lululemon athletica (NASDAQ:LULU) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: lululemon issued EPS guidance of $12.10–$12.30 (below the $12.95 consensus) and revenue guidance of $11.4–$11.5 billion (slightly above the $11.3 billion consensus), with Q1 EPS guided to $1.63–$1.68.
• Several major research firms trimmed price targets this month, leaving a MarketBeat consensus rating of Hold and an average target price of $206.77 for LULU.
• Shares rose about 4.6% to $166.15 after the update, and insiders including CEO Andre Maestrini and director Charles V. Bergh made notable purchases (CEO ~3,275 shares, director ~6,090 shares), increasing their ownership stakes.

lululemon athletica (NASDAQ:LULU - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 12.100-12.300 for the period, compared to the consensus EPS estimate of 12.950. The company issued revenue guidance of $11.4 billion-$11.5 billion, compared to the consensus revenue estimate of $11.3 billion. lululemon athletica also updated its Q1 2026 guidance to 1.630-1.680 EPS.

Analysts Set New Price Targets

A number of research firms have recently weighed in on LULU. Truist Financial lowered their price target on shares of lululemon athletica from $200.00 to $170.00 and set a "hold" rating on the stock in a research note on Wednesday, March 18th. Barclays decreased their price objective on shares of lululemon athletica from $203.00 to $161.00 and set an "equal weight" rating on the stock in a research report on Wednesday, March 18th. BNP Paribas Exane decreased their price objective on shares of lululemon athletica from $206.00 to $170.00 and set a "neutral" rating on the stock in a research report on Wednesday, March 18th. JPMorgan Chase & Co. lowered their price target on shares of lululemon athletica from $209.00 to $196.00 and set a "neutral" rating on the stock in a research report on Wednesday, March 18th. Finally, The Goldman Sachs Group dropped their price objective on shares of lululemon athletica from $200.00 to $184.00 and set a "neutral" rating for the company in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, lululemon athletica currently has a consensus rating of "Hold" and an average target price of $206.77.

lululemon athletica Trading Up 4.6%

Shares of lululemon athletica stock traded up $7.29 during mid-day trading on Thursday, hitting $166.15. 1,173,820 shares of the stock were exchanged, compared to its average volume of 2,682,735. lululemon athletica has a twelve month low of $143.96 and a twelve month high of $340.25. The stock has a market capitalization of $20.06 billion, a price-to-earnings ratio of 12.48, a price-to-earnings-growth ratio of 4.79 and a beta of 1.07. The company has a 50-day simple moving average of $168.57 and a 200 day simple moving average of $179.57.

lululemon athletica (NASDAQ:LULU - Get Free Report) last released its quarterly earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.78 by $0.23. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The company had revenue of $3.64 billion for the quarter, compared to analysts' expectations of $3.59 billion. During the same period last year, the company earned $6.14 EPS. The firm's revenue for the quarter was up .0% compared to the same quarter last year. Equities research analysts forecast that lululemon athletica will post 14.36 earnings per share for the current fiscal year.

Insider Activity

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

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of LULU. Invesco Ltd. lifted its holdings in shares of lululemon athletica by 28.7% during the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer's stock worth $391,544,000 after acquiring an additional 490,127 shares during the period. HRT Financial LP lifted its holdings in shares of lululemon athletica by 277.5% during the 4th quarter. HRT Financial LP now owns 470,780 shares of the apparel retailer's stock worth $97,832,000 after acquiring an additional 346,080 shares during the period. National Bank of Canada FI lifted its holdings in shares of lululemon athletica by 154.0% during the 3rd quarter. National Bank of Canada FI now owns 445,283 shares of the apparel retailer's stock worth $79,221,000 after acquiring an additional 270,004 shares during the period. Caisse de depot et placement du Quebec lifted its holdings in shares of lululemon athletica by 69.1% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 638,720 shares of the apparel retailer's stock worth $113,647,000 after acquiring an additional 260,946 shares during the period. Finally, Quadrature Capital Ltd purchased a new position in shares of lululemon athletica during the 4th quarter worth about $49,208,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.