lululemon athletica inc. (NASDAQ:LULU) Stock Has Consensus Target Price of $106.86 According to Brokerages

lululemon athletica inc. (NASDAQ:LULU) has received a consensus recommendation of “Reduce” from the twenty-nine ratings firms that are presently covering the stock, MarketBeat Ratings reports. Seven research analysts have rated the stock with a sell recommendation, twenty-one have assigned a hold recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $106.86.

Several analysts have recently issued reports on the stock. BMO Capital Markets assumed coverage on shares of lululemon athletica in a research report on Wednesday, September 9th. They set an “underperform” rating and a $70.00 target price on the stock. UBS Group dropped their price target on lululemon athletica from $120.00 to $106.00 and set a “neutral” rating for the company in a research report on Friday, September 4th. Argus reissued a “hold” rating on shares of lululemon athletica in a research note on Monday, September 14th. BNP Paribas Exane reduced their price objective on lululemon athletica from $88.00 to $44.00 and set an “underperform” rating on the stock in a research note on Friday, September 4th. Finally, KeyCorp restated a “sector weight” rating on shares of lululemon athletica in a research report on Friday, September 4th.

lululemon athletica Trading Up 5.3%

NASDAQ:LULU opened at $99.09 on Tuesday. The business’s 50-day moving average is $106.81 and its 200 day moving average is $121.40. lululemon athletica has a 12 month low of $90.38 and a 12 month high of $225.98. The company has a market capitalization of $11.48 billion, a P/E ratio of 8.29, a P/E/G ratio of 2.24 and a beta of 0.92.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, topping 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 business had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same period in the prior year, the firm earned $3.10 EPS. The company’s revenue for the quarter 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, research analysts forecast that lululemon athletica will post 9.55 earnings per share for the current year.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Investor interest in beaten-down consumer names provided a near-term lift for LULU, as traders looked for value after the stock’s substantial year-to-date decline. Nike Climbs 5% as Beaten-Down Consumer Names Catch a Bid
• Positive Sentiment: MarketBeat cited a price target of $106.86, implying potential upside from the stock’s recent level and signaling that some investors see recovery value despite the slowdown. MarketBeat reports USD 106.86 target for Lululemon Athletica stock
• Neutral Sentiment: Michael Burry reportedly sold his LULU position for tax-loss purposes and shifted funds to Deckers, but is expected to return in November. The move may reflect tax planning rather than a definitive view that LULU’s long-term recovery is over. Michael Burry Just Dumped His Biggest Stock Holding
• Negative Sentiment: Recent earnings showed revenue falling 4.3% year over year, while management reduced its full-year revenue outlook. The deterioration in sales trends raises concerns about demand, margins and the company’s ability to sustain historical growth. Lululemon Athletica Stock: Earnings Slide as Revenue Declines
• Negative Sentiment: BMO Capital issued a Sell rating, reinforcing Wall Street concerns about weakening North American demand and the risk that falling sales could pressure earnings. BMO Capital Issues a Sell Rating on Lululemon Athletica
• Negative Sentiment: Lululemon reorganized its fabric-development team and eliminated seven positions following complaints involving product quality, including see-through garments. The issue could damage brand perception and require additional operational fixes. Lululemon reorganizes fabric team after product quality complaints
• Negative Sentiment: Multiple law firms are investigating possible securities-law violations after the stock’s sharp decline, alleging that earlier statements may not have fully reflected weakening demand. The investigations create legal, financial and reputational risks. Why Is Lululemon Athletica Under Multiple Securities Fraud Investigations?

Hedge Funds Weigh In On lululemon athletica

Large investors have recently bought and sold shares of the business. Rexford Capital Inc. bought a new position in shares of lululemon athletica in the first quarter worth about $31,000. Gould Capital LLC purchased a new position in lululemon athletica in the 1st quarter worth about $32,000. Reflection Asset Management purchased a new position in lululemon athletica in the 4th quarter worth about $46,000. Cassaday & Co Wealth Management LLC bought a new stake in lululemon athletica during the 1st quarter valued at about $38,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in lululemon athletica during the 4th quarter valued at about $58,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

About lululemon athletica

lululemon athletica inc. is a Canada-based athletic apparel, footwear and accessories company known for products designed for yoga, running, training, tennis and other active pursuits. Its offerings include leggings, shorts, tops, jackets, sports bras, footwear, bags and related accessories for women and men.

Founded in Vancouver, British Columbia, in 1998, lululemon began as a yoga-focused apparel retailer and has expanded into a broader global athletic and lifestyle brand. The company sells products through its own retail stores, e-commerce platforms and selected wholesale channels.

lululemon serves customers across North America, Asia-Pacific, Europe and other international markets.