Sanford C. Bernstein Cuts lululemon athletica (NASDAQ:LULU) Price Target to $115.00

lululemon athletica (NASDAQ:LULU) had its price objective decreased by Sanford C. Bernstein from $145.00 to $115.00 in a report published on Friday morning,Benzinga reports. Sanford C. Bernstein currently has a market perform rating on the apparel retailer’s stock.

LULU has been the subject of several other reports. Barclays reduced their price objective on lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating for the company in a research note on Friday, June 5th. JPMorgan Chase & Co. increased their price target on shares of lululemon athletica from $149.00 to $154.00 and gave the stock a “neutral” rating in a report on Tuesday, August 4th. Jefferies Financial Group cut their price target on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a report on Friday, June 5th. Freedom Capital raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Friday, June 5th. Finally, Citigroup decreased their price objective on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating for the company in a research note on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $116.46.

lululemon athletica Stock Performance

Shares of lululemon athletica stock opened at $100.61 on Friday. lululemon athletica has a 12-month low of $97.99 and a 12-month high of $225.98. The firm’s 50 day simple moving average is $118.42 and its two-hundred day simple moving average is $136.08. The firm has a market capitalization of $11.94 billion, a price-to-earnings ratio of 8.24, a PEG ratio of 2.05 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. During the same period in the prior year, the firm earned $3.10 EPS. The firm’s revenue was down 4.3% on a year-over-year basis. 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 predict that lululemon athletica will post 11.14 EPS for the current fiscal year.

Insider Buying and Selling at lululemon athletica

In other news, Director Charles Bergh purchased 4,275 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $1,213,223.25. This represents a 70.20% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. NorthRock Partners LLC grew its position in lululemon athletica by 4.2% in the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock valued at $276,000 after acquiring an additional 62 shares in the last quarter. Murphy & Mullick Capital Management Corp lifted its position in shares of lululemon athletica by 4.3% during the 1st quarter. Murphy & Mullick Capital Management Corp now owns 1,578 shares of the apparel retailer’s stock worth $242,000 after purchasing an additional 65 shares during the last quarter. IHT Wealth Management LLC boosted its position in shares of lululemon athletica by 1.7% during the 2nd quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer’s stock worth $1,016,000 after acquiring an additional 73 shares in the last quarter. GW&K Investment Management LLC raised its position in shares of lululemon athletica by 70.3% during the 4th quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after acquiring an additional 78 shares in the last quarter. Finally, Golden State Wealth Management LLC raised its position in shares of lululemon athletica by 43.6% during the 4th quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock worth $58,000 after acquiring an additional 85 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Fiscal Q2 adjusted EPS of $2.92 exceeded the $1.79 consensus estimate. However, approximately $0.86 per share of the result came from tariff refunds, making the beat less indicative of underlying operating strength. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: Michael Burry reportedly remains bullish and indicated he may buy more shares below $100, offering a contrarian vote of confidence despite the disappointing results. Lululemon Sinks 20% After Second Guidance Cut
• Neutral Sentiment: Incoming CEO Heidi O’Neill takes over next week, putting renewed focus on whether a product refresh, stronger marketing and improved traffic can restore growth. Lululemon forecast cut hits shares, underscores challenge for next CEO
• Neutral Sentiment: Analyst opinion became more cautious: Goldman Sachs, Barclays, JPMorgan, Morgan Stanley, Piper Sandler and others lowered price targets, though several retained neutral or market-perform ratings and some targets remain above the stock’s recent level.
• Negative Sentiment: Q2 revenue fell 4% year over year to $2.42 billion, below the $2.46 billion consensus, while comparable sales dropped 9%. Americas revenue declined 8% and comparable sales fell 12%, signaling weakness in the company’s core market. Lululemon shares tumble on weak China, North America sales
• Negative Sentiment: Management reduced fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion and EPS guidance to $9.48-$9.73. Q3 revenue is expected to decline 10%-11%, reinforcing concerns that the slowdown will persist.
• Negative Sentiment: The CEO transition, uneven product acceptance, softer store traffic, intense competition and a stronger-than-expected jobs report that increased rate concerns compounded the pressure on the apparel retailer’s valuation.

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.