Jefferies Financial Group Lowers lululemon athletica (NASDAQ:LULU) Price Target to $185.00

lululemon athletica (NASDAQ:LULU) had its price target lowered by equities researchers at Jefferies Financial Group from $200.00 to $185.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has a “hold” rating on the apparel retailer’s stock. Jefferies Financial Group’s price target points to a potential upside of 6.02% from the company’s previous close.

A number of other equities research analysts have also recently weighed in on the stock. BNP Paribas Exane cut their price objective on shares of lululemon athletica from $230.00 to $206.00 and set a “neutral” rating on the stock in a research note on Friday, January 23rd. Needham & Company LLC restated a “hold” rating on shares of lululemon athletica in a research report on Friday, November 21st. Barclays upped their price target on shares of lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft began coverage on shares of lululemon athletica in a research note on Thursday, January 8th. They set a “hold” rating on the stock. Finally, Raymond James Financial restated a “strong-buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, lululemon athletica has a consensus rating of “Hold” and an average price target of $227.05.

lululemon athletica Trading Up 1.1%

NASDAQ LULU opened at $174.50 on Friday. The company has a 50-day moving average price of $197.42 and a two-hundred day moving average price of $188.91. lululemon athletica has a 52 week low of $159.25 and a 52 week high of $422.87. The stock has a market cap of $20.47 billion, a price-to-earnings ratio of 12.09, a price-to-earnings-growth ratio of 10.65 and a beta of 1.01.

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, beating analysts’ consensus estimates of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same quarter in the previous year, the company posted $2.53 earnings per share. The business’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. As a group, equities research analysts expect that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Celeste Burgoyne sold 13,511 shares of the business’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 sale, the insider directly owned 5,318 shares of the company’s stock, valued at $1,084,872. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is owned by insiders.

Hedge Funds Weigh In On lululemon athletica

A number of institutional investors have recently bought and sold shares of the stock. Cornerstone Planning Group LLC boosted 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 worth $25,000 after buying an additional 68 shares during the period. Integrated Financial Solutions Inc. purchased a new stake in shares of lululemon athletica in the 4th quarter valued at approximately $26,000. Murphy & Mullick Capital Management Corp boosted its stake 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 worth $27,000 after purchasing an additional 105 shares during the period. GoalVest Advisory LLC purchased a new position in lululemon athletica during the 4th quarter worth approximately $27,000. Finally, Blue Trust Inc. grew its position in lululemon athletica by 96.8% during the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after purchasing an additional 61 shares in the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

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.