The Goldman Sachs Group Cuts lululemon athletica (NASDAQ:LULU) Price Target to $95.00

lululemon athletica (NASDAQ:LULU) had its price objective lowered by The Goldman Sachs Group from $111.00 to $95.00 in a research note published on Friday,Benzinga reports. The Goldman Sachs Group currently has a neutral rating on the apparel retailer’s stock.

Several other brokerages have also weighed in on LULU. Telsey Advisory Group cut their price objective on shares of lululemon athletica from $122.00 to $110.00 and set a “market perform” rating on the stock in a research report on Friday. Robert W. Baird decreased their target price on shares of lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a research report on Friday. Citigroup dropped their price target on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 9th. Truist Financial restated a “sell” rating and set a $82.00 price target (down from $94.00) on shares of lululemon athletica in a report on Friday. Finally, Weiss Ratings lowered shares of lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, August 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and a consensus target price of $116.46.

lululemon athletica Price Performance

Shares of NASDAQ LULU opened at $100.61 on Friday. lululemon athletica has a one year low of $97.99 and a one year high of $225.98. The business’s 50-day moving average price is $118.42 and its two-hundred day moving average price is $136.08. The company has a market capitalization of $11.94 billion, a P/E ratio of 8.24, a price-to-earnings-growth ratio of 2.05 and a beta of 0.87.

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, topping analysts’ consensus estimates of $1.79 by $1.13. The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The business’s quarterly revenue was down 4.3% on a year-over-year basis. During the same period last year, the business earned $3.10 EPS. 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 11.14 EPS for the current year.

Insider Transactions at lululemon athletica

In other news, Director Charles Bergh purchased 4,275 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were bought at an average price of $117.05 per share, with a total value of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.54% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of LULU. HighTower Advisors LLC raised its holdings in lululemon athletica by 37.0% in the 2nd quarter. HighTower Advisors LLC now owns 30,841 shares of the apparel retailer’s stock worth $3,521,000 after acquiring an additional 8,336 shares during the period. Groupe la Francaise acquired a new stake in shares of lululemon athletica in the second quarter valued at about $515,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of lululemon athletica in the second quarter valued at about $1,844,000. California State Teachers Retirement System increased its stake in shares of lululemon athletica by 10,065.8% in the second quarter. California State Teachers Retirement System now owns 17,180,893 shares of the apparel retailer’s stock worth $1,961,714,000 after purchasing an additional 17,011,886 shares during the period. Finally, Ameritas Advisory Services LLC increased its stake in shares of lululemon athletica by 21.8% in the second quarter. Ameritas Advisory Services LLC now owns 21,893 shares of the apparel retailer’s stock worth $2,500,000 after purchasing an additional 3,917 shares during the period. 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: 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.

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.