lululemon athletica (NASDAQ:LULU) Stock Rated “Neutral” in New Coverage at Cantor Fitzgerald

Cantor Fitzgerald began coverage on shares of lululemon athletica (NASDAQ:LULU) in a report published on Tuesday morning, Marketbeat reports. The brokerage issued a neutral rating and a $121.00 target price on the apparel retailer’s stock.

Several other analysts have also issued reports on LULU. Guggenheim restated a “neutral” rating on shares of lululemon athletica in a research report on Friday, September 4th. KeyCorp reiterated a “sector weight” rating on shares of lululemon athletica in a research report on Friday, September 4th. Bank of America dropped their price target on shares of lululemon athletica from $140.00 to $122.00 and set a “neutral” rating on the stock in a research note on Friday, September 4th. Wolfe Research began coverage on shares of lululemon athletica in a research note on Thursday, October 22nd. They set an “underperform” rating and a $75.00 price target on the stock. Finally, Argus reissued a “hold” rating on shares of lululemon athletica in a research report on Monday, September 14th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Hold rating and seven have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $105.92.

lululemon athletica Stock Performance

lululemon athletica stock opened at $104.46 on Tuesday. The stock has a market cap of $12.10 billion, a PE ratio of 9.47, a price-to-earnings-growth ratio of 2.58 and a beta of 0.84. lululemon athletica has a one year low of $90.38 and a one year high of $225.98. The stock has a fifty day moving average of $101.28 and a 200 day moving average of $130.57.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates 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 27.69% and a net margin of 12.78%. lululemon athletica’s revenue was down 4.3% on a year-over-year basis. During the same quarter in the prior year, the company 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. As a group, sell-side analysts predict that lululemon athletica will post 9.47 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Gould Capital LLC bought a new stake in lululemon athletica during the 1st quarter worth approximately $32,000. Cassaday & Co Wealth Management LLC purchased a new position in lululemon athletica during the first quarter valued at approximately $38,000. Allied Private Wealth LLC bought a new position in shares of lululemon athletica in the second quarter worth approximately $34,000. Ancora Advisors LLC bought a new position in shares of lululemon athletica in the second quarter worth approximately $37,000. Finally, CX Institutional boosted its position in shares of lululemon athletica by 381.3% in the second quarter. CX Institutional now owns 361 shares of the apparel retailer’s stock worth $41,000 after purchasing an additional 286 shares during the period. 85.20% of the stock is currently owned by institutional investors.

Trending Headlines about lululemon athletica

These are some of the LULU headlines that stood out recently:

• Neutral Sentiment: Lululemon is launching running shorts made with enzymatically recycled polyester in Australia and New Zealand, extending its sustainability partnership with Samsara Eco. The limited rollout may support its sustainability positioning, but the article does not indicate a material near-term financial impact. Article: Lululemon Brings Enzymatically Recycled Polyester to Running Shorts
• Negative Sentiment: Several law firms publicized a securities class action concerning investors who bought shares from March 18 to September 3, 2026. The complaint alleges Lululemon and certain officers misrepresented the health of store traffic, product demand and the turnaround; these are allegations, not proven findings. The lead-plaintiff deadline is January 4, 2027. Repeated legal notices keep potential litigation and reputational risks in focus. Article: Class-action announcement
• Negative Sentiment: Recent commentary adds to concerns about slowing demand: Cantor Fitzgerald coverage reportedly said the discounted valuation has not been enough to attract buyers, while a Seeking Alpha analysis downgraded the stock, arguing premium athletic wear may have peaked. The articles also point to guidance cuts and short-selling pressure as risks. Article: Cantor Fitzgerald on Lululemon valuation Article: Lululemon rating downgrade

About lululemon athletica

lululemon athletica inc. is a Canadian athletic apparel and lifestyle company founded in Vancouver in 1998. It designs and sells technical clothing and accessories for activities including yoga, running, training and other forms of exercise, as well as everyday wear. Its product range includes apparel for women and men, footwear, bags and other fitness-related accessories. The company sells through its own retail stores and e-commerce channels, serving customers in North America and international markets. lululemon also supports fitness and wellness communities through events and other local initiatives, extending its brand beyond its products and retail operations.