Analyst Sentiment: Lululemon athletica's Fair Value Estimate has been slightly reduced to $194.36 per share, reflecting a more cautious outlook among analysts, with mixed sentiments regarding the company's near-term recovery and growth prospects.
Bullish Perspectives: Some analysts, like BofA and TD Cowen, maintain positive ratings and see long-term growth potential despite lowering price targets, citing Lululemon's strong margins and historical execution as supportive factors.
Bearish Concerns: Other analysts, including Bernstein and Jefferies, have downgraded their ratings and price targets, expressing skepticism about the company's growth strategies and highlighting significant risks related to competition and market conditions.
Company Updates: Lululemon has updated its 2025 outlook, projecting modest revenue growth and earnings per share, while also engaging in share repurchases and securing a new credit facility to enhance capital flexibility amidst ongoing challenges.
Wall Street analysts forecast LULU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LULU is 207.12 USD with a low forecast of 146.00 USD and a high forecast of 303.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
Wall Street analysts forecast LULU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LULU is 207.12 USD with a low forecast of 146.00 USD and a high forecast of 303.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
21 Hold
0 Sell
Hold
Current: 189.840
Low
146.00
Averages
207.12
High
303.00
Current: 189.840
Low
146.00
Averages
207.12
High
303.00
JPMorgan
Neutral
maintain
$203 -> $209
2026-01-20
New
Reason
JPMorgan
Price Target
$203 -> $209
AI Analysis
2026-01-20
New
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Lululemon to $209 from $203 and keeps a Neutral rating on the shares. After having hosted a meeting with the company's VP of Investor Relations at the ICR Conference, the analyst raised the firm's Q4 EPS estimate and is modeling FY26 EPS of $12.33, compared to the Street at $12.65.
Deutsche Bank
Hold
maintain
$228
2026-01-08
Reason
Deutsche Bank
Price Target
$228
2026-01-08
maintain
Hold
Reason
Deutsche Bank resumed coverage of Lululemon with a Hold rating and $228 price target. The firm resumed coverage of global brands, off-price, and specialty beauty retail. Following a "surprisingly strong" year for retail, Deutsche is entering 2026 with optimism as it anticipates a "volatile but broadly risk-on" macro environment, the analyst tells investors in a research note. The firm sees solid top-line trends, particularly in the first half of the year, due to easier weather comparisons and a boost in tax refunds.
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Bernstein
Aneesha Sherman
Market Perform
maintain
$190 -> $205
2026-01-06
Reason
Bernstein
Aneesha Sherman
Price Target
$190 -> $205
2026-01-06
maintain
Market Perform
Reason
Bernstein analyst Aneesha Sherman raised the firm's price target on Lululemon to $205 from $190 and keeps a Market Perform rating on the shares. Despite weak macro and consumer sentiment, Discretionary Goods spend held up in 2025, although the sector overall underperformed the market. The firm sees two specific pockets of opportunity into 2026, namely higher-income exposed names, which outperformed in 2025 and should continue to benefit from stronger consumer sentiment and fiscal stimulus; and clearly dislocated Sportswear brands that have derated despite positive revisions and guidance raises, and should benefit from a continued secular behavioral shift towards Sports Footwear in 2026.
Barclays
Adrienne Yih
Equal Weight
maintain
$189 -> $203
2026-01-06
Reason
Barclays
Adrienne Yih
Price Target
$189 -> $203
2026-01-06
maintain
Equal Weight
Reason
Barclays analyst Adrienne Yih raised the firm's price target on Lululemon to $203 from $189 and keeps an Equal Weight rating on the shares. The firm is "constructive" on the specialty retail sector into 2026, citing inventory discipline and macro tailwinds from lower interest rates and gas prices. However, stock selection "is critical as demand uncertainty persists," the analyst tells investors in a research note. Barclays adjusted price targets as part of its 2026 outlook.
About LULU
lululemon athletica inc. is a technical athletic apparel, footwear, and accessories company. The Company organizes its operations into four regional markets: the Americas, China Mainland, Asia Pacific (APAC), and Europe and the Middle East (EMEA). It conducts its business through a number of different channels in each market, including the Company-operated stores, e-commerce, temporary locations, wholesale, outlets, a re-commerce program, and license and supply arrangements. The Company offers a comprehensive line of technical athletic apparel, footwear, and accessories marketed under the lululemon brand. Its apparel assortment includes items such as shorts, tops, and jackets designed for a healthy lifestyle, including athletic activities such as yoga, running, training, and most other activities. It also offers apparel designed for being on the move and fitness-inspired accessories. It operates stores in the United States, Canada, China Mainland, Australia, South Korea and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
