lululemon athletica (NASDAQ:LULU) Price Target Lowered to $185.00 at Jefferies Financial Group

lululemon athletica (NASDAQ:LULU) had its target price lowered by Jefferies Financial Group from $200.00 to $185.00 in a report released on Friday morning,MarketScreener reports. The brokerage currently has a hold rating on the apparel retailer’s stock.

Other research analysts have also recently issued research reports about the company. Barclays raised their target price on lululemon athletica from $180.00 to $189.00 and gave the company an “equal weight” rating in a research note on Friday, December 12th. UBS Group set a $206.00 price objective on lululemon athletica in a research report on Wednesday, December 31st. Raymond James Financial reaffirmed a “strong-buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price target on shares of lululemon athletica from $203.00 to $209.00 and gave the company a “neutral” rating in a research report on Tuesday, January 20th. Finally, BTIG Research reissued a “buy” rating on shares of lululemon athletica in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $227.05.

lululemon athletica Stock Up 1.1%

Shares of lululemon athletica stock opened at $174.50 on Friday. The company’s fifty day simple moving average is $197.42 and its two-hundred day simple moving average is $189.14. lululemon athletica has a 12-month low of $159.25 and a 12-month high of $422.87. The firm has a market cap of $20.47 billion, a PE ratio of 12.09, a price-to-earnings-growth ratio of 10.65 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The business had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same quarter in the previous year, the business posted $2.53 earnings per share. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. As a group, sell-side analysts expect that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Activity at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the sale, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.54% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its stake in lululemon athletica by 9.1% in the 2nd quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock worth $143,000 after acquiring an additional 50 shares during the last quarter. Westside Investment Management Inc. lifted its position in lululemon athletica by 15.4% during the second quarter. Westside Investment Management Inc. now owns 420 shares of the apparel retailer’s stock valued at $100,000 after purchasing an additional 56 shares during the last quarter. Twin Capital Management Inc. grew its stake in shares of lululemon athletica by 1.6% in the 2nd quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock worth $887,000 after buying an additional 58 shares in the last quarter. MGO One Seven LLC increased its stake in shares of lululemon athletica by 4.5% during the third quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock valued at $238,000 after buying an additional 58 shares during the period. Finally, Davis Investment Partners LLC raised its holdings in shares of lululemon athletica by 2.9% in the fourth quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock valued at $435,000 after acquiring an additional 58 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors.

Trending Headlines about lululemon athletica

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

About lululemon athletica

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.