lululemon athletica (NASDAQ:LULU – Get Free Report)‘s stock had its “neutral” rating restated by research analysts at BTIG Research in a research report issued to clients and investors on Friday, Benzinga reports.
A number of other research firms have also weighed in on LULU. Citigroup lowered their price objective on lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 9th. Morgan Stanley reissued an “underweight” rating and issued a $93.00 price target on shares of lululemon athletica in a research note on Monday, July 6th. BNP Paribas Exane downgraded shares of lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 price target for the company. in a report on Friday, June 5th. Needham & Company LLC reaffirmed a “hold” rating on shares of lululemon athletica in a research report on Friday, June 5th. Finally, Stifel Nicolaus decreased their price objective on lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a report on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average target price of $147.23.
Check Out Our Latest Analysis on LULU
lululemon athletica Stock Performance
lululemon athletica (NASDAQ:LULU – Get Free Report) last posted its quarterly earnings data 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 13.03% and a return on equity of 31.26%. The company had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same period in the prior year, the business posted $3.10 earnings per share. The firm’s revenue for the quarter was down 4.3% on a year-over-year basis. 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 research analysts forecast that lululemon athletica will post 10.93 EPS for the current year.
Insider Transactions at lululemon athletica
In other news, Director Charles Bergh bought 4,275 shares of the business’s stock in a transaction on Monday, June 15th. The shares were bought at an average price of $117.05 per share, with a total value of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.54% of the stock is currently owned by insiders.
Institutional Investors Weigh In On lululemon athletica
Institutional investors have recently modified their holdings of the company. Uniplan Investment Counsel Inc. purchased a new stake in shares of lululemon athletica in the 4th quarter valued at $26,000. Elyxium Wealth LLC purchased a new position in lululemon athletica during the 4th quarter valued at about $31,000. Rexford Capital Inc. purchased a new position in lululemon athletica during the 1st quarter valued at about $31,000. DV Equities LLC acquired a new position in lululemon athletica in the 4th quarter valued at about $31,000. Finally, Gould Capital LLC acquired a new position in lululemon athletica in the 1st quarter valued at about $32,000. 85.20% of the stock is owned by institutional investors and hedge funds.
lululemon athletica News Roundup
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Second-quarter diluted EPS was $2.92, above the $1.79 analyst consensus. However, the result benefited substantially from $134.5 million in tariff refunds and related interest, which added approximately $0.86 to EPS after tax. Second-Quarter Fiscal 2026 Results
- Positive Sentiment: International revenue increased 4%, and lululemon repurchased approximately 2.7 million shares for $330 million during the quarter, providing some support for per-share results. Lululemon Q2 Revenue Falls 4%
- Neutral Sentiment: Nike veteran Heidi O’Neill is scheduled to become CEO next week. Her appointment offers a potential catalyst, but investors are likely to remain cautious until she demonstrates progress on product, brand, and North American growth issues. Forecast Cut Underscores Challenge for Next CEO
- Negative Sentiment: Revenue declined 4% year over year to $2.416 billion, missing expectations, while comparable sales fell 9%—the company’s weakest comparable-sales performance since the Great Recession. Americas revenue dropped 8%, highlighting intensifying competition and softer consumer demand. Lululemon Stock Plunges on Earnings and Outlook
- Negative Sentiment: Lululemon cut its fiscal 2026 revenue forecast to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion and reduced EPS guidance to $9.48–$9.73, well below the approximately $12.35 consensus. Third-quarter EPS guidance of $0.93–$0.98 also trails estimates. Lululemon Cuts Outlook Again
- Negative Sentiment: Analysts and commentators questioned whether lululemon’s product assortment—particularly its reliance on form-fitting leggings—still matches changing customer preferences. The resulting uncertainty over the brand’s ability to restore growth contributed to the sharp decline following the earnings release. Sales Drop Raises Turnaround Concerns
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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