Brokerages Set lululemon athletica inc. (NASDAQ:LULU) PT at $111.54

lululemon athletica inc. (NASDAQ:LULU) has been given a consensus recommendation of “Reduce” by the twenty-nine research firms that are presently covering the company, MarketBeat.com reports. Seven research analysts have rated the stock with a sell recommendation, twenty-one have assigned a hold recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among brokerages that have updated their coverage on the stock in the last year is $110.5652.

A number of equities analysts recently issued reports on LULU shares. Guggenheim reissued a “neutral” rating on shares of lululemon athletica in a report on Friday, September 4th. Barclays reduced their price objective on lululemon athletica from $113.00 to $95.00 and set an “equal weight” rating for the company in a research note on Friday, September 4th. Telsey Advisory Group decreased their price objective on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating for the company in a research report on Friday, September 4th. BNP Paribas Exane lowered their target price on lululemon athletica from $88.00 to $44.00 and set an “underperform” rating on the stock in a research note on Friday, September 4th. Finally, Truist Financial reissued a “sell” rating and issued a $82.00 target price (down from $94.00) on shares of lululemon athletica in a report on Friday, September 4th.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $98.06 on Friday. The firm’s fifty day simple moving average is $115.01 and its 200-day simple moving average is $130.26. The stock has a market capitalization of $11.36 billion, a price-to-earnings ratio of 8.03, a PEG ratio of 2.34 and a beta of 0.87. lululemon athletica has a 12 month low of $95.35 and a 12 month high of $225.98.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter in the prior year, the business earned $3.10 EPS. lululemon athletica’s quarterly revenue was down 4.3% compared to the same quarter last year. 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. Analysts anticipate that lululemon athletica will post 9.55 earnings per share for the current year.

Hedge Funds Weigh In On lululemon athletica

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of lululemon athletica during the second quarter worth about $1,010,565,000. Flossbach Von Storch SE acquired a new stake in lululemon athletica in the second quarter valued at about $207,392,000. Norges Bank acquired a new stake in lululemon athletica in the fourth quarter valued at about $362,598,000. Boston Partners purchased a new stake in lululemon athletica in the 4th quarter valued at approximately $304,875,000. Finally, Legal & General Group Plc acquired a new position in lululemon athletica during the 2nd quarter worth approximately $100,660,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

lululemon athletica News Summary

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

• Positive Sentiment: Lululemon’s product strategy refresh—including new styles, faster replenishment and greater brand investment—could support a recovery in full-price sales if the initiatives improve product appeal and reduce markdowns. Lululemon Refreshes Product Strategy: Will New Styles Click?
• Positive Sentiment: International expansion remains a potential long-term growth engine, offering the company an opportunity to offset weakness in North America through new markets and stores. International Growth Could Support Lululemon
• Positive Sentiment: Nike and Lululemon agreed to end their patent dispute involving Mirror home-workout technology, removing a litigation overhang, although the settlement does not directly improve operating results. Nike and Lululemon End Mirror Patent Dispute
• Neutral Sentiment: Analyst estimates were mixed: Zacks Research raised its Q2 2028 EPS forecast to $1.98 from $1.92 but lowered its Q1 2028 estimate to $1.58 from $1.72. The firm maintained a “Hold” rating. Lululemon Analyst Estimate Changes
• Negative Sentiment: Recent quarterly results showed earnings helped by tariff refunds, but revenue fell short of expectations, declined year over year and was accompanied by weaker regional demand and lower full-year guidance. Investors may view the profit benefit as temporary. LULU Q2 Earnings Show Tariff Refunds but Demand Remains Under Pressure
• Negative Sentiment: Lululemon has cut its fiscal 2026 revenue and profit outlook for the second time this year, intensifying concerns about demand, competition and execution as new CEO Heidi O’Neill begins her tenure. Lululemon Cuts Its Outlook Again
• Negative Sentiment: Women’s leggings sales reportedly fell about 20% in fiscal Q2, while analysts point to slowing growth, margin pressure and product-reset risks. These issues have contributed to the stock’s sharp decline and prompted some brokerages to assign an average “Reduce” rating. Lululemon Leggings Sales Decline
• Negative Sentiment: Several law firms have announced investigations into potential securities-law claims related to investor losses. These announcements can add reputational and legal uncertainty, although they do not establish wrongdoing. Lululemon Securities Investigation

lululemon athletica Company Profile

lululemon athletica inc. is a designer, distributor and retailer of athletic apparel, footwear and accessories. The company’s products are developed for activities including yoga, running, training, tennis and other forms of exercise, as well as everyday use. Its offerings include leggings, tops, shorts, outerwear, footwear, bags and fitness accessories for women and men.

Founded in 1998 in Vancouver, British Columbia, lululemon began as a yoga-focused apparel company and has expanded into a broader performance and lifestyle brand.