William Blair Issues Pessimistic Outlook for LULU Earnings

lululemon athletica inc. (NASDAQ:LULU) – Research analysts at William Blair cut their Q3 2026 earnings per share (EPS) estimates for shares of lululemon athletica in a research report issued on Thursday, November 20th. William Blair analyst S. Zackfia now forecasts that the apparel retailer will post earnings of $2.21 per share for the quarter, down from their previous forecast of $2.23. William Blair currently has a “Market Perform” rating on the stock. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. William Blair also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.94 EPS, FY2026 earnings at $12.83 EPS and FY2027 earnings at $13.50 EPS.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, September 4th. The apparel retailer reported $3.10 EPS for the quarter, topping the consensus estimate of $2.86 by $0.24. The firm had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.55 billion. lululemon athletica had a net margin of 16.38% and a return on equity of 42.05%. The business’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period last year, the company posted $3.15 EPS. lululemon athletica has set its FY 2025 guidance at 12.770-12.970 EPS. Q3 2025 guidance at 2.180-2.230 EPS.

A number of other equities research analysts have also issued reports on LULU. Evercore ISI reissued an “in-line” rating and issued a $180.00 target price (down previously from $265.00) on shares of lululemon athletica in a research report on Friday, September 5th. KeyCorp downgraded shares of lululemon athletica from an “overweight” rating to a “sector weight” rating in a report on Tuesday, September 9th. Telsey Advisory Group cut shares of lululemon athletica from an “outperform” rating to a “market perform” rating and reduced their target price for the stock from $360.00 to $200.00 in a report on Monday, September 15th. Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a research note on Friday. Finally, Oppenheimer restated a “market perform” rating and set a $500.00 price objective on shares of lululemon athletica in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, thirty have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $227.68.

lululemon athletica Trading Up 2.1%

LULU opened at $168.18 on Monday. The firm’s fifty day simple moving average is $171.01 and its 200 day simple moving average is $214.65. lululemon athletica has a 12 month low of $159.25 and a 12 month high of $423.32. The stock has a market capitalization of $19.94 billion, a P/E ratio of 11.43, a P/E/G ratio of 10.64 and a beta of 1.07.

Hedge Funds Weigh In On lululemon athletica

Several hedge funds have recently bought and sold shares of the company. Centaurus Financial Inc. grew its position in shares of lululemon athletica by 45.2% in the 3rd quarter. Centaurus Financial Inc. now owns 2,040 shares of the apparel retailer’s stock worth $363,000 after buying an additional 635 shares during the last quarter. Captrust Financial Advisors grew its stake in shares of lululemon athletica by 8.3% in the third quarter. Captrust Financial Advisors now owns 12,919 shares of the apparel retailer’s stock worth $2,299,000 after acquiring an additional 995 shares during the period. Danske Bank A S purchased a new stake in lululemon athletica during the 3rd quarter valued at $11,096,000. Stance Capital LLC purchased a new position in shares of lululemon athletica in the 3rd quarter worth $46,000. Finally, GM Advisory Group LLC boosted its stake in shares of lululemon athletica by 1,029.9% in the 3rd quarter. GM Advisory Group LLC now owns 21,942 shares of the apparel retailer’s stock worth $3,904,000 after buying an additional 20,000 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Insider Activity at lululemon athletica

In other news, insider Nicole Neuburger sold 615 shares of the business’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $178.00, for a total value of $109,470.00. Following the transaction, the insider owned 8,993 shares in the company, valued at $1,600,754. The trade was a 6.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.54% of the stock is currently owned by corporate insiders.

lululemon athletica Company Profile

Lululemon Athletica Inc, together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories.