lululemon athletica’s (LULU) Sell Rating Reaffirmed at Truist Financial

lululemon athletica (NASDAQ:LULU)‘s stock had its “sell” rating reissued by stock analysts at Truist Financial in a report issued on Friday, Benzinga reports. They presently have a $82.00 target price on the apparel retailer’s stock, down from their prior target price of $94.00. Truist Financial’s price objective indicates a potential downside of 18.52% from the stock’s current price.

Several other analysts have also issued reports on the stock. Citigroup reduced their price target on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 9th. Wells Fargo & Company decreased their price target on shares of lululemon athletica from $105.00 to $95.00 and set an “equal weight” rating for the company in a research report on Friday. BTIG Research reiterated a “neutral” rating on shares of lululemon athletica in a research report on Friday. Zacks Research upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 19th. Finally, The Goldman Sachs Group decreased their target price on lululemon athletica from $177.00 to $122.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, lululemon athletica presently has a consensus rating of “Reduce” and a consensus target price of $141.08.

lululemon athletica Trading Down 17.4%

LULU stock traded down $21.13 during mid-day trading on Friday, hitting $100.64. 26,469,129 shares of the company were exchanged, compared to its average volume of 3,352,381. lululemon athletica has a 1-year low of $97.99 and a 1-year high of $225.98. The stock has a market capitalization of $11.94 billion, a PE ratio of 8.10, a price-to-earnings-growth ratio of 2.50 and a beta of 0.87. The business has a 50 day simple moving average of $118.76 and a 200-day simple moving average of $136.61.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, topping the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The business had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same period last year, the firm posted $3.10 EPS. The firm’s revenue for the quarter 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. Equities research analysts expect that lululemon athletica will post 10.93 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Charles Bergh purchased 4,275 shares of the stock in a transaction on Monday, June 15th. The shares were acquired at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This trade represents a 70.20% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 0.54% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On lululemon athletica

Several institutional investors and hedge funds have recently bought and sold shares of the business. Uniplan Investment Counsel Inc. bought a new stake in shares of lululemon athletica during the 4th quarter valued at about $26,000. Elyxium Wealth LLC bought a new stake in lululemon athletica in the 4th quarter worth about $31,000. Rexford Capital Inc. purchased a new position in lululemon athletica in the 1st quarter worth about $31,000. DV Equities LLC bought a new stake in shares of lululemon athletica in the fourth quarter worth approximately $31,000. Finally, Gould Capital LLC purchased a new position in shares of lululemon athletica during the first quarter valued at approximately $32,000. Hedge funds and other institutional investors 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: Second-quarter diluted EPS of $2.92 exceeded the $1.79 consensus estimate. However, the result included approximately $134.5 million in tariff refunds, which contributed about $0.86 per share, making the beat less indicative of underlying profitability. lululemon Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company repurchased 2.7 million shares for $330 million during the quarter. Investor Michael Burry also indicated continued confidence in LULU below $100, potentially providing a limited counterpoint to the broader selling pressure. Michael Burry on Lululemon
• Neutral Sentiment: Analysts broadly moved to a more cautious stance. Wells Fargo, JPMorgan, UBS, Baird, Telsey and Bernstein lowered price targets, while ratings generally remained neutral, equal weight, hold or market perform. Some revised targets still imply upside from current levels.
• Negative Sentiment: Revenue fell 4% year over year to $2.416 billion, below the $2.46 billion consensus, while comparable sales declined 9% overall and 10% on a constant-currency basis. Americas revenue dropped 8%, and China revenue also declined, signaling that international growth is no longer fully offsetting weakness in the core market. Lululemon forecast cut and CEO challenge
• Negative Sentiment: lululemon cut fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion from $11.00 billion-$11.15 billion and reduced EPS guidance to $9.48-$9.73. Third-quarter revenue and EPS guidance also fell well below Wall Street expectations, raising concerns about product acceptance, store traffic, margins and competitive pressure. LULU Q2 earnings call takeaways

lululemon athletica Company Profile

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.