KeyCorp Has Positive Estimate for LULU FY2026 Earnings

lululemon athletica inc. (NASDAQ:LULU) – Equities research analysts at KeyCorp raised their FY2026 earnings estimates for shares of lululemon athletica in a research report issued on Wednesday, January 21st. KeyCorp analyst A. Owens now forecasts that the apparel retailer will earn $13.03 per share for the year, up from their prior forecast of $12.90. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. KeyCorp also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.76 EPS and FY2027 earnings at $12.40 EPS.

Several other research firms have also recently weighed in on LULU. Zacks Research raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Robert W. Baird boosted their target price on shares of lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Jefferies Financial Group increased their price target on shares of lululemon athletica from $170.00 to $200.00 and gave the stock a “hold” rating in a research report on Thursday, December 18th. Sanford C. Bernstein downgraded shares of lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price objective for the company. in a research report on Thursday, October 16th. Finally, BTIG Research restated a “buy” rating on shares of lululemon athletica in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, lululemon athletica currently has a consensus rating of “Hold” and an average price target of $228.40.

lululemon athletica Stock Performance

LULU opened at $191.07 on Friday. lululemon athletica has a 52-week low of $159.25 and a 52-week high of $423.32. The firm has a market cap of $22.41 billion, a P/E ratio of 13.24, a price-to-earnings-growth ratio of 12.02 and a beta of 1.01. The business’s fifty day moving average is $195.83 and its 200-day moving average is $191.03.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results 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 return on equity of 39.78% and a net margin of 15.72%.The business had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $2.48 billion. During the same period in the previous year, the company posted $2.53 earnings per share. The firm’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.

Institutional Trading of lululemon athletica

A number of large investors have recently bought and sold shares of the business. Novem Group lifted its stake in shares of lululemon athletica by 1.4% in the 2nd quarter. Novem Group now owns 3,201 shares of the apparel retailer’s stock valued at $760,000 after purchasing an additional 45 shares during the period. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its holdings in lululemon athletica by 9.1% in the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock worth $143,000 after purchasing an additional 50 shares in the last quarter. Westside Investment Management Inc. lifted its stake in lululemon athletica by 15.4% in the second quarter. Westside Investment Management Inc. now owns 420 shares of the apparel retailer’s stock valued at $100,000 after buying an additional 56 shares during the period. Twin Capital Management Inc. boosted its holdings in shares of lululemon athletica by 1.6% during the 2nd quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock worth $887,000 after buying an additional 58 shares in the last quarter. Finally, MGO One Seven LLC boosted its holdings in shares of lululemon athletica by 4.5% during the 3rd quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock worth $238,000 after buying an additional 58 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider directly owned 5,318 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at this hyperlink. 0.54% of the stock is owned by insiders.

More lululemon athletica News

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

• Positive Sentiment: JPMorgan raised its price target to $209, a sign some institutions still see upside after the disruption. JPMorgan Increases Price Target
• Positive Sentiment: lululemon resumed online sales of the “Get Low” line after pulling it briefly — a move that reduces near-term revenue disruption risk. Reuters: Get Low Back Online
• Positive Sentiment: KeyCorp slightly raised its FY2026 EPS forecast to $13.03, suggesting some analysts view the hit as manageable for the fiscal year. MarketBeat: KeyCorp Estimates
• Neutral Sentiment: Lululemon updated product guidance for consumers (advising sizing up and skin-toned undergarments) as it re-lists the leggings — helpful for damage control but not a fix for quality perception. Business Insider: How to Wear Get Low
• Negative Sentiment: Founder Chip Wilson publicly attacked the board and blamed management for “total operational failure,” escalating governance risk and negative publicity around product quality. Benzinga: Founder Outraged
• Negative Sentiment: Investor-law firm Levi & Korsinsky announced an investigation into lululemon related to the e-commerce halt, raising the prospect of litigation or regulatory scrutiny. PR Newswire: Investor Alert
• Negative Sentiment: KeyCorp cut its Q4 2026 and FY2027 estimates (Q4: $4.76 from $4.98; FY2027: $12.40 from $13.16), reflecting expected near-term margin or demand impact from the product issue. MarketBeat: KeyCorp Cuts Estimates

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.