Stifel Nicolaus Reiterates “Hold” Rating for lululemon athletica (NASDAQ:LULU)

lululemon athletica (NASDAQ:LULU)‘s stock had its “hold” rating reaffirmed by equities researchers at Stifel Nicolaus in a report released on Tuesday,Benzinga reports. They presently have a $210.00 price objective on the apparel retailer’s stock. Stifel Nicolaus’ price target would indicate a potential downside of 0.75% from the stock’s current price.

Several other research analysts also recently commented on LULU. UBS Group lifted their price target on lululemon athletica from $183.00 to $206.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. William Blair cut shares of lululemon athletica from an “outperform” rating to a “market perform” rating in a research note on Friday, September 5th. Baird R W lowered shares of lululemon athletica from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 23rd. Guggenheim assumed coverage on shares of lululemon athletica in a research note on Wednesday, December 10th. They issued a “neutral” rating for the company. Finally, Jefferies Financial Group boosted their price target on lululemon athletica from $170.00 to $200.00 and gave the company a “hold” rating in a research note on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $228.19.

lululemon athletica Trading Down 0.4%

lululemon athletica stock traded down $0.96 during mid-day trading on Tuesday, hitting $211.59. 962,952 shares of the company’s stock were exchanged, compared to its average volume of 3,558,611. lululemon athletica has a 1-year low of $159.25 and a 1-year high of $423.32. The stock has a 50 day moving average of $183.26 and a two-hundred day moving average of $194.63. The stock has a market cap of $24.82 billion, a P/E ratio of 14.65, a P/E/G ratio of 12.89 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last released 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 company had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. During the same quarter in the prior year, the company posted $2.53 EPS. The firm’s revenue was up 7.1% on a year-over-year basis. 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. As a group, research analysts predict that lululemon athletica will post 14.36 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Celeste Burgoyne sold 13,511 shares of the 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 sale, the insider owned 5,318 shares in the company, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.54% of the stock is currently owned by corporate insiders.

Institutional Trading of lululemon athletica

Hedge funds have recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in lululemon athletica by 3.9% during the 3rd quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock worth $2,452,394,000 after purchasing an additional 521,915 shares during the last quarter. Alliancebernstein L.P. lifted its holdings in lululemon athletica by 9.0% in the first quarter. Alliancebernstein L.P. now owns 4,792,294 shares of the apparel retailer’s stock valued at $1,356,507,000 after buying an additional 394,706 shares during the period. Geode Capital Management LLC boosted its stake in lululemon athletica by 16.2% in the second quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock valued at $700,502,000 after acquiring an additional 413,062 shares during the last quarter. Invesco Ltd. grew its holdings in lululemon athletica by 28.7% during the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after acquiring an additional 490,127 shares during the period. Finally, Flossbach Von Storch SE raised its position in shares of lululemon athletica by 17.7% during the 3rd quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock valued at $343,553,000 after acquiring an additional 290,614 shares during the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key lululemon athletica News

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

• Positive Sentiment: Company expanded share-repurchase capacity (helps per-share metrics and signals capital-return focus). These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs
• Positive Sentiment: Q3 results and digital initiatives remain a growth engine — digital/omnichannel engagement drove momentum despite slower e-commerce growth, supporting revenue and guidance. Is lululemon’s Digital Push Winning Over E-Commerce Customers?
• Neutral Sentiment: Management is telling employees “business as usual,” an attempt to limit disruption and reassure stakeholders while the board dispute unfolds. This reduces immediate operational risk but doesn’t resolve governance questions. Lululemon tells employees it’s ‘business as usual’ as founder challenges board
• Neutral Sentiment: Some sell-side commentary (Guggenheim) characterizes the proxy fight as relatively “friendly,” which may limit panic selling — but it doesn’t eliminate the underlying uncertainty. Guggenheim’s Simeon Siegel calls Lululemon’s proxy fight the ‘friendliest’
• Negative Sentiment: Founder Chip Wilson has formally nominated three independent director candidates and launched a proxy fight — this escalates governance risk and could influence strategic direction before a new CEO is named. Chip Wilson Nominates Three Independent Director Candidates for Election to the lululemon athletica inc. Board of Directors
• Negative Sentiment: Proxy battle complicates the ongoing CEO search and succession planning — several outlets warn the board dispute and activist involvement could delay or politicize the hire, increasing execution risk. Lululemon’s CEO Search Just Got More Complicated

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.