lululemon athletica (NASDAQ:LULU) Given “Neutral” Rating at BTIG Research

lululemon athletica (NASDAQ:LULU)‘s stock had its “neutral” rating reissued by equities researchers at BTIG Research in a research report issued to clients and investors on Friday, Benzinga reports.

A number of other research firms have also weighed in on LULU. Evercore cut their target price on shares of lululemon athletica from $175.00 to $130.00 in a research note on Wednesday, June 3rd. Truist Financial downgraded shares of lululemon athletica from a “hold” rating to a “sell” rating and decreased their price target for the stock from $115.00 to $94.00 in a research note on Thursday, July 16th. Piper Sandler dropped their price objective on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating on the stock in a research report on Friday, June 5th. Daiwa Securities Group reduced their price objective on shares of lululemon athletica from $173.00 to $120.00 and set a “neutral” rating on the stock in a report on Tuesday, June 9th. Finally, Wells Fargo & Company decreased their price objective on shares of lululemon athletica from $110.00 to $105.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $147.23.

lululemon athletica Trading Up 1.4%

lululemon athletica stock opened at $121.77 on Friday. The firm has a market capitalization of $14.45 billion, a P/E ratio of 9.83, a P/E/G ratio of 2.50 and a beta of 0.87. lululemon athletica has a twelve month low of $104.44 and a twelve month high of $225.98. The stock’s fifty day simple moving average is $118.76 and its 200-day simple moving average is $136.61.

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

Insider Buying and Selling

In related news, Director Charles Bergh purchased 4,275 shares of the company’s stock in a transaction on Monday, June 15th. The shares were bought at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the purchase, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This trade represents a 70.20% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.54% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. California State Teachers Retirement System raised its stake in lululemon athletica by 10,065.8% during the 2nd quarter. California State Teachers Retirement System now owns 17,180,893 shares of the apparel retailer’s stock worth $1,961,714,000 after acquiring an additional 17,011,886 shares in the last quarter. BlackRock Inc. acquired a new position in lululemon athletica in the second quarter valued at $1,010,565,000. Geode Capital Management LLC grew its holdings in shares of lululemon athletica by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock worth $631,526,000 after purchasing an additional 71,464 shares during the last quarter. Invesco Ltd. grew its holdings in shares of lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after purchasing an additional 490,127 shares during the last quarter. Finally, Morgan Stanley increased its position in shares of lululemon athletica by 2.8% during the fourth quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock worth $456,592,000 after purchasing an additional 59,282 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key lululemon athletica News

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

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.