LULU Q4 EPS Forecast Increased by Telsey Advisory Group

Lululemon Athletica Inc. (NASDAQ:LULU - Free Report) - Stock analysts at Telsey Advisory Group boosted their Q4 2025 earnings per share estimates for shares of Lululemon Athletica in a research note issued to investors on Tuesday, January 14th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings per share of $5.87 for the quarter, up from their prior 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.

A number of other research analysts have also recently commented on the company. UBS Group boosted their price objective on Lululemon Athletica from $315.00 to $360.00 and gave the stock a "neutral" rating in a research note on Friday, December 6th. Oppenheimer reduced their price target on Lululemon Athletica from $445.00 to $380.00 and set an "outperform" rating on the stock in a research report on Wednesday, November 27th. Guggenheim increased their price objective on shares of Lululemon Athletica from $350.00 to $415.00 and gave the company a "buy" rating in a research report on Friday, December 6th. TD Cowen boosted their target price on shares of Lululemon Athletica from $382.00 to $383.00 in a research report on Thursday, December 5th. Finally, Jefferies Financial Group reaffirmed an "underperform" rating and set a $220.00 price target on shares of Lululemon Athletica 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. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $390.33.

Lululemon Athletica Stock Performance

Lululemon Athletica stock traded down $5.11 during trading on Thursday, reaching $371.56. 1,350,222 shares of the company's stock were exchanged, compared to its average volume of 1,638,210. Lululemon Athletica has a 52-week low of $226.01 and a 52-week high of $491.30. The firm has a market cap of $45.25 billion, a price-to-earnings ratio of 26.84, a PEG ratio of 2.71 and a beta of 1.18. The company's 50-day moving average is $358.92 and its two-hundred day moving average is $303.06.

Lululemon Athletica (NASDAQ:LULU - Get Free Report) last announced its quarterly earnings results on Thursday, December 5th. The apparel retailer reported $2.87 earnings per share for the quarter, beating analysts' consensus estimates of $2.69 by $0.18. Lululemon Athletica had a net margin of 17.05% and a return on equity of 42.16%. The firm had revenue of $2.40 billion for the quarter, compared to analysts' expectations of $2.36 billion. During the same period in the previous year, the company posted $2.53 earnings per share. Lululemon Athletica's revenue was up 9.1% compared to the same quarter last year.

Insiders Place Their Bets

In other Lululemon Athletica news, insider Celeste Burgoyne sold 24,870 shares of the business's stock in a transaction that occurred on Monday, December 9th. The stock was sold at an average price of $405.54, for a total transaction of $10,085,779.80. Following the transaction, the insider now owns 12,429 shares of the company's stock, valued at $5,040,456.66. The trade was a 66.68 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Nicole Neuburger sold 2,022 shares of the firm's 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 of the company's stock, valued at $2,399,307.78. This represents a 24.60 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.48% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Paladin Wealth LLC bought a new stake in shares of Lululemon Athletica during the 3rd quarter worth approximately $29,000. 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. Armstrong Advisory Group Inc. increased its holdings in Lululemon Athletica by 110.1% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 145 shares of the apparel retailer's stock worth $39,000 after purchasing an additional 76 shares in the last quarter. Asset Dedication LLC boosted its position in Lululemon Athletica by 402.1% during the 3rd quarter. Asset Dedication LLC now owns 236 shares of the apparel retailer's stock worth $64,000 after buying an additional 189 shares during the period. Finally, Avondale Wealth Management bought a new position in shares of Lululemon Athletica during the third quarter valued at $68,000. 85.20% of the stock is owned by institutional investors.

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.