lululemon athletica’s (LULU) Neutral Rating Reiterated at Guggenheim

Guggenheim restated their neutral rating on shares of lululemon athletica (NASDAQ:LULU) in a report released on Friday morning,Benzinga reports.

LULU has been the topic of a number of other reports. Bank of America cut their price objective on shares of lululemon athletica from $175.00 to $140.00 and set a “neutral” rating on the stock in a report on Friday, June 5th. BTIG Research reiterated a “neutral” rating on shares of lululemon athletica in a report on Friday. JPMorgan Chase & Co. dropped their price target on shares of lululemon athletica from $154.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday. Needham & Company LLC restated a “hold” rating on shares of lululemon athletica in a report on Friday. Finally, Weiss Ratings downgraded shares of lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday, August 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, lululemon athletica has an average rating of “Reduce” and a consensus price target of $116.46.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $100.61 on Friday. lululemon athletica has a 52 week low of $97.99 and a 52 week high of $225.98. The business has a 50 day moving average price of $118.42 and a 200-day moving average price of $136.08. The company has a market cap of $11.94 billion, a PE ratio of 8.24, a price-to-earnings-growth ratio of 2.05 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter in the previous year, the firm earned $3.10 earnings per share. lululemon athletica’s quarterly revenue 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. As a group, research analysts anticipate that lululemon athletica will post 11.14 EPS for the current year.

Insiders Place Their Bets

In other lululemon athletica news, Director Charles Bergh acquired 4,275 shares of lululemon athletica stock in a transaction on Monday, June 15th. The stock was purchased at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the purchase, the director directly owned 10,365 shares of the company’s stock, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On lululemon athletica

Hedge funds have recently made changes to their positions in the business. Swiss Life Asset Management Ltd raised its holdings in shares of lululemon athletica by 53.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock worth $14,150,000 after purchasing an additional 23,623 shares during the period. Rayburn West Financial Services LLC bought a new position in lululemon athletica during the fourth quarter valued at $3,536,000. Gateway Investment Advisers LLC increased its position in lululemon athletica by 60.0% in the fourth quarter. Gateway Investment Advisers LLC now owns 45,062 shares of the apparel retailer’s stock worth $9,364,000 after buying an additional 16,901 shares during the last quarter. MUFG Securities EMEA plc increased its position in lululemon athletica by 9,695.1% in the fourth quarter. MUFG Securities EMEA plc now owns 204,424 shares of the apparel retailer’s stock worth $42,481,000 after buying an additional 202,337 shares during the last quarter. Finally, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in shares of lululemon athletica in the fourth quarter valued at $13,989,000. 85.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting lululemon athletica

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.

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.