lululemon athletica inc. (NASDAQ:LULU) Given Average Rating of “Reduce” by Brokerages

lululemon athletica inc. (NASDAQ:LULU) has been assigned an average rating of “Reduce” from the twenty-nine analysts that are presently covering the firm, MarketBeat.com reports. Seven analysts have rated the stock with a sell recommendation, twenty-one have given a hold recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $110.5652.

LULU has been the subject of several analyst reports. Telsey Advisory Group lowered their target price on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating for the company in a research report on Friday, September 4th. Deutsche Bank Aktiengesellschaft decreased their price target on lululemon athletica from $171.00 to $127.00 and set a “hold” rating for the company in a research note on Monday, June 8th. Sanford C. Bernstein lowered their price objective on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating for the company in a research report on Friday, September 4th. Zacks Research cut lululemon athletica from a “hold” rating to a “strong sell” rating in a report on Thursday, September 17th. Finally, Truist Financial reissued a “sell” rating and set a $82.00 target price (down from $94.00) on shares of lululemon athletica in a research report on Friday, September 4th.

lululemon athletica Price Performance

NASDAQ:LULU opened at $103.73 on Friday. The firm’s 50 day simple moving average is $114.36 and its 200 day simple moving average is $129.26. lululemon athletica has a one year low of $95.35 and a one year high of $225.98. The company has a market cap of $12.02 billion, a PE ratio of 8.50, a P/E/G ratio of 2.41 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last announced its quarterly 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. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The company’s revenue was down 4.3% on a year-over-year basis. During the same period in the prior year, the company posted $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. Equities research analysts expect that lululemon athletica will post 9.55 EPS for the current year.

lululemon athletica News Roundup

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

• Positive Sentiment: Lululemon’s quarterly earnings substantially exceeded expectations, with EPS of $2.92 versus the $1.79 consensus estimate. The results appear to have supported a rebound despite revenue of $2.42 billion falling slightly short of forecasts. Lululemon stock extends rebound as investors digest guidance cut and earnings beat
• Positive Sentiment: The recent rebound follows a major decline in LULU shares, potentially attracting value-oriented investors; the stock trades at a comparatively low valuation after falling substantially from its 12-month high. Lululemon stock heads into the open after a gain
• Neutral Sentiment: Analysts continue to assess the outlook for third-quarter earnings, with current estimates centered on the company’s previously issued guidance. Zacks Research estimate for LULU Q3 earnings
• Negative Sentiment: Management’s guidance reduction and year-over-year revenue decline point to slowing momentum, limiting the significance of the earnings beat. A bearish analysis argues that the stock could remain under pressure because a bottom may not yet have formed. Lululemon selloff analysis
• Negative Sentiment: BFA Law is investigating whether Lululemon made misleading statements about its growth and business health. The investigation does not establish wrongdoing, but it introduces litigation and reputational risk. LULU securities fraud investigation
• Negative Sentiment: Consumer discretionary stocks have lagged staples in 2026, creating an unfavorable sector backdrop for LULU. Potential competition for health-focused consumer spending from Oura’s smart-ring IPO may add another concern, although it is not a direct apparel competitor. Staples ETF widens gap over discretionary

Institutional Investors Weigh In On lululemon athletica

Institutional investors have recently modified their holdings of the company. BlackRock Inc. acquired a new position in lululemon athletica in the second quarter valued at $1,010,565,000. Geode Capital Management LLC grew its holdings in lululemon athletica by 2.4% during the 4th quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock worth $631,526,000 after acquiring an additional 71,464 shares during the period. Flossbach Von Storch SE bought a new position in shares of lululemon athletica in the 2nd quarter worth about $207,392,000. Norges Bank acquired a new position in shares of lululemon athletica in the 4th quarter valued at about $362,598,000. Finally, Boston Partners bought a new stake in shares of lululemon athletica during the 4th quarter valued at about $304,875,000. 85.20% of the stock is owned by institutional investors.

About lululemon athletica

lululemon athletica inc. is a designer, distributor and retailer of athletic apparel, footwear and accessories. The company’s products are developed for activities including yoga, running, training, tennis and other forms of exercise, as well as everyday use. Its offerings include leggings, tops, shorts, outerwear, footwear, bags and fitness accessories for women and men.

Founded in 1998 in Vancouver, British Columbia, lululemon began as a yoga-focused apparel company and has expanded into a broader performance and lifestyle brand.