Research Analysts Set Expectations for LULU Q3 Earnings

lululemon athletica inc. (NASDAQ:LULU) – Investment analysts at KeyCorp issued their Q3 2026 earnings per share (EPS) estimates for lululemon athletica in a research note issued to investors on Monday, September 8th. KeyCorp analyst A. Owens forecasts that the apparel retailer will post earnings per share of $2.23 for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. KeyCorp also issued estimates for lululemon athletica’s Q4 2026 earnings at $4.98 EPS.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, September 4th. The apparel retailer reported $3.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.86 by $0.24. lululemon athletica had a return on equity of 42.05% and a net margin of 16.38%.The business had revenue of $2.53 billion during the quarter, compared to analysts’ expectations of $2.55 billion. During the same period in the previous year, the business posted $3.15 earnings per share. The firm’s revenue for the quarter was up 6.5% compared to the same quarter last year. lululemon athletica has set its FY 2025 guidance at 12.770-12.970 EPS. Q3 2025 guidance at 2.180-2.230 EPS.

A number of other research analysts have also recently issued reports on LULU. UBS Group cut their price target on lululemon athletica from $240.00 to $185.00 and set a “neutral” rating for the company in a report on Friday, September 5th. Oppenheimer reaffirmed a “market perform” rating and issued a $500.00 price target on shares of lululemon athletica in a report on Friday, September 5th. Barclays cut their price target on lululemon athletica from $209.00 to $180.00 and set an “equal weight” rating for the company in a report on Friday, September 5th. Robert W. Baird cut their price target on lululemon athletica from $260.00 to $225.00 and set an “outperform” rating for the company in a report on Friday, September 5th. Finally, CICC Research reaffirmed a “market perform” rating and issued a $280.49 price target on shares of lululemon athletica in a report on Monday, June 9th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, twenty-two have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, lululemon athletica currently has a consensus rating of “Hold” and an average price target of $243.17.

lululemon athletica Stock Up 1.1%

lululemon athletica stock opened at $165.78 on Wednesday. The stock has a 50-day simple moving average of $206.37 and a 200 day simple moving average of $260.59. lululemon athletica has a 12-month low of $162.80 and a 12-month high of $423.32. The stock has a market capitalization of $19.87 billion, a price-to-earnings ratio of 11.27, a P/E/G ratio of 6.76 and a beta of 1.12.

Insiders Place Their Bets

In other lululemon athletica news, CEO Calvin Mcdonald sold 27,049 shares of the business’s stock in a transaction dated Friday, June 27th. The stock was sold at an average price of $235.69, for a total transaction of $6,375,178.81. Following the completion of the sale, the chief executive officer directly owned 110,564 shares of the company’s stock, valued at approximately $26,058,829.16. The trade was a 19.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.54% of the company’s stock.

Institutional Trading of lululemon athletica

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Manhattan West Asset Management LLC raised its holdings in shares of lululemon athletica by 5.4% in the first quarter. Manhattan West Asset Management LLC now owns 724 shares of the apparel retailer’s stock valued at $205,000 after purchasing an additional 37 shares during the last quarter. Horizon Investments LLC raised its holdings in shares of lululemon athletica by 2.4% in the first quarter. Horizon Investments LLC now owns 1,610 shares of the apparel retailer’s stock valued at $456,000 after purchasing an additional 38 shares during the last quarter. Carolinas Wealth Consulting LLC raised its holdings in shares of lululemon athletica by 30.7% in the fourth quarter. Carolinas Wealth Consulting LLC now owns 166 shares of the apparel retailer’s stock valued at $63,000 after purchasing an additional 39 shares during the last quarter. Moody National Bank Trust Division raised its stake in shares of lululemon athletica by 1.2% during the 1st quarter. Moody National Bank Trust Division now owns 3,168 shares of the apparel retailer’s stock worth $897,000 after purchasing an additional 39 shares in the last quarter. Finally, GM Advisory Group LLC raised its stake in shares of lululemon athletica by 2.0% during the 1st quarter. GM Advisory Group LLC now owns 1,992 shares of the apparel retailer’s stock worth $564,000 after purchasing an additional 40 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

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.