lululemon athletica (NASDAQ:LULU) Price Target Lowered to $190.00 at Robert W. Baird

Key Points

• Robert W. Baird cut its price target on lululemon from $210 to $190 and kept a "neutral" rating, while multiple other firms have trimmed targets, leaving the consensus at a "Hold" with an average target of $218.64.
• Q4 results beat expectations (EPS $5.01 vs. $4.78; revenue $3.64B vs. $3.59B), but management issued softer Q1 and fiscal‑2026 guidance, which weighed on the stock despite the beat.
• Company initiatives include a push for fewer markdowns to restore premium pricing and the addition of former Levi’s CEO Chip Bergh to the board, but an ongoing CEO search and founder activism create governance uncertainty.

lululemon athletica (NASDAQ:LULU - Get Free Report) had its price objective cut by stock analysts at Robert W. Baird from $210.00 to $190.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a "neutral" rating on the apparel retailer's stock. Robert W. Baird's target price indicates a potential upside of 19.29% from the stock's previous close.

Other equities research analysts have also recently issued reports about the stock. UBS Group decreased their target price on shares of lululemon athletica from $206.00 to $189.00 and set a "neutral" rating on the stock in a research report on Monday, March 9th. Bank of America dropped their price target on lululemon athletica from $220.00 to $200.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Barclays boosted their target price on lululemon athletica from $180.00 to $189.00 and gave the stock an "equal weight" rating in a report on Friday, December 12th. Raymond James Financial reiterated a "strong-buy" rating on shares of lululemon athletica in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group decreased their price target on shares of lululemon athletica from $200.00 to $184.00 and set a "neutral" rating for the company in a research report on Wednesday, March 11th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $218.64.

lululemon athletica Trading Down 0.4%

Shares of LULU stock opened at $159.27 on Wednesday. lululemon athletica has a twelve month low of $156.64 and a twelve month high of $348.50. The company has a market capitalization of $18.68 billion, a price-to-earnings ratio of 11.04, a PEG ratio of 10.13 and a beta of 1.00. The firm has a 50-day moving average price of $182.00 and a 200 day moving average price of $181.61.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its quarterly earnings data on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.78 by $0.23. The business had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.59 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The company's quarterly revenue was up .0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.14 earnings per share. As a group, research analysts predict that lululemon athletica will post 14.36 earnings per share for the current year.

Hedge Funds Weigh In On lululemon athletica

A number of institutional investors have recently made changes to their positions in the business. Brighton Jones LLC bought a new position in lululemon athletica during the 4th quarter valued at $429,000. NewEdge Advisors LLC grew its stake in lululemon athletica by 5.1% in the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer's stock worth $1,089,000 after purchasing an additional 186 shares in the last quarter. Nomura Asset Management Co. Ltd. grew its stake in lululemon athletica by 6.4% in the second quarter. Nomura Asset Management Co. Ltd. now owns 81,406 shares of the apparel retailer's stock worth $19,340,000 after purchasing an additional 4,931 shares in the last quarter. Traub Capital Management LLC acquired a new stake in lululemon athletica during the second quarter valued at approximately $61,000. Finally, Ensign Peak Advisors Inc lifted its holdings in lululemon athletica by 12.9% during the 2nd quarter. Ensign Peak Advisors Inc now owns 34,774 shares of the apparel retailer's stock worth $8,262,000 after buying an additional 3,978 shares during the last quarter. 85.20% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Q4 results beat expectations — EPS $5.01 and revenue ~$3.64B topped Street estimates, driven in part by international strength; the beat supports near-term earnings credibility. lululemon athletica inc. Announces Fourth Quarter and Full Year Fiscal 2025 Results
• Positive Sentiment: Board refresh and experienced addition — former Levi’s CEO Chip Bergh joined the board, a governance move investors often view as constructive for strategy and execution. Chip Bergh Joins lululemon Board of Directors
• Positive Sentiment: Some analysts still see upside — BTIG lowered its target but kept a buy rating with a $225 target, signaling confidence in a longer-term recovery. Benzinga
• Neutral Sentiment: Strategic shift to fewer markdowns — management plans to push full‑price selling and reduce discounts to restore premium positioning; this could help margins over time but may pressure near‑term comps as inventory/consumer reactions play out. Get ready for fewer sales: Lululemon has a new 'obsession' with full price and minimal discounting
• Negative Sentiment: Weak forward guidance — management issued softer Q1 and fiscal‑2026 revenue/earnings guidance, which is the primary reason the stock is trading down despite the beat. Lululemon Gives Weak Sales Outlook, Adding to Company’s Troubles
• Negative Sentiment: Analyst cuts and lower targets — Telsey trimmed its target to $175 and moved to market‑perform; Jefferies and others have also lowered targets recently, increasing near‑term selling pressure. Tickerreport.com
• Negative Sentiment: Leadership, proxy fight and founder activism — ongoing CEO search, founder Chip Wilson’s public statements and proxy dynamics create governance uncertainty that raises execution risk until leadership clarity returns. Chip Wilson Comments on lululemon's Board Changes and Fourth Quarter and Full Year Fiscal 2025 Results

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.

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