticipate Trump's tariff retreats, especially now that he is embroiled in the legal battle over the validation of his levied tariffs.
He implied that TACO could pave the way for a "Run It Hot" economic environment, characterized by growth-oriented policies and sustained stimulus, further fueling market optimism.
Elliott's post signaled a widespread belief that Trump&#8217;s possible tariff rollbacks or extensions are not only predictable but also conducive to a pro-growth economic stance.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">TACO and Run It Hot are consensus at this point.
&mdash; Bob Elliott (@BobEUnlimited) <a href="https://twitter.com/BobEUnlimited/status/1929147958139744440?ref_src=twsrc%5Etfw">June 1, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Meanwhile, head of research at Fundstrat Global Advisors, Tom Lee, stated that a "<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45715677/tom-lee-bets-on-a-new-bull-market-as-trumps-tariff-retreat-fuels-taco-trade-a">new bull market</a>" has emerged following the spike in the volatility gauge in April. &#8211;
"I think we had what was a miniature bear market, but has essentially rebirthed the new bull market," he <a href="https://www.cnbc.com/2025/05/30/tom-lee-says-the-april-selloff-rebirthed-a-new-bull-market-.html?__source=twitter%7Cpro&amp;taid=6839dcb51dc732000173796f&amp;utm_campaign=trueanthem&amp;utm_content=pro&amp;utm_medium=social&amp;utm_source=twitter">told</a> CNBC as he expects "pretty shallow" dips from here, advising investors to consider small-cap stocks other than the Magnificent 7
"As I look at the second half, I think the small caps really have a strong case to be made, because as long as we move towards a tariff resolution, or the markets feel that way, then I think investors can actually start putting flows back into stocks other than the Mag Seven,&#8221; Lee said.
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Upcoming Economic Data
Here&#8217;s what investors will keep an eye on this week:
<ul class="wp-block-list">
<li>On Monday, May&#8217;s S&amp;P final U.S. manufacturing PMI will be released by 9:45 a.m. ET.</li>
<li>ISM manufacturing data for May and construction spending data for April will be out by 10:00 a.m. ET.</li>
<li>Dallas Fed President Lorie Logan will speak at 10:15 a.m., Chicago Fed President Austan Goolsbee will speak at 12:45 p.m., and Federal Reserve Chair Jerome Powell will speak at 1:00 p.m. ET.</li>
<li>Auto sales data will also be released on Monday.</li>
<li>On Tuesday, April&#8217;s factory orders and job openings data will be out by 10:00 a.m. ET.</li>
<li>Chicago Fed President Austan Goolsbee will speak at 12:45 p.m., Federal Reserve Governor Lisa Cook will speak at 1:00 p.m., and Dallas Fed President Lorie Logan will speak at 3:30 p.m. ET.</li>
<li>On Wednesday, May&#8217;s ADP employment data will be out by 8:15 a.m. ET.</li>
<li>May&#8217;s S&amp;P final U.S. services PMI will be released at 9:45 a.m., and ISM services data will be out by 10:00 a.m. ET.</li>
<li>Atlanta Fed President Raphael Bostic and Federal Reserve Governor Lisa Cook will speak at the Fed listens event at 10:15 a.m. ET.</li>
<li>Fed Beige Book will be out by 2:00 p.m. ET.</li>
<li>On Thursday, the initial jobless claims data for the week ended May 31, April U.S. trade deficit, and first quarter&#8217;s U.S. productivity data will be out by 8:30 a.m. ET.</li>
<li>Federal Reserve Governor Adriana Kugler will speak at noon, and Philadelphia Fed President Patrick Harker will speak at 1:30 p.m. ET.</li>
<li>On Friday, May&#8217;s U.S. employment report, unemployment rate, and hourly wages data will be released by 8:30 a.m. ET.</li>
<li>April&#8217;s consumer credit data will be announced at 3:00 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>Campbell&#8217;s Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) rose 2.32% in premarket on Monday as analysts expect it to report quarterly earnings of 66 cents per share on revenue of $2.43 billion, before the opening bell.</li>
<li>Science Applications International Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NASDAQ">SAIC</a>) was up 0.29% ahead of its earnings, which are supposed to be released before the opening bell. Analysts expect earnings of $2.13 per share on revenue of $1.87 billion.</li>
<li>Credo Technology Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) declined 1.03% as analysts expect it to report quarterly earnings of 28 cents per share on revenue of $160.16 million, after the closing bell.</li>
<li>Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) advanced 0.32% after it announced plans to acquire Blueprint Medicines Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BPMC#NASDAQ">BPMC</a>), which jumped 26.78%, for $9.5 billion.</li>
<li>Brand Engagement Network Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNAI#NASDAQ">BNAI</a>) surged 63.73% after its plans to acquire Cataneo GmbH for $19.5 million were extended, with $550,000 paid so far.</li>
<li>Plus Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSTV#NASDAQ">PSTV</a>) gained 37.05% after its cancer drug REYOBIQ extended patient survival to 17 months.</li>
<li>Ryvyl Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVYL#NASDAQ">RVYL</a>) climbed 26.19% after it received an extension from Nasdaq to regain compliance with listing requirements after failing to meet minimum stockholders&#8217; equity criteria last week.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 3.55% to hover around $62.95 per barrel.
Gold Spot US Dollar rose 1.78% to hover around $3,348.94 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was lower by 0.64% at the 98.6940 level.
Asian markets closed lower on Friday except South Korea's Kospi index. Australia's ASX 200, China&#8217;s CSI 300, India's S&amp;P BSE Sensex, Japan's Nikkei 225, and Hong Kong's Hang Seng indices declined. European markets were lower in early trade.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45715677/tom-lee-bets-on-a-new-bull-market-as-trumps-tariff-retreat-fuels-taco-trade-amid-run-it-hot-optimism">Tom Lee Bets On &#8216;A New Bull Market,&#8217; As Trump&#8217;s Tariff Retreat Fuels &#8216;TACO&#8217; Trade Amid &#8216;Run It Hot&#8217; Optimism </a></li>
</ul>
Photo courtesy: godongphoto / Shutterstock.com

