William Blair Has Bullish Estimate for LULU FY2025 Earnings

Lululemon Athletica Inc. (NASDAQ:LULU) – Research analysts at William Blair lifted their FY2025 earnings estimates for shares of Lululemon Athletica in a research report issued to clients and investors on Tuesday, January 7th. William Blair analyst S. Zackfia now expects that the apparel retailer will earn $14.27 per share for the year, up from their previous forecast of $14.23. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.17 per share. William Blair also issued estimates for Lululemon Athletica’s Q4 2026 earnings at $5.97 EPS, FY2026 earnings at $15.76 EPS and FY2027 earnings at $17.54 EPS.

Several other equities analysts also recently commented on LULU. JPMorgan Chase & Co. increased their price target on Lululemon Athletica from $425.00 to $428.00 and gave the company an “overweight” rating in a report on Wednesday. Oppenheimer lowered their target price on shares of Lululemon Athletica from $445.00 to $380.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 27th. 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. TD Securities upped their price target on shares of Lululemon Athletica from $382.00 to $383.00 and gave the company a “buy” rating in a report on Tuesday, December 3rd. Finally, Evercore ISI lifted their price objective on Lululemon Athletica from $300.00 to $355.00 and gave the stock an “outperform” rating in a research note on Monday, December 2nd. Two investment analysts have rated the stock with a sell rating, nine have issued a hold rating and nineteen have given a buy rating to the stock. Based on data from MarketBeat, Lululemon Athletica currently has a consensus rating of “Moderate Buy” and an average target price of $382.23.

Lululemon Athletica Stock Performance

Shares of LULU stock opened at $392.92 on Thursday. The stock’s 50 day simple moving average is $352.53 and its 200 day simple moving average is $300.64. Lululemon Athletica has a twelve month low of $226.01 and a twelve month high of $491.30. The company has a market capitalization of $47.85 billion, a price-to-earnings ratio of 28.37, a PEG ratio of 2.78 and a beta of 1.18.

Lululemon Athletica (NASDAQ:LULU) last posted its earnings results on Thursday, December 5th. The apparel retailer reported $2.87 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $2.36 billion. During the same period in the prior year, the business posted $2.53 earnings per share. The business’s quarterly revenue was up 9.1% on a year-over-year basis.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of LULU. Acadian Asset Management LLC bought a new stake in shares of Lululemon Athletica during the 2nd quarter valued at $1,011,000. Caprock Group LLC increased its holdings in Lululemon Athletica by 69.8% in the second quarter. Caprock Group LLC now owns 1,817 shares of the apparel retailer