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

Posted by Francis Steltz on Nov 5th, 2026

Zacks Research upgraded shares of lululemon athletica (NASDAQ:LULU – Free Report) from a strong sell rating to a hold rating in a research note published on Tuesday morning,Zacks reports.

LULU has been the subject of a number of other research reports. Guggenheim reaffirmed a “neutral” rating on shares of lululemon athletica in a research report on Friday, September 4th. Argus reiterated a “hold” rating on shares of lululemon athletica in a research report on Monday, September 14th. Sanford C. Bernstein decreased their price target on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating on the stock in a research note on Friday, September 4th. BNP Paribas Exane decreased their price target on lululemon athletica from $88.00 to $44.00 and set an “underperform” rating on the stock in a research note on Friday, September 4th. Finally, Wolfe Research began coverage on lululemon athletica in a report on Thursday, October 22nd. They issued an “underperform” rating and a $75.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and seven have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average price target of $105.26.

Check Out Our Latest Stock Analysis on LULU

lululemon athletica Stock Performance

Shares of NASDAQ LULU opened at $112.06 on Tuesday. lululemon athletica has a 1 year low of $90.38 and a 1 year high of $225.98. The firm’s 50 day moving average price is $102.34 and its 200 day moving average price is $133.08. The firm has a market cap of $12.98 billion, a P/E ratio of 9.18, a price-to-earnings-growth ratio of 2.55 and a beta of 0.84.

lululemon athletica (NASDAQ:LULU – Get Free Report) last released 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. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. lululemon athletica’s revenue for the quarter was down 4.3% on a year-over-year basis. During the same period in the previous year, the company earned $3.10 EPS. 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 will post 9.55 EPS for the current year.

Institutional Trading of lululemon athletica

Institutional investors have recently made changes to their positions in the stock. Elevated Capital Advisors LLC grew its stake in lululemon athletica by 3.6% during the third quarter. Elevated Capital Advisors LLC now owns 2,910 shares of the apparel retailer’s stock worth $280,000 after buying an additional 100 shares during the period. Gables Capital Management Inc. purchased a new position in shares of lululemon athletica in the 3rd quarter valued at $269,000. M&G PLC raised its stake in shares of lululemon athletica by 4.4% in the 3rd quarter. M&G PLC now owns 509,533 shares of the apparel retailer’s stock valued at $48,915,000 after acquiring an additional 21,485 shares during the period. Fulcrum Asset Management LLP raised its stake in shares of lululemon athletica by 17,160.7% in the 3rd quarter. Fulcrum Asset Management LLP now owns 19,332 shares of the apparel retailer’s stock valued at $1,873,000 after acquiring an additional 19,220 shares during the period. Finally, Allspring Global Investments Holdings LLC lifted its holdings in shares of lululemon athletica by 12.4% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 22,534 shares of the apparel retailer’s stock valued at $2,160,000 after acquiring an additional 2,493 shares in the last quarter. 85.20% of the stock is owned by hedge funds and other institutional investors.

Key Stories 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

(Get Free Report)

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.