Zacks Research Has Positive Estimate for LULU Q4 Earnings

lululemon athletica inc. (NASDAQ:LULU) – Analysts at Zacks Research increased their Q4 2026 EPS estimates for shares of lululemon athletica in a research note issued on Thursday, February 12th. Zacks Research analyst Team now expects that the apparel retailer will earn $4.73 per share for the quarter, up from their prior estimate of $4.72. Zacks Research currently 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 Q1 2027 earnings at $2.29 EPS, FY2027 earnings at $12.78 EPS, Q1 2028 earnings at $2.38 EPS and FY2028 earnings at $13.57 EPS.

LULU has been the topic of several other research reports. Citigroup boosted their target price on shares of lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Jefferies Financial Group decreased their price objective on shares of lululemon athletica from $200.00 to $185.00 and set a “hold” rating on the stock in a research note on Friday, January 30th. BTIG Research reiterated a “buy” rating on shares of lululemon athletica in a research note on Thursday, January 22nd. Telsey Advisory Group reissued a “market perform” rating and issued a $215.00 target price on shares of lululemon athletica in a report on Monday, January 26th. Finally, Piper Sandler increased their price target on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, lululemon athletica has a consensus rating of “Hold” and an average price target of $227.05.

lululemon athletica Price Performance

Shares of LULU stock opened at $176.42 on Monday. The stock’s fifty day simple moving average is $196.09 and its 200 day simple moving average is $185.41. lululemon athletica has a one year low of $159.25 and a one year high of $393.54. The firm has a market cap of $20.70 billion, a price-to-earnings ratio of 12.23, a P/E/G ratio of 11.11 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The firm had revenue of $2.57 billion during the quarter, compared to analyst estimates of $2.48 billion. During the same quarter in the prior year, the business posted $2.53 earnings per share. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. 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.

Hedge Funds Weigh In On lululemon athletica

Several hedge funds have recently added to or reduced their stakes in LULU. Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its position in shares of lululemon athletica by 9.1% during the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock worth $143,000 after purchasing an additional 50 shares in the last quarter. Westside Investment Management Inc. lifted its holdings in lululemon athletica by 15.4% during the second quarter. Westside Investment Management Inc. now owns 420 shares of the apparel retailer’s stock worth $100,000 after acquiring an additional 56 shares in the last quarter. Twin Capital Management Inc. grew its stake in lululemon athletica by 1.6% in the second quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock valued at $887,000 after acquiring an additional 58 shares during the period. MGO One Seven LLC increased its holdings in shares of lululemon athletica by 4.5% in the third quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock worth $238,000 after acquiring an additional 58 shares in the last quarter. Finally, Davis Investment Partners LLC raised its position in shares of lululemon athletica by 2.9% during the fourth quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock worth $435,000 after purchasing an additional 58 shares during the period. Institutional investors own 85.20% of the company’s stock.

Insider Buying and Selling

In other news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica stock in a transaction on 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 of the company’s stock, valued at approximately $1,084,872. This trade represents a 71.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.54% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Zacks Research raised near‑term quarterly EPS forecasts for lululemon (Q3 2027 to $2.60 from $2.50; Q3 2028 to $2.75 from $2.66), which signals modest upside to short‑term earnings expectations even as the firm retains a “Hold” rating. (No external link provided)
• Neutral Sentiment: Zacks made small downward tweaks to some other-quarter estimates (Q4 2027 and Q4 2028 cuts are minor) and kept a Hold rating — a mixed analyst view that should temper but not radically change forward EPS consensus (~$14.36 FY). (No external link provided)
• Negative Sentiment: A wave of customer complaints and media stories reporting new Lululemon leggings being “see‑through” has surfaced across outlets; the quality/fit controversy is hitting sentiment and prompted a pullback in the stock earlier this week. lululemon athletica Faces Fresh Quality Complaints Over Yoga Pants Lululemon stock falls after another see-through leggings controversy More ‘see-through’ issues surface for Lululemon, and the stock is taking a hit
• Negative Sentiment: Media coverage is broad (MSN, Newsweek, Seeking Alpha) and includes commentary that the product issues raise reputational and execution risk; Seeking Alpha calls out leadership uncertainty as a reason investors should be patient despite valuation arguments. lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience Another pair of Lululemon leggings being called see-through
• Negative Sentiment: Coverage of the complaints coincided with a sharper intraday decline reported by market commentators, amplifying the short‑term technical pressure on the stock as investors price in potential returns, recalls or reputational damage. Lululemon (LULU) Falls More Steeply Than Broader Market: What Investors Need to Know

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.