Zacks Research Has Strong Estimate for LULU FY2025 Earnings

Lululemon Athletica Inc. (NASDAQ:LULU) – Investment analysts at Zacks Research boosted their FY2025 earnings estimates for shares of Lululemon Athletica in a research report issued to clients and investors on Thursday, January 23rd. Zacks Research analyst R. Lohia now expects that the apparel retailer will post earnings of $14.37 per share for the year, up from their prior estimate of $14.15. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.34 per share. Zacks Research also issued estimates for Lululemon Athletica’s Q1 2026 earnings at $2.74 EPS, Q2 2026 earnings at $3.37 EPS, Q3 2026 earnings at $3.06 EPS, FY2026 earnings at $15.30 EPS, Q1 2027 earnings at $3.01 EPS, Q2 2027 earnings at $3.76 EPS and Q3 2027 earnings at $3.52 EPS.

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 the consensus estimate of $2.69 by $0.18. The company had revenue of $2.40 billion during 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 firm’s revenue was up 9.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.53 EPS.

Several other research firms have also commented on LULU. William Blair reaffirmed an “outperform” rating on shares of Lululemon Athletica in a research report on Friday, December 6th. TD Securities boosted their target price on Lululemon Athletica from $382.00 to $383.00 and gave the stock a “buy” rating in a research report on Tuesday, December 3rd. Jefferies Financial Group reiterated an “underperform” rating and issued a $220.00 price objective on shares of Lululemon Athletica in a research note on Monday, December 2nd. Raymond James reissued an “outperform” rating and set a $430.00 price target (up previously from $400.00) on shares of Lululemon Athletica in a research report on Wednesday, January 15th. Finally, Evercore ISI boosted their price target on Lululemon Athletica from $300.00 to $355.00 and gave the company an “outperform” rating in a report on Monday, December 2nd. Two investment analysts have rated the stock with a sell rating, eight have issued a hold rating and twenty have given a buy rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $391.00.

Lululemon Athletica Price Performance

NASDAQ:LULU opened at $400.03 on Monday. The firm has a market capitalization of $48.72 billion, a PE ratio of 28.88, a price-to-earnings-growth ratio of 2.50 and a beta of 1.18. The business’s fifty day moving average price is $368.60 and its 200 day moving average price is $307.60. Lululemon Athletica has a 12 month low of $226.01 and a 12 month high of $491.30.

Insider Activity

In related news, insider Celeste Burgoyne sold 24,870 shares of the stock in a transaction dated 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 sale, the insider now owns 12,429 shares of the company’s stock, valued at $5,040,456.66. This trade represents a 66.68 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Nicole Neuburger sold 2,022 shares of Lululemon Athletica stock in a transaction 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 sale, the insider now directly owns 6,198 shares in the company, valued at $2,399,307.78. The trade was a 24.60 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.48% of the company’s stock.

Institutional Trading of Lululemon Athletica

A number of hedge funds and other institutional investors have recently modified their holdings of the company. SeaCrest Wealth Management LLC grew its holdings in Lululemon Athletica by 2.6% during the fourth quarter. SeaCrest Wealth Management LLC now owns 1,018 shares of the apparel retailer’s stock worth $389,000 after acquiring an additional 26 shares during the period. Adirondack Trust Co. lifted its position in shares of Lululemon Athletica by 6.5% in the fourth quarter. Adirondack Trust Co. now owns 651 shares of the apparel retailer’s stock worth $249,000 after purchasing an additional 40 shares in the last quarter. Sunbelt Securities Inc. boosted its stake in shares of Lululemon Athletica by 4.6% during the 3rd quarter. Sunbelt Securities Inc. now owns 950 shares of the apparel retailer’s stock valued at $258,000 after buying an additional 42 shares during the period. First Pacific Financial boosted its position in Lululemon Athletica by 1.4% during the fourth quarter. First Pacific Financial now owns 3,096 shares of the apparel retailer’s stock valued at $1,184,000 after purchasing an additional 44 shares during the last quarter. Finally, Claro Advisors LLC grew its stake in shares of Lululemon Athletica by 5.6% in the 4th quarter. Claro Advisors LLC now owns 902 shares of the apparel retailer’s stock valued at $345,000 after buying an additional 48 shares in the last quarter. Institutional investors own 85.20% 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.