lululemon athletica (NASDAQ:LULU) Sets New 1-Year Low Following Analyst Downgrade

Shares of lululemon athletica inc. (NASDAQ:LULU) hit a new 52-week low during mid-day trading on Friday after JPMorgan Chase & Co. lowered their price target on the stock from $154.00 to $95.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. lululemon athletica traded as low as $97.95 and last traded at $100.4320, with a volume of 2938685 shares. The stock had previously closed at $121.77.

A number of other brokerages have also commented on LULU. BNP Paribas Exane lowered lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 price target on the stock. in a report on Friday, June 5th. Barclays dropped their price target on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating on the stock in a research report on Friday, June 5th. Rothschild & Co Redburn decreased their price objective on shares of lululemon athletica from $160.00 to $110.00 and set a “sell” rating for the company in a report on Tuesday, June 16th. Deutsche Bank Aktiengesellschaft dropped their target price on lululemon athletica from $171.00 to $127.00 and set a “hold” rating on the stock in a report on Monday, June 8th. Finally, Robert W. Baird dropped their price target on shares of lululemon athletica from $170.00 to $140.00 and set a “neutral” rating on the stock in a research report on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, lululemon athletica has a consensus rating of “Reduce” and a consensus price target of $144.96.

Insider Activity at lululemon athletica

In other news, Director Charles Bergh bought 4,275 shares of lululemon athletica stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average cost 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.54% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Second-quarter diluted EPS of $2.92 exceeded the $1.79 analyst consensus. However, the beat was substantially supported by $134.5 million in tariff refunds and related interest, which added approximately $0.86 per share. lululemon Second Quarter Fiscal 2026 Results
• Positive Sentiment: International revenue increased 4%, and lululemon repurchased $330 million of stock during the quarter, providing limited support as the company works to restore growth.
• Neutral Sentiment: Heidi O’Neill is scheduled to become CEO next week. Investors will look for her strategy on product development, marketing and the company’s response to intensifying competition. Lululemon forecast cut underscores challenge for next CEO
• Neutral Sentiment: Needham reaffirmed its “hold” rating, while BTIG maintained “neutral,” indicating that analysts remain cautious rather than broadly bullish.
• Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, below the $2.458 billion consensus estimate. Comparable sales declined 9% overall, or 10% in constant currency, while Americas revenue dropped 8%. Net income also fell to $329.2 million from $370.9 million. Lululemon stock plunges on disappointing earnings and outlook
• Negative Sentiment: Fiscal 2026 revenue guidance was reduced to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion, and EPS guidance was cut to $9.48–$9.73. Third-quarter guidance of $0.93–$0.98 EPS and roughly $2.3 billion in revenue was also well below analyst expectations.
• Negative Sentiment: JPMorgan lowered its price target from $154 to $95 and shifted to “neutral”; Bernstein cut its target from $145 to $115 and moved to “market perform.” The target reductions reflect expectations for slower growth and pressure on the brand’s turnaround. Lululemon shares plunge after outlook cut

Institutional Trading of lululemon athletica

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. California State Teachers Retirement System grew its stake in shares of lululemon athletica by 10,065.8% in the 2nd quarter. California State Teachers Retirement System now owns 17,180,893 shares of the apparel retailer’s stock valued at $1,961,714,000 after purchasing an additional 17,011,886 shares during the period. BlackRock Inc. bought a new stake in lululemon athletica in the second quarter valued at $1,010,565,000. Geode Capital Management LLC raised its stake in lululemon athletica by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock worth $631,526,000 after acquiring an additional 71,464 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of lululemon athletica by 28.7% during the third 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. Finally, Morgan Stanley boosted its position in lululemon athletica by 2.8% in the fourth quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock valued at $456,592,000 after buying an additional 59,282 shares in the last quarter. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Trading Down 17.2%

The firm has a market capitalization of $11.96 billion, a price-to-earnings ratio of 8.14, a P/E/G ratio of 2.50 and a beta of 0.87. The firm has a fifty day moving average price of $118.76 and a 200 day moving average price of $136.61.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, topping the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter in the prior year, the business earned $3.10 earnings per share. The business’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. As a group, equities analysts predict that lululemon athletica inc. will post 10.93 EPS for the current fiscal year.

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.