lululemon athletica inc. (NASDAQ:LULU – Get Free Report) has been given a consensus recommendation of “Hold” by the thirty-eight ratings firms that are covering the stock, Marketbeat reports. Two research analysts have rated the stock with a sell rating, thirty-three have assigned a hold rating, two have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $228.1893.
Several research analysts have commented on the company. Baird R W downgraded lululemon athletica from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 23rd. Sanford C. Bernstein downgraded lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price target on the stock. in a research report on Thursday, October 16th. Needham & Company LLC restated a “hold” rating on shares of lululemon athletica in a research note on Friday, November 21st. Daiwa Capital Markets lifted their price objective on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. increased their target price on shares of lululemon athletica from $191.00 to $203.00 and gave the stock a “neutral” rating in a report on Friday, December 12th.
Check Out Our Latest Research Report on LULU
lululemon athletica Stock Performance
lululemon athletica (NASDAQ:LULU – Get Free Report) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The company had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. lululemon athletica’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.53 earnings per share. 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 earnings per share for the current year.
lululemon athletica News Summary
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Activist pressure: Elliott has built a >$1B stake and is pushing leadership change, including promoting Jane Nielsen as a potential CEO candidate — this raises the prospect of strategic, operational or capital-allocation moves that could boost shareholder value. Activist Elliott shakes up leadership at Lululemon
- Positive Sentiment: Bullish investor views: Several commentary pieces argue LULU is trading at below‑average historical multiples vs. its strong margins and revenue growth, suggesting a value opportunity if execution stabilizes. Is LuluLemon Stock Attractive?
- Positive Sentiment: Investor optimism on rebound: Independent investors/commentators say Lululemon may be positioned to bounce back after the recent pullback, underlining upside if the company executes on product and distribution. LuLulemon is ready to bounce back
- Positive Sentiment: Long-term thesis support: Asset managers and letters highlight Lululemon’s brand strength and margin profile as reasons it can compound over time, supporting patient investors. What Makes Lululemon a Long-Term Compounder?
- Neutral Sentiment: Analyst coverage: Deutsche Bank recently initiated coverage on LULU — initiation can increase research attention/liquidity but the immediate impact depends on the bank’s stance and ratings. Deutsche Bank Initiates Coverage on lululemon
- Neutral Sentiment: Retail promotions: Lululemon’s end-of-season sale is still active — may help near-term sales but could compress margins if extended or deeper than planned. Lululemon’s end-of-season sale
- Negative Sentiment: Leadership/boardroom turmoil: Reports of an intensifying battle for control and board challenges (including activity from founder Chip Wilson) raise governance risk and create execution uncertainty. The Bull Case For lululemon Could Change Leadership Turmoil at Lululemon
- Negative Sentiment: Tariff/legal uncertainty: Pending court rulings on tariffs have delayed clarity for imports and margins; this regulatory uncertainty helped trigger intraday selling pressure. Why Lululemon Stock Was Sliding Today
Insider Activity at lululemon athletica
In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This trade represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.54% of the company’s stock.
Institutional Investors Weigh In On lululemon athletica
Several institutional investors and hedge funds have recently made changes to their positions in LULU. Vanguard Group Inc. raised its position 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 buying an additional 521,915 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of 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 worth $700,502,000 after acquiring an additional 413,062 shares during the period. Invesco Ltd. increased its stake in shares of lululemon athletica by 28.7% in the third 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. Flossbach Von Storch SE raised its holdings in shares of lululemon athletica by 17.7% during the third quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock worth $343,553,000 after purchasing an additional 290,614 shares during the last quarter. Finally, Mawer Investment Management Ltd. lifted its position in lululemon athletica by 2.8% during the second quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock valued at $322,976,000 after purchasing an additional 36,664 shares during the period. 85.20% of the stock is currently owned by institutional investors and hedge funds.
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.
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