lululemon athletica inc. (LULU) – What Are Brokerages Thinking About This Stock?

lululemon athletica inc. (NASDAQ:LULU) has been given a consensus rating of “Reduce” by the twenty-nine analysts that are covering the company, Marketbeat Ratings reports. Seven analysts have rated the stock with a sell rating, twenty-one have assigned a hold rating and one has issued a strong buy rating on the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $106.86.

LULU has been the topic of several research reports. Needham & Company LLC reissued a “hold” rating on shares of lululemon athletica in a research note on Friday, September 4th. Telsey Advisory Group dropped their price objective on shares of lululemon athletica from $122.00 to $110.00 and set a “market perform” rating for the company in a research note on Friday, September 4th. Argus reiterated a “hold” rating on shares of lululemon athletica in a report on Monday, September 14th. Citigroup decreased their target price on shares of lululemon athletica from $130.00 to $117.00 and set a “neutral” rating on the stock in a research note on Wednesday, September 9th. Finally, Robert W. Baird lowered their target price on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating on the stock in a report on Friday, September 4th.

Hedge Funds Weigh In On lululemon athletica

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Rexford Capital Inc. purchased a new position in shares of lululemon athletica during the 1st quarter worth $31,000. Gould Capital LLC acquired a new stake in lululemon athletica during the first quarter worth about $32,000. Reflection Asset Management acquired a new stake in lululemon athletica during the fourth quarter worth about $46,000. Cassaday & Co Wealth Management LLC purchased a new position in lululemon athletica during the first quarter worth about $38,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in lululemon athletica during the fourth quarter worth about $58,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: Ongoing share repurchases may support per-share value. Lululemon has continued reducing its share count while its valuation has fallen, a potentially favorable signal for long-term investors if the company can stabilize sales and earnings. What Has the Market Missed in Lululemon Stock’s Drop?
• Positive Sentiment: Beaten-down consumer stocks have attracted buyers. LULU recently participated in a broader rebound among heavily sold consumer-discretionary names, suggesting some investors view the shares as oversold. Nike Climbs as Beaten-Down Consumer Names Catch a Bid
• Neutral Sentiment: Analyst views are becoming more divided. BMO Capital issued a Sell rating, while a separate report cited a $106.86 price target. The conflicting views reflect uncertainty over whether the current valuation already discounts the company’s weakening fundamentals. BMO Capital Issues a Sell Rating
• Neutral Sentiment: Michael Burry reportedly sold LULU for tax-loss purposes and shifted funds to Deckers, although reports say he may return to the stock later—offering limited evidence of possible long-term recovery potential. Michael Burry Just Dumped His Biggest Stock Holding
• Negative Sentiment: Sales and guidance remain the central concern. Revenue declined 4.3% year over year in the latest quarter, and management lowered its full-year outlook. Analysts are assessing how much earnings could weaken if sales remain at recent levels. How Bad Would Falling Sales Be for Lululemon Stock?
• Negative Sentiment: Competition from Alo Yoga is intensifying, adding pressure to Lululemon’s brand strength and growth prospects. Alo Yoga’s Rise Is Making Athletic Apparel Brands Sweat
• Negative Sentiment: Lululemon reorganized its fabric/raw-materials team and eliminated seven positions after product-quality complaints, including see-through fabric incidents. The changes may improve quality control but signal operational and reputational challenges. Lululemon Restructures Raw Materials Team
• Negative Sentiment: Multiple law firms have announced securities investigations into whether Lululemon adequately disclosed weakening demand and its business outlook before the stock’s declines. The probes add legal, reputational and uncertainty risk, although they do not establish wrongdoing. Why Is Lululemon Under Multiple Securities Fraud Investigations?

lululemon athletica Price Performance

Shares of NASDAQ:LULU opened at $97.10 on Tuesday. The business’s 50 day moving average price is $106.18 and its 200-day moving average price is $121.23. The firm has a market capitalization of $11.25 billion, a PE ratio of 7.95, a P/E/G ratio of 2.31 and a beta of 0.92. lululemon athletica has a 1 year low of $90.38 and a 1 year high of $225.98.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%. The firm had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same period in the prior year, the company earned $3.10 EPS. The firm’s revenue was down 4.3% compared to the same quarter last year. 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, analysts expect that lululemon athletica will post 9.55 earnings per share for the current year.

lululemon athletica Company Profile

lululemon athletica inc. is a Canada-based athletic apparel, footwear and accessories company known for products designed for yoga, running, training, tennis and other active pursuits. Its offerings include leggings, shorts, tops, jackets, sports bras, footwear, bags and related accessories for women and men.

Founded in Vancouver, British Columbia, in 1998, lululemon began as a yoga-focused apparel retailer and has expanded into a broader global athletic and lifestyle brand. The company sells products through its own retail stores, e-commerce platforms and selected wholesale channels.

lululemon serves customers across North America, Asia-Pacific, Europe and other international markets.