Barclays Has Lowered Expectations for lululemon athletica (NASDAQ:LULU) Stock Price

lululemon athletica (NASDAQ:LULU) had its price target lowered by equities researchers at Barclays from $161.00 to $113.00 in a research report issued on Friday,MarketScreener reports. Barclays‘s target price would indicate a potential downside of 9.54% from the stock’s current price.

Several other equities research analysts have also commented on LULU. JPMorgan Chase & Co. reduced their price target on shares of lululemon athletica from $173.00 to $149.00 and set a “neutral” rating for the company in a report on Friday. Piper Sandler lowered their target price on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating for the company in a research note on Friday. Evercore reduced their target price on lululemon athletica from $175.00 to $130.00 in a research report on Wednesday. BNP Paribas Exane downgraded shares of lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 target price on the stock. in a research report on Friday. Finally, Telsey Advisory Group cut their price target on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-eight have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $179.55.

lululemon athletica Stock Down 0.9%

LULU opened at $124.92 on Friday. The stock’s fifty day moving average is $142.08 and its two-hundred day moving average is $170.35. The company has a market capitalization of $15.08 billion, a P/E ratio of 9.39, a PEG ratio of 3.89 and a beta of 0.87. lululemon athletica has a 52 week low of $116.63 and a 52 week high of $338.49.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping the consensus estimate of $1.67 by $0.02. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The business had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.43 billion. The business’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same period in the prior year, the business earned $2.60 EPS. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. Equities analysts anticipate that lululemon athletica will post 12.26 earnings per share for the current year.

Insider Activity at lululemon athletica

In other lululemon athletica news, Director Charles V. Bergh purchased 6,090 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were bought at an average price of $164.20 per share, for a total transaction of $999,978.00. Following the acquisition, the director owned 6,090 shares in the company, valued at $999,978. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Nicole Neuburger sold 622 shares of the firm’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following the transaction, the insider directly owned 19,156 shares of the company’s stock, valued at $3,084,116. This represents a 3.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.54% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the business. Cornerstone Planning Group LLC lifted its position in lululemon athletica by 81.9% during the third quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares during the period. Integrated Financial Solutions Inc. acquired a new stake in lululemon athletica during the 4th quarter worth about $26,000. Uniplan Investment Counsel Inc. purchased a new position in shares of lululemon athletica during the 4th quarter valued at about $26,000. Murphy & Mullick Capital Management Corp lifted its holdings in shares of lululemon athletica by 187.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock valued at $27,000 after buying an additional 105 shares during the period. Finally, GoalVest Advisory LLC acquired a new position in shares of lululemon athletica in the 4th quarter valued at about $27,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: LULU beat Q1 EPS and revenue estimates, showing the business is still growing, and China remains a potential growth area. lululemon athletica inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: Some analysts still see upside from current levels, with several targets reduced but still above the stock price, suggesting valuation may now be more attractive after the selloff. lululemon athletica stock page
• Neutral Sentiment: Bank of America and Robert W. Baird both lowered price targets but kept neutral ratings, reinforcing a wait-and-see view rather than a strong bearish call.
• Neutral Sentiment: Needham reaffirmed a hold rating, indicating analysts are increasingly cautious but not uniformly negative.
• Negative Sentiment: lululemon reduced FY2026 revenue and earnings guidance, with full-year sales now expected to be flat to down, far below prior expectations. Lululemon Cuts Outlook as Headwinds Mount
• Negative Sentiment: Q2 guidance also missed consensus, signaling near-term earnings pressure and making the turnaround look longer and more difficult.
• Negative Sentiment: Analysts at BTIG, BNP Paribas Exane, Telsey, and others downgraded the stock or cut targets sharply, reflecting growing concern about weaker U.S. demand, competition, and brand momentum.
• Negative Sentiment: Reuters and other reports highlighted slowing traffic, waning brand appeal, and tariff costs as added headwinds, which is weighing on sentiment ahead of the new CEO’s arrival. Lululemon slides as bleak forecasts deepen turnaround worries

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.