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

lululemon athletica (NASDAQ:LULU) had its target price lowered by investment analysts at Telsey Advisory Group from $122.00 to $110.00 in a research note issued to investors on Friday, Marketbeat.com reports. The brokerage presently has a “market perform” rating on the apparel retailer’s stock. Telsey Advisory Group’s price objective would suggest a potential upside of 10.40% from the company’s previous close.

Several other equities analysts also recently commented on the stock. Jefferies Financial Group lowered their target price on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a report on Friday, June 5th. JPMorgan Chase & Co. cut their price target on lululemon athletica from $154.00 to $95.00 and set a “neutral” rating for the company in a report on Friday. Bank of America cut their target price on shares of lululemon athletica from $175.00 to $140.00 and set a “neutral” rating for the company in a report on Friday, June 5th. Stifel Nicolaus decreased their target price on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research report on Friday, June 5th. Finally, Morgan Stanley reissued an “underweight” rating and set a $93.00 price objective on shares of lululemon athletica in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, lululemon athletica currently has a consensus rating of “Reduce” and a consensus target price of $144.50.

lululemon athletica Stock Performance

Shares of NASDAQ LULU traded down $22.13 during midday trading on Friday, hitting $99.64. 10,565,640 shares of the company’s stock traded hands, compared to its average volume of 3,246,933. The firm has a fifty day moving average of $118.76 and a 200 day moving average of $136.61. lululemon athletica has a 1 year low of $97.99 and a 1 year high of $225.98. The stock has a market capitalization of $11.82 billion, a price-to-earnings ratio of 8.11, a price-to-earnings-growth ratio of 2.50 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last released its 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. 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 31.26% and a net margin of 13.03%.lululemon athletica’s quarterly revenue was down 4.3% compared to the same quarter last year. During the same period in the previous year, the business 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. On average, equities analysts anticipate that lululemon athletica will post 10.93 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Charles Bergh bought 4,275 shares of the stock in a transaction on Monday, June 15th. The stock was acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the acquisition, the director owned 10,365 shares of the company’s stock, valued at $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Uniplan Investment Counsel Inc. purchased a new stake in shares of lululemon athletica in the 4th quarter worth approximately $26,000. Elyxium Wealth LLC purchased a new position in lululemon athletica during the fourth quarter valued at approximately $31,000. Rexford Capital Inc. bought a new position in lululemon athletica in the first quarter worth approximately $31,000. DV Equities LLC bought a new position in lululemon athletica in the fourth quarter worth approximately $31,000. Finally, Gould Capital LLC purchased a new stake in lululemon athletica during the first quarter worth $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: 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.