lululemon athletica’s (LULU) Sector Weight Rating Reiterated at KeyCorp

KeyCorp restated their sector weight rating on shares of lululemon athletica (NASDAQ:LULU) in a research note released on Friday,Benzinga reports.

Several other equities research analysts have also recently issued reports on LULU. The Goldman Sachs Group decreased their price target on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating on the stock in a research note on Friday, June 5th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of lululemon athletica from $171.00 to $127.00 and set a “hold” rating on the stock in a research report on Monday, June 8th. Freedom Capital upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Friday, June 5th. Evercore reduced their price target on lululemon athletica from $175.00 to $130.00 in a research note on Wednesday, June 3rd. Finally, Rothschild & Co Redburn decreased their price objective on lululemon athletica from $160.00 to $110.00 and set a “sell” rating on the stock in a report on Tuesday, June 16th. One investment 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. Based on data from MarketBeat, lululemon athletica has an average rating of “Reduce” and a consensus price target of $116.46.

lululemon athletica Price Performance

Shares of NASDAQ:LULU 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 stock’s fifty day simple moving average is $118.42 and its 200-day simple moving average is $136.08. The company has a market capitalization of $11.94 billion, a P/E ratio of 8.24, a P/E/G ratio of 2.05 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The business’s revenue for the quarter was down 4.3% compared to the same quarter last year. During the same quarter last year, the company 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, sell-side analysts anticipate that lululemon athletica will post 11.14 earnings per share for the current year.

Insider Transactions at lululemon athletica

In related news, Director Charles Bergh purchased 4,275 shares of the business’s stock in a transaction on 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 purchase, the director directly owned 10,365 shares in the company, valued at approximately $1,213,223.25. This trade represents a 70.20% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Uniplan Investment Counsel Inc. purchased a new position in shares of lululemon athletica in the 4th quarter worth $26,000. Elyxium Wealth LLC purchased a new stake in lululemon athletica during the fourth quarter valued at about $31,000. DV Equities LLC acquired a new stake in lululemon athletica during the fourth quarter worth about $31,000. GW&K Investment Management LLC increased its stake in 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 acquiring an additional 78 shares during the last quarter. Finally, Rexford Capital Inc. purchased a new position in shares of lululemon athletica in the 1st quarter worth about $31,000. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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.

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.