lululemon athletica (NASDAQ:LULU – Get Free Report) had its price target decreased by stock analysts at UBS Group from $120.00 to $106.00 in a report released on Friday, Benzinga reports. The firm presently has a “neutral” rating on the apparel retailer’s stock. UBS Group’s target price suggests a potential upside of 5.92% from the stock’s previous close.
Several other equities research analysts have also issued reports on LULU. Wells Fargo & Company lowered their price target on shares of lululemon athletica from $110.00 to $105.00 and set an “equal weight” rating on the stock in a report on Tuesday, July 21st. Daiwa Securities Group decreased their target price on shares of lululemon athletica from $173.00 to $120.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 9th. Truist Financial cut shares of lululemon athletica from a “hold” rating to a “sell” rating and lowered their target price for the company from $115.00 to $94.00 in a research note on Thursday, July 16th. Evercore dropped their price target on shares of lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. Finally, Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have assigned a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, lululemon athletica presently has a consensus rating of “Reduce” and a consensus price target of $143.00.
Get Our Latest Stock Analysis on lululemon athletica
lululemon athletica Trading Down 17.8%
lululemon athletica (NASDAQ:LULU – Get Free Report) last released its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. The business had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.lululemon athletica’s quarterly revenue was down 4.3% on a year-over-year basis. During the same period in the previous year, the business posted $3.10 earnings per share. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. Equities analysts predict that lululemon athletica will post 10.93 EPS for the current year.
Insider Activity at lululemon athletica
In other news, Director Charles Bergh bought 4,275 shares of lululemon athletica stock in a transaction dated Monday, June 15th. The shares were bought at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the purchase, the director owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.54% of the company’s stock.
Hedge Funds Weigh In On lululemon athletica
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Uniplan Investment Counsel Inc. bought a new stake in lululemon athletica during the fourth quarter worth about $26,000. Elyxium Wealth LLC bought a new position in shares of lululemon athletica in the fourth quarter valued at approximately $31,000. Rexford Capital Inc. acquired a new position in shares of lululemon athletica in the 1st quarter worth approximately $31,000. DV Equities LLC bought a new stake in lululemon athletica during the 4th quarter worth approximately $31,000. Finally, Gould Capital LLC bought a new stake in lululemon athletica during the 1st quarter worth approximately $32,000. 85.20% of the stock is currently owned by institutional investors and hedge funds.
More lululemon athletica News
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Second-quarter diluted EPS of $2.92 exceeded the $1.79 analyst consensus. However, the beat was substantially supported by $134.5 million in tariff refunds and related interest, which added approximately $0.86 per share. lululemon Second Quarter Fiscal 2026 Results
- Positive Sentiment: International revenue increased 4%, and lululemon repurchased $330 million of stock during the quarter, providing limited support as the company works to restore growth.
- Neutral Sentiment: Heidi O’Neill is scheduled to become CEO next week. Investors will look for her strategy on product development, marketing and the company’s response to intensifying competition. Lululemon forecast cut underscores challenge for next CEO
- Neutral Sentiment: Needham reaffirmed its “hold” rating, while BTIG maintained “neutral,” indicating that analysts remain cautious rather than broadly bullish.
- Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, below the $2.458 billion consensus estimate. Comparable sales declined 9% overall, or 10% in constant currency, while Americas revenue dropped 8%. Net income also fell to $329.2 million from $370.9 million. Lululemon stock plunges on disappointing earnings and outlook
- Negative Sentiment: Fiscal 2026 revenue guidance was reduced to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion, and EPS guidance was cut to $9.48–$9.73. Third-quarter guidance of $0.93–$0.98 EPS and roughly $2.3 billion in revenue was also well below analyst expectations.
- Negative Sentiment: JPMorgan lowered its price target from $154 to $95 and shifted to “neutral”; Bernstein cut its target from $145 to $115 and moved to “market perform.” The target reductions reflect expectations for slower growth and pressure on the brand’s turnaround. Lululemon shares plunge after outlook cut
lululemon athletica Company Profile
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.
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