lululemon athletica (NASDAQ:LULU – Free Report) had its price objective decreased by Robert W. Baird from $210.00 to $190.00 in a report issued on Wednesday morning,Benzinga reports. Robert W. Baird currently has a neutral rating on the apparel retailer’s stock.
Other equities research analysts have also issued reports about the stock. Deutsche Bank Aktiengesellschaft began coverage on shares of lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating for the company. Raymond James Financial reissued a “strong-buy” rating on shares of lululemon athletica in a report on Thursday, January 22nd. Telsey Advisory Group dropped their target price on shares of lululemon athletica from $215.00 to $175.00 and set a “market perform” rating for the company in a research report on Wednesday. Needham & Company LLC reaffirmed a “hold” rating on shares of lululemon athletica in a research note on Friday, November 21st. Finally, The Goldman Sachs Group reduced their price target on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating on the stock in a report on Wednesday, March 11th. 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. According to data from MarketBeat.com, lululemon athletica has an average rating of “Hold” and a consensus target price of $215.33.
Read Our Latest Stock Analysis on LULU
lululemon athletica Stock Up 3.8%
lululemon athletica (NASDAQ:LULU – Get Free Report) last released its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.78 by $0.23. The firm had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.59 billion. lululemon athletica had a return on equity of 35.95% and a net margin of 14.22%.During the same quarter last year, the business posted $6.14 earnings per share. The firm’s revenue was up .0% on a year-over-year basis. Research analysts expect that lululemon athletica will post 14.36 EPS for the current fiscal year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently modified their holdings of the business. Stance Capital LLC increased its position in lululemon athletica by 3,938.7% in the fourth quarter. Stance Capital LLC now owns 10,541 shares of the apparel retailer’s stock worth $2,191,000 after purchasing an additional 10,280 shares during the last quarter. Rockefeller Capital Management L.P. lifted its position in lululemon athletica by 363.7% during the fourth quarter. Rockefeller Capital Management L.P. now owns 125,246 shares of the apparel retailer’s stock valued at $26,027,000 after purchasing an additional 98,237 shares during the last quarter. World Investment Advisors lifted its position in lululemon athletica by 8.0% during the fourth quarter. World Investment Advisors now owns 5,402 shares of the apparel retailer’s stock valued at $1,123,000 after purchasing an additional 402 shares during the last quarter. PeakShares LLC purchased a new position in shares of lululemon athletica in the 4th quarter worth $125,000. Finally, Corient Private Wealth LLC grew its stake in shares of lululemon athletica by 81.0% in the 4th quarter. Corient Private Wealth LLC now owns 21,267 shares of the apparel retailer’s stock worth $4,420,000 after buying an additional 9,518 shares in the last quarter. 85.20% of the stock is owned by hedge funds and other institutional investors.
lululemon athletica News Summary
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Q4 beat and international growth — LULU topped revenue and EPS estimates, driven by strong international sales, which supports near-term cash generation and buyback capacity. Lululemon Q4 Earnings & Revenues Beat
- Positive Sentiment: Board refresh: Chip Bergh named to the board — Appointment of former Levi’s CEO adds veteran retail leadership, a potential governance plus amid shareholder activism. Chip Bergh Joins lululemon Board
- Positive Sentiment: Strategic actions to restore margins — Management is pushing to sell more at full price (fewer markdowns) and continues buybacks, which could support margins and EPS if execution succeeds. Get ready for fewer sales: Lululemon reduces markdowns
- Neutral Sentiment: Technical/valuation glance suggests floor — Some market commentary argues the share price is near a technical floor and that valuation may offer a contrarian entry for longer‑term buyers. Lululemon’s Share Price Bottom is In
- Negative Sentiment: Weak FY2026 guidance overshadowing the beat — Management gave a cautious outlook for 2026 (reduced sales/earnings guidance), which is the main reason sentiment softened despite the quarter’s beats. Lululemon Gives Weak Sales Outlook
- Negative Sentiment: Margin pressures remain — Tariffs, higher costs and markdown discipline transition are compressing margins; investors worry about timing and magnitude of margin recovery. Margins pressured despite beat
- Negative Sentiment: Leadership uncertainty and proxy/activist dynamics — Ongoing CEO search and founder-board tensions add execution risk and are cited by analysts as weighing on confidence. Growth headwinds despite China strength; CEO plan weighs on analysts
- Negative Sentiment: Analyst downgrades/price-target cuts — Several firms trimmed targets and shifted to neutral/hold after the quarter, reflecting the weak guide and raising near‑term sell-side skepticism. Multiple price target cuts reported
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.
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