lululemon athletica (NASDAQ:LULU) Shares Gap Up After Analyst Upgrade

lululemon athletica inc. (NASDAQ:LULU) gapped up prior to trading on Thursday after Jefferies Financial Group raised their price target on the stock from $170.00 to $200.00. The stock had previously closed at $207.87, but opened at $223.89. Jefferies Financial Group currently has a hold rating on the stock. lululemon athletica shares last traded at $222.2840, with a volume of 3,309,790 shares traded.

Other research analysts have also issued research reports about the stock. BNP Paribas Exane raised their price objective on shares of lululemon athletica from $146.00 to $230.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Daiwa Capital Markets upped their price objective on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday. Stifel Nicolaus lifted their target price on lululemon athletica from $205.00 to $210.00 and gave the stock a “hold” rating in a report on Friday, December 12th. Dbs Bank cut their price target on shares of lululemon athletica from $165.00 to $134.00 in a report on Friday, September 19th. Finally, William Blair cut shares of lululemon athletica from an “outperform” rating to a “market perform” rating in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $228.19.

Insider Buying and Selling at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total value of $2,756,244.00. Following the completion of the sale, the insider owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. The trade was a 71.76% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Nicole Neuburger sold 615 shares of lululemon athletica stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total transaction of $109,470.00. Following the completion of the sale, the insider owned 8,993 shares of the company’s stock, valued at $1,600,754. This trade represents a 6.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.54% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Elliott Management has amassed a >$1 billion stake and is proposing a new CEO (Jane Nielsen), creating an activist-led turnaround catalyst that sent shares sharply higher on the initial reports. Elliott stake Reuters story
• Positive Sentiment: Market reaction: major outlets reported a roughly 7% jump after the Elliott news — showing investor appetite for activist-driven management change as a near-term re-rating event. 247WallStreet article
• Positive Sentiment: Company growth initiatives — lululemon announced a record international expansion plan (six new markets in 2026 via franchise partners), which supports longer?term revenue diversification beyond a soft U.S. market. BusinessWire expansion
• Neutral Sentiment: Analyst moves are mixed: Jefferies raised its price target to $200 but kept a Hold — marginally supportive but not a bullish upgrade. Consensus still skews to Hold. Benzinga note on Jefferies
• Neutral Sentiment: Small-format retail news: a new Houston Highland Village store opened with an in?store café concept — good for local engagement but unlikely to move shares materially. MSN store opening
• Negative Sentiment: Insider selling: Celeste Burgoyne sold 13,511 shares (~$2.76M at ~$204), a large reduction in her stake — can be interpreted as profit?taking or concern and may add downward pressure. InsiderTrades filing
• Negative Sentiment: Leadership and brand challenges: CEO Calvin McDonald is stepping down and multiple pieces highlight U.S. brand softness, tariff pressure and an underperforming domestic business — these underlying operational issues explain why activist involvement emerged and why uncertainty could weigh on shares until a credible new CEO is installed. The Motley Fool on CEO change

Institutional Investors Weigh In On lululemon athletica

Large investors have recently added to or reduced their stakes in the stock. IFP Advisors Inc raised its position in shares of lululemon athletica by 53.3% in the third quarter. IFP Advisors Inc now owns 1,754 shares of the apparel retailer’s stock valued at $333,000 after purchasing an additional 610 shares during the period. Swiss Life Asset Management Ltd grew its stake in lululemon athletica by 38.1% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 44,470 shares of the apparel retailer’s stock valued at $7,913,000 after buying an additional 12,261 shares during the last quarter. KERR FINANCIAL PLANNING Corp bought a new position in lululemon athletica in the 3rd quarter worth $240,000. Greenfield Seitz Capital Management LLC lifted its position in lululemon athletica by 6.9% during the 3rd quarter. Greenfield Seitz Capital Management LLC now owns 6,184 shares of the apparel retailer’s stock worth $1,100,000 after acquiring an additional 400 shares during the last quarter. Finally, Centaurus Financial Inc. lifted its position in lululemon athletica by 45.2% during the 3rd quarter. Centaurus Financial Inc. now owns 2,040 shares of the apparel retailer’s stock worth $363,000 after acquiring an additional 635 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Price Performance

The stock’s fifty day simple moving average is $178.13 and its 200-day simple moving average is $198.98. The company has a market capitalization of $24.84 billion, a P/E ratio of 14.51, a PEG ratio of 13.28 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping the consensus estimate of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $2.48 billion. During the same period in the previous year, the business posted $2.53 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. On average, research analysts predict that lululemon athletica inc. will post 14.36 earnings per share for the current year.

About lululemon athletica

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.