Barclays analyst Adrienne Yih highlighted Ulta's relative resistance against tariffs and waning U.S. consumer demand.
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Barclays' revised price forecast implies that shares could rally 24% from here.
The bank foresees upside of 29% ahead for the stock.
The conflict in the Middle East has weighed heavily on the world's biggest luxury stocks, but Barclays sees a buying opportunity.
One way to steer through the volatility is through defensive stocks, the firm found. These names are rated overweight, and they…
HSBC's new price forecast implies a 5% upside for shares of Walmart.
Shares have pulled back about 4% in 2025.