Pre-Market Outlook

BNAI

BPMC

CRDO

DELL

PSTV

RVYL

SAIC

US Stocks Likely To Open Lower After A Solid May: 'TACO' Trade And 'Run It Hot' Optimism 'Are Consensus At This Point,' Says Expert

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Friday.
U.S. stocks settled mixed on Friday, with the Dow Jones index gaining more than 50 points during the session after President Donald Trump accused China of &#8220;totally&#8221; breaching a tariff agreement, raising new fears over trade disputes.
Wall Street closed on a positive note last month, with the S&amp;P 500 gaining more than 6.2% in May and the Nasdaq jumping 9.6%. Both indices recorded their strongest months since November 2023. The Dow surged 3.9% for the month.
For the week, the S&amp;P 500 climbed, while the 30-stock Dow climbed 1.6%. The tech-laden Nasdaq, meanwhile, surged 2% last week.
Shares of Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) fell more than 2% on Friday after the company reported mixed financial results for the first quarter. Shares of Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) jumped around 12% after the company reported better-than-expected first-quarter financial results and raised guidance.
On the economic data front, the University of Michigan consumer sentiment was revised higher to 52.2 in May versus a preliminary reading of 50.8. The Chicago PMI declined to 40.5 in May versus 44.6 in the previous month.
Most sectors on the S&amp;P 500 closed on a negative note, with energy, consumer discretionary and information technology stocks recording the biggest losses on Friday. However, consumer staples and utilities stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed higher by around 54 points to 42,270.07 on Friday. The S&amp;P 500 slipped 0.01% to 5,911.69, while the Nasdaq Composite declined 0.32% to 19,113.77 during Friday's session.
Investors are awaiting earnings results from The Campbell&#8217;s Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>), Science Applications International Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NASDAQ">SAIC</a>) and Credo Technology Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 61.5, the index remained in the &#8220;Greed&#8221; zone on Friday, versus a prior reading of 62.4.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/cannabis/25/05/45692676/wall-streets-most-accurate-analysts-spotlight-on-3-utilities-stocks-delivering-high-dividend-yields-8">Wall Street&#8217;s Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields</a> </li>
</ul>
Photo courtesy: Shutterstock

