lululemon athletica (NASDAQ:LULU) Issues Q1 2026 Earnings Guidance

lululemon athletica (NASDAQ:LULU) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.630-1.680 for the period, compared to the consensus earnings per share estimate of 2.180. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.5 billion. lululemon athletica also updated its FY 2026 guidance to 12.100-12.300 EPS.

lululemon athletica Stock Performance

lululemon athletica stock traded up $7.29 during midday trading on Thursday, reaching $166.15. The stock had a trading volume of 1,173,820 shares, compared to its average volume of 2,682,735. The firm’s fifty day simple moving average is $168.57 and its 200-day simple moving average is $179.57. lululemon athletica has a 1-year low of $143.96 and a 1-year high of $340.25. The stock has a market capitalization of $20.06 billion, a P/E ratio of 12.48, a price-to-earnings-growth ratio of 4.79 and a beta of 1.07.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.78 by $0.23. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The business had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.59 billion. During the same quarter last year, the firm earned $6.14 EPS. lululemon athletica’s revenue for the quarter was up .0% compared to the same quarter last year. On average, sell-side analysts anticipate that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on LULU shares. Truist Financial dropped their target price on lululemon athletica from $200.00 to $170.00 and set a “hold” rating on the stock in a research report on Wednesday, March 18th. Bank of America dropped their target price on lululemon athletica from $220.00 to $200.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. dropped their target price on lululemon athletica from $209.00 to $196.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Guggenheim started coverage on lululemon athletica in a research report on Wednesday, December 10th. They issued a “neutral” rating on the stock. Finally, Evercore lifted their target price on lululemon athletica from $180.00 to $215.00 in a research report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, twenty-eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $206.77.

Insider Activity at lululemon athletica

In related news, Director Charles V. Bergh purchased 6,090 shares of the stock in a transaction on Friday, March 20th. The shares were purchased at an average price of $164.20 per share, with a total value of $999,978.00. Following the transaction, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Andre Maestrini purchased 3,275 shares of the stock in a transaction on Wednesday, April 1st. The shares were bought at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer directly owned 34,551 shares in the company, valued at approximately $5,217,892.02. The trade was a 10.47% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.54% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. NorthRock Partners LLC boosted its stake in shares of lululemon athletica by 4.2% during the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock worth $276,000 after acquiring an additional 62 shares during the period. IHT Wealth Management LLC boosted its stake in shares of lululemon athletica by 1.7% during the 2nd quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer’s stock worth $1,016,000 after acquiring an additional 73 shares during the period. GW&K Investment Management LLC boosted its stake in shares of lululemon athletica by 70.3% during the 4th quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after acquiring an additional 78 shares during the period. Golden State Wealth Management LLC boosted its stake in shares of lululemon athletica by 43.6% during the 4th quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock worth $58,000 after acquiring an additional 85 shares during the period. Finally, Summit Financial LLC boosted its stake in shares of lululemon athletica by 5.8% during the 4th quarter. Summit Financial LLC now owns 1,839 shares of the apparel retailer’s stock worth $382,000 after acquiring an additional 101 shares during the period. 85.20% of the stock is currently owned by institutional investors.

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.