lululemon athletica (NASDAQ:LULU) Given New $185.00 Price Target at Jefferies Financial Group

lululemon athletica (NASDAQ:LULU) had its price target dropped by stock analysts at Jefferies Financial Group from $200.00 to $185.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “hold” rating on the apparel retailer’s stock. Jefferies Financial Group’s price target would indicate a potential upside of 6.02% from the stock’s previous close.

Several other analysts also recently issued reports on LULU. Daiwa Capital Markets upped their price objective on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a research report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft assumed coverage on lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating on the stock. Telsey Advisory Group reiterated a “market perform” rating and issued a $215.00 price target on shares of lululemon athletica in a report on Monday, January 26th. Zacks Research upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Citigroup boosted their target price on shares of lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $227.05.

lululemon athletica Stock Performance

LULU stock opened at $174.50 on Friday. lululemon athletica has a one year low of $159.25 and a one year high of $422.87. The company has a fifty day moving average of $197.42 and a 200-day moving average of $189.14. The stock has a market capitalization of $20.47 billion, a PE ratio of 12.09, a price-to-earnings-growth ratio of 10.65 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. During the same period last year, the firm posted $2.53 EPS. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. Equities analysts forecast that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the sale, the insider owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. This trade represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.54% of the stock is owned by company insiders.

Hedge Funds Weigh In On lululemon athletica

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in lululemon athletica by 3.9% in the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock worth $2,452,394,000 after purchasing an additional 521,915 shares during the period. Geode Capital Management LLC increased its stake in lululemon athletica by 16.2% in the second quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock valued at $700,502,000 after acquiring an additional 413,062 shares during the period. Invesco Ltd. lifted its stake in lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after purchasing an additional 490,127 shares during the period. Flossbach Von Storch SE boosted its holdings in lululemon athletica by 17.7% during the third quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock valued at $343,553,000 after purchasing an additional 290,614 shares in the last quarter. Finally, Mawer Investment Management Ltd. grew its stake in shares of lululemon athletica by 2.8% in the 2nd quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock valued at $322,976,000 after purchasing an additional 36,664 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

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.