Lululemon Athletica (NASDAQ:LULU) Price Target Raised to $445.00

Lululemon Athletica (NASDAQ:LULU) had its target price lifted by Telsey Advisory Group from $430.00 to $445.00 in a research report released on Tuesday morning, Marketbeat reports. They currently have an outperform rating on the apparel retailer’s stock. Telsey Advisory Group also issued estimates for Lululemon Athletica’s Q4 2025 earnings at $5.87 EPS, FY2025 earnings at $14.38 EPS, Q1 2026 earnings at $2.77 EPS, Q2 2026 earnings at $3.38 EPS, Q3 2026 earnings at $3.07 EPS, Q4 2026 earnings at $6.32 EPS and FY2026 earnings at $15.51 EPS.

Several other research firms have also recently commented on LULU. TD Cowen lifted their target price on shares of Lululemon Athletica from $382.00 to $383.00 in a research note on Thursday, December 5th. Barclays lifted their price objective on Lululemon Athletica from $261.00 to $378.00 and gave the company an “equal weight” rating in a research report on Friday, December 6th. Raymond James upped their target price on Lululemon Athletica from $320.00 to $355.00 in a research note on Thursday, December 5th. Citigroup raised their price target on Lululemon Athletica from $270.00 to $380.00 and gave the stock a “neutral” rating in a research note on Friday, December 6th. Finally, Oppenheimer dropped their price objective on shares of Lululemon Athletica from $445.00 to $380.00 and set an “outperform” rating for the company in a research note on Wednesday, November 27th. Two research analysts have rated the stock with a sell rating, eight have issued a hold rating and twenty have assigned a buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $390.33.

Lululemon Athletica Stock Performance

Lululemon Athletica stock opened at $370.99 on Tuesday. Lululemon Athletica has a fifty-two week low of $226.01 and a fifty-two week high of $491.30. The company has a market capitalization of $45.18 billion, a price-to-earnings ratio of 26.79, a PEG ratio of 2.71 and a beta of 1.18. The stock has a fifty day moving average of $360.19 and a two-hundred day moving average of $303.57.

Lululemon Athletica (NASDAQ:LULU) last announced its earnings results on Thursday, December 5th. The apparel retailer reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.69 by $0.18. Lululemon Athletica had a net margin of 17.05% and a return on equity of 42.16%. The firm had revenue of $2.40 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter in the previous year, the company posted $2.53 EPS. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. On average, analysts forecast that Lululemon Athletica will post 14.18 EPS for the current fiscal year.

Insider Activity

In other news, insider Nicole Neuburger sold 2,022 shares of the stock in a transaction that occurred on Thursday, December 26th. The stock was sold at an average price of $387.11, for a total transaction of $782,736.42. Following the completion of the transaction, the insider now directly owns 6,198 shares in the company, valued at approximately $2,399,307.78. This represents a 24.60 % decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Celeste Burgoyne sold 24,870 shares of Lululemon Athletica stock in a transaction on Monday, December 9th. The stock was sold at an average price of $405.54, for a total transaction of $10,085,779.80. Following the completion of the sale, the insider now owns 12,429 shares of the company’s stock, valued at approximately $5,040,456.66. This trade represents a 66.68 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.48% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. International Assets Investment Management LLC raised its stake in shares of Lululemon Athletica by 74,856.2% in the 3rd quarter. International Assets Investment Management LLC now owns 895,726 shares of the apparel retailer’s stock valued at $243,055,000 after purchasing an additional 894,531 shares in the last quarter. Maverick Capital Ltd. acquired a new stake in Lululemon Athletica during the third quarter valued at approximately $93,476,000. The Manufacturers Life Insurance Company raised its stake in Lululemon Athletica by 136.3% during the third quarter. The Manufacturers Life Insurance Company now owns 529,295 shares of the apparel retailer’s stock valued at $143,624,000 after buying an additional 305,302 shares in the last quarter. Southpoint Capital Advisors LP bought a new position in Lululemon Athletica during the 3rd quarter worth approximately $81,405,000. Finally, River Road Asset Management LLC acquired a new position in shares of Lululemon Athletica in the 3rd quarter worth approximately $79,503,000. 85.20% of the stock is owned by institutional investors and hedge funds.

About Lululemon Athletica

Lululemon Athletica Inc, together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories.