lululemon athletica (NASDAQ:LULU) Releases FY 2026 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 10.950-11.150 for the period, compared to the consensus estimate of 12.350. The company issued revenue guidance of $11.0 billion-$11.2 billion, compared to the consensus revenue estimate of $11.5 billion. lululemon athletica also updated its Q2 2026 guidance to 1.760-1.810 EPS.

Analysts Set New Price Targets

Several research firms have recently weighed in on LULU. Jefferies Financial Group decreased their price objective on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating for the company in a research report on Friday. BTIG Research lowered shares of lululemon athletica from a “buy” rating to a “neutral” rating in a research note on Friday. Telsey Advisory Group cut their target price on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a research note on Friday. Barclays cut their target price on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating on the stock in a research note on Friday. Finally, Bank of America cut their target price on shares of lululemon athletica from $175.00 to $140.00 and set a “neutral” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, lululemon athletica currently has a consensus rating of “Hold” and a consensus price target of $165.13.

lululemon athletica Trading Down 8.6%

lululemon athletica stock opened at $114.23 on Friday. The firm’s fifty day moving average price is $141.19 and its two-hundred day moving average price is $169.96. lululemon athletica has a 1-year low of $109.36 and a 1-year high of $275.60. The firm has a market capitalization of $13.79 billion, a price-to-earnings ratio of 9.22, a price-to-earnings-growth ratio of 3.85 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.61%. The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.44 billion. During the same period last year, the firm earned $2.60 earnings per share. The firm’s revenue was up 4.3% on a year-over-year basis. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. On average, research analysts forecast that lululemon athletica will post 12.26 EPS for the current year.

Insiders Place Their Bets

In other lululemon athletica news, insider Nicole Neuburger sold 622 shares of lululemon athletica stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total value of $100,142.00. Following the sale, the insider owned 19,156 shares of the company’s stock, valued at approximately $3,084,116. The trade was a 3.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Andre Maestrini acquired 3,275 shares of the stock in a transaction on Wednesday, April 1st. The stock was bought at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. This trade represents a 10.47% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 0.54% of the company’s stock.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Hedge Funds Weigh In On lululemon athletica

Large investors have recently modified their holdings of the business. Uniplan Investment Counsel Inc. purchased a new position in shares of lululemon athletica in the fourth quarter worth about $26,000. DV Equities LLC purchased a new position in shares of lululemon athletica in the fourth quarter worth about $31,000. GW&K Investment Management LLC increased its stake in shares of lululemon athletica by 70.3% in the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after purchasing an additional 78 shares in the last quarter. Quattro Advisors LLC purchased a new position in shares of lululemon athletica in the fourth quarter worth about $46,000. Finally, Golden State Wealth Management LLC increased its stake in shares of lululemon athletica by 43.6% in the fourth quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock worth $58,000 after purchasing an additional 85 shares in the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

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.