Q4 EPS Estimate for Lululemon Athletica Boosted by Analyst

Lululemon Athletica Inc. (NASDAQ:LULU) – Investment analysts at Telsey Advisory Group boosted their Q4 2025 EPS estimates for shares of Lululemon Athletica in a research note issued on Tuesday, January 14th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will earn $5.87 per share for the quarter, up from their previous forecast of $5.65. Telsey Advisory Group currently has a “Outperform” rating and a $445.00 target price on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.18 per share. Telsey Advisory Group also issued estimates for Lululemon Athletica’s Q1 2026 earnings at $2.77 EPS, Q2 2026 earnings at $3.38 EPS, Q3 2026 earnings at $3.07 EPS and Q4 2026 earnings at $6.32 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. The company had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.36 billion. Lululemon Athletica had a return on equity of 42.16% and a net margin of 17.05%. The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.53 earnings per share.

LULU has been the topic of a number of other research reports. Wells Fargo & Company upped their target price on shares of Lululemon Athletica from $350.00 to $375.00 and gave the company an “equal weight” rating in a research report on Wednesday. William Blair restated an “outperform” rating on shares of Lululemon Athletica in a report on Friday, December 6th. Truist Financial increased their price objective on shares of Lululemon Athletica from $420.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, January 10th. Guggenheim boosted their target price on Lululemon Athletica from $350.00 to $415.00 and gave the company a “buy” rating in a research report on Friday, December 6th. Finally, UBS Group raised their price target on Lululemon Athletica from $315.00 to $360.00 and gave the stock a “neutral” rating in a research report on Friday, December 6th. Two investment analysts have rated the stock with a sell rating, eight have given a hold rating and twenty have assigned a buy rating to the company’s stock. According to MarketBeat, Lululemon Athletica presently has an average rating of “Moderate Buy” and an average price target of $390.33.

Lululemon Athletica Trading Down 1.5 %

NASDAQ LULU opened at $370.99 on Thursday. The stock has a fifty day simple moving average of $360.19 and a 200-day simple moving average of $303.57. The stock has a market cap of $45.18 billion, a PE ratio of 26.79, a P/E/G ratio of 2.71 and a beta of 1.18. Lululemon Athletica has a twelve month low of $226.01 and a twelve month high of $491.30.

Insider Activity

In related news, insider Nicole Neuburger sold 2,022 shares of the stock in a transaction on Thursday, December 26th. The stock was sold at an average price of $387.11, for a total value of $782,736.42. Following the transaction, the insider now owns 6,198 shares of the company’s stock, valued at $2,399,307.78. This represents a 24.60 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Celeste Burgoyne sold 24,870 shares of Lululemon Athletica stock in a transaction dated Monday, December 9th. The stock was sold at an average price of $405.54, for a total value of $10,085,779.80. Following the sale, the insider now directly owns 12,429 shares of the company’s stock, 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. Company insiders own 0.48% of the company’s stock.

Hedge Funds Weigh In On Lululemon Athletica

A number of institutional investors and hedge funds have recently added to or reduced their stakes in LULU. International Assets Investment Management LLC raised its holdings in Lululemon Athletica by 74,856.2% during 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 in the last quarter. Maverick Capital Ltd. purchased a new position in shares of Lululemon Athletica in the 3rd quarter valued at $93,476,000. The Manufacturers Life Insurance Company raised its stake in 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 worth $143,624,000 after acquiring an additional 305,302 shares in the last quarter. Southpoint Capital Advisors LP purchased a new stake in Lululemon Athletica in the third quarter valued at $81,405,000. Finally, River Road Asset Management LLC acquired a new position in Lululemon Athletica in the third quarter valued at $79,503,000. 85.20% of the stock is 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.