lululemon athletica (NASDAQ:LULU) Price Target Cut to $206.00 by Analysts at BNP Paribas Exane

lululemon athletica (NASDAQ:LULU) had its price target decreased by analysts at BNP Paribas Exane from $230.00 to $206.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The firm presently has a “neutral” rating on the apparel retailer’s stock. BNP Paribas Exane’s price target suggests a potential upside of 7.81% from the stock’s previous close.

Several other brokerages also recently issued reports on LULU. Wells Fargo & Company upped their price target on shares of lululemon athletica from $160.00 to $175.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. Bank of America raised their price target on lululemon athletica from $185.00 to $220.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Sanford C. Bernstein cut lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price objective on the stock. in a research note on Thursday, October 16th. The Goldman Sachs Group lifted their target price on lululemon athletica from $180.00 to $200.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Finally, Jefferies Financial Group lifted their target price on lululemon athletica from $170.00 to $200.00 and gave the stock a “hold” rating in a research report on Thursday, December 18th. 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 data from MarketBeat, lululemon athletica has an average rating of “Hold” and an average price target of $227.57.

lululemon athletica Stock Down 1.8%

Shares of NASDAQ LULU opened at $191.07 on Friday. The stock has a market capitalization of $22.41 billion, a price-to-earnings ratio of 13.24, a price-to-earnings-growth ratio of 12.02 and a beta of 1.01. lululemon athletica has a 52 week low of $159.25 and a 52 week high of $423.32. The firm has a 50-day simple moving average of $195.83 and a 200-day simple moving average of $191.03.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The company had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same quarter in the prior year, the company posted $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. As a group, equities research analysts expect that lululemon athletica will post 14.36 EPS for the current year.

Insider Buying and Selling

In other news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total value of $2,756,244.00. Following the transaction, the insider owned 5,318 shares of the company’s stock, valued at $1,084,872. This represents a 71.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

A number of institutional investors have recently modified their holdings of the company. Vanguard Group Inc. grew its position in lululemon athletica by 3.9% in the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after purchasing an additional 521,915 shares in the last quarter. Geode Capital Management LLC raised its position in lululemon athletica by 16.2% during the second quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock worth $700,502,000 after acquiring an additional 413,062 shares in the last quarter. Invesco Ltd. grew its position in shares of lululemon athletica by 28.7% in the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after acquiring an additional 490,127 shares during the period. Flossbach Von Storch SE increased its stake in shares of lululemon athletica by 17.7% during the 3rd quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock worth $343,553,000 after purchasing an additional 290,614 shares during the last quarter. Finally, Mawer Investment Management Ltd. grew its holdings in lululemon athletica by 2.8% during the second quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock worth $322,976,000 after purchasing an additional 36,664 shares during the period. 85.20% of the stock is currently owned by institutional investors.

lululemon athletica News Summary

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

• Positive Sentiment: JPMorgan raised its price target to $209, a sign some institutions still see upside after the disruption. JPMorgan Increases Price Target
• Positive Sentiment: lululemon resumed online sales of the “Get Low” line after pulling it briefly — a move that reduces near-term revenue disruption risk. Reuters: Get Low Back Online
• Positive Sentiment: KeyCorp slightly raised its FY2026 EPS forecast to $13.03, suggesting some analysts view the hit as manageable for the fiscal year. MarketBeat: KeyCorp Estimates
• Neutral Sentiment: Lululemon updated product guidance for consumers (advising sizing up and skin-toned undergarments) as it re-lists the leggings — helpful for damage control but not a fix for quality perception. Business Insider: How to Wear Get Low
• Negative Sentiment: Founder Chip Wilson publicly attacked the board and blamed management for “total operational failure,” escalating governance risk and negative publicity around product quality. Benzinga: Founder Outraged
• Negative Sentiment: Investor-law firm Levi & Korsinsky announced an investigation into lululemon related to the e-commerce halt, raising the prospect of litigation or regulatory scrutiny. PR Newswire: Investor Alert
• Negative Sentiment: KeyCorp cut its Q4 2026 and FY2027 estimates (Q4: $4.76 from $4.98; FY2027: $12.40 from $13.16), reflecting expected near-term margin or demand impact from the product issue. MarketBeat: KeyCorp Cuts Estimates

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.