KeyCorp Forecasts Higher Earnings for lululemon athletica

lululemon athletica inc. (NASDAQ:LULU) – Research analysts at KeyCorp increased their FY2026 earnings per share estimates for lululemon athletica in a report issued on Wednesday, January 21st. KeyCorp analyst A. Owens now anticipates that the apparel retailer will post earnings per share of $13.03 for the year, up from their previous forecast of $12.90. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. KeyCorp also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.76 EPS and FY2027 earnings at $12.40 EPS.

Several other research firms have also issued reports on LULU. Guggenheim assumed coverage on shares of lululemon athletica in a research report on Wednesday, December 10th. They issued a “neutral” rating on the stock. Wells Fargo & Company boosted their target price on lululemon athletica from $160.00 to $175.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Robert W. Baird upped their target price on lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Piper Sandler boosted their price objective on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of lululemon athletica in a research note on Wednesday, October 8th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $228.40.

lululemon athletica Price Performance

NASDAQ LULU opened at $194.66 on Friday. lululemon athletica has a 12 month low of $159.25 and a 12 month high of $423.32. The company has a market capitalization of $22.84 billion, a P/E ratio of 13.49, a PEG ratio of 11.73 and a beta of 1.01. The company’s 50 day simple moving average is $195.42 and its 200 day simple moving average is $191.35.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping 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 firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same period in the previous year, the business earned $2.53 earnings per share. lululemon athletica’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.

Institutional Trading of lululemon athletica

Several hedge funds and other institutional investors have recently modified their holdings of the company. Cornerstone Planning Group LLC increased its position in lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after purchasing an additional 68 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its position in lululemon athletica by 187.5% during the third quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock valued at $27,000 after acquiring an additional 105 shares in the last quarter. GoalVest Advisory LLC bought a new position in lululemon athletica during the fourth quarter valued at approximately $27,000. Blue Trust Inc. lifted its stake in lululemon athletica by 96.8% in the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after acquiring an additional 61 shares during the last quarter. Finally, Trust Co. of Toledo NA OH bought a new stake in lululemon athletica in the second quarter worth approximately $30,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at lululemon athletica

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica stock in a transaction 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 owned 5,318 shares of the company’s stock, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by insiders.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: JPMorgan raised its price target to $209, providing near-term analyst support that can boost investor confidence and help underpin the rally. JPMorgan Increases Price Target
• Positive Sentiment: KeyCorp slightly raised its FY2026 EPS estimate to $13.03 (from $12.90), which signals at least some analyst conviction in near-term earnings resilience. (KeyCorp report issued Jan. 21)
• Neutral Sentiment: Lululemon has resumed online sales of the “Get Low” line after pulling it following customer complaints — restoring sales channels but not resolving the underlying quality perception issue. Lululemon brings workout line ‘Get Low’ back online after complaint-led halt
• Negative Sentiment: KeyCorp trimmed its Q4 2026 and FY2027 estimates (Q4 to $4.76 from $4.98; FY2027 to $12.40 from $13.16), which introduces downward earnings risk and could temper upside momentum. (KeyCorp report issued Jan. 21)
• Negative Sentiment: Founder Chip Wilson publicly attacked the board and blamed management for the “see-through” Get Low rollout, escalating governance and PR risk that may spook investors worried about oversight and operational controls. This Time, Lululemon’s Founder Blames Its Board for See-Through Pants
• Negative Sentiment: Broad coverage highlights product-quality and competitive headwinds — pieces arguing deteriorating fundamentals, margin pressure and stronger rivals raise longer-term execution concerns for investors. lululemon: Beware Of Turnaround Investing In Retail

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.