S&P 500 Records Gain For May: Investor Sentiment Declines, But Fear Index Remains In 'Greed' Zone

These ten large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>United States Steel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) shares jumped 25.45%. Japan&#8217;s Nippon Steel is set to finalize its acquisition of the company at $55 per share, according to <a href="https://www.benzinga.com//node/45622810" target="_blank" rel="noreferrer noopener">sources familiar with the matter</a>.</li>
<li>Unity Software Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>) shares escalated 19.30% after Jefferies analyst Brent Thill upgraded the company from Hold to Buy and raised <a href="https://www.benzinga.com/quote/u/analyst-ratings" target="_blank" rel="noreferrer noopener">the price forecast from $22 to $29</a>.</li>
<li>Veeva Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) shares rose 18.75% after multiple analysts raised their price forecasts on the stock. The company <a href="https://www.benzinga.com//node/45677373" target="_blank" rel="noreferrer noopener">recently raised its FY26 guidance</a>.</li>
<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) shares upped 16.71% as President Donald Trump signed a suite of executive orders to <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">revive the U.S. nuclear industry</a>.</li>
<li>Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares increased 14.88% after the company reported better-than-expected first-quarter earnings and analysts <a href="https://www.benzinga.com//node/45695903" target="_blank" rel="noreferrer noopener">raised the price forecast on the stock</a>.</li>
<li>Reddit, Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) stock increased 14.27% after it was named among the <a href="https://www.benzinga.com//node/45679678" target="_blank" rel="noreferrer noopener">additions to the Russell 3000 index</a>.</li>
<li>Hologic, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>) stock grew 14.12% after private equity firms TPG and Blackstone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) recently bid to acquire the company, <a href="https://www.benzinga.com//node/45629538" target="_blank" rel="noreferrer noopener">valuing it at over $16 billion</a>.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) stock upped 13.12%, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July.</li>
<li>Heico Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>) shares were up 12.19% after the company reported <a href="https://www.benzinga.com//node/45630872" target="_blank" rel="noreferrer noopener">better-than-expected financial results</a>.</li>
<li>Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) stock gained 11.82% last week. It continued upward momentum following <a href="https://www.benzinga.com//node/45543602" target="_blank" rel="noreferrer noopener">strong Q1 earnings</a> and tariff <a href="https://www.benzinga.com//node/45655193" target="_blank" rel="noreferrer noopener">truce tailwinds</a>.</li>
</ol>
Photo via Shutterstock

Large Cap

Movers

BWXT

HOLX

INTU

RDDT

VEEV

United States Steel, Applovin And Ulta Beauty Are Among Top Large-Cap Gainers Last Week (May 26-May 30): Are The Others In Your Portfolio?

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The "Magnificent Seven" tech giants led the charge, with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock climbing 24% after reporting a 70% year-over-year revenue increase.
Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.
However, uncertainties remain. A U.S. court ruling declared President Donald Trump's recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">"Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear"</a>, by Adam Eckert, reports that Wedbush analyst Dan Ives predicts Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the "Messi of AI."
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">"Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'"</a>, by Chris Katje, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.
<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">"Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook"</a>, by Erica Kollmann, reports that Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">"Marvell Technology stock slips after Q1 results: Details"</a>, by Erica Kollmann, reports that Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares fell over 3% after the company posted Q1 adjusted earnings of 62 cents per share on $1.9 billion in revenue—both slightly above analyst estimates—but investors showed muted enthusiasm despite strong AI-driven data center demand and a raised Q2 revenue forecast of $2 billion.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">"Regeneron, Sanofi stock falls after uneven smoker's lung drug data"</a>, by Vandana Singh, reports that Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) shares declined after their experimental COPD drug, itepekimab, showed a 27% reduction in exacerbations in one Phase 3 trial but failed to meet the primary endpoint in a second trial, raising concerns about its efficacy.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">"Gold ETF bleeds money at fastest pace in 3 years — is the safe-haven trade over?"</a>, by Piero Cingari, reports that the SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) experienced $2.1 billion in outflows in May — its worst since July 2022 — as easing U.S.-China tensions and a surging S&amp;P 500 shifted investor appetite toward riskier assets, though Goldman Sachs still forecasts gold reaching $3,700 per ounce by year-end, driven by central bank demand and long-term macro risks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/stock-split/25/05/45679654/mullen-automotive-stock-is-tumbling-thursday-whats-driving-the-action">Mullen Automotive Stock Is Tumbling Thursday: What's Driving The Action?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">Rocket Pharma's Gene Therapy Future Clouded By Regulatory Uncertainty</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">Why Is NeuroPace Stock Falling After Epilepsy Treatment Study Data?</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

