Brokers Issue Forecasts for LULU FY2025 Earnings

Lululemon Athletica Inc. (NASDAQ:LULU) – Telsey Advisory Group boosted their FY2025 earnings per share (EPS) estimates for Lululemon Athletica in a note issued to investors on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will post earnings of $14.16 per share for the year, up from their prior forecast of $14.07. Telsey Advisory Group has a “Outperform” rating and a $430.00 price objective on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $13.93 per share. Telsey Advisory Group also issued estimates for Lululemon Athletica’s Q4 2025 earnings at $5.65 EPS, Q1 2026 earnings at $2.78 EPS, Q2 2026 earnings at $3.40 EPS, Q3 2026 earnings at $3.09 EPS, Q4 2026 earnings at $6.11 EPS and FY2026 earnings at $15.37 EPS.

Lululemon Athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, December 5th. The apparel retailer reported $2.87 earnings per share for the quarter, topping the consensus estimate of $2.69 by $0.18. Lululemon Athletica had a net margin of 16.34% and a return on equity of 42.59%. The company had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.36 billion. During the same quarter in the previous year, the firm posted $2.53 earnings per share. Lululemon Athletica’s revenue for the quarter was up 9.1% on a year-over-year basis.

A number of other equities research analysts have also recently issued reports on the company. Robert W. Baird boosted their price objective on Lululemon Athletica from $380.00 to $440.00 and gave the company an “outperform” rating in a research note on Friday. Needham & Company LLC restated a “hold” rating on shares of Lululemon Athletica in a research report on Friday. Piper Sandler upped their target price on Lululemon Athletica from $260.00 to $340.00 and gave the stock a “neutral” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Lululemon Athletica from $291.00 to $292.00 and gave the stock a “neutral” rating in a research report on Friday, August 30th. Finally, Wedbush dropped their price objective on shares of Lululemon Athletica from $400.00 to $324.00 and set an “outperform” rating for the company in a report on Wednesday, August 28th. Two investment analysts have rated the stock with a sell rating, ten have issued a hold rating and eighteen have issued a buy rating to the stock. Based on data from MarketBeat.com, Lululemon Athletica currently has an average rating of “Moderate Buy” and an average price target of $374.17.

Lululemon Athletica Stock Performance

Shares of LULU opened at $399.60 on Monday. The stock has a 50 day moving average price of $305.79 and a two-hundred day moving average price of $287.98. Lululemon Athletica has a 52 week low of $226.01 and a 52 week high of $516.39. The firm has a market capitalization of $49.06 billion, a P/E ratio of 28.85, a P/E/G ratio of 2.50 and a beta of 1.23.

Hedge Funds Weigh In On Lululemon Athletica

A number of hedge funds have recently bought and sold shares of LULU. Value Star Asset Management Hong Kong Ltd boosted its stake in shares of Lululemon Athletica by 19,890.3% in the 2nd quarter. Value Star Asset Management Hong Kong Ltd now owns 4,653,746 shares of the apparel retailer’s stock worth $1,390,074,000 after buying an additional 4,630,466 shares during the last quarter. International Assets Investment Management LLC boosted its position in Lululemon Athletica by 74,856.2% in the third 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 during the last quarter. Maverick Capital Ltd. purchased a new position in Lululemon Athletica in the third quarter worth about $93,476,000. The Manufacturers Life Insurance Company grew its stake in shares of Lululemon Athletica by 136.3% during the 3rd quarter. The Manufacturers Life Insurance Company now owns 529,295 shares of the apparel retailer’s stock valued at $143,624,000 after purchasing an additional 305,302 shares during the period. Finally, Southpoint Capital Advisors LP purchased a new stake in shares of Lululemon Athletica during the 3rd quarter valued at about $81,405,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Insiders Place Their Bets

In other news, insider Nicole Neuburger sold 486 shares of the stock in a transaction that occurred on Thursday, September 26th. The shares were sold at an average price of $269.59, for a total transaction of $131,020.74. Following the sale, the insider now owns 6,198 shares in the company, valued at $1,670,918.82. This represents a 7.27 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.48% 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.