lululemon athletica (NASDAQ:LULU) Price Target Lowered to $115.00 at Sanford C. Bernstein

lululemon athletica (NASDAQ:LULU) had its price target decreased by investment analysts at Sanford C. Bernstein from $145.00 to $115.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has a “market perform” rating on the apparel retailer’s stock. Sanford C. Bernstein’s price target points to a potential downside of 5.56% from the stock’s current price.

A number of other brokerages have also issued reports on LULU. Needham & Company LLC reaffirmed a “hold” rating on shares of lululemon athletica in a research note on Friday, June 5th. Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 19th. BNP Paribas Exane lowered shares of lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 target price for the company. in a research note on Friday, June 5th. JPMorgan Chase & Co. lifted their price target on shares of lululemon athletica from $149.00 to $154.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Finally, Rothschild & Co Redburn dropped their price target on lululemon athletica from $160.00 to $110.00 and set a “sell” rating on the stock in a report on Tuesday, June 16th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and a consensus target price of $147.23.

lululemon athletica Stock Up 1.4%

LULU stock opened at $121.77 on Friday. The company has a 50-day simple moving average of $118.76 and a 200 day simple moving average of $136.61. The company has a market capitalization of $14.45 billion, a P/E ratio of 9.83, a PEG ratio of 2.50 and a beta of 0.87. lululemon athletica has a fifty-two week low of $104.44 and a fifty-two week high of $225.98.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating the consensus estimate of $1.79 by $1.13. The firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. lululemon athletica’s quarterly revenue was down 4.3% on a year-over-year basis. During the same quarter last year, the company earned $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 analysts anticipate that lululemon athletica will post 10.93 EPS for the current year.

Insider Transactions at lululemon athletica

In other news, Director Charles Bergh bought 4,275 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was bought at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This represents a 70.20% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Several large investors have recently added to or reduced their stakes in LULU. Uniplan Investment Counsel Inc. purchased a new position in shares of lululemon athletica during the fourth quarter valued at $26,000. Elyxium Wealth LLC acquired a new position in lululemon athletica during the fourth quarter valued at $31,000. Rexford Capital Inc. purchased a new stake in lululemon athletica in the 1st quarter worth about $31,000. DV Equities LLC purchased a new stake in lululemon athletica in the 4th quarter worth about $31,000. Finally, Gould Capital LLC acquired a new stake in lululemon athletica during the 1st quarter worth about $32,000. 85.20% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Second-quarter diluted EPS was $2.92, above the $1.79 analyst consensus. However, the result benefited substantially from $134.5 million in tariff refunds and related interest, which added approximately $0.86 to EPS after tax. Second-Quarter Fiscal 2026 Results
• Positive Sentiment: International revenue increased 4%, and lululemon repurchased approximately 2.7 million shares for $330 million during the quarter, providing some support for per-share results. Lululemon Q2 Revenue Falls 4%
• Neutral Sentiment: Nike veteran Heidi O’Neill is scheduled to become CEO next week. Her appointment offers a potential catalyst, but investors are likely to remain cautious until she demonstrates progress on product, brand, and North American growth issues. Forecast Cut Underscores Challenge for Next CEO
• Negative Sentiment: Revenue declined 4% year over year to $2.416 billion, missing expectations, while comparable sales fell 9%—the company’s weakest comparable-sales performance since the Great Recession. Americas revenue dropped 8%, highlighting intensifying competition and softer consumer demand. Lululemon Stock Plunges on Earnings and Outlook
• Negative Sentiment: Lululemon cut its fiscal 2026 revenue forecast to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion and reduced EPS guidance to $9.48–$9.73, well below the approximately $12.35 consensus. Third-quarter EPS guidance of $0.93–$0.98 also trails estimates. Lululemon Cuts Outlook Again
• Negative Sentiment: Analysts and commentators questioned whether lululemon’s product assortment—particularly its reliance on form-fitting leggings—still matches changing customer preferences. The resulting uncertainty over the brand’s ability to restore growth contributed to the sharp decline following the earnings release. Sales Drop Raises Turnaround Concerns

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.