JPMorgan Chase & Co. Has Lowered Expectations for lululemon athletica (NASDAQ:LULU) Stock Price

by · The Markets Daily

lululemon athletica (NASDAQ:LULU – Get Free Report) had its target price lowered by analysts at JPMorgan Chase & Co. from $154.00 to $95.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has a “neutral” rating on the apparel retailer’s stock. JPMorgan Chase & Co.‘s price target points to a potential downside of 21.98% from the company’s previous close.

LULU has been the topic of a number of other research reports. Weiss Ratings cut shares of lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday, August 24th. UBS Group lowered their price target on lululemon athletica from $124.00 to $120.00 and set a “neutral” rating for the company in a research report on Tuesday, August 25th. Truist Financial lowered lululemon athletica from a “hold” rating to a “sell” rating and decreased their target price for the stock from $115.00 to $94.00 in a research note on Thursday, July 16th. Robert W. Baird dropped their target price on lululemon athletica from $170.00 to $140.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. Finally, Piper Sandler lowered their price objective on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $144.96.

Check Out Our Latest Analysis on lululemon athletica

lululemon athletica Trading Up 1.4%

Shares of LULU stock opened at $121.77 on Friday. lululemon athletica has a twelve month low of $104.44 and a twelve month high of $225.98. The company’s 50-day moving average price is $118.76 and its 200-day moving average price is $136.61. The stock has a market cap of $14.45 billion, a price-to-earnings ratio of 9.83, a PEG ratio of 2.50 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU – Get Free Report) last issued its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. The company had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. lululemon athletica’s quarterly revenue was down 4.3% compared to the same quarter last year. During the same period in the previous year, the firm 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. As a group, equities research analysts predict that lululemon athletica will post 10.93 EPS for the current year.

Insider Activity at lululemon athletica

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 completion of 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 can be accessed through this hyperlink. Insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On lululemon athletica

Several hedge funds and other institutional investors have recently bought and sold shares of LULU. Uniplan Investment Counsel Inc. purchased a new stake in shares of lululemon athletica in the 4th quarter valued at about $26,000. Elyxium Wealth LLC purchased a new position in shares of lululemon athletica during the fourth quarter worth approximately $31,000. Rexford Capital Inc. purchased a new stake in lululemon athletica in the 1st quarter valued at $31,000. DV Equities LLC purchased a new position in lululemon athletica during the 4th quarter worth $31,000. Finally, Gould Capital LLC purchased a new stake in shares of lululemon athletica in the first quarter valued at about $32,000. 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 was $2.92, above the $1.79 analyst consensus. However, the result benefited substantially from $134.5 million in tariff refunds and related interest, which added approximately $0.86 to EPS after tax. Second-Quarter Fiscal 2026 Results
  • Positive Sentiment: International revenue increased 4%, and lululemon repurchased approximately 2.7 million shares for $330 million during the quarter, providing some support for per-share results. Lululemon Q2 Revenue Falls 4%
  • Neutral Sentiment: Nike veteran Heidi O’Neill is scheduled to become CEO next week. Her appointment offers a potential catalyst, but investors are likely to remain cautious until she demonstrates progress on product, brand, and North American growth issues. Forecast Cut Underscores Challenge for Next CEO
  • Negative Sentiment: Revenue declined 4% year over year to $2.416 billion, missing expectations, while comparable sales fell 9%—the company’s weakest comparable-sales performance since the Great Recession. Americas revenue dropped 8%, highlighting intensifying competition and softer consumer demand. Lululemon Stock Plunges on Earnings and Outlook
  • Negative Sentiment: Lululemon cut its fiscal 2026 revenue forecast to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion and reduced EPS guidance to $9.48–$9.73, well below the approximately $12.35 consensus. Third-quarter EPS guidance of $0.93–$0.98 also trails estimates. Lululemon Cuts Outlook Again
  • Negative Sentiment: Analysts and commentators questioned whether lululemon’s product assortment—particularly its reliance on form-fitting leggings—still matches changing customer preferences. The resulting uncertainty over the brand’s ability to restore growth contributed to the sharp decline following the earnings release. Sales Drop Raises Turnaround Concerns

About lululemon athletica

(Get Free Report)

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.

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