ULS trades 48.1% below Wall Street's consensus target of $98.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes ULS achieves its forward estimates and maintains a stable P/E multiple of 28.7x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of October 2, 2026, UL Solutions Inc. (ULS) has a Wall Street consensus price target of $98.50, based on estimates from 8 covering analysts. With the stock currently trading at $66.50, this represents a potential upside of +48.1%. The company has a market capitalization of $13.37B.
Analyst price targets range from a low of $85.00 to a high of $115.00, representing a 30% spread in expectations. The median target of $97.50 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 5 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, ULS trades at a trailing P/E of 41.6x and forward P/E of 28.7x. The forward PEG ratio of 4.32 reflects a premium valuation. Analysts expect EPS to grow -6.2% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $89.91, with bear and bull scenarios of $56.64 and $118.47 respectively. Model confidence stands at 52/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 BVBrightView Holdings, Inc. | $947M | $10.16 | $14.88 | +46.5% | Buy | 20.2x | 13 |
 NVTnVent Electric plc | $26.8B | $165.77 | $202.46 | +22.1% | Buy | 32.2x | 20 |
 TRUTransUnion | $11.9B | $62.18 | $94.67 | +52.3% | Buy | 12.8x | 27 |
 BURLBurlington Stores, Inc. | $17.3B | $275.32 | $383.30 | +39.2% | Buy | 28.1x | 35 |
 ICFIICF International, Inc. | $1.5B | $84.97 | $110.00 | +29.5% | Buy | 12.0x | 13 |
 EXPOExponent, Inc. | $3.4B | $69.90 | $72.00 | +3.0% | Buy | 34.0x | 8 |
 FORRForrester Research, Inc. | $225M | $11.61 | — | — | Hold | 15.0x | 4 |
 NSPInsperity, Inc. | $1.9B | $48.63 | $56.33 | +15.8% | Hold | 23.0x | 8 |
 CSGPCoStar Group, Inc. | $11.2B | $27.72 | $36.36 | +31.2% | Buy | 20.3x | 27 |
 MORNMorningstar, Inc. | $7.2B | $191.21 | $227.33 | +18.9% | Hold | 15.5x | 6 |
Quick answers to the most common questions about buying ULS stock.
The consensus Wall Street price target for ULS is $98.5, representing 48.1% upside from the current price of $66.5. With 8 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
ULS has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is predominantly bullish, with 5 Buy/Strong Buy ratings. The consensus 12-month price target of $98.5 implies 48.1% upside from current levels.
ULS trades at a forward P/E of 28.696x, representing a moderate valuation. With analysts targeting $98.5 (48.1% implied move), the stock appears reasonably valued with upside.
The most bullish Wall Street analyst has a price target of $115 for ULS, while the most conservative target is $85. The consensus of $98.5 represents the median expectation. Our quantitative valuation model projects a bull case target of $118 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
ULS is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 have Buy ratings, 3 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month ULS stock forecast based on 8 Wall Street analysts shows a consensus price target of $98.5, with estimates ranging from $85 (bear case) to $115 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $90, with bear/bull scenarios of $57/$118.
Our quantitative valuation model calculates ULS's fair value at $90 (base case), with a bear case of $57 and bull case of $118. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 52/100.
ULS trades at a forward P/E ratio of 28.7x based on next-twelve-months earnings estimates compared to a trailing P/E of 41.6x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on ULS, with a "Buy" consensus rating and $98.5 price target (48.1% upside). 5 of 8 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
ULS analyst price targets range from $85 to $115, a 30% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $98.5 consensus represents the middle ground. Our model's $57-$118 range provides an independent fundamental perspective.
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