lululemon athletica (NASDAQ:LULU) Given New $95.00 Price Target at The Goldman Sachs Group

lululemon athletica (NASDAQ:LULU) had its price objective lowered by research analysts at The Goldman Sachs Group from $111.00 to $95.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has a “neutral” rating on the apparel retailer’s stock. The Goldman Sachs Group’s price target suggests a potential downside of 5.69% from the stock’s current price.

LULU has been the topic of several other reports. Needham & Company LLC restated a “hold” rating on shares of lululemon athletica in a research report on Friday. Robert W. Baird lowered their price objective on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a research note on Friday. Deutsche Bank Aktiengesellschaft dropped their target price on lululemon athletica from $171.00 to $127.00 and set a “hold” rating for the company in a report on Monday, June 8th. Sanford C. Bernstein decreased their price target on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating on the stock in a report on Friday. Finally, JPMorgan Chase & Co. dropped their price objective on shares of lululemon athletica from $154.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, lululemon athletica has an average rating of “Reduce” and an average price target of $135.19.

lululemon athletica Trading Down 17.3%

Shares of NASDAQ:LULU traded down $21.04 during mid-day trading on Friday, reaching $100.73. The stock had a trading volume of 29,732,567 shares, compared to its average volume of 3,370,388. The company has a market cap of $11.95 billion, a P/E ratio of 8.13, a price-to-earnings-growth ratio of 2.50 and a beta of 0.87. The business’s 50 day moving average price is $118.76 and its 200 day moving average price is $136.61. lululemon athletica has a 1 year low of $97.99 and a 1 year high of $225.98.

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 31.26% and a net margin of 13.03%.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. Analysts predict that lululemon athletica will post 10.93 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Charles Bergh bought 4,275 shares of lululemon athletica stock in a transaction dated Monday, June 15th. The shares were acquired at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the transaction, the director owned 10,365 shares in the company, valued at $1,213,223.25. The trade was a 70.20% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On lululemon athletica

Institutional investors and hedge funds have recently bought and sold shares of the company. HighTower Advisors LLC lifted its position in shares of lululemon athletica by 37.0% during the second quarter. HighTower Advisors LLC now owns 30,841 shares of the apparel retailer’s stock valued at $3,521,000 after buying an additional 8,336 shares during the last quarter. Groupe la Francaise acquired a new stake in lululemon athletica in the 2nd quarter worth approximately $515,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in lululemon athletica during the 2nd quarter worth approximately $1,844,000. California State Teachers Retirement System raised its holdings in shares of lululemon athletica by 10,065.8% in 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 during the last quarter. Finally, Ameritas Advisory Services LLC lifted its stake in shares of 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 during the period. 85.20% of the stock is owned by institutional investors.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Adjusted second-quarter EPS of $2.92 exceeded the $1.79 consensus estimate. However, the beat was substantially aided by $134.5 million in tariff refunds, which contributed approximately $0.86 to diluted EPS, making the result less indicative of underlying profitability. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: The company repurchased approximately $330 million of stock during the quarter, while some investors—including Michael Burry—have viewed the selloff as a potential long-term buying opportunity. Lululemon Sinks After Second Guidance Cut
• Neutral Sentiment: Analyst views became more cautious but remained mixed. Stifel downgraded its target to $100 with a hold rating, while Bank of America, UBS, Baird and Telsey retained neutral or market-perform views with targets above the recent trading level. Lululemon’s Disappointing Sales Outlook
• Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, missing the $2.46 billion consensus estimate, while comparable sales declined 9%. Americas revenue dropped 8% and comparable sales fell 12%; China revenue also weakened, suggesting pressure in both the core market and an important international region. Lululemon Shares Tumble on Weak China, North America Sales
• Negative Sentiment: LULU reduced fiscal 2026 revenue guidance to $10.35 billion–$10.50 billion and EPS guidance to $9.48–$9.73, its second annual forecast cut this year. Third-quarter guidance also implies sharply lower revenue and EPS than analysts expected, reinforcing fears that the slowdown will persist. Lululemon Forecast Cut Hits Shares
• Negative Sentiment: Several firms cut their targets further: Morgan Stanley lowered its target to $83 and assigned underweight, Truist reduced its target to $82 and reaffirmed sell, and JPMorgan cut its target to $95. These revisions reflect concerns about traffic, uneven product acceptance, competition and weakening margins.

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.