lululemon athletica’s (LULU) Sector Weight Rating Reiterated at KeyCorp

lululemon athletica (NASDAQ:LULU)‘s stock had its “sector weight” rating restated by analysts at KeyCorp in a research report issued to clients and investors on Friday, Benzinga reports.

A number of other equities analysts have also weighed in on LULU. Citigroup cut their target price on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating for the company in a research report on Tuesday, June 9th. Truist Financial downgraded shares of lululemon athletica from a “hold” rating to a “sell” rating and lowered their target price for the company from $115.00 to $94.00 in a research note on Thursday, July 16th. The Goldman Sachs Group dropped their price target on lululemon athletica from $177.00 to $122.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. Evercore decreased their price objective on lululemon athletica from $175.00 to $130.00 in a report on Wednesday, June 3rd. Finally, Jefferies Financial Group reduced their price target on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a research report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, lululemon athletica has an average rating of “Reduce” and an average target price of $144.96.

lululemon athletica Stock Down 17.2%

LULU stock opened at $100.77 on Friday. lululemon athletica has a 12-month low of $97.95 and a 12-month high of $225.98. The firm has a market cap of $11.96 billion, a PE ratio of 7.92, a P/E/G ratio of 2.50 and a beta of 0.87. The business has a 50 day moving average of $118.76 and a 200-day moving average of $136.61.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same quarter in the prior year, the business earned $3.10 earnings per share. The firm’s revenue for the quarter 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. On average, research analysts expect that lululemon athletica will post 10.93 earnings per share for the current year.

Insider Buying and Selling

In other lululemon athletica news, Director Charles Bergh purchased 4,275 shares of the stock in a transaction on Monday, June 15th. The stock was acquired at an average price of $117.05 per share, with a total value of $500,388.75. Following the transaction, 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 position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is owned by insiders.

Hedge Funds Weigh In On lululemon athletica

A number of hedge funds and other institutional investors have recently made changes to their positions in LULU. Brighton Jones LLC bought a new stake in lululemon athletica in the fourth quarter valued at $429,000. NewEdge Advisors LLC lifted its position in shares of lululemon athletica by 5.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after purchasing an additional 186 shares during the period. Glenview Trust co boosted its stake in shares of lululemon athletica by 39.9% during the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock valued at $237,000 after purchasing an additional 284 shares in the last quarter. Diversify Advisory Services LLC bought a new stake in shares of lululemon athletica during the 2nd quarter valued at about $508,000. Finally, Raymond James Financial Inc. increased its position in shares of lululemon athletica by 10.7% during the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after buying an additional 10,891 shares during the period. Institutional investors own 85.20% of the company’s stock.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Second-quarter diluted EPS of $2.92 exceeded the $1.79 analyst consensus. However, the beat was substantially supported by $134.5 million in tariff refunds and related interest, which added approximately $0.86 per share. lululemon Second Quarter Fiscal 2026 Results
• Positive Sentiment: International revenue increased 4%, and lululemon repurchased $330 million of stock during the quarter, providing limited support as the company works to restore growth.
• Neutral Sentiment: Heidi O’Neill is scheduled to become CEO next week. Investors will look for her strategy on product development, marketing and the company’s response to intensifying competition. Lululemon forecast cut underscores challenge for next CEO
• Neutral Sentiment: Needham reaffirmed its “hold” rating, while BTIG maintained “neutral,” indicating that analysts remain cautious rather than broadly bullish.
• Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, below the $2.458 billion consensus estimate. Comparable sales declined 9% overall, or 10% in constant currency, while Americas revenue dropped 8%. Net income also fell to $329.2 million from $370.9 million. Lululemon stock plunges on disappointing earnings and outlook
• Negative Sentiment: Fiscal 2026 revenue guidance was reduced to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion, and EPS guidance was cut to $9.48–$9.73. Third-quarter guidance of $0.93–$0.98 EPS and roughly $2.3 billion in revenue was also well below analyst expectations.
• Negative Sentiment: JPMorgan lowered its price target from $154 to $95 and shifted to “neutral”; Bernstein cut its target from $145 to $115 and moved to “market perform.” The target reductions reflect expectations for slower growth and pressure on the brand’s turnaround. Lululemon shares plunge after outlook cut

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.