JPMorgan Chase & Co. Cuts lululemon athletica (NASDAQ:LULU) Price Target to $95.00

lululemon athletica (NASDAQ:LULU) had its price objective dropped by research analysts at JPMorgan Chase & Co. from $154.00 to $95.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage currently has a “neutral” rating on the apparel retailer’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential downside of 21.98% from the company’s current price.

LULU has been the subject of a number of other research reports. Sanford C. Bernstein dropped their price target on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating for the company in a research report on Friday. Bank of America cut their price target on lululemon athletica from $175.00 to $140.00 and set a “neutral” rating for the company in a report on Friday, June 5th. BTIG Research reaffirmed a “neutral” rating on shares of lululemon athletica in a research report on Friday. Evercore reduced their target price on lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. Finally, Truist Financial downgraded shares of lululemon athletica from a “hold” rating to a “sell” rating and dropped their price objective for the company from $115.00 to $94.00 in a research note on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $144.96.

lululemon athletica Stock Performance

Shares of NASDAQ LULU opened at $121.77 on Friday. lululemon athletica has a one year low of $104.44 and a one year high of $225.98. The firm has a market capitalization of $14.45 billion, a P/E ratio of 9.83, a PEG ratio of 2.50 and a beta of 0.87. The company’s fifty day moving average is $118.76 and its two-hundred day moving average is $136.61.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter last year, the business earned $3.10 earnings per share. The business’s revenue for the quarter was down 4.3% compared to the same quarter last year. 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. On average, sell-side analysts forecast that lululemon athletica will post 10.93 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Charles Bergh bought 4,275 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following 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 purchase was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in LULU. Brighton Jones LLC purchased a new stake in shares of lululemon athletica during the fourth quarter worth about $429,000. NewEdge Advisors LLC increased its holdings 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 purchasing an additional 186 shares during the last quarter. Glenview Trust co increased its holdings in lululemon athletica by 39.9% during 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 last quarter. Diversify Advisory Services LLC acquired a new position in shares of lululemon athletica in the 2nd quarter valued at approximately $508,000. Finally, Raymond James Financial Inc. boosted its stake in shares of lululemon athletica by 10.7% during the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after buying an additional 10,891 shares during the last quarter. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

lululemon athletica News Roundup

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

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.