Q4 EPS Estimate for lululemon athletica Boosted by Analyst

lululemon athletica inc. (NASDAQ:LULU) – Analysts at Zacks Research raised their Q4 2026 earnings estimates for shares of lululemon athletica in a report issued on Thursday, February 12th. Zacks Research analyst Team now expects that the apparel retailer will post earnings per share of $4.73 for the quarter, up from their previous estimate of $4.72. 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 Q1 2027 earnings at $2.29 EPS, FY2027 earnings at $12.78 EPS, Q1 2028 earnings at $2.38 EPS and FY2028 earnings at $13.57 EPS.

Other analysts also recently issued research reports about the company. JPMorgan Chase & Co. boosted their price objective on lululemon athletica from $203.00 to $209.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Jefferies Financial Group cut their price target on shares of lululemon athletica from $200.00 to $185.00 and set a “hold” rating on the stock in a report on Friday, January 30th. Stifel Nicolaus reaffirmed a “hold” rating and issued a $210.00 price objective on shares of lululemon athletica in a research note on Tuesday, December 30th. Telsey Advisory Group reiterated a “market perform” rating and set a $215.00 price objective on shares of lululemon athletica in a research report on Monday, January 26th. Finally, 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 report on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $227.05.

lululemon athletica Stock Up 4.1%

Shares of NASDAQ LULU opened at $176.42 on Monday. lululemon athletica has a 12 month low of $159.25 and a 12 month high of $393.54. The company has a market cap of $20.70 billion, a price-to-earnings ratio of 12.23, a P/E/G ratio of 11.11 and a beta of 1.01. The business has a fifty day simple moving average of $196.09 and a 200-day simple moving average of $185.41.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS 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 the consensus estimate of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm earned $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.

Insider Activity

In related 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 transaction of $2,756,244.00. Following the transaction, the insider owned 5,318 shares of the company’s stock, valued at approximately $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 through the SEC website. 0.54% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On lululemon athletica

A number of large investors have recently added to or reduced their stakes in LULU. Vanguard Group Inc. grew its position in lululemon athletica by 3.9% in the 3rd quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock worth $2,452,394,000 after purchasing an additional 521,915 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of lululemon athletica by 2.4% in the fourth quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock valued at $631,526,000 after buying an additional 71,464 shares during the period. Invesco Ltd. grew its position in lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after buying an additional 490,127 shares in the last quarter. Morgan Stanley increased its stake in lululemon athletica by 2.8% during the fourth quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock valued at $456,592,000 after acquiring an additional 59,282 shares during the period. Finally, Flossbach Von Storch SE increased its stake in 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 valued at $343,553,000 after acquiring an additional 290,614 shares during the period. Institutional investors own 85.20% of the company’s stock.

Key lululemon athletica News

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

• Positive Sentiment: Zacks Research raised near‑term quarterly EPS forecasts for lululemon (Q3 2027 to $2.60 from $2.50; Q3 2028 to $2.75 from $2.66), which signals modest upside to short‑term earnings expectations even as the firm retains a “Hold” rating. (No external link provided)
• Neutral Sentiment: Zacks made small downward tweaks to some other-quarter estimates (Q4 2027 and Q4 2028 cuts are minor) and kept a Hold rating — a mixed analyst view that should temper but not radically change forward EPS consensus (~$14.36 FY). (No external link provided)
• Negative Sentiment: A wave of customer complaints and media stories reporting new Lululemon leggings being “see‑through” has surfaced across outlets; the quality/fit controversy is hitting sentiment and prompted a pullback in the stock earlier this week. lululemon athletica Faces Fresh Quality Complaints Over Yoga Pants Lululemon stock falls after another see-through leggings controversy More ‘see-through’ issues surface for Lululemon, and the stock is taking a hit
• Negative Sentiment: Media coverage is broad (MSN, Newsweek, Seeking Alpha) and includes commentary that the product issues raise reputational and execution risk; Seeking Alpha calls out leadership uncertainty as a reason investors should be patient despite valuation arguments. lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience Another pair of Lululemon leggings being called see-through
• Negative Sentiment: Coverage of the complaints coincided with a sharper intraday decline reported by market commentators, amplifying the short‑term technical pressure on the stock as investors price in potential returns, recalls or reputational damage. Lululemon (LULU) Falls More Steeply Than Broader Market: What Investors Need to Know

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.