lululemon athletica (NASDAQ:LULU) Releases Q1 2026 Earnings Guidance

Key Points

• Q1 2026 guidance: lululemon forecasted EPS of $1.63–$1.68 (consensus $2.18) and revenue of $2.4B (consensus $2.5B), and updated FY2026 EPS guidance to $12.10–$12.30, signaling a lighter near-term outlook versus expectations.
• Analyst reaction has tilted cautious with several firms cutting price targets; the consensus rating is a Hold and the average price target stands at $206.77.
• Insiders increased stakes—CEO Andre Maestrini bought 3,275 shares at $151 and Director Charles V. Bergh bought 6,090 shares at $164.20—and the stock traded around $166.15 after the update (market cap ≈ $20.06B).

lululemon athletica (NASDAQ:LULU - Get Free Report) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.630-1.680 for the period, compared to the consensus EPS estimate of 2.180. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.5 billion. lululemon athletica also updated its FY 2026 guidance to 12.100-12.300 EPS.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. JPMorgan Chase & Co. decreased their price target on lululemon athletica from $209.00 to $196.00 and set a "neutral" rating on the stock in a report on Wednesday, March 18th. Telsey Advisory Group decreased their price target on lululemon athletica from $215.00 to $175.00 and set a "market perform" rating on the stock in a report on Wednesday, March 18th. Barclays decreased their price target on lululemon athletica from $203.00 to $161.00 and set an "equal weight" rating on the stock in a report on Wednesday, March 18th. Piper Sandler raised their price target on lululemon athletica from $165.00 to $190.00 and gave the company a "neutral" rating in a report on Friday, December 12th. Finally, Robert W. Baird decreased their price target on lululemon athletica from $210.00 to $190.00 and set a "neutral" rating on the stock in a report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, lululemon athletica currently has an average rating of "Hold" and a consensus price target of $206.77.

lululemon athletica Price Performance

Shares of lululemon athletica stock traded up $7.29 during trading on Thursday, hitting $166.15. 1,173,820 shares of the company were exchanged, compared to its average volume of 2,682,735. The firm has a market capitalization of $20.06 billion, a P/E ratio of 12.48, a price-to-earnings-growth ratio of 4.79 and a beta of 1.07. lululemon athletica has a 1-year low of $143.96 and a 1-year high of $340.25. The firm's fifty day moving average price is $168.57 and its 200 day moving average price is $179.57.

lululemon athletica (NASDAQ:LULU - Get Free Report) last posted its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.78 by $0.23. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The company's revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the company earned $6.14 EPS. As a group, equities research analysts anticipate that lululemon athletica will post 14.36 earnings per share for the current year.

Insider Transactions at lululemon athletica

In other lululemon athletica news, CEO Andre Maestrini purchased 3,275 shares of the company's stock in a transaction dated Wednesday, April 1st. The shares were bought at an average price of $151.02 per share, with a total value of $494,590.50. Following the completion of the transaction, the chief executive officer directly owned 34,551 shares in the company, valued at $5,217,892.02. This trade represents a 10.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Charles V. Bergh purchased 6,090 shares of the company's stock in a transaction dated Friday, March 20th. The shares were acquired at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the transaction, the director owned 6,090 shares of the company's stock, valued at $999,978. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.54% of the company's stock.

Institutional Investors Weigh In On lululemon athletica

A number of hedge funds have recently modified their holdings of LULU. Invesco Ltd. raised its position in shares of lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer's stock worth $391,544,000 after purchasing an additional 490,127 shares during the period. HRT Financial LP raised its position in shares of lululemon athletica by 277.5% during the fourth quarter. HRT Financial LP now owns 470,780 shares of the apparel retailer's stock worth $97,832,000 after purchasing an additional 346,080 shares during the period. National Bank of Canada FI raised its position in shares of lululemon athletica by 154.0% during the third quarter. National Bank of Canada FI now owns 445,283 shares of the apparel retailer's stock worth $79,221,000 after purchasing an additional 270,004 shares during the period. Caisse de depot et placement du Quebec raised its position in shares of lululemon athletica by 69.1% during the third quarter. Caisse de depot et placement du Quebec now owns 638,720 shares of the apparel retailer's stock worth $113,647,000 after purchasing an additional 260,946 shares during the period. Finally, Quadrature Capital Ltd acquired a new stake in shares of lululemon athletica during the fourth quarter worth about $49,208,000. Institutional investors and hedge funds own 85.20% of the company's stock.

lululemon athletica Company Profile

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company's product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.

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