UBS Group Cuts lululemon athletica (NASDAQ:LULU) Price Target to $106.00

lululemon athletica (NASDAQ:LULU) had its target price trimmed by UBS Group from $120.00 to $106.00 in a research note released on Friday morning,Benzinga reports. The brokerage currently has a neutral rating on the apparel retailer’s stock.

Other research analysts have also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of lululemon athletica from $171.00 to $127.00 and set a “hold” rating on the stock in a research report on Monday, June 8th. Morgan Stanley reissued an “underweight” rating and issued a $93.00 price target on shares of lululemon athletica in a research note on Monday, July 6th. Barclays decreased their price target on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating on the stock in a report on Friday, June 5th. Needham & Company LLC restated a “hold” rating on shares of lululemon athletica in a research report on Friday. Finally, BNP Paribas Exane downgraded shares of lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 price objective for the company. in a report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $116.46.

lululemon athletica Stock Performance

NASDAQ:LULU opened at $100.61 on Friday. The firm 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 has a 52-week low of $97.99 and a 52-week high of $225.98. The stock has a fifty day moving average of $118.42 and a 200 day moving average of $136.08.

lululemon athletica (NASDAQ:LULU) last announced its earnings results 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. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same period in the prior year, the company earned $3.10 EPS. The company’s quarterly revenue was down 4.3% compared to the same quarter last year. 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. Equities analysts forecast that lululemon athletica will post 11.14 earnings per share for the current fiscal year.

Insider Activity at lululemon athletica

In other lululemon athletica news, Director Charles Bergh bought 4,275 shares of lululemon athletica stock in a transaction that occurred on Monday, June 15th. The shares were bought at an average price of $117.05 per share, with a total value of $500,388.75. Following the acquisition, the director owned 10,365 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC bought a new position in lululemon athletica during the 4th quarter worth approximately $429,000. NewEdge Advisors LLC boosted its stake in shares of lululemon athletica by 5.1% during the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock valued at $1,089,000 after purchasing an additional 186 shares during the period. Glenview Trust co grew its holdings 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 purchasing an additional 284 shares during the last quarter. Diversify Advisory Services LLC purchased a new position in shares of lululemon athletica in the second quarter worth $508,000. Finally, Raymond James Financial Inc. increased 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 worth $26,759,000 after buying an additional 10,891 shares during the period. 85.20% of the stock is owned by institutional investors.

More 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.

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.