lululemon athletica (NASDAQ:LULU) Issues Q4 2025 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its fourth quarter 2025 earnings guidance on Friday. The company provided earnings per share guidance of 4.760-4.760 for the period, compared to the consensus earnings per share estimate of 4.770. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion.

Wall Street Analysts Forecast Growth

LULU has been the topic of several research analyst reports. The Goldman Sachs Group upped their price objective on shares of lululemon athletica from $180.00 to $200.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Robert W. Baird boosted their price target on shares of lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. BTIG Research restated a “buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft assumed coverage on shares of lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating for the company. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of lululemon athletica in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, lululemon athletica currently has a consensus rating of “Hold” and a consensus target price of $227.57.

lululemon athletica Stock Down 4.3%

NASDAQ LULU opened at $172.54 on Friday. The firm has a market cap of $20.24 billion, a price-to-earnings ratio of 11.96, a PEG ratio of 11.14 and a beta of 1.01. The company has a 50-day simple moving average of $197.30 and a two-hundred day simple moving average of $189.52. lululemon athletica has a 12-month low of $159.25 and a 12-month high of $423.32.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $2.48 billion. During the same period last year, the company earned $2.53 EPS. lululemon athletica’s revenue for the quarter 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. Equities analysts expect that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Transactions at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider directly owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.54% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On lululemon athletica

Institutional investors and hedge funds have recently bought and sold shares of the business. Triumph Capital Management purchased a new position in shares of lululemon athletica during the third quarter valued at approximately $64,000. MUFG Securities EMEA plc purchased a new position in lululemon athletica during the 2nd quarter valued at $78,000. Voleon Capital Management LP bought a new position in lululemon athletica in the 2nd quarter worth $201,000. Rakuten Securities Inc. raised its holdings in lululemon athletica by 60.4% in the 2nd quarter. Rakuten Securities Inc. now owns 935 shares of the apparel retailer’s stock worth $222,000 after purchasing an additional 352 shares in the last quarter. Finally, Glenview Trust co lifted its position in shares of lululemon athletica by 39.9% in the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after purchasing an additional 284 shares during the period. Hedge funds and other institutional investors own 85.20% of the company’s stock.

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.