William Blair Analysts Raise Earnings Estimates for LULU

Lululemon Athletica Inc. (NASDAQ:LULU) – Investment analysts at William Blair boosted their Q4 2025 earnings estimates for Lululemon Athletica in a report issued on Tuesday, January 7th. William Blair analyst S. Zackfia now expects that the apparel retailer will post earnings of $5.75 per share for the quarter, up from their previous forecast of $5.71. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.17 per share.

LULU has been the topic of several other research reports. Morgan Stanley upped their price objective on shares of Lululemon Athletica from $345.00 to $414.00 and gave the company an “overweight” rating in a report on Friday, December 6th. Telsey Advisory Group upped their price objective on shares of Lululemon Athletica from $360.00 to $430.00 and gave the company an “outperform” rating in a report on Friday, December 6th. BMO Capital Markets upped their price objective on shares of Lululemon Athletica from $265.00 to $302.00 and gave the company a “market perform” rating in a report on Friday, December 6th. Evercore ISI upped their price objective on shares of Lululemon Athletica from $300.00 to $355.00 and gave the company an “outperform” rating in a report on Monday, December 2nd. Finally, UBS Group upped their price objective on shares of Lululemon Athletica from $315.00 to $360.00 and gave the company a “neutral” rating in a report on Friday, December 6th. Two equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating and twenty have assigned a buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $382.73.

Lululemon Athletica Trading Up 0.6 %

Shares of LULU opened at $395.47 on Friday. The stock has a market capitalization of $48.16 billion, a P/E ratio of 28.55, a price-to-earnings-growth ratio of 2.78 and a beta of 1.18. The firm’s fifty day simple moving average is $355.92 and its two-hundred day simple moving average is $301.81. Lululemon Athletica has a 12 month low of $226.01 and a 12 month high of $491.30.

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

Insider Activity

In related news, insider Celeste Burgoyne sold 24,870 shares of Lululemon Athletica stock in a transaction on 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 transaction, the insider now owns 12,429 shares in the company, valued at $5,040,456.66. This trade represents a 66.68 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nicole Neuburger sold 2,022 shares of Lululemon Athletica 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 in the company, valued at approximately $2,399,307.78. The trade was a 24.60 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On Lululemon Athletica

A number of large investors have recently modified their holdings of LULU. Acadian Asset Management LLC bought a new stake in shares of Lululemon Athletica during the 2nd quarter valued at about $1,011,000. Caprock Group LLC boosted its stake in Lululemon Athletica by 69.8% during the second quarter. Caprock Group LLC now owns 1,817 shares of the apparel retailer’s stock worth $543,000 after acquiring an additional 747 shares in the last quarter. Quest Partners LLC raised its holdings in Lululemon Athletica by 145.5% in the second quarter. Quest Partners LLC now owns 1,679 shares of the apparel retailer’s stock worth $502,000 after buying an additional 995 shares during the last quarter. Ashton Thomas Private Wealth LLC purchased a new position in Lululemon Athletica in the second quarter worth about $36,000. Finally, Choreo LLC raised its holdings in Lululemon Athletica by 680.1% in the second quarter. Choreo LLC now owns 5,601 shares of the apparel retailer’s stock worth $1,691,000 after buying an additional 4,883 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.

Lululemon Athletica Company Profile

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.