lululemon athletica (NASDAQ:LULU) Upgraded to Hold at Zacks Research

lululemon athletica (NASDAQ:LULU) was upgraded by investment analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a note issued to investors on Tuesday, Zacks reports.

A number of other analysts also recently weighed in on the stock. UBS Group decreased their price target on shares of lululemon athletica from $120.00 to $106.00 and set a “neutral” rating for the company in a research report on Friday, September 4th. Weiss Ratings downgraded shares of lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday, October 26th. BTIG Research reiterated a “neutral” rating on shares of lululemon athletica in a research note on Friday, September 4th. Telsey Advisory Group lowered their price objective on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating for the company in a report on Friday, September 4th. Finally, The Goldman Sachs Group reduced their target price on lululemon athletica from $111.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, September 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and seven have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $105.26.

lululemon athletica Stock Performance

Shares of NASDAQ LULU opened at $112.06 on Tuesday. The firm has a market cap of $12.98 billion, a price-to-earnings ratio of 9.42, a PEG ratio of 2.55 and a beta of 0.84. lululemon athletica has a 1 year low of $90.38 and a 1 year high of $225.98. The stock’s 50-day simple moving average is $102.34 and its 200-day simple moving average is $133.08.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%. The firm had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same quarter last year, the firm earned $3.10 EPS. lululemon athletica’s quarterly revenue 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, research analysts predict that lululemon athletica will post 9.55 EPS for the current year.

Hedge Funds Weigh In On lululemon athletica

Several institutional investors have recently modified their holdings of LULU. BlackRock Inc. bought a new position in lululemon athletica in the 2nd quarter worth about $1,010,565,000. Flossbach Von Storch SE acquired a new position in shares of lululemon athletica during the second quarter worth approximately $207,392,000. Bank of America Corp DE grew its holdings in lululemon athletica by 17.6% in the 1st quarter. Bank of America Corp DE now owns 846,381 shares of the apparel retailer’s stock worth $129,581,000 after buying an additional 126,917 shares in the last quarter. Amundi grew its holdings in lululemon athletica by 32.8% in the 1st quarter. Amundi now owns 670,655 shares of the apparel retailer’s stock worth $102,677,000 after buying an additional 165,790 shares in the last quarter. Finally, Legal & General Group Plc acquired a new stake in lululemon athletica in the 2nd quarter valued at approximately $100,660,000. Institutional investors own 85.20% of the company’s stock.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: LULU advanced alongside other beaten-down apparel and footwear shares as a broad consumer-stock rally lifted the sector. This market-wide move was the clearest near-term positive catalyst in the reports. Article: Nike Climbs as Dow Rally Lifts Consumer Stocks
• Positive Sentiment: A Texas review found no PFAS in Lululemon products or materials, and the company reached an agreement with the state. The finding may ease product-safety and reputational concerns. Article: Lululemon settles Texas safety inquiry
• Positive Sentiment: Google is enabling Canadian shoppers to buy from Lululemon through its AI shopping experience without leaving the app, a potential additional route to customers. The reports provide no sales-impact estimates. Article: Google AI lets Canadians buy from Lululemon
• Neutral Sentiment: One article notes LULU is down 48% in 2026 and hired a new CEO in September. The steep decline underscores investor concerns, while leadership change could offer a path to a turnaround; neither report identifies a fresh operating update. Article: Lululemon Stock Is Down 48% in 2026
• Negative Sentiment: Several law firms publicized a securities class action covering investors who bought shares between March 18 and September 3, 2026. The complaint alleges Lululemon misrepresented growth and business health; these are allegations, not established findings. The litigation adds uncertainty and could weigh on sentiment. Article: Lululemon sued for securities fraud

About lululemon athletica

lululemon athletica inc. is a Vancouver, British Columbia-based designer, distributor and retailer of technical athletic apparel, footwear and accessories. The company serves consumers seeking products for yoga, running, training, fitness and other active lifestyles.

Its product portfolio includes women’s and men’s apparel, sports bras, leggings, tops, shorts, outerwear, footwear, bags and related accessories. lululemon sells its products through company-operated stores, e-commerce platforms and selected other channels, while also offering community-based fitness and wellness experiences connected to its brand.

Founded in 1998 by Chip Wilson, lululemon has expanded from its roots in yoga apparel into an international athletic and lifestyle brand.