lululemon athletica (NASDAQ:LULU) Releases Q4 2025 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its fourth quarter 2025 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 4.760-4.760 for the period, compared to the consensus estimate of 4.770. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on LULU shares. The Goldman Sachs Group lifted their price target on lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Piper Sandler upped their price target on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Evercore ISI raised their price objective on lululemon athletica from $180.00 to $215.00 in a research note on Friday, December 12th. Guggenheim assumed coverage on shares of lululemon athletica in a research note on Wednesday, December 10th. They issued a “neutral” rating for the company. Finally, Citigroup increased their target price on shares of lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Two investment 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $227.57.

lululemon athletica Stock Performance

LULU traded down $0.02 during midday trading on Friday, reaching $172.52. The company had a trading volume of 1,145,074 shares, compared to its average volume of 2,874,008. lululemon athletica has a 12-month low of $159.25 and a 12-month high of $422.87. The business has a 50-day moving average price of $197.30 and a two-hundred day moving average price of $189.52. The stock has a market cap of $20.24 billion, a PE ratio of 11.96, a P/E/G ratio of 11.14 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating the consensus estimate of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $2.48 billion. During the same quarter in the prior year, the business earned $2.53 earnings per share. lululemon athletica’s revenue for the quarter was up 7.1% on a year-over-year basis. 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. On average, research analysts anticipate that lululemon athletica will post 14.36 earnings per share for the current year.

Insiders Place Their Bets

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the 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 owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On lululemon athletica

Institutional investors and hedge funds have recently bought and sold shares of the stock. Brighton Jones LLC bought a new position in shares of lululemon athletica during the fourth quarter valued at about $429,000. NewEdge Advisors LLC grew its position in lululemon athletica by 5.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after acquiring an additional 186 shares during the last quarter. Glenview Trust co increased its stake in lululemon athletica by 39.9% in the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after purchasing an additional 284 shares during the period. Diversify Advisory Services LLC bought a new stake in lululemon athletica in the second quarter valued at approximately $508,000. Finally, Raymond James Financial Inc. boosted its stake in shares of lululemon athletica by 10.7% during the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after purchasing an additional 10,891 shares during the period. 85.20% of the stock is owned by hedge funds and other institutional investors.

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.