Zacks Research Brokers Increase Earnings Estimates for LULU

Lululemon Athletica Inc. (NASDAQ:LULU) – Equities research analysts at Zacks Research raised their FY2025 EPS estimates for shares of Lululemon Athletica in a research note issued to investors on Thursday, January 23rd. Zacks Research analyst R. Lohia now expects that the apparel retailer will post earnings of $14.37 per share for the year, up from their previous estimate of $14.15. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.34 per share. Zacks Research also issued estimates for Lululemon Athletica’s Q1 2026 earnings at $2.74 EPS, Q2 2026 earnings at $3.37 EPS, Q3 2026 earnings at $3.06 EPS, FY2026 earnings at $15.30 EPS, Q1 2027 earnings at $3.01 EPS, Q2 2027 earnings at $3.76 EPS and Q3 2027 earnings at $3.52 EPS.

A number of other analysts have also recently weighed in on LULU. Barclays upped their target price on shares of Lululemon Athletica from $378.00 to $411.00 and gave the company an “equal weight” rating in a research note on Thursday, January 16th. Raymond James restated an “outperform” rating and set a $430.00 target price (up previously from $400.00) on shares of Lululemon Athletica in a research report on Wednesday, January 15th. Stifel Nicolaus reaffirmed a “buy” rating and issued a $438.00 price target (up previously from $370.00) on shares of Lululemon Athletica in a research note on Friday, December 6th. Evercore ISI increased their price objective on Lululemon Athletica from $300.00 to $355.00 and gave the stock an “outperform” rating in a research note on Monday, December 2nd. Finally, Jefferies Financial Group restated an “underperform” rating and issued a $220.00 target price on shares of Lululemon Athletica in a research note on Monday, December 2nd. Two investment analysts have rated the stock with a sell rating, eight have assigned a hold rating and twenty have issued a buy rating to the stock. Based on data from MarketBeat.com, Lululemon Athletica presently has an average rating of “Moderate Buy” and an average price target of $391.00.

Lululemon Athletica Price Performance

LULU opened at $400.03 on Monday. The company has a market capitalization of $48.72 billion, a P/E ratio of 28.88, a P/E/G ratio of 2.50 and a beta of 1.18. The firm’s fifty day moving average price is $368.60 and its two-hundred day moving average price is $307.60. Lululemon Athletica has a fifty-two week low of $226.01 and a fifty-two week high of $491.30.

Lululemon Athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, December 5th. The apparel retailer reported $2.87 EPS for the quarter, beating the consensus estimate of $2.69 by $0.18. Lululemon Athletica had a return on equity of 42.16% and a net margin of 17.05%. The firm had revenue of $2.40 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same quarter in the prior year, the firm posted $2.53 EPS. The company’s revenue for the quarter was up 9.1% on a year-over-year basis.

Insider Buying and Selling at Lululemon Athletica

In other news, insider Nicole Neuburger sold 2,022 shares of the business’s stock in a transaction on Thursday, December 26th. The stock was sold at an average price of $387.11, for a total transaction of $782,736.42. Following the completion of the transaction, the insider now owns 6,198 shares of the company’s stock, valued at approximately $2,399,307.78. The trade was a 24.60 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Celeste Burgoyne sold 24,870 shares of the firm’s stock in a transaction dated Monday, December 9th. The shares were sold at an average price of $405.54, for a total value of $10,085,779.80. Following the completion of the sale, the insider now directly owns 12,429 shares in the company, valued at $5,040,456.66. This trade represents a 66.68 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.48% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Geode Capital Management LLC lifted its stake in Lululemon Athletica by 1.8% in the 3rd quarter. Geode Capital Management LLC now owns 2,474,828 shares of the apparel retailer’s stock valued at $669,036,000 after purchasing an additional 44,294 shares during the last quarter. Legal & General Group Plc grew its position in Lululemon Athletica by 3.7% during the 2nd quarter. Legal & General Group Plc now owns 1,040,384 shares of the apparel retailer’s stock worth $310,763,000 after acquiring an additional 37,239 shares during the last quarter. International Assets Investment Management LLC increased its holdings in Lululemon Athletica by 74,856.2% in the 3rd quarter. International Assets Investment Management LLC now owns 895,726 shares of the apparel retailer’s stock worth $243,055,000 after purchasing an additional 894,531 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in Lululemon Athletica by 2.9% in the third quarter. Charles Schwab Investment Management Inc. now owns 702,294 shares of the apparel retailer’s stock valued at $190,567,000 after purchasing an additional 19,808 shares during the last quarter. Finally, Montrusco Bolton Investments Inc. boosted its position in Lululemon Athletica by 43.5% during the 3rd quarter. Montrusco Bolton Investments Inc. now owns 611,814 shares of the apparel retailer’s stock worth $166,016,000 after buying an additional 185,440 shares during the period. 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.