What is Zacks Research’s Estimate for LULU FY2026 Earnings?

lululemon athletica inc. (NASDAQ:LULU) – Research analysts at Zacks Research lifted their FY2026 earnings per share (EPS) estimates for lululemon athletica in a report released on Wednesday, December 24th. Zacks Research analyst Team now expects that the apparel retailer will post earnings of $13.01 per share for the year, up from their prior estimate of $12.97. Zacks Research has a “Hold” rating on the stock. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. Zacks Research also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.72 EPS, Q1 2027 earnings at $2.15 EPS, Q2 2027 earnings at $2.81 EPS, Q3 2027 earnings at $2.50 EPS, Q4 2027 earnings at $5.11 EPS, FY2027 earnings at $12.57 EPS, Q2 2028 earnings at $3.05 EPS, Q3 2028 earnings at $2.66 EPS and FY2028 earnings at $13.43 EPS.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The business had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.53 earnings per share. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS.

Several other research firms have also issued reports on LULU. UBS Group increased their price objective on shares of lululemon athletica from $183.00 to $206.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of lululemon athletica in a report on Wednesday, October 8th. Sanford C. Bernstein downgraded lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price target for the company. in a report on Thursday, October 16th. Oppenheimer reissued a “market perform” rating and issued a $500.00 price objective on shares of lululemon athletica in a research report on Friday, September 5th. Finally, Citigroup upped their target price on lululemon athletica from $190.00 to $210.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, thirty-two have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $228.19.

lululemon athletica Stock Down 0.7%

Shares of LULU opened at $208.97 on Monday. lululemon athletica has a fifty-two week low of $159.25 and a fifty-two week high of $423.32. The company’s fifty day moving average is $182.46 and its two-hundred day moving average is $194.87. The firm has a market cap of $24.51 billion, a PE ratio of 14.48, a price-to-earnings-growth ratio of 12.89 and a beta of 1.01.

Insider Activity at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider owned 5,318 shares of the company’s stock, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Nicole Neuburger sold 615 shares of the firm’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total value of $109,470.00. Following the completion of the sale, the insider owned 8,993 shares in the company, valued at approximately $1,600,754. This represents a 6.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Several institutional investors and hedge funds have recently bought and sold shares of LULU. Cornerstone Planning Group LLC boosted its position in shares of lululemon athletica by 81.9% in the third quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after buying an additional 68 shares during the period. Murphy & Mullick Capital Management Corp lifted its stake in lululemon athletica by 187.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after acquiring an additional 105 shares in the last quarter. Flaharty Asset Management LLC purchased a new stake in lululemon athletica in the 1st quarter worth about $29,000. Blue Trust Inc. boosted its position in lululemon athletica by 96.8% during the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after acquiring an additional 61 shares during the period. Finally, Trust Co. of Toledo NA OH purchased a new position in lululemon athletica during the 2nd quarter valued at about $30,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Several buy-the-dip articles name Lululemon as a recovery/buy candidate, highlighting durable profitability and strong international revenue growth that could support a rebound. 3 Stocks That Could Bounce Back in 2026
• Positive Sentiment: Another Fool piece flags Lululemon as one of the stocks worth buying after large declines, noting it remains profitable and that international revenues are growing rapidly — a bullish thesis for medium-term revenue expansion. 2 Stocks Down 45% and 37% to Buy Right Now
• Neutral Sentiment: Holiday/Boxing Day sales coverage lists Lululemon among retailers running extended promotions in Canada — positive for near-term traffic and inventory turnover but not a major directional catalyst on its own. 21 best extended Boxing Day sales in Canada: Amazon, Lululemon, Best Buy, Walmart & more
• Negative Sentiment: Jim Cramer warned that Lululemon “is challenged,” a high-visibility negative remark that can pressure sentiment and short-term flows. Lululemon (LULU) “is challenged,” says Jim Cramer
• Negative Sentiment: Zacks issued a flurry of estimate revisions: several quarterly and multi‑year EPS cuts (including FY2027 and FY2028 downgrades) alongside a few isolated upward tweaks, and maintained a “Hold” rating — the net effect is analyst-driven downward pressure on near‑term expectations. MarketBeat / Zacks research summary

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.