lululemon athletica (NASDAQ:LULU – Get Free Report) had its target price lowered by analysts at Stifel Nicolaus from $210.00 to $176.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “hold” rating on the apparel retailer’s stock. Stifel Nicolaus’ price target suggests a potential upside of 4.94% from the stock’s previous close.
A number of other research firms have also commented on LULU. Raymond James Financial reissued a “strong-buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. Needham & Company LLC reaffirmed a “hold” rating on shares of lululemon athletica in a report on Friday, November 21st. Piper Sandler increased their target price on shares of lululemon athletica from $165.00 to $190.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Barclays dropped their price target on shares of lululemon athletica from $203.00 to $161.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Finally, The Goldman Sachs Group cut their price target on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating on the stock in a report on Wednesday, March 11th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $216.57.
Check Out Our Latest Research Report on LULU
lululemon athletica Trading Up 5.3%
lululemon athletica (NASDAQ:LULU – Get Free Report) last issued its quarterly earnings data on Tuesday, March 17th. The apparel retailer reported $5.01 EPS for the quarter, topping analysts’ consensus estimates of $4.78 by $0.23. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The firm had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. During the same period in the previous year, the company posted $6.14 EPS. The company’s revenue for the quarter was up .0% on a year-over-year basis. Research analysts anticipate that lululemon athletica will post 14.36 EPS for the current fiscal year.
Institutional Trading of lululemon athletica
Several hedge funds have recently added to or reduced their stakes in LULU. MGO One Seven LLC raised its holdings in lululemon athletica by 4.5% during the 3rd quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock valued at $238,000 after acquiring an additional 58 shares during the period. Davis Investment Partners LLC boosted its holdings in shares of lululemon athletica by 2.9% in the fourth quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock worth $435,000 after acquiring an additional 58 shares during the period. Greenleaf Trust grew its position in shares of lululemon athletica by 2.7% in the third quarter. Greenleaf Trust now owns 2,319 shares of the apparel retailer’s stock valued at $413,000 after purchasing an additional 62 shares in the last quarter. NorthRock Partners LLC raised its stake in shares of lululemon athletica by 4.2% during the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock valued at $276,000 after purchasing an additional 62 shares during the period. Finally, Cornerstone Planning Group LLC raised its stake in shares of lululemon athletica by 81.9% during the 3rd 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. 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: Company beat expectations for Q4 EPS and revenue, showing strength in international growth — this underpins investor confidence that the business can still deliver topline and EPS upside. Earnings Release
- Positive Sentiment: Management is pushing to sell more merchandise at full price and reduce markdowns — a strategy that could help restore margins over time if execution succeeds. Full‑price strategy
- Positive Sentiment: Board refresh continues with the appointment of former Levi’s CEO Chip Bergh, which investors may view as governance progress during the CEO search and proxy dispute. Board appointment
- Neutral Sentiment: Some analysts and commentators argue the stock may be near a technical bottom and present a contrarian buying opportunity — but this view depends on guidance execution and margin recovery. Technical/valuation view
- Negative Sentiment: Management issued cautious FY2026 guidance (lowered EPS and soft sales outlook, especially in the Americas), which is the main reason markets punished the stock despite the quarterly beat. Weak guidance
- Negative Sentiment: Margins remain under pressure from tariffs, higher costs and markdowns — investors are focused on how quickly margin initiatives will offset those headwinds. Margin pressures
- Negative Sentiment: Multiple brokers trimmed price targets and issued neutral/hold ratings shortly after the results — that analyst downdraft adds selling pressure and raises near‑term sentiment risk. Analyst price‑target cuts
- Negative Sentiment: Ongoing governance friction and a CEO search (and public criticism from founder Chip Wilson) create execution and leadership uncertainty that can amplify volatility. Founder comments / governance
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.
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