lululemon athletica (NASDAQ:LULU – Get Free Report) had its price objective lowered by analysts at Barclays from $113.00 to $95.00 in a note issued to investors on Friday, Benzinga reports. The firm presently has an “equal weight” rating on the apparel retailer’s stock. Barclays‘s price target indicates a potential downside of 5.69% from the company’s previous close.
Other equities research analysts also recently issued research reports about the stock. JPMorgan Chase & Co. cut their target price on shares of lululemon athletica from $154.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday. Evercore reduced their price target on lululemon athletica from $175.00 to $130.00 in a report on Wednesday, June 3rd. Robert W. Baird reduced their price objective on shares of lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a research note on Friday. KeyCorp reiterated a “sector weight” rating on shares of lululemon athletica in a research note on Friday. Finally, Piper Sandler lowered their price target on lululemon athletica from $110.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Reduce” and an average price target of $135.19.
lululemon athletica Stock Performance
lululemon athletica (NASDAQ:LULU – Get Free Report) last released its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. The company had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.46 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The company’s revenue for the quarter was down 4.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.10 earnings per share. 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. On average, equities research analysts predict that lululemon athletica will post 10.93 EPS for the current fiscal year.
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.
Institutional Investors Weigh In On lululemon athletica
Several large investors have recently made changes to their positions in the company. HighTower Advisors LLC lifted its position in shares of lululemon athletica by 37.0% during the second quarter. HighTower Advisors LLC now owns 30,841 shares of the apparel retailer’s stock worth $3,521,000 after purchasing an additional 8,336 shares in the last quarter. Groupe la Francaise bought a new position in lululemon athletica in the 2nd quarter valued at $515,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of lululemon athletica in the 2nd quarter valued at $1,844,000. California State Teachers Retirement System lifted its stake in shares of lululemon athletica by 10,065.8% during the second 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 acquiring an additional 17,011,886 shares during the period. Finally, Ameritas Advisory Services LLC boosted its holdings in lululemon athletica by 21.8% in the second quarter. Ameritas Advisory Services LLC now owns 21,893 shares of the apparel retailer’s stock valued at $2,500,000 after acquiring an additional 3,917 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.
lululemon athletica News Roundup
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Adjusted second-quarter EPS of $2.92 exceeded the $1.79 consensus estimate. However, the beat was substantially aided by $134.5 million in tariff refunds, which contributed approximately $0.86 to diluted EPS, making the result less indicative of underlying profitability. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
- Positive Sentiment: The company repurchased approximately $330 million of stock during the quarter, while some investors—including Michael Burry—have viewed the selloff as a potential long-term buying opportunity. Lululemon Sinks After Second Guidance Cut
- Neutral Sentiment: Analyst views became more cautious but remained mixed. Stifel downgraded its target to $100 with a hold rating, while Bank of America, UBS, Baird and Telsey retained neutral or market-perform views with targets above the recent trading level. Lululemon’s Disappointing Sales Outlook
- Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, missing the $2.46 billion consensus estimate, while comparable sales declined 9%. Americas revenue dropped 8% and comparable sales fell 12%; China revenue also weakened, suggesting pressure in both the core market and an important international region. Lululemon Shares Tumble on Weak China, North America Sales
- Negative Sentiment: LULU reduced fiscal 2026 revenue guidance to $10.35 billion–$10.50 billion and EPS guidance to $9.48–$9.73, its second annual forecast cut this year. Third-quarter guidance also implies sharply lower revenue and EPS than analysts expected, reinforcing fears that the slowdown will persist. Lululemon Forecast Cut Hits Shares
- Negative Sentiment: Several firms cut their targets further: Morgan Stanley lowered its target to $83 and assigned underweight, Truist reduced its target to $82 and reaffirmed sell, and JPMorgan cut its target to $95. These revisions reflect concerns about traffic, uneven product acceptance, competition and weakening margins.
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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