MRVL

MULN

NPCE

NVDA

PATH

PLTR

RCKT

REGN

SPRO

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May

Ulta Beauty Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares rallied in early trading on Friday, after the company reported on Thursday <a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">upbeat first-quarter results</a>.
Here are some key analyst takeaways:
<ul class="wp-block-list">
<li>Piper Sandler <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/625eb91472b50e0001b1f6b5/korinne-wolfmeyer">analyst Korinne Wolfmeyer</a> maintained a Neutral rating, while raising the price target from $386 to $437.</li>
<li>Telsey Advisory Group <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5888c53977f9dd0001877a22/dana-telsey">analyst Dana Telsey</a> reaffirmed an Outperform rating, while raising the price target from $460 to $520.</li>
</ul>
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Piper Sandler: Ulta Beauty's comp sales grew 2.9% year-on-year to $2,848 million, beating Street expectations of $2,794 million, Wolfmeyer said in a note. The company's brand engagement efforts seem to be "resonating" and proved effective in the quarter, she added.
Management's full-year guidance reflects the stronger first-quarter beat, while also incorporating more uncertainty in the back half of the year, the analyst stated. 
"While it does seem like management is taking a more conservative approach, we appreciate the prudence given the evolving macro backdrop," she further wrote.
Telsey Advisory Group: Ulta Beauty reported earnings of $6.70 per share, beating the consensus estimate of $5.81 per share, despite a challenging consumer environment, Telsey said. Management raised its full-year revenue guidance to $11.5-$11.7 billion, from their prior outlook of $11.5-$11.6 billion, she added.
The company had already indicated that this would be a transitional year, "marked by increased investments to help drive market share gains and long-term profitable growth," the analyst wrote.
ULTA Price Action: Shares of Ulta Beauty had risen by 11.38% to $469.81 at the time of publication on Friday.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/cannabis/25/05/45689549/ulta-bets-on-category-depth-to-build-a-retail-media-empire-beauty-and-wellness-is-what-we-do">Ulta Bets On Category Depth To Build A Retail Media Empire: &#8216;Beauty And Wellness Is What We Do&#8217;</a></li>
</ul>
Photo: Shutterstock

