lululemon athletica (NASDAQ:LULU) Price Target Cut to $44.00 by Analysts at BNP Paribas Exane

lululemon athletica (NASDAQ:LULU) had its price target decreased by stock analysts at BNP Paribas Exane from $88.00 to $44.00 in a report released on Friday, Benzinga reports. The firm presently has an “underperform” rating on the apparel retailer’s stock. BNP Paribas Exane’s price target indicates a potential downside of 56.32% from the company’s current price.

A number of other equities analysts have also recently weighed in on LULU. Wells Fargo & Company reduced their price target on lululemon athletica from $105.00 to $95.00 and set an “equal weight” rating for the company in a report on Friday. Guggenheim reaffirmed a “neutral” rating on shares of lululemon athletica in a research note on Friday. Sanford C. Bernstein decreased their target price on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating on the stock in a research report on Friday. Jefferies Financial Group reduced 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, June 5th. Finally, Bank of America dropped their target price on shares of lululemon athletica from $140.00 to $122.00 and set a “neutral” rating on the stock in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $135.19.

lululemon athletica Price Performance

Shares of LULU stock traded down $21.04 during mid-day trading on Friday, hitting $100.73. The stock had a trading volume of 29,732,567 shares, compared to its average volume of 3,370,388. The firm has a market capitalization of $11.95 billion, a P/E ratio of 8.13, a price-to-earnings-growth ratio of 2.50 and a beta of 0.87. lululemon athletica has a 12-month low of $97.99 and a 12-month high of $225.98. The firm’s 50-day moving average is $118.76 and its two-hundred day moving average is $136.61.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The business’s quarterly revenue was down 4.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.10 earnings per share. 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. Analysts expect 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 lululemon athletica stock in a transaction on Monday, June 15th. The shares were bought at an average cost of $117.05 per share, with a total value 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 ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.54% of the company’s stock.

Hedge Funds Weigh In On lululemon athletica

Hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC acquired a new position in lululemon athletica in the 4th quarter valued at about $429,000. NewEdge Advisors LLC boosted its position in lululemon athletica by 5.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock valued at $1,089,000 after buying an additional 186 shares during the period. Glenview Trust co grew its stake in shares of lululemon athletica by 39.9% in the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after acquiring an additional 284 shares in the last quarter. Diversify Advisory Services LLC purchased a new stake in shares of lululemon athletica during the second quarter worth $508,000. Finally, Raymond James Financial Inc. raised its stake in shares of lululemon athletica by 10.7% in the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after acquiring an additional 10,891 shares in the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: Adjusted second-quarter EPS of $2.92 exceeded the $1.79 consensus estimate. However, the beat was substantially aided by $134.5 million in tariff refunds, which contributed approximately $0.86 to diluted EPS, making the result less indicative of underlying profitability. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: The company repurchased approximately $330 million of stock during the quarter, while some investors—including Michael Burry—have viewed the selloff as a potential long-term buying opportunity. Lululemon Sinks After Second Guidance Cut
• Neutral Sentiment: Analyst views became more cautious but remained mixed. Stifel downgraded its target to $100 with a hold rating, while Bank of America, UBS, Baird and Telsey retained neutral or market-perform views with targets above the recent trading level. Lululemon’s Disappointing Sales Outlook
• Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, missing the $2.46 billion consensus estimate, while comparable sales declined 9%. Americas revenue dropped 8% and comparable sales fell 12%; China revenue also weakened, suggesting pressure in both the core market and an important international region. Lululemon Shares Tumble on Weak China, North America Sales
• Negative Sentiment: LULU reduced fiscal 2026 revenue guidance to $10.35 billion–$10.50 billion and EPS guidance to $9.48–$9.73, its second annual forecast cut this year. Third-quarter guidance also implies sharply lower revenue and EPS than analysts expected, reinforcing fears that the slowdown will persist. Lululemon Forecast Cut Hits Shares
• Negative Sentiment: Several firms cut their targets further: Morgan Stanley lowered its target to $83 and assigned underweight, Truist reduced its target to $82 and reaffirmed sell, and JPMorgan cut its target to $95. These revisions reflect concerns about traffic, uneven product acceptance, competition and weakening margins.

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.