Barclays Cuts lululemon athletica (NASDAQ:LULU) Price Target to $95.00

lululemon athletica (NASDAQ:LULU) had its price objective lowered by Barclays from $113.00 to $95.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has an equal weight rating on the apparel retailer’s stock.

LULU has been the subject of several other reports. BTIG Research reissued a “neutral” rating on shares of lululemon athletica in a research report on Friday. Rothschild & Co Redburn decreased their target price on lululemon athletica from $160.00 to $110.00 and set a “sell” rating on the stock in a report on Tuesday, June 16th. Needham & Company LLC reissued a “hold” rating on shares of lululemon athletica in a report on Friday. Telsey Advisory Group lowered their price objective on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating on the stock in a research report on Friday. Finally, Daiwa Securities Group dropped their price target on shares of lululemon athletica from $173.00 to $120.00 and set a “neutral” rating for the company in a research report on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Reduce” and an average target price of $116.46.

lululemon athletica Price Performance

LULU opened at $100.61 on Friday. The business’s 50-day moving average price is $118.42 and its two-hundred day moving average price is $136.08. lululemon athletica has a 1 year low of $97.99 and a 1 year high of $225.98. The company has a market capitalization of $11.94 billion, a price-to-earnings ratio of 8.24, a P/E/G ratio of 2.05 and a beta of 0.87.

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 return on equity of 27.69% and a net margin of 12.78%.The business’s quarterly revenue was down 4.3% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Sell-side analysts anticipate that lululemon athletica will post 11.14 earnings per share for the current fiscal year.

Insider Buying and Selling at lululemon athletica

In related news, Director Charles Bergh purchased 4,275 shares of the stock in a transaction dated 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 owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Hedge funds and other institutional investors have recently made changes to their positions in the company. California State Teachers Retirement System increased its position in lululemon athletica by 10,065.8% in the 2nd quarter. California State Teachers Retirement System now owns 17,180,893 shares of the apparel retailer’s stock valued at $1,961,714,000 after acquiring an additional 17,011,886 shares during the period. BlackRock Inc. acquired a new stake in lululemon athletica during the 2nd quarter worth about $1,010,565,000. Flossbach Von Storch SE bought a new stake in lululemon athletica in the second quarter worth approximately $207,392,000. Norges Bank bought a new stake in shares of lululemon athletica in the 4th quarter valued at $362,598,000. Finally, Boston Partners bought a new stake in lululemon athletica in the fourth quarter valued at $304,875,000. 85.20% of the stock is currently owned by institutional investors.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Fiscal Q2 adjusted EPS of $2.92 exceeded the $1.79 consensus estimate. However, approximately $0.86 per share of the result came from tariff refunds, making the beat less indicative of underlying operating strength. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: Michael Burry reportedly remains bullish and indicated he may buy more shares below $100, offering a contrarian vote of confidence despite the disappointing results. Lululemon Sinks 20% After Second Guidance Cut
• Neutral Sentiment: Incoming CEO Heidi O’Neill takes over next week, putting renewed focus on whether a product refresh, stronger marketing and improved traffic can restore growth. Lululemon forecast cut hits shares, underscores challenge for next CEO
• Neutral Sentiment: Analyst opinion became more cautious: Goldman Sachs, Barclays, JPMorgan, Morgan Stanley, Piper Sandler and others lowered price targets, though several retained neutral or market-perform ratings and some targets remain above the stock’s recent level.
• Negative Sentiment: Q2 revenue fell 4% year over year to $2.42 billion, below the $2.46 billion consensus, while comparable sales dropped 9%. Americas revenue declined 8% and comparable sales fell 12%, signaling weakness in the company’s core market. Lululemon shares tumble on weak China, North America sales
• Negative Sentiment: Management reduced fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion and EPS guidance to $9.48-$9.73. Q3 revenue is expected to decline 10%-11%, reinforcing concerns that the slowdown will persist.
• Negative Sentiment: The CEO transition, uneven product acceptance, softer store traffic, intense competition and a stronger-than-expected jobs report that increased rate concerns compounded the pressure on the apparel retailer’s valuation.

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.