lululemon athletica (NASDAQ:LULU) Releases Q1 2026 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.630-1.680 for the period, compared to the consensus estimate of 2.180. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.5 billion. lululemon athletica also updated its FY 2026 guidance to 12.100-12.300 EPS.

Analysts Set New Price Targets

A number of analysts recently weighed in on LULU shares. Telsey Advisory Group decreased their price target on shares of lululemon athletica from $215.00 to $175.00 and set a “market perform” rating for the company in a research note on Wednesday, March 18th. UBS Group cut their price objective on lululemon athletica from $189.00 to $176.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Daiwa Securities Group raised their target price on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Stifel Nicolaus cut their price target on shares of lululemon athletica from $210.00 to $176.00 and set a “hold” rating for the company in a report on Wednesday, March 18th. Finally, The Goldman Sachs Group reduced their price objective on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating for the company in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $206.77.

lululemon athletica Stock Up 4.8%

Shares of NASDAQ LULU traded up $7.65 during midday trading on Thursday, hitting $166.51. The company had a trading volume of 1,964,779 shares, compared to its average volume of 2,695,926. lululemon athletica has a twelve month low of $143.96 and a twelve month high of $340.25. The business has a 50-day simple moving average of $168.57 and a two-hundred day simple moving average of $179.57. The firm has a market capitalization of $20.10 billion, a price-to-earnings ratio of 12.52, a price-to-earnings-growth ratio of 4.79 and a beta of 1.07.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings data on Tuesday, March 17th. The apparel retailer reported $5.01 EPS for the quarter, beating the consensus estimate of $4.78 by $0.23. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The firm had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.59 billion. During the same quarter last year, the business earned $6.14 earnings per share. The business’s revenue for the quarter was up .0% compared to the same quarter last year. On average, equities analysts forecast that lululemon athletica will post 14.36 EPS for the current year.

Insider Buying and Selling at lululemon athletica

In other lululemon athletica news, insider Nicole Neuburger sold 622 shares of the firm’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total transaction of $100,142.00. Following the completion of the transaction, the insider directly owned 19,156 shares in the company, valued at approximately $3,084,116. This trade represents a 3.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Andre Maestrini bought 3,275 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were acquired at an average price of $151.02 per share, with a total value of $494,590.50. Following the completion of the acquisition, the chief executive officer directly owned 34,551 shares in the company, valued at $5,217,892.02. This represents a 10.47% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.54% of the stock is currently owned by insiders.

lululemon athletica News Summary

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

• Positive Sentiment: FY 2026 revenue guidance topped expectations modestly, with management guiding $11.4B–$11.5B vs. consensus ~$11.3B; this revenue beat helps offset concerns from the EPS guide and likely supports the intraday rally.
• Positive Sentiment: Investors are comparing LULU’s valuation favorably versus beaten-down peers (MarketBeat notes LULU’s P/E ~12 vs. Nike’s ~28), which may attract buyers seeking cheaper exposure in premium athleisure. With Nike Shares Near a 12-Year Low, Is Now the Time to Be Brave?
• Neutral Sentiment: Industry comparison pieces (e.g., LULU vs. Ralph Lauren) are circulating; they provide context on strategy and brand positioning but don’t deliver new company-specific catalysts. LULU vs. RL: Which Premium Apparel Brand Stock Holds the Edge?
• Negative Sentiment: Q1 2026 guidance came in below consensus: EPS guidance of $1.63–$1.68 vs. consensus ~$2.18, and Q1 revenue guided ~ $2.4B vs. consensus ~$2.5B. The near‑term EPS and revenue miss is a clear downside catalyst and explains some volatility. (Company guidance disclosure)
• Negative Sentiment: Insider sale: Director Nicole Neuburger sold 622 shares at ~$161 on April 8 (≈$100k); the sale reduced her stake ~3.1% but is small relative to her remaining holding and the company’s market cap, so impact is likely limited. Insider Sale — Nicole Neuburger SEC Filing

Hedge Funds Weigh In On lululemon athletica

Several hedge funds have recently added to or reduced their stakes in the business. Uniplan Investment Counsel Inc. purchased a new stake in shares of lululemon athletica during the fourth quarter worth about $26,000. DV Equities LLC purchased a new stake in shares of lululemon athletica during the fourth quarter worth about $31,000. GW&K Investment Management LLC grew its holdings in shares of lululemon athletica by 70.3% during the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after buying an additional 78 shares in the last quarter. Quattro Advisors LLC purchased a new stake in shares of lululemon athletica during the fourth quarter worth about $46,000. Finally, Golden State Wealth Management LLC grew its holdings in shares of lululemon athletica by 43.6% during the fourth quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock worth $58,000 after buying an additional 85 shares in the last quarter. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

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.