Earnings Beats

Ulta Beauty's Glow-Up: Retailer Beats Street, Raised Outlook Lifts Shares

U.S. stocks traded mixed toward the end of trading, with the Dow Jones index edging higher on Friday.
The Dow traded up 0.05% to 42,238.88 while the NASDAQ fell 0.74% to 19,033.46. The S&amp;P 500 also fell, dropping, 0.24% to 5,898.22.
Check This Out: <a href="https://www.benzinga.com/25/05/45640155/wall-streets-most-accurate-analysts-give-their-take-on-3-materials-stocks-delivering-high-dividend-yields-5">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Materials Stocks Delivering High-Dividend Yields</a>
Leading and Lagging Sectors Consumer staples shares jumped by 1% on Friday.
In trading on Friday, information technology stocks fell by 1.5%.
Top Headline
Shares of Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) fell more than 3% on Friday after the company reported mixed financial results for the first quarter.
Dell reported first-quarter revenue of $23.38 billion, beating the consensus estimate of $23.14 billion, according to Benzinga Pro. The company reported adjusted earnings of $1.55 per share, missing analyst estimates of $1.69 per share.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul class="wp-block-list">
<li>Universal Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UVV#NYSE">UVV</a>) shares shot up 11% to $65.96 following quarterly results.</li>
<li>Shares of Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) got a boost, surging 11% to $470.18 after the company reported better-than-expected first-quarter financial results and raised guidance.</li>
<li>BioLineRx Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLRX#NASDAQ">BLRX</a>) shares were also up, gaining 34% to $5.20 after the company said updated results from the pilot phase of its CheMo4METPANC Phase 2 combination trial in pancreatic cancer indicated four of eleven patients remained progression free after more than one year.</li>
</ul>
Equities Trading DOWN
<ul class="wp-block-list">
<li>Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) shares dropped 30% to $18.33. The company announced topline results from its Phase 3 HARMONi trial.</li>
<li>Shares of Newsmax, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NMAX#NYSE">NMAX</a>) were down 19% to $18.08 after the company announced it filed for the resale of up to 121 million shares of class B stock.</li>
<li>CollPlant Biotechnologies Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLGN#NASDAQ">CLGN</a>) was down, falling 33% to $3.0450. CollPlant Biotechnologies announced a $3.6 million registered direct offering priced at-the-market under Nasdaq rules.</li>
</ul>
Commodities In commodity news, oil traded down 0.6% to $60.58 while gold traded down 0.8% at $3,315.80.
Silver traded down 1.2% to $33.030 on Friday, while copper rose 0.1% to $4.6790.
Euro zone
European shares were mostly higher today. The eurozone's STOXX 600 rose 0.14%, while Spain's IBEX 35 Index rose 0.25%. London's FTSE 100 rose 0.64%, Germany's DAX 40 rose 0.27% and France's CAC 40 fell 0.36% during the session.
Asia Pacific Markets
Asian markets closed lower on Friday, with Japan's Nikkei falling 1.22%, Hong Kong's Hang Seng Index dipping 1.20%, China's Shanghai Composite Index falling 0.47% and India's BSE Sensex declining 0.22%.
Economics
<ul class="wp-block-list">
<li>The University of Michigan consumer sentiment was revised higher to 52.2 in May versus a preliminary reading of 50.8.</li>
<li>The Chicago PMI declined to 40.5 in May versus 44.6 in the previous month.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45667868/top-2-materials-stocks-that-are-ticking-portfolio-bombs">Top 2 Materials Stocks That Are Ticking Portfolio Bombs</a> </li>
</ul>
Photo via Shutterstock

