BNP Paribas Exane Issues Pessimistic Forecast for lululemon athletica (NASDAQ:LULU) Stock Price

lululemon athletica (NASDAQ:LULU) had its price objective cut by stock analysts at BNP Paribas Exane from $230.00 to $206.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the apparel retailer’s stock. BNP Paribas Exane’s price target points to a potential upside of 7.81% from the company’s previous close.

Other research analysts also recently issued research reports about the stock. Robert W. Baird upped their price objective on shares of lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. JPMorgan Chase & Co. upped their price target on shares of lululemon athletica from $203.00 to $209.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Daiwa Capital Markets increased their price target on shares of lululemon athletica from $174.00 to $205.00 and gave the stock a “neutral” rating in a research note on Tuesday, December 16th. Jefferies Financial Group boosted their price objective on shares of lululemon athletica from $170.00 to $200.00 and gave the company a “hold” rating in a research note on Thursday, December 18th. Finally, Deutsche Bank Aktiengesellschaft began coverage on lululemon athletica in a research report on Thursday, January 8th. They issued a “hold” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $227.57.

lululemon athletica Stock Performance

LULU stock opened at $191.07 on Friday. The stock has a market capitalization of $22.41 billion, a PE ratio of 13.24, a price-to-earnings-growth ratio of 11.80 and a beta of 1.01. The company has a fifty day moving average of $195.83 and a 200-day moving average of $190.70. lululemon athletica has a one year low of $159.25 and a one year high of $423.32.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.22 by $0.37. The business had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.53 EPS. 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. Equities analysts forecast that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Activity at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. This represents a 71.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Novem Group lifted its stake in shares of lululemon athletica by 1.4% during the 2nd quarter. Novem Group now owns 3,201 shares of the apparel retailer’s stock valued at $760,000 after buying an additional 45 shares in the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych raised its holdings in lululemon athletica by 9.1% during the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock valued at $143,000 after acquiring an additional 50 shares during the period. Westside Investment Management Inc. lifted its position in shares of 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 acquiring an additional 56 shares in the last quarter. Twin Capital Management Inc. lifted its position in shares of lululemon athletica by 1.6% in the second quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock valued at $887,000 after acquiring an additional 58 shares in the last quarter. Finally, MGO One Seven LLC boosted its stake in shares of lululemon athletica by 4.5% in the third quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock worth $238,000 after acquiring an additional 58 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key Stories Impacting lululemon athletica

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

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.