What is Zacks Research’s Forecast for LULU FY2026 Earnings?

lululemon athletica inc. (NASDAQ:LULU) – Equities researchers at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of lululemon athletica in a research report issued on Wednesday, December 24th. Zacks Research analyst Team now anticipates that the apparel retailer will earn $13.01 per share for the year, up from their prior forecast of $12.97. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. Zacks Research also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.72 EPS, Q1 2027 earnings at $2.15 EPS, Q2 2027 earnings at $2.81 EPS, Q3 2027 earnings at $2.50 EPS, Q4 2027 earnings at $5.11 EPS, FY2027 earnings at $12.57 EPS, Q2 2028 earnings at $3.05 EPS, Q3 2028 earnings at $2.66 EPS and FY2028 earnings at $13.43 EPS.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The firm had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $2.48 billion. During the same quarter in the prior year, the company posted $2.53 earnings per share. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. 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.

A number of other equities research analysts have also recently commented on LULU. JPMorgan Chase & Co. raised their target price on lululemon athletica from $191.00 to $203.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Needham & Company LLC reissued a “hold” rating on shares of lululemon athletica in a report on Friday, November 21st. Rothschild & Co Redburn cut their price objective on lululemon athletica from $230.00 to $160.00 and set a “sell” rating for the company in a research report on Friday, September 12th. The Goldman Sachs Group increased their target price on lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Finally, BNP Paribas raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Monday, October 20th. One research 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 stock has a consensus rating of “Hold” and a consensus target price of $228.19.

lululemon athletica Stock Down 0.7%

Shares of LULU opened at $208.97 on Monday. The company has a market capitalization of $24.51 billion, a price-to-earnings ratio of 14.48, a PEG ratio of 12.89 and a beta of 1.01. lululemon athletica has a 52 week low of $159.25 and a 52 week high of $423.32. The stock’s 50-day moving average price is $182.46 and its 200-day moving average price is $194.87.

Hedge Funds Weigh In On lululemon athletica

Hedge funds have recently modified their holdings of the business. Cornerstone Planning Group LLC increased its holdings in shares of lululemon athletica by 81.9% in the third quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares during the period. Murphy & Mullick Capital Management Corp grew its position in lululemon athletica by 187.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock valued at $27,000 after buying an additional 105 shares during the last quarter. Flaharty Asset Management LLC purchased a new position in lululemon athletica in the 1st quarter valued at $29,000. Blue Trust Inc. increased its stake in lululemon athletica by 96.8% in the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after buying an additional 61 shares during the period. Finally, Trust Co. of Toledo NA OH acquired a new position in lululemon athletica in the 2nd quarter valued at $30,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. The trade was a 71.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Nicole Neuburger sold 615 shares of the business’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total transaction of $109,470.00. Following the completion of the sale, the insider directly owned 8,993 shares in the company, valued at $1,600,754. This trade represents a 6.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: Several buy-the-dip articles name Lululemon as a recovery/buy candidate, highlighting durable profitability and strong international revenue growth that could support a rebound. 3 Stocks That Could Bounce Back in 2026
• Positive Sentiment: Another Fool piece flags Lululemon as one of the stocks worth buying after large declines, noting it remains profitable and that international revenues are growing rapidly — a bullish thesis for medium-term revenue expansion. 2 Stocks Down 45% and 37% to Buy Right Now
• Neutral Sentiment: Holiday/Boxing Day sales coverage lists Lululemon among retailers running extended promotions in Canada — positive for near-term traffic and inventory turnover but not a major directional catalyst on its own. 21 best extended Boxing Day sales in Canada: Amazon, Lululemon, Best Buy, Walmart & more
• Negative Sentiment: Jim Cramer warned that Lululemon “is challenged,” a high-visibility negative remark that can pressure sentiment and short-term flows. Lululemon (LULU) “is challenged,” says Jim Cramer
• Negative Sentiment: Zacks issued a flurry of estimate revisions: several quarterly and multi‑year EPS cuts (including FY2027 and FY2028 downgrades) alongside a few isolated upward tweaks, and maintained a “Hold” rating — the net effect is analyst-driven downward pressure on near‑term expectations. MarketBeat / Zacks research summary

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.