Eurozone

Commodities

BLRX

CLGN

NMAX

SMMT

Dow Edges Higher; Dell Shares Fall After Q1 Results

<h3 class="wp-block-heading">New On The Block</h3>
<ul class="wp-block-list">
<li>Revolution Beauty is putting itself in the shop window. The UK cosmetics brand has kicked off a formal sale process and is considering funding options as part of a broader strategic review, including a potential sale. Advisors are on board and talks with interested parties have begun. The news comes as CEO Lauren Brindley <a href="https://theindustry.beauty/revolution-beauty-ceo-lauren-brindley-exits/">departs</a> the company. Brindley, who became CEO in September 2023, <a href="https://www.benzinga.com/topic/beauty">accepted a leadership position</a> at Ulta Beauty Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>).</li>
</ul>
<ul class="wp-block-list">
<li>Also for sale: Apryse, a Denver-based document processing software provider, is on the auction block. Thoma Bravo hired Lazard to fetch a buyer willing to pay over $3 billion, according to Reuters.</li>
</ul>
<h3 class="wp-block-heading">Updates From The Block</h3>
<ul class="wp-block-list">
<li>E.l.f. Beauty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45677382/elf-beauty-buys-hailey-biebers-brand-rhode-for-1-billion-now-shes-richer-than-husband-justin-bieber">just made a billion-dollar bet</a> on lip gloss and blush. The company acquired Hailey Bieber's cosmetics brand, Rhode, for a cool $1 billion. And now Hailey officially out-earns her pop-star husband, Justin. Founded in 2022 and named after her middle name (and stylized with a lowercase "r"), the startup owes its hefty price tag to a Gen Z following and $212 million in sales in just the last year. </li>
<li>Acrisure lands a $2.1 billion investment from Bain Capital at a $32 billion valuation. The Michigan-based insurance giant raised fresh capital and is putting it to work—agreeing to acquire the payroll business of Global Payments (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPN#NYSE">GPN</a>) for $1.1 billion.</li>
</ul>
<ul class="wp-block-list">
<li>According <a href="https://www.ft.com/content/f4d12c75-1a54-4d8c-8aa6-f863cbdc4aab">to</a> Financial Times, Hologic (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>) rejected an unsolicited $16 billion takeover bid from Blackstone and TPG. </li>
</ul>
<ul class="wp-block-list">
<li>MBK Partners, Northeast Asia&#8217;s largest private equity firm, is set to <a href="https://asia.nikkei.com/Business/Business-deals/Asian-private-equity-firm-MBK-wins-first-negotiation-rights-for-Makino">acquire</a> Japanese machine tool maker Makino Milling Machine in a deal estimated at over 2 trillion won ($1.75 billion). MBK has secured exclusive negotiation rights, beating out Carlyle Group, and plans to proceed via a tender offer at 11,000 yen per share. The same price was previously offered by Nidec in a hostile takeover attempt in April 2025, which was withdrawn in May due to Makino's resistance. The exact scope of MBK's tender offer hasn't been revealed. MBK will finance the acquisition using its sixth blind fund, launched in 2024. Makino, founded in 1937 and headquartered in Tokyo, is a global leader in precision machine tools. </li>
<li>Private equity firm H.I.G. Capital is set to take over Rentokil's French workwear division for $464 million. </li>
</ul>
<h3 class="wp-block-heading">Off The Block</h3>
<ul class="wp-block-list">
<li>E2open (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETWO#NYSE">ETWO</a>) is no longer for sale. The supply chain software firm just got picked up by Australia's WiseTech Global in a $2.1 billion deal. Shareholders will receive $3.30 a share in cold, hard cash—about 28% more than the stock's pre-announcement price and a whopping 68% premium over the closing stock price on April 30. <a href="https://www.benzinga.com/25/05/45612567/why-e2open-shares-are-trading-higher-by-25-here-are-20-stocks-moving-premarket">E2open&#8217;s shares rose</a> on the heels of the announcement and four <a href="https://www.benzinga.com/insights/analyst-ratings/25/05/45656183/4-analysts-assess-e2open-parent-holdings-what-you-need-to-know">analysts shared their evaluations</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Energy company EOG Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>) inked <a href="https://www.benzinga.com/cannabis/25/05/45693631/eog-strikes-5-6b-deal-to-expand-utica-footprint-boosts-dividend#google_vignette">a deal to acquire</a> Encino Acquisition Partners (EAP) for $5.6 billion, including EAP&#8217;s net debt. EOG agreed to pay the sellers, Canada Pension Plan Investment Board (CPP) and Encino Energy, with cash and debt. The purchase price includes $3.5 billion in new debt and $2.1 billion in cash. The company expects the transaction to close in the latter half of 2025, upon clearance under the Hart-Scott-Rodino Act.</li>
</ul>
<ul class="wp-block-list">
<li>Scopely has officially completed its $3.5 billion acquisition of Niantic's games business, according <a href="https://mobilegamer.biz/the-3-5bn-scopely-niantic-deal-has-officially-closed/">to</a> Mobile Gamer. The deal brings in over 400 new staff and a blockbuster portfolio that includes &#8220;Pokémon Go&#8221; and Wayfarer apps. The acquired titles collectively attracted more than 30 million monthly active users and generated over $1 billion in revenue last year. Announcing the deal&#8217;s close on May 29, Scopely emphasized its commitment to continuity, stating that longtime Niantic leaders Kei Kawai and Ed Wu will continue to lead the game teams, ensuring stability for Pokémon fans and other titles. Niantic's remaining titles, &#8220;Ingress&#8221; and &#8220;Peridot,&#8221; will remain under the newly formed Niantic Spatial, still led by CEO John Hanke. Scopely's co-CEOs hinted at more acquisitions ahead, noting they evaluated over 800 companies last year.</li>
</ul>
<h3 class="wp-block-heading">Bankruptcy Block</h3>
<ul class="wp-block-list">
<li>At Home, a home-goods retailer owned by private equity firm Hellman &amp; Friedman, is preparing to file for Chapter 11 bankruptcy. Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-05-27/retailer-at-home-prepares-to-file-for-bankruptcy-in-coming-weeks?sref=TBDibEcD">reported</a> that the company did not make its interest payment on May 15 and entered a forbearance pact with lenders on May 23, citing sources. The reprieve runs through June 30,</li>
</ul>
<ul class="wp-block-list">
<li>All 500 hand-scooped Thrifty Ice Cream counters inside Rite Aid locations are set to close. The beloved brand, founded in 1940, will still be available at some standalone shops and retailers. Rite Aid, which acquired the brand in 1996 and proudly served its signature cylindrical scoops across the West Coast, is now scooping out hundreds of store closures and looking to sell off assets as part of a <a href="https://abc7ny.com/post/rite-aid-stores-closing-drug-store-chain-close-300-more-locations-amid-bankruptcy/16588893/">bankruptcy</a> process, including Thrifty and its El Monte, California-based factory.</li>
</ul>
<ul class="wp-block-list">
<li>Everstream, a business-only fiber network, is selling most of its operations to stalking horse bidder Bluebird Fiber as part of a Chapter 11 bankruptcy auction. This follows earlier sales of its Illinois and St. Louis networks and plans to exit Pennsylvania. The sale to Bluebird includes most assets and comes with a $55 million lifeline in debtor-in-possession financing. Everstream remains open to better offers.</li>
</ul>
<h3 class="wp-block-heading">Notes From The Block</h3>
New data suggests that, after several volatile years, the behavioral health sector is regaining favor among strategic and financial buyers.
In the first quarter, 47 transactions were reported, including 34 mergers and acquisitions. That&#8217;s the highest M&amp;A volume since the fourth quarter of 2022, according to investment banker Kevin Taggart.
In <a href="https://www.mertztaggart.com/post/q1-2025-behavioral-health-m-a-report">a blog post</a> published this week, Taggart explained that renewed interest in the intellectual and developmental disabilities (I/DD) and autism segments was a key driver of the momentum. The firm tallied 12 transactions in Q1, the highest level since 2021.
Applied behavior analysis (ABA) therapy providers, in particular, are back in high demand. 
"The dust has seemed to settle" following the pandemic-era wage inflation and a wave of bankruptcies among large ABA providers, Taggart, a managing partner at Mertz Taggart, wrote. That shift has led to heightened buyer interest, especially in the wake of major exits.
The mental health subsector continues to show strong and steady deal flow, too. Twenty-nine transactions (19 M&amp;A and 10 growth investments) were announced in Q1, roughly matching the 30 deals reported in Q4 2024. 
Demand for psychiatric hospitals is particularly robust, though limited supply constrains deal volume. "We've had more groups ask us for psych hospitals since Q1 this year than probably any quarter in the last three or four years," Taggart said. "But there are fewer smaller operators out there."
Taggart also pointed to an ongoing trend: sustained investor appetite for high-valuation growth deals. "Money has continued to pour into these growth deals, which surprised us a bit," he said, signaling continued bullish sentiment across behavioral health verticals.
<a href="https://www.benzinga.com/top-stories/25/05/45593861/deal-dispatch-onlyfans-to-sell-for-8-billion-telecom-ma-heats-up-wolfspeed-on-road-to-bankruptcy">For last week&#8217;s edition of the Deal Dispatch, click here</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/economic-data/25/05/45697983/consumer-sentiment-stuck-at-3-year-lows-as-inflation-fears-hit-44-year-high">Consumer Sentiment Stuck At 3-Year Lows As Inflation Fears Hit 44-Year High</a></li>
</ul>
Image created using a photo from Shutterstock

