Meta, Ulta Beauty, Humana: Top analyst calls today

Yahoo Finance Video

December 6, 2025

In this video:

•                                       StockStory Top Pick 
  

  HUM

  -0.35%

  META

  +1.69%

 ULTA  

 -1.43%  

Yahoo Finance Senior Reporter Allie Canal joins Market Catalysts to outline some of Wall Street’s top analyst calls today: Bank of America’s comments on Meta (META), JPMorgan’s and Barclays’ reactions to Ulta Beauty’s (ULTA) big beat on earnings estimates, and Humana (HUM) getting a Buy upgrade.

To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Video Transcript

00:01 Speaker A

Let’s turn now to some of today’s top analyst calls on Wall Street. We’re watching Meta, Ulta, and Humana. First up, Meta. A fresh call from Bank of America suggests that Meta may be getting more aggressive on cost management.

00:13 Speaker A

According to the firm, Meta is weighing up to a 30% cut to its reality labs budget. That’s the unit behind VR, AR and the broader Metaverse push.

00:23 Speaker A

B of A is saying that those cuts alone could add 6 to 7% upside to 2026 EPS, and that the company is also evaluating a 10% expense reduction across other functions.

00:34 Speaker A

That could help offset rising AI investments.

00:38 Speaker A

So the takeaway here is that after months of concern that spending was reaccelerating, this reinforces that Meta is still willing to flex on costs.

00:44 Speaker A

B of A keeps a buy rating and an $810 price target on shares, which implies roughly 30% upside from current levels.

00:52 Speaker A

Next up, Ulta, shares are surging after the beauty retailer delivered a big beat across sales, margins and earnings.

01:00 Speaker A

The company also raised its full-year outlook. The stock jumping over 10% in early trade. It’s biggest move since May.

01:06 Speaker A

Analysts called out broad-based strength across categories with fragrance and skin care leading the way in Q3.

01:12 Speaker A

Ulta added 35 new brands in the quarter, executed promotions more effectively, and continued to benefit from the broader health and wellness trend.

01:20 Speaker A

J.P. Morgan and Barkley’s both lifted their share price targets to 647, saying that the quarter strengthens the bull case as Ulta continues to gain share and maintain pricing power.

01:31 Speaker A

And finally, Humana, the company is trading higher after Jeffries upgraded the stock to buy, calling the setup, quote, attractive heading into a critical Medicare advantage cycle.

01:41 Speaker A

The firm says that Humana is poised for major share gains in 2026, forecasting 21% Medicare advantage membership growth and projecting that the company will capture 35% of new applications next year.

01:52 Speaker A

Analyst David Windley raised his price target to $313 bucks a share, up from the prior 253, implying about 24% upside from the prior close.

02:04 Speaker A

The stock has lagged so far this year, but Jeffries argues that high volatility churn and big 2026 share gains set up a cleaner, more compelling runway ahead.

02:11 Speaker A

We’ll keep it right here on Yahoo Finance. We’ll be tracking all the market moves and top calls throughout the session.

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