Beauty Beats, Servers Stumble: Ulta Jumps While HPE Drops on Guidance

Ulta pops, HPE drops, UiPath explodes higher – earnings are still very much in charge of this market. In this episode we break down who is winning, who is losing, and where the next trades might be as investors digest guidance and AI demand signals coming out of Ulta Beauty, Hewlett Packard Enterprise, and UiPath.

Winners -

Beauty retail – Ulta’s beat and guidance boost

Ulta’s strong earnings and raised outlook signal that cosmetics and skincare remain a “must have” spend even in a tougher consumer environment. That strength can spill over to other beauty-focused names.

Names to watch:

Ulta Beauty – $ULTA

e.l.f. Beauty – $ELF

AI automation software – UiPath lights up the tape

UiPath’s surge on be ...