Stifel Nicolaus Lowers lululemon athletica (NASDAQ:LULU) Price Target to $100.00

Key Points

• Stifel Nicolaus cut lululemon’s price target from $134 to $100 and maintained a “hold” rating, reflecting a broadly cautious analyst outlook. MarketBeat lists a consensus rating of “Reduce” and an average target of $139.77.
• LULU shares fell 17.5% to $100.50, near the company’s 52-week low of $97.99. The decline followed weaker operating trends, including a 4% year-over-year revenue drop and a 9% comparable-sales decline.
• Although quarterly EPS of $2.92 beat expectations, the result benefited substantially from tariff refunds. Lululemon also lowered its fiscal 2026 revenue and EPS guidance, citing pressure on sales, traffic, margins and competition.

lululemon athletica (NASDAQ:LULU - Get Free Report) had its price target dropped by stock analysts at Stifel Nicolaus from $134.00 to $100.00 in a report released on Friday, Benzinga reports. The brokerage presently has a "hold" rating on the apparel retailer's stock. Stifel Nicolaus' price objective suggests a potential downside of 0.49% from the company's current price.

Other equities analysts have also issued research reports about the stock. Citigroup reduced their price target 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 shares of lululemon athletica from a "strong sell" rating to a "hold" rating in a research note on Wednesday, August 19th. Weiss Ratings downgraded shares of lululemon athletica from a "sell (d+)" rating to a "sell (d)" rating in a research report on Monday, August 24th. Rothschild & Co Redburn decreased their price target on shares of lululemon athletica from $160.00 to $110.00 and set a "sell" rating for the company in a research note on Tuesday, June 16th. Finally, Jefferies Financial Group lowered their price target on shares of lululemon athletica from $145.00 to $115.00 and set a "hold" rating on the stock in a report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Reduce" and an average price target of $139.77.

lululemon athletica Stock Down 17.5%

lululemon athletica stock traded down $21.27 during mid-day trading on Friday, reaching $100.50. 27,152,990 shares of the company's stock were exchanged, compared to its average volume of 3,355,068. The business's fifty day simple moving average is $118.76 and its 200 day simple moving average is $136.61. lululemon athletica has a one year low of $97.99 and a one year high of $225.98. The firm has a market capitalization of $11.93 billion, a PE ratio of 8.12, a P/E/G ratio of 2.50 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced 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 the consensus estimate of $2.46 billion. During the same quarter in the prior year, the company earned $3.10 EPS. 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. On average, sell-side analysts forecast that lululemon athletica will post 10.93 earnings per share for the current year.

Insider Activity at lululemon athletica

In other lululemon athletica news, Director Charles Bergh acquired 4,275 shares of the business's stock in a transaction that occurred on Monday, June 15th. The stock was bought at an average cost of $117.05 per share, with a total value of $500,388.75. Following the acquisition, the director owned 10,365 shares in the company, valued at approximately $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.54% of the company's stock.

Institutional Trading of lululemon athletica

Institutional investors have recently added to or reduced their stakes in the stock. Uniplan Investment Counsel Inc. purchased a new position in lululemon athletica during the 4th quarter valued at about $26,000. Elyxium Wealth LLC purchased a new stake in shares of lululemon athletica in the fourth quarter worth about $31,000. DV Equities LLC purchased a new stake in shares of lululemon athletica in the fourth quarter worth about $31,000. GW&K Investment Management LLC boosted its position in shares of lululemon athletica by 70.3% in the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer's stock valued at $39,000 after acquiring an additional 78 shares during the period. Finally, Rexford Capital Inc. bought a new position in shares of lululemon athletica in the first quarter valued at approximately $31,000. Hedge funds and other institutional investors own 85.20% of the company's stock.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Second-quarter diluted EPS of $2.92 exceeded the $1.79 consensus estimate. However, the result included approximately $134.5 million in tariff refunds, which contributed about $0.86 per share, making the beat less indicative of underlying profitability. lululemon Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company repurchased 2.7 million shares for $330 million during the quarter. Investor Michael Burry also indicated continued confidence in LULU below $100, potentially providing a limited counterpoint to the broader selling pressure. Michael Burry on Lululemon
• Neutral Sentiment: Analysts broadly moved to a more cautious stance. Wells Fargo, JPMorgan, UBS, Baird, Telsey and Bernstein lowered price targets, while ratings generally remained neutral, equal weight, hold or market perform. Some revised targets still imply upside from current levels.
• Negative Sentiment: Revenue fell 4% year over year to $2.416 billion, below the $2.46 billion consensus, while comparable sales declined 9% overall and 10% on a constant-currency basis. Americas revenue dropped 8%, and China revenue also declined, signaling that international growth is no longer fully offsetting weakness in the core market. Lululemon forecast cut and CEO challenge
• Negative Sentiment: lululemon cut fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion from $11.00 billion-$11.15 billion and reduced EPS guidance to $9.48-$9.73. Third-quarter revenue and EPS guidance also fell well below Wall Street expectations, raising concerns about product acceptance, store traffic, margins and competitive pressure. LULU Q2 earnings call takeaways

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.

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