Stock Price Target Adjustment: UBS has reduced lululemon athletica inc.'s stock price target from $290 to $240 while maintaining a Neutral rating due to weak sales momentum in August.
Sales Growth Concerns: The company reported only 1% sales growth in the U.S. during Q2, prompting concerns about its performance and potential EPS guidance cuts.
Analyst Outlook: Despite the adjustments, Wall Street analysts maintain a consensus Buy rating for lululemon, with an average one-year share price target of $283.78, indicating a potential upside of nearly 43%.
Investment Comparison: While lululemon shows investment potential, some analysts suggest that certain AI stocks may offer better upside potential and lower downside risk.
LULU
$207.87+Infinity%1D
Analyst Views on LULU
Wall Street analysts forecast LULU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LULU is 193.95 USD with a low forecast of 120.00 USD and a high forecast of 350.00 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.
25 Analyst Rating
Wall Street analysts forecast LULU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LULU is 193.95 USD with a low forecast of 120.00 USD and a high forecast of 350.00 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.
2 Buy
22 Hold
1 Sell
Hold
Current: 206.740
Low
120.00
Averages
193.95
High
350.00
Current: 206.740
Low
120.00
Averages
193.95
High
350.00
Piper Sandler
Neutral
maintain
$165 -> $190
2025-12-12
Reason
Piper Sandler
Price Target
$165 -> $190
2025-12-12
maintain
Neutral
Reason
Piper Sandler raised the firm's price target on Lululemon to $190 from $165 and keeps a Neutral rating on the shares. The firm notes that in conjunction with better than feared Q3, the company announced Calvin McDonald stepping down as CEO effective January 31. The stock is trading up after hours as investors are ready for change. While many questions about strategy will be unanswered for now, Piper is encouraged that Lululemon plans to manage inventory units less sales trend starting Q1 2026, with the goal to begin to restore full price integrity of the brand.
UBS
Jay Sole
Neutral
maintain
$183 -> $206
2025-12-12
Reason
UBS
Jay Sole
Price Target
$183 -> $206
2025-12-12
maintain
Neutral
Reason
UBS analyst Jay Sole raised the firm's price target on Lululemon to $206 from $183 and keeps a Neutral rating on the shares. Lululemon confirmed CEO Calvin McDonald's departure, validating recent market speculation and setting up a pivotal moment for the stock, the analyst tells investors in a research note. The valuation impact now hinges on the successor, the firm says.
Goldman Sachs
Neutral
maintain
$180 -> $200
2025-12-12
Reason
Goldman Sachs
Price Target
$180 -> $200
2025-12-12
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Lululemon to $200 from $180 and keeps a Neutral rating on the shares. Lululemon delivered a China-driven Q3 beat and outlined a more detailed plan to reignite U.S. growth, while the CEO transition introduces the possibility of fresh strategic perspective, the analyst tells investors in a research note. Stronger international trends, improving margins, and clearer initiatives offer some optimism, though near-term U.S. softness and FY26 margin pressure keep the outlook uncertain, Goldman says.
JPMorgan
Neutral
maintain
$191 -> $203
2025-12-12
Reason
JPMorgan
Price Target
$191 -> $203
2025-12-12
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Lululemon to $203 from $191 and keeps a Neutral rating on the shares. The firm updated the company's model following the earnings report.
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.
