Wells Fargo & Company Lowers lululemon athletica (NASDAQ:LULU) Price Target to $95.00

lululemon athletica (NASDAQ:LULU) had its target price lowered by equities researchers at Wells Fargo & Company from $105.00 to $95.00 in a research note issued on Friday, Benzinga reports. The brokerage presently has an “equal weight” rating on the apparel retailer’s stock. Wells Fargo & Company‘s price objective indicates a potential downside of 4.79% from the company’s previous close.

Other analysts also recently issued research reports about the company. Evercore decreased their price target on lululemon athletica from $175.00 to $130.00 in a research note on Wednesday, June 3rd. KeyCorp restated a “sector weight” rating on shares of lululemon athletica in a report on Friday. Bank of America reduced their target price on lululemon athletica from $175.00 to $140.00 and set a “neutral” rating for the company in a report on Friday, June 5th. Guggenheim reiterated a “neutral” rating on shares of lululemon athletica in a report on Friday. Finally, Telsey Advisory Group lowered their price target on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating on the stock in a report on Friday. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, lululemon athletica has a consensus rating of “Reduce” and an average price target of $142.62.

lululemon athletica Stock Performance

Shares of NASDAQ LULU traded down $21.99 during mid-day trading on Friday, reaching $99.78. The company had a trading volume of 16,055,024 shares, compared to its average volume of 3,275,760. The stock has a fifty day moving average of $118.76 and a two-hundred day moving average of $136.61. The company has a market capitalization of $11.84 billion, a price-to-earnings ratio of 8.11, a PEG ratio of 2.50 and a beta of 0.87. lululemon athletica has a 12-month low of $97.99 and a 12-month high of $225.98.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter last year, the firm earned $3.10 earnings per share. The business’s revenue for the quarter 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. Sell-side analysts forecast that lululemon athletica will post 10.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other lululemon athletica news, Director Charles Bergh bought 4,275 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.54% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of LULU. NorthRock Partners LLC boosted its position in shares of lululemon athletica by 4.2% in the third 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 period. Murphy & Mullick Capital Management Corp increased its position in lululemon athletica by 4.3% during the first quarter. Murphy & Mullick Capital Management Corp now owns 1,578 shares of the apparel retailer’s stock worth $242,000 after acquiring an additional 65 shares during the period. IHT Wealth Management LLC increased 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 period. GW&K Investment Management LLC raised its stake in lululemon athletica by 70.3% during the 4th quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock valued at $39,000 after purchasing an additional 78 shares during the last quarter. Finally, Golden State Wealth Management LLC raised its stake in lululemon athletica by 43.6% during the 4th quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock valued at $58,000 after purchasing an additional 85 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

lululemon athletica News Summary

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

• Positive Sentiment: Second-quarter diluted EPS of $2.92 exceeded the $1.79 analyst consensus. However, the beat was substantially supported by $134.5 million in tariff refunds and related interest, which added approximately $0.86 per share. lululemon Second Quarter Fiscal 2026 Results
• Positive Sentiment: International revenue increased 4%, and lululemon repurchased $330 million of stock during the quarter, providing limited support as the company works to restore growth.
• Neutral Sentiment: Heidi O’Neill is scheduled to become CEO next week. Investors will look for her strategy on product development, marketing and the company’s response to intensifying competition. Lululemon forecast cut underscores challenge for next CEO
• Neutral Sentiment: Needham reaffirmed its “hold” rating, while BTIG maintained “neutral,” indicating that analysts remain cautious rather than broadly bullish.
• Negative Sentiment: Second-quarter revenue fell 4% year over year to $2.416 billion, below the $2.458 billion consensus estimate. Comparable sales declined 9% overall, or 10% in constant currency, while Americas revenue dropped 8%. Net income also fell to $329.2 million from $370.9 million. Lululemon stock plunges on disappointing earnings and outlook
• Negative Sentiment: Fiscal 2026 revenue guidance was reduced to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion, and EPS guidance was cut to $9.48–$9.73. Third-quarter guidance of $0.93–$0.98 EPS and roughly $2.3 billion in revenue was also well below analyst expectations.
• Negative Sentiment: JPMorgan lowered its price target from $154 to $95 and shifted to “neutral”; Bernstein cut its target from $145 to $115 and moved to “market perform.” The target reductions reflect expectations for slower growth and pressure on the brand’s turnaround. Lululemon shares plunge after outlook cut

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.