William Blair Analysts Raise Earnings Estimates for LULU

Lululemon Athletica Inc. (NASDAQ:LULU) – Research analysts at William Blair lifted their Q4 2025 earnings per share estimates for Lululemon Athletica in a report released 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 has a “Outperform” rating on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.17 per share.

Lululemon Athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, December 5th. The apparel retailer reported $2.87 earnings per share (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 for the quarter, compared to analyst estimates of $2.36 billion. During the same period in the previous year, the company posted $2.53 earnings per share. The company’s quarterly revenue was up 9.1% compared to the same quarter last year.

A number of other equities research analysts also recently weighed in on LULU. Morgan Stanley lifted their price objective on Lululemon Athletica from $345.00 to $414.00 and gave the company an “overweight” rating in a report on Friday, December 6th. Oppenheimer decreased their price objective on Lululemon Athletica from $445.00 to $380.00 and set an “outperform” rating on the stock in a report on Wednesday, November 27th. BMO Capital Markets lifted their price objective on Lululemon Athletica from $265.00 to $302.00 and gave the company a “market perform” rating in a report on Friday, December 6th. Sanford C. Bernstein raised Lululemon Athletica from a “market perform” rating to an “outperform” rating and lifted their price objective for the company from $360.00 to $460.00 in a report on Tuesday, January 7th. Finally, Barclays lifted their price objective on Lululemon Athletica from $261.00 to $378.00 and gave the company an “equal weight” rating in a report on Friday, December 6th. Two analysts have rated the stock with a sell rating, eight have given a hold rating and twenty have assigned a buy rating to the stock. According to data from MarketBeat.com, Lululemon Athletica currently has an average rating of “Moderate Buy” and a consensus price target of $382.73.

Lululemon Athletica Stock Up 0.6 %

Shares of LULU opened at $395.47 on Friday. The stock’s 50-day moving average price is $355.92 and its 200 day moving average price is $301.81. The firm has a market capitalization of $48.16 billion, a price-to-earnings ratio of 28.55, a P/E/G ratio of 2.78 and a beta of 1.18. Lululemon Athletica has a 12-month low of $226.01 and a 12-month high of $491.30.

Insider Buying and Selling at Lululemon Athletica

In other news, insider Nicole Neuburger sold 2,022 shares of Lululemon Athletica stock in a transaction that occurred on Thursday, December 26th. The shares were sold at an average price of $387.11, for a total value of $782,736.42. Following the completion of the sale, the insider now directly owns 6,198 shares in the company, valued at approximately $2,399,307.78. The trade was a 24.60 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Celeste Burgoyne sold 24,870 shares of Lululemon Athletica stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $405.54, for a total transaction of $10,085,779.80. Following the completion of the sale, the insider now owns 12,429 shares of the company’s stock, valued at approximately $5,040,456.66. The trade was 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 have recently added to or reduced their stakes in the company. Paladin Wealth LLC acquired a new position in Lululemon Athletica during the third quarter valued at approximately $29,000. HHM Wealth Advisors LLC raised its position in Lululemon Athletica by 66.7% during the second quarter. HHM Wealth Advisors LLC now owns 115 shares of the apparel retailer’s stock valued at $34,000 after purchasing an additional 46 shares in the last quarter. JFS Wealth Advisors LLC grew its stake in shares of Lululemon Athletica by 127.5% during the third quarter. JFS Wealth Advisors LLC now owns 116 shares of the apparel retailer’s stock worth $31,000 after buying an additional 65 shares during the last quarter. Ashton Thomas Private Wealth LLC bought a new stake in shares of Lululemon Athletica during the second quarter worth $36,000. Finally, Armstrong Advisory Group Inc. grew its stake in shares of Lululemon Athletica by 110.1% during the third quarter. Armstrong Advisory Group Inc. now owns 145 shares of the apparel retailer’s stock worth $39,000 after buying an additional 76 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

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.