BNP Paribas Exane Cuts lululemon athletica (NASDAQ:LULU) Price Target to $206.00

lululemon athletica (NASDAQ:LULU) had its price target cut by BNP Paribas Exane from $230.00 to $206.00 in a research note released on Friday,MarketScreener reports. They currently have a neutral rating on the apparel retailer’s stock.

LULU has been the subject of a number of other reports. Barclays raised their price target on lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Raymond James Financial reiterated a “strong-buy” rating on shares of lululemon athletica in a report on Thursday. Guggenheim started coverage on shares of lululemon athletica in a research report on Wednesday, December 10th. They issued a “neutral” rating on the stock. Finally, Telsey Advisory Group restated a “market perform” rating and set a $215.00 target price on shares of lululemon athletica in a research report on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $227.57.

lululemon athletica Stock Down 1.8%

Shares of NASDAQ:LULU opened at $191.07 on Friday. The firm has a fifty day simple moving average of $195.83 and a two-hundred day simple moving average of $190.38. lululemon athletica has a 52 week low of $159.25 and a 52 week high of $423.32. The stock has a market capitalization of $22.41 billion, a P/E ratio of 13.24, a PEG ratio of 11.80 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.22 by $0.37. The firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The business’s revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.53 EPS. 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. On average, analysts expect that lululemon athletica will post 14.36 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total value of $2,756,244.00. Following the completion of the sale, the insider directly owned 5,318 shares in the company, valued at $1,084,872. The trade was a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank bought a new position in shares of lululemon athletica during the second quarter valued at approximately $217,344,000. Vanguard Group Inc. boosted its position in lululemon athletica by 3.9% during the 3rd quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after acquiring an additional 521,915 shares in the last quarter. Invesco Ltd. boosted its position in lululemon athletica by 28.7% during the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after acquiring an additional 490,127 shares in the last quarter. Pacer Advisors Inc. increased its holdings in shares of lululemon athletica by 2,598.9% in the 3rd quarter. Pacer Advisors Inc. now owns 475,957 shares of the apparel retailer’s stock valued at $84,687,000 after acquiring an additional 458,322 shares during the period. Finally, Geode Capital Management LLC raised its position in shares of lululemon athletica by 16.2% in the 2nd quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock worth $700,502,000 after acquiring an additional 413,062 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors.

Key lululemon athletica News

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

• Positive Sentiment: JPMorgan raised its price target to $209, a sign some institutions still see upside after the disruption. JPMorgan Increases Price Target
• Positive Sentiment: lululemon resumed online sales of the “Get Low” line after pulling it briefly — a move that reduces near-term revenue disruption risk. Reuters: Get Low Back Online
• Positive Sentiment: KeyCorp slightly raised its FY2026 EPS forecast to $13.03, suggesting some analysts view the hit as manageable for the fiscal year. MarketBeat: KeyCorp Estimates
• Neutral Sentiment: Lululemon updated product guidance for consumers (advising sizing up and skin-toned undergarments) as it re-lists the leggings — helpful for damage control but not a fix for quality perception. Business Insider: How to Wear Get Low
• Negative Sentiment: Founder Chip Wilson publicly attacked the board and blamed management for “total operational failure,” escalating governance risk and negative publicity around product quality. Benzinga: Founder Outraged
• Negative Sentiment: Investor-law firm Levi & Korsinsky announced an investigation into lululemon related to the e-commerce halt, raising the prospect of litigation or regulatory scrutiny. PR Newswire: Investor Alert
• Negative Sentiment: KeyCorp cut its Q4 2026 and FY2027 estimates (Q4: $4.76 from $4.98; FY2027: $12.40 from $13.16), reflecting expected near-term margin or demand impact from the product issue. MarketBeat: KeyCorp Cuts Estimates

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.