Q3 EPS Forecast for lululemon athletica Boosted by Analyst

lululemon athletica inc. (NASDAQ:LULU) – Analysts at Zacks Research increased their Q3 2027 earnings per share estimates for lululemon athletica in a research note issued to investors on Thursday, February 12th. Zacks Research analyst Team now anticipates that the apparel retailer will post earnings of $2.60 per share for the quarter, up from their previous estimate of $2.50. Zacks Research 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 Q4 2027 earnings at $5.09 EPS, Q3 2028 earnings at $2.75 EPS and Q4 2028 earnings at $5.39 EPS.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping the consensus estimate 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%. The firm’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 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.

LULU has been the subject of a number of other research reports. Piper Sandler upped their price target on lululemon athletica from $165.00 to $190.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Barclays upped their target price on lululemon athletica from $180.00 to $189.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. Daiwa Securities Group lifted their price target on shares of lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft began coverage on shares of lululemon athletica in a report on Thursday, January 8th. They issued a “hold” rating for the company. Finally, Stifel Nicolaus reaffirmed a “hold” rating and issued a $210.00 target price on shares of lululemon athletica in a research report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $227.05.

lululemon athletica Trading Up 4.1%

lululemon athletica stock opened at $176.42 on Friday. The firm has a market cap of $20.70 billion, a P/E ratio of 12.23, a P/E/G ratio of 10.71 and a beta of 1.01. lululemon athletica has a 1-year low of $159.25 and a 1-year high of $393.54. The firm has a 50-day moving average of $196.09 and a 200-day moving average of $185.76.

Insider Buying and Selling at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.54% of the stock is owned by insiders.

Institutional Investors Weigh In On lululemon athletica

Several hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake 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 in the last quarter. Geode Capital Management LLC raised its holdings in 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 worth $631,526,000 after buying an additional 71,464 shares during the last quarter. Invesco Ltd. lifted 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 buying an additional 490,127 shares in the last quarter. Morgan Stanley grew its holdings in shares of 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 buying an additional 59,282 shares during the last quarter. Finally, Flossbach Von Storch SE increased its position 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 valued at $343,553,000 after acquiring an additional 290,614 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

lululemon athletica News Roundup

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

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.