lululemon athletica’s (LULU) “Hold” Rating Reaffirmed at Needham & Company LLC

lululemon athletica (NASDAQ:LULU)‘s stock had its “hold” rating reissued by research analysts at Needham & Company LLC in a research report issued on Friday, Benzinga reports.

Several other research firms also recently commented on LULU. Telsey Advisory Group dropped their price objective on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a report on Friday, June 5th. Morgan Stanley reissued an “underweight” rating and issued a $93.00 price target on shares of lululemon athletica in a research report on Monday, July 6th. UBS Group dropped their price target on shares of lululemon athletica from $124.00 to $120.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 25th. Wells Fargo & Company cut their price objective on shares of lululemon athletica from $110.00 to $105.00 and set an “equal weight” rating for the company in a report on Tuesday, July 21st. Finally, The Goldman Sachs Group reduced their price objective on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $147.23.

lululemon athletica Price Performance

NASDAQ:LULU opened at $121.77 on Friday. The company has a market capitalization of $14.45 billion, a P/E ratio of 9.83, a P/E/G ratio of 2.50 and a beta of 0.87. The business has a fifty day simple moving average of $118.76 and a two-hundred day simple moving average of $136.61. lululemon athletica has a 1 year low of $104.44 and a 1 year high of $225.98.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. The firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The business’s revenue for the quarter was down 4.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.10 EPS. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. As a group, analysts anticipate that lululemon athletica will post 10.93 earnings per share for the current year.

Insider Activity

In other news, Director Charles Bergh purchased 4,275 shares of the stock in a transaction dated Monday, June 15th. The shares were purchased at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the acquisition, the director owned 10,365 shares in the company, valued at $1,213,223.25. This represents a 70.20% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Several institutional investors and hedge funds have recently bought and sold shares of LULU. HighTower Advisors LLC increased its holdings in shares of lululemon athletica by 37.0% in the second quarter. HighTower Advisors LLC now owns 30,841 shares of the apparel retailer’s stock worth $3,521,000 after purchasing an additional 8,336 shares during the period. Groupe la Francaise bought a new stake in lululemon athletica during the second quarter valued at $515,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in lululemon athletica during the second quarter valued at $1,844,000. California State Teachers Retirement System grew its position in lululemon athletica by 10,065.8% during the second quarter. California State Teachers Retirement System now owns 17,180,893 shares of the apparel retailer’s stock worth $1,961,714,000 after buying an additional 17,011,886 shares in the last quarter. Finally, Ameritas Advisory Services LLC grew its position in lululemon athletica by 21.8% during the second quarter. Ameritas Advisory Services LLC now owns 21,893 shares of the apparel retailer’s stock worth $2,500,000 after buying an additional 3,917 shares in the last quarter. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Second-quarter diluted EPS was $2.92, above the $1.79 analyst consensus. However, the result benefited substantially from $134.5 million in tariff refunds and related interest, which added approximately $0.86 to EPS after tax. Second-Quarter Fiscal 2026 Results
• Positive Sentiment: International revenue increased 4%, and lululemon repurchased approximately 2.7 million shares for $330 million during the quarter, providing some support for per-share results. Lululemon Q2 Revenue Falls 4%
• Neutral Sentiment: Nike veteran Heidi O’Neill is scheduled to become CEO next week. Her appointment offers a potential catalyst, but investors are likely to remain cautious until she demonstrates progress on product, brand, and North American growth issues. Forecast Cut Underscores Challenge for Next CEO
• Negative Sentiment: Revenue declined 4% year over year to $2.416 billion, missing expectations, while comparable sales fell 9%—the company’s weakest comparable-sales performance since the Great Recession. Americas revenue dropped 8%, highlighting intensifying competition and softer consumer demand. Lululemon Stock Plunges on Earnings and Outlook
• Negative Sentiment: Lululemon cut its fiscal 2026 revenue forecast to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion and reduced EPS guidance to $9.48–$9.73, well below the approximately $12.35 consensus. Third-quarter EPS guidance of $0.93–$0.98 also trails estimates. Lululemon Cuts Outlook Again
• Negative Sentiment: Analysts and commentators questioned whether lululemon’s product assortment—particularly its reliance on form-fitting leggings—still matches changing customer preferences. The resulting uncertainty over the brand’s ability to restore growth contributed to the sharp decline following the earnings release. Sales Drop Raises Turnaround Concerns

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.