Zacks Research Has Positive Outlook of LULU FY2026 Earnings

lululemon athletica inc. (NASDAQ:LULU) – Equities research analysts at Zacks Research boosted their FY2026 earnings per share (EPS) estimates for lululemon athletica in a report issued on Wednesday, December 24th. Zacks Research analyst Team now forecasts that the apparel retailer will post earnings of $13.01 per share for the year, up from their prior forecast of $12.97. 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 Q4 2026 earnings at $4.72 EPS, Q1 2027 earnings at $2.15 EPS, Q2 2027 earnings at $2.81 EPS, Q3 2027 earnings at $2.50 EPS, Q4 2027 earnings at $5.11 EPS, FY2027 earnings at $12.57 EPS, Q2 2028 earnings at $3.05 EPS, Q3 2028 earnings at $2.66 EPS and FY2028 earnings at $13.43 EPS.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the company 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.

Several other research analysts have also recently weighed in on LULU. HSBC cut lululemon athletica from a “buy” rating to a “hold” rating and set a $175.00 target price on the stock. in a report on Thursday, September 11th. Barclays lifted their target price 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. Morgan Stanley decreased their target price on shares of lululemon athletica from $223.00 to $185.00 and set an “equal weight” rating on the stock in a report on Tuesday, September 30th. Guggenheim started coverage on lululemon athletica in a research note on Wednesday, December 10th. They issued a “neutral” rating on the stock. Finally, BTIG Research reiterated a “buy” rating and set a $303.00 price target on shares of lululemon athletica in a report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, thirty-two have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $228.19.

lululemon athletica Trading Down 0.9%

Shares of NASDAQ LULU opened at $210.67 on Monday. The stock has a market cap of $24.71 billion, a PE ratio of 14.60, a P/E/G ratio of 13.11 and a beta of 1.01. lululemon athletica has a 12-month low of $159.25 and a 12-month high of $423.32. The company has a 50-day moving average of $183.85 and a 200 day moving average of $194.43.

Insider Buying and Selling

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider directly owned 5,318 shares of the company’s stock, 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 SEC, which is available at this link. 0.54% of the stock is owned by company insiders.

Hedge Funds Weigh In On lululemon athletica

A number of institutional investors and hedge funds have recently modified their holdings of the company. Flaharty Asset Management LLC acquired a new stake in lululemon athletica in the first quarter valued at $29,000. Blue Trust Inc. lifted its position in shares of 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 buying an additional 61 shares during the last quarter. Trust Co. of Toledo NA OH acquired a new position in shares of lululemon athletica in the 2nd quarter valued at $30,000. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of lululemon athletica by 464.0% in the 2nd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 116 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its position in shares of lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after buying an additional 68 shares during the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key Stores Impacting lululemon athletica

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

• Positive Sentiment: Large buyback capacity could support EPS and act as a floor for the stock after a weak 2025; MarketBeat notes a $1B increase to the repurchase authorization and continued aggressive buybacks that reduce share count and boost per?share metrics. These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs
• Positive Sentiment: Digital/omnichannel remains a growth engine per Q3 commentary — ongoing digital engagement and omnichannel execution help offset slower US e?commerce trends and support revenue/margin recovery prospects. Is lululemon’s Digital Push Winning Over E-Commerce Customers?
• Neutral Sentiment: Stifel Nicolaus reaffirmed a Hold rating with a ~$210 price target, signaling limited near?term upside from current levels and reflecting mixed analyst views on recovery timing. Benzinga report
• Neutral Sentiment: Management told staff it’s “business as usual,” which aims to calm operational concerns but does not remove shareholder governance questions while the CEO search is ongoing. lululemon Comments on Chip Wilson’s Notice to Nominate Director Candidates
• Negative Sentiment: Founder Chip Wilson initiated a proxy fight and nominated three independent director candidates, escalating governance uncertainty ahead of the company’s CEO appointment — this raises the risk of distraction, board turnover and delays in appointing/onsboarding a new CEO. Lululemon founder adds three new board members
• Negative Sentiment: Analysts and press warn the CEO search is now more complicated with activist involvement; leadership instability could weigh on execution and U.S. sales recovery in the near term. Lululemon’s CEO Search Just Got More Complicated

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.