UBS Group Issues Pessimistic Forecast for lululemon athletica (NASDAQ:LULU) Stock Price

lululemon athletica (NASDAQ:LULU) had its price objective dropped by investment analysts at UBS Group from $120.00 to $106.00 in a report released on Friday, Benzinga reports. The brokerage presently has a “neutral” rating on the apparel retailer’s stock. UBS Group’s price objective points to a potential upside of 5.92% from the company’s current price.

Several other equities research analysts have also weighed in on LULU. Weiss Ratings lowered shares of lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, August 24th. Barclays decreased their price target on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating for the company in a report on Friday, June 5th. Citigroup lowered their price objective on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating for the company in a research report on Tuesday, June 9th. Zacks Research upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 19th. Finally, Rothschild & Co Redburn reduced their target price 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, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $143.00.

lululemon athletica Stock Performance

LULU traded down $21.69 during mid-day trading on Friday, reaching $100.08. The stock had a trading volume of 12,965,592 shares, compared to its average volume of 3,256,232. The stock has a market capitalization of $11.88 billion, a P/E ratio of 8.07, a P/E/G ratio of 2.50 and a beta of 0.87. The firm’s fifty day simple moving average is $118.76 and its two-hundred day simple moving average is $136.61. lululemon athletica has a 52 week low of $97.99 and a 52 week high of $225.98.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, topping the consensus estimate of $1.79 by $1.13. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter in the previous year, the company earned $3.10 EPS. lululemon athletica’s revenue 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. As a group, analysts expect that lululemon athletica will post 10.93 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Charles Bergh purchased 4,275 shares of lululemon athletica stock in a transaction dated Monday, June 15th. The stock was bought at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director directly owned 10,365 shares of the company’s stock, valued at $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On lululemon athletica

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC bought a new position in lululemon athletica during the 4th quarter worth about $429,000. NewEdge Advisors LLC lifted its holdings in shares of lululemon athletica by 5.1% in the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock valued at $1,089,000 after purchasing an additional 186 shares in the last quarter. Glenview Trust co boosted its position in shares of lululemon athletica by 39.9% during the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after buying an additional 284 shares during the period. Diversify Advisory Services LLC acquired a new position in shares of lululemon athletica during the second quarter worth about $508,000. Finally, Raymond James Financial Inc. grew its holdings in shares of lululemon athletica by 10.7% during the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock worth $26,759,000 after buying an additional 10,891 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Key lululemon athletica News

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

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.