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

lululemon athletica (NASDAQ:LULU) had its price objective lowered by equities researchers at Truist Financial from $200.00 to $170.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has a “hold” rating on the apparel retailer’s stock. Truist Financial’s price objective would suggest a potential upside of 1.51% from the stock’s previous close.

Several other equities research analysts also recently issued reports on LULU. Robert W. Baird reduced their price objective on lululemon athletica from $210.00 to $190.00 and set a “neutral” rating for the company in a research note on Wednesday. Citigroup lifted their target price on lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a report on Friday, November 21st. Deutsche Bank Aktiengesellschaft began coverage on shares of lululemon athletica in a research report on Thursday, January 8th. They issued a “hold” rating for the company. Finally, Stifel Nicolaus reaffirmed a “hold” rating and set a $210.00 price objective on shares of lululemon athletica in a research report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, lululemon athletica currently has an average rating of “Hold” and a consensus price target of $217.74.

lululemon athletica Price Performance

NASDAQ LULU traded up $8.20 on Wednesday, hitting $167.47. 4,321,019 shares of the stock were exchanged, compared to its average volume of 2,658,654. The company’s 50-day moving average price is $182.00 and its two-hundred day moving average price is $181.61. lululemon athletica has a 52-week low of $156.64 and a 52-week high of $348.50. The company has a market capitalization of $19.65 billion, a price-to-earnings ratio of 11.62, a P/E/G ratio of 10.13 and a beta of 1.00.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.78 by $0.23. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company’s revenue for the quarter was up .0% on a year-over-year basis. During the same quarter in the prior year, the company earned $6.14 earnings per share. Equities analysts predict that lululemon athletica will post 14.36 EPS for the current fiscal year.

Hedge Funds Weigh In On lululemon athletica

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. MGO One Seven LLC grew its stake in lululemon athletica by 4.5% in the 3rd quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock valued at $238,000 after buying an additional 58 shares during the last quarter. Davis Investment Partners LLC lifted its position in lululemon athletica by 2.9% during the 4th 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 last quarter. Greenleaf Trust lifted its position in lululemon athletica by 2.7% during the 3rd quarter. Greenleaf Trust now owns 2,319 shares of the apparel retailer’s stock worth $413,000 after acquiring an additional 62 shares during the last quarter. NorthRock Partners LLC boosted its holdings in lululemon athletica by 4.2% during the third quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock valued at $276,000 after acquiring an additional 62 shares during the period. Finally, Cornerstone Planning Group LLC grew its position in shares of lululemon athletica by 81.9% in 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 last quarter. 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: Q4 beat on both top and bottom line — LULU posted EPS of $5.01 (vs. ~$4.78 est.) and revenue of ~$3.6B (vs. ~3.59B est.), showing strength in international sales and profitability that supports near-term fundamentals. Press Release
• Positive Sentiment: Board refresh: industry veteran Chip Bergh (former Levi’s CEO) joined the board — governance and operating experience added to help navigate a turnaround and the ongoing CEO search. Board Appointment
• Neutral Sentiment: Strategic shift to full‑price selling — management announced plans to reduce markdowns to protect brand and margins; execution risk remains as the company rebalances traffic vs. pricing. Business Insider
• Negative Sentiment: Weak FY2026 outlook overshadowed the beat — management guided FY2026 EPS to ~$12.10–$12.30 (down ~8% from FY2025) and flagged continued North American pressure (Americas revenue down and guided lower), which triggered investor concern about top‑line momentum. MSN: Outlook Seeking Alpha analysis
• Negative Sentiment: Analysts cut targets and trimmed ratings — multiple firms (UBS, Baird, Wells Fargo, Barclays, Jefferies, others) lowered price targets and moved to neutral/equal‑weight, signaling reduced upside and contributing to volatility. Benzinga: analyst moves
• Negative Sentiment: Governance / leadership uncertainty and external headwinds — an active founder campaign, an ongoing CEO search, and cited pressures (tariffs, demand softness) add execution risk and near‑term investor nervousness. CNBC MSN: Founder activism

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.