Telsey Advisory Group Cuts lululemon athletica (NASDAQ:LULU) Price Target to $110.00

lululemon athletica (NASDAQ:LULU) had its target price reduced by Telsey Advisory Group from $122.00 to $110.00 in a research note released on Friday morning, Marketbeat Ratings reports. They currently have a market perform rating on the apparel retailer’s stock.

Several other research firms have also recently weighed in on LULU. Weiss Ratings cut lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, August 24th. Jefferies Financial Group cut their price objective on lululemon athletica from $145.00 to $115.00 and set a “hold” rating for the company in a report on Friday, June 5th. JPMorgan Chase & Co. lowered their target price on lululemon athletica from $154.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday. BTIG Research restated a “neutral” rating on shares of lululemon athletica in a research note on Friday. Finally, Daiwa Securities Group reduced 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 analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Reduce” and a consensus target price of $116.46.

lululemon athletica Price Performance

LULU opened at $100.61 on Friday. The stock has a market capitalization of $11.94 billion, a price-to-earnings ratio of 8.24, a PEG ratio of 2.05 and a beta of 0.87. The firm has a 50 day moving average price of $118.42 and a 200-day moving average price of $136.08. lululemon athletica has a twelve month low of $97.99 and a twelve month high of $225.98.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.79 by $1.13. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter last year, the company posted $3.10 earnings per share. The firm’s quarterly revenue was down 4.3% on a year-over-year basis. 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, analysts expect that lululemon athletica will post 11.14 earnings per share for the current year.

Insider Transactions at lululemon athletica

In other lululemon athletica news, Director Charles Bergh acquired 4,275 shares of the stock in a transaction dated Monday, June 15th. The shares were acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Several institutional investors have recently made changes to their positions in the business. Uniplan Investment Counsel Inc. bought a new stake in lululemon athletica during the 4th quarter valued at approximately $26,000. Elyxium Wealth LLC bought a new position in lululemon athletica in the 4th quarter worth approximately $31,000. Rexford Capital Inc. bought a new position in lululemon athletica in the 1st quarter worth approximately $31,000. DV Equities LLC purchased a new stake in lululemon athletica during the 4th quarter valued at approximately $31,000. Finally, Gould Capital LLC purchased a new stake in lululemon athletica during the 1st quarter valued at approximately $32,000. Hedge funds and other institutional investors 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: 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.