Piper Sandler Has Lowered Expectations for lululemon athletica (NASDAQ:LULU) Stock Price

lululemon athletica (NASDAQ:LULU) had its price target lowered by research analysts at Piper Sandler from $130.00 to $110.00 in a report released on Friday,MarketScreener reports. The firm presently has a “neutral” rating on the apparel retailer’s stock. Piper Sandler’s price objective points to a potential downside of 11.94% from the stock’s current price.

Other analysts have also issued reports about the company. The Goldman Sachs Group lowered their target price on lululemon athletica from $177.00 to $122.00 and set a “neutral” rating on the stock in a research note on Friday. BTIG Research lowered lululemon athletica from a “buy” rating to a “neutral” rating in a report on Friday. Citigroup lowered their price objective on lululemon athletica from $210.00 to $185.00 and set a “neutral” rating on the stock in a research note on Monday, March 23rd. Jefferies Financial Group lowered their price objective on lululemon athletica from $170.00 to $145.00 and set a “hold” rating on the stock in a research note on Tuesday, April 28th. Finally, Barclays cut their target price on shares of lululemon athletica from $203.00 to $161.00 and set an “equal weight” rating for the company in a research report on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-eight have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $179.55.

lululemon athletica Stock Down 0.9%

LULU opened at $124.92 on Friday. lululemon athletica has a twelve month low of $116.63 and a twelve month high of $338.49. The company’s 50-day moving average price is $142.08 and its two-hundred day moving average price is $170.35. The stock has a market cap of $15.08 billion, a price-to-earnings ratio of 9.39, a PEG ratio of 3.89 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.67 by $0.02. The company had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.43 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. lululemon athletica’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the business posted $2.60 EPS. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. As a group, sell-side analysts anticipate that lululemon athletica will post 12.26 earnings per share for the current year.

Insider Buying and Selling at lululemon athletica

In other news, Director Charles V. Bergh bought 6,090 shares of the stock in a transaction on Friday, March 20th. The shares were acquired at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the purchase, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Andre Maestrini purchased 3,275 shares of the business’s stock in a transaction on Wednesday, April 1st. The stock was purchased at an average cost of $151.02 per share, with a total value of $494,590.50. Following the completion of the acquisition, the chief executive officer owned 34,551 shares in the company, valued at approximately $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in LULU. Davis Investment Partners LLC boosted its position in shares of lululemon athletica by 2.9% in the 4th quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock worth $435,000 after buying an additional 58 shares in the last quarter. NorthRock Partners LLC grew its stake in lululemon athletica by 4.2% in the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock valued at $276,000 after acquiring an additional 62 shares during the last quarter. Murphy & Mullick Capital Management Corp increased its holdings in lululemon athletica by 4.3% during the 1st quarter. Murphy & Mullick Capital Management Corp now owns 1,578 shares of the apparel retailer’s stock valued at $242,000 after acquiring an additional 65 shares in the last quarter. Cornerstone Planning Group LLC raised its position in lululemon athletica by 81.9% during the third quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after acquiring an additional 68 shares during the last quarter. Finally, IHT Wealth Management LLC raised its position in lululemon athletica by 1.7% during the second quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer’s stock worth $1,016,000 after acquiring an additional 73 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.

lululemon athletica News Roundup

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

• Positive Sentiment: LULU beat Q1 EPS and revenue estimates, showing the business is still growing, and China remains a potential growth area. lululemon athletica inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: Some analysts still see upside from current levels, with several targets reduced but still above the stock price, suggesting valuation may now be more attractive after the selloff. lululemon athletica stock page
• Neutral Sentiment: Bank of America and Robert W. Baird both lowered price targets but kept neutral ratings, reinforcing a wait-and-see view rather than a strong bearish call.
• Neutral Sentiment: Needham reaffirmed a hold rating, indicating analysts are increasingly cautious but not uniformly negative.
• Negative Sentiment: lululemon reduced FY2026 revenue and earnings guidance, with full-year sales now expected to be flat to down, far below prior expectations. Lululemon Cuts Outlook as Headwinds Mount
• Negative Sentiment: Q2 guidance also missed consensus, signaling near-term earnings pressure and making the turnaround look longer and more difficult.
• Negative Sentiment: Analysts at BTIG, BNP Paribas Exane, Telsey, and others downgraded the stock or cut targets sharply, reflecting growing concern about weaker U.S. demand, competition, and brand momentum.
• Negative Sentiment: Reuters and other reports highlighted slowing traffic, waning brand appeal, and tariff costs as added headwinds, which is weighing on sentiment ahead of the new CEO’s arrival. Lululemon slides as bleak forecasts deepen turnaround worries

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.