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Deal Dispatch: Beauty Brand Seeks Pretty Price Tag, Behavioral Health Firms Hit Auction Block

Morgan Stanley analyst Simeon Gutman maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Overweight and raises the price target from $460 to $550.

Morgan Stanley Maintains Overweight on Ulta Beauty, Raises Price Target to $550

Citigroup analyst Kelly Crago maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Neutral and raises the price target from $425 to $450.

Citigroup Maintains Neutral on Ulta Beauty, Raises Price Target to $450

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Ulta Beauty Announces First Quarter Fiscal 2025 Results

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昨日の木曜日、米国の代表的な株価指数は乱高下でS&amp;P500は<a href="https://in.benzinga.com/government/regulations/25/03/44317410/sp-500-enters-technical-correction-as-trade-war-fears-rattle-markets">調整局面入り</a>した。この指数はトランプ大統領の関税政策における懸念により史上最高値から約10%下落したことが明らかになった。最近のインフレデータでは米国経済がより楽観的に見えるが、投資家は国際貿易政策リスクに関心を寄せており、エスカレートする関税が企業収益を弱体化させ、サプライ・チェーンを混乱させると懸念している。
S&amp;P500は前日比1.4％減の5,521.52で取引を終え、ナスダック指数は2％減の17,303.02で終了した。ダウ工業株30種平均も1.3％減の40,813.57で終了した。
昨日、個人や機関投資家が注目した株式は以下のとおり：
D-ウェーブ クォンタム（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>）
D-ウェーブ クォンタムの昨日の株価は18.73％の上昇、終値は6.91ドル、安値は6.04ドル、高値は7.12ドル。52週の取引幅は11.41ドルから0.75ドル。 昨日は、四半期決算発表で1株あたり8セントの損失、ウォール街の予想を1セント下回った。 四半期売上高は2,309万ドルで前年同期比21％減少していたが、予約が好調なことと楽観的な見通しにより、投資家の関心を集めた。
ドキュサイン（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>）
ドキュサインの昨日の株価は6.78％下落、終値は74.70ドル、高値は79.36ドル、安値は74.26ドル。 52週の取引幅は48.70ドルから107.86ドル。 時間外取引での株価は11.65％上昇し、83.40ドルで取引を終了した。ドキュサインは四半期決算で7億7630万ドルの黒字、コンセンサスの予想を上回った。<a href="https://www.benzinga.com/news/earnings/25/03/44317205/docusign-q4-earnings-revenue-beat-eps-beat-billings-up-11-shares-move-higher-despite-soft-guidance">EPS</a>も予想を上回る結果となった。
アルタビューティ（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>）
アルタビューティの昨日の株価は4.48％下落、終値は314.47ドル、高値は3,29.54ドル、安値は309.01ドル。 ただし、時間外取引での株価は6.5％上昇、335ドルで取引を終えた。 52週の取引幅は574.76ドルから309.01ドル。昨日、アルタビューティは35億ドルの四半期決算を発表、予想を上回る結果となった。なお、1株当たりの利益も予想を上回っている。
メタ・プラットフォームズ （NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>）
メタ・プラットフォームズの昨日の株価は、4.67％下落、終値は590.64ドル、高値は620.50ドル、安値は586.51ドル。52週の取引幅は740.91ドルから414.50ドル。ハイテク関連株の下落や関税の懸念が影響を与えた。
テスラ（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>）
テスラの株価は2.99％下落、終値は240.68ドル。 昨日の高値は248.29ドル、安値は232.60ドル、52週の取引幅は、488.54ドルから138.80ドル。JPモルガンのアナリストによると、イーロン・マスク最高経営責任者（CEO）のトランプ政権との関わりがブランドの価値に影響を与えるとして、テスラは2022年以来の<a href="https://www.benzinga.com/25/03/44295808/tesla-braces-for-lowest-quarterly-deliveries-since-2022-jpmorgan-predicts-a-brand-has-lost-so-much-value-so-quickly">最低水準の</a><a href="https://www.benzinga.com/25/03/44295808/tesla-braces-for-lowest-quarterly-deliveries-since-2022-jpmorgan-predicts-a-brand-has-lost-so-much-value-so-quickly">四半期出荷台数</a> になると予想している。

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