Brokers Issue Forecasts for LULU FY2026 Earnings

Key Points

• KeyCorp predicts that Lululemon athletica will report earnings of $12.90 per share for FY2026, lower than the consensus estimate of $14.36 per share.
• After a recent quarterly earnings report, the company posted $3.10 EPS, exceeding expectations, but its revenue fell short at $2.53 billion.
• Multiple analysts have reduced their target prices for Lululemon athletica, with Piper Sandler lowering it from $200.00 to $165.00 and Jefferies cutting their target from $160.00 to $150.00, reflecting a cautious outlook.

lululemon athletica inc. (NASDAQ:LULU - Free Report) - Investment analysts at KeyCorp issued their FY2026 EPS estimates for lululemon athletica in a report issued on Monday, September 8th. KeyCorp analyst A. Owens forecasts that the apparel retailer will post earnings per share of $12.90 for the year. KeyCorp currently has a "Sector Weight" rating on the stock. The consensus estimate for lululemon athletica's current full-year earnings is $14.36 per share. KeyCorp also issued estimates for lululemon athletica's FY2027 earnings at $13.16 EPS.

lululemon athletica (NASDAQ:LULU - Get Free Report) last released its quarterly earnings data on Thursday, September 4th. The apparel retailer reported $3.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.86 by $0.24. lululemon athletica had a net margin of 16.38% and a return on equity of 42.05%. The firm had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.55 billion. During the same period last year, the firm earned $3.15 earnings per share. The company's quarterly revenue was up 6.5% on a year-over-year basis. lululemon athletica has set its FY 2025 guidance at 12.770-12.970 EPS. Q3 2025 guidance at 2.180-2.230 EPS.

A number of other research firms also recently issued reports on LULU. Bank of America dropped their price objective on shares of lululemon athletica from $210.00 to $185.00 and set a "neutral" rating on the stock in a research note on Friday. Oppenheimer reiterated a "market perform" rating and set a $500.00 price objective on shares of lululemon athletica in a research note on Friday, September 5th. HSBC downgraded shares of lululemon athletica from a "buy" rating to a "hold" rating and set a $175.00 target price for the company. in a research note on Thursday. Evercore ISI restated an "in-line" rating and issued a $180.00 target price (down from $265.00) on shares of lululemon athletica in a research note on Friday, September 5th. Finally, Needham & Company LLC lowered their target price on shares of lululemon athletica from $238.00 to $192.00 and set a "buy" rating for the company in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, twenty-three have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $242.24.

lululemon athletica Stock Down 3.6%

Shares of NASDAQ LULU traded down $5.91 during midday trading on Thursday, reaching $159.87. 7,990,753 shares of the company's stock traded hands, compared to its average volume of 6,675,882. The stock's 50 day simple moving average is $204.62 and its 200-day simple moving average is $259.16. lululemon athletica has a one year low of $159.75 and a one year high of $423.32. The company has a market cap of $19.16 billion, a price-to-earnings ratio of 10.87, a P/E/G ratio of 6.83 and a beta of 1.12.

Insider Activity at lululemon athletica

In related news, CEO Calvin Mcdonald sold 27,049 shares of the business's stock in a transaction on Friday, June 27th. The shares were sold at an average price of $235.69, for a total transaction of $6,375,178.81. Following the completion of the transaction, the chief executive officer directly owned 110,564 shares in the company, valued at $26,058,829.16. The trade was a 19.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.54% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. N.E.W. Advisory Services LLC purchased a new position in lululemon athletica in the first quarter valued at $25,000. Cornerstone Planning Group LLC increased its holdings in lululemon athletica by 506.3% in the first quarter. Cornerstone Planning Group LLC now owns 97 shares of the apparel retailer's stock valued at $26,000 after buying an additional 81 shares in the last quarter. Flaharty Asset Management LLC purchased a new position in lululemon athletica in the first quarter valued at $29,000. Zions Bancorporation National Association UT purchased a new position in lululemon athletica in the first quarter valued at $31,000. Finally, Blue Trust Inc. increased its holdings in lululemon athletica by 96.8% in the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer's stock valued at $29,000 after buying an additional 61 shares in the last quarter. Hedge funds and other institutional investors own 85.20% of the company's stock.

About lululemon athletica

Lululemon Athletica Inc, together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories.