lululemon athletica inc. (NASDAQ:LULU) Receives $227.15 Consensus PT from Analysts

lululemon athletica inc. (NASDAQ:LULU) has received a consensus rating of “Hold” from the thirty-seven research firms that are currently covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation, thirty-two have assigned a hold recommendation, two have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $228.1893.

A number of equities research analysts recently commented on LULU shares. Daiwa Capital Markets raised their price objective on shares of lululemon athletica from $174.00 to $205.00 and gave the stock a “neutral” rating in a report on Tuesday. The Goldman Sachs Group lifted their price target on lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Truist Financial lowered lululemon athletica from a “buy” rating to a “hold” rating and set a $170.00 price target on the stock. in a report on Friday, September 5th. Bank of America increased their price objective on lululemon athletica from $185.00 to $220.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Finally, Piper Sandler lifted their target price on lululemon athletica from $165.00 to $190.00 and gave the company a “neutral” rating in a research report on Friday, December 12th.

Insider Buying and Selling

In other news, insider Nicole Neuburger sold 615 shares of the business’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total value of $109,470.00. Following the sale, the insider owned 8,993 shares of the company’s stock, valued at $1,600,754. The trade was a 6.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the transaction, the insider owned 5,318 shares of the company’s stock, valued at $1,084,872. The trade was a 71.76% decrease in their position. The SEC filing for this sale provides additional information. 0.54% of the stock is owned by company insiders.

Institutional Trading of lululemon athletica

A number of hedge funds and other institutional investors have recently modified their holdings of LULU. Sandler Capital Management bought a new position in shares of lululemon athletica in the first quarter valued at $484,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in lululemon athletica during the second quarter worth $17,747,000. K.J. Harrison & Partners Inc lifted its stake in lululemon athletica by 100.1% in the second quarter. K.J. Harrison & Partners Inc now owns 6,002 shares of the apparel retailer’s stock valued at $1,426,000 after acquiring an additional 3,002 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of lululemon athletica by 5.9% in the 1st quarter. Ameriprise Financial Inc. now owns 748,236 shares of the apparel retailer’s stock valued at $211,704,000 after acquiring an additional 41,936 shares during the period. Finally, Maverick Capital Ltd. grew its position in shares of lululemon athletica by 16.9% in the 1st quarter. Maverick Capital Ltd. now owns 372,305 shares of the apparel retailer’s stock valued at $105,385,000 after acquiring an additional 53,791 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $209.45 on Wednesday. The company has a market capitalization of $24.84 billion, a P/E ratio of 14.51, a price-to-earnings-growth ratio of 13.28 and a beta of 1.01. The business has a 50-day moving average of $178.13 and a two-hundred day moving average of $198.98. lululemon athletica has a 1 year low of $159.25 and a 1 year high of $423.32.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business had revenue of $2.57 billion during the quarter, compared to analyst estimates of $2.48 billion. During the same period in the previous year, the firm earned $2.53 EPS. lululemon athletica’s quarterly revenue was up 7.1% compared to the same quarter last year. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. On average, equities analysts anticipate that lululemon athletica will post 14.36 EPS for the current fiscal year.

Key lululemon athletica News

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

• Positive Sentiment: Elliott Management has amassed a >$1 billion stake and is proposing a new CEO (Jane Nielsen), creating an activist-led turnaround catalyst that sent shares sharply higher on the initial reports. Elliott stake Reuters story
• Positive Sentiment: Market reaction: major outlets reported a roughly 7% jump after the Elliott news — showing investor appetite for activist-driven management change as a near-term re-rating event. 247WallStreet article
• Positive Sentiment: Company growth initiatives — lululemon announced a record international expansion plan (six new markets in 2026 via franchise partners), which supports longer‑term revenue diversification beyond a soft U.S. market. BusinessWire expansion
• Neutral Sentiment: Analyst moves are mixed: Jefferies raised its price target to $200 but kept a Hold — marginally supportive but not a bullish upgrade. Consensus still skews to Hold. Benzinga note on Jefferies
• Neutral Sentiment: Small-format retail news: a new Houston Highland Village store opened with an in‑store café concept — good for local engagement but unlikely to move shares materially. MSN store opening
• Negative Sentiment: Insider selling: Celeste Burgoyne sold 13,511 shares (~$2.76M at ~$204), a large reduction in her stake — can be interpreted as profit‑taking or concern and may add downward pressure. InsiderTrades filing
• Negative Sentiment: Leadership and brand challenges: CEO Calvin McDonald is stepping down and multiple pieces highlight U.S. brand softness, tariff pressure and an underperforming domestic business — these underlying operational issues explain why activist involvement emerged and why uncertainty could weigh on shares until a credible new CEO is installed. The Motley Fool on CEO change

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.