Jefferies Financial Group Cuts lululemon athletica (NASDAQ:LULU) Price Target to $185.00

lululemon athletica (NASDAQ:LULU) had its price objective trimmed by Jefferies Financial Group from $200.00 to $185.00 in a research note published on Friday,MarketScreener reports. The firm currently has a hold rating on the apparel retailer’s stock.

LULU has been the topic of several other reports. Telsey Advisory Group restated a “market perform” rating and set a $215.00 price target on shares of lululemon athletica in a report on Monday, January 26th. BTIG Research reiterated a “buy” rating on shares of lululemon athletica in a report on Thursday, January 22nd. Sanford C. Bernstein lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 target price on the stock. in a report on Thursday, October 16th. Stifel Nicolaus reaffirmed a “hold” rating and set a $210.00 price target on shares of lululemon athletica in a research note on Tuesday, December 30th. Finally, Barclays lifted their price target on shares of lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a report on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $227.05.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $174.50 on Friday. The company’s 50 day moving average price is $197.42 and its two-hundred day moving average price is $188.65. The firm has a market capitalization of $20.47 billion, a P/E ratio of 12.09, a P/E/G ratio of 10.78 and a beta of 1.01. lululemon athletica has a fifty-two week low of $159.25 and a fifty-two week high of $422.87.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings results 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 company had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.lululemon athletica’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.

Insider Transactions at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the business’s stock in a transaction on 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 transaction, the insider 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 filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.54% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of 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 purchasing an additional 521,915 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of lululemon athletica by 16.2% during the 2nd quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock worth $700,502,000 after buying an additional 413,062 shares in the last quarter. Invesco Ltd. lifted its position in shares of 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 during the period. Flossbach Von Storch SE boosted its stake in lululemon athletica by 17.7% during the third quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock worth $343,553,000 after acquiring an additional 290,614 shares in the last quarter. Finally, Mawer Investment Management Ltd. boosted its stake in lululemon athletica by 2.8% during the second quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock worth $322,976,000 after acquiring an additional 36,664 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Key lululemon athletica News

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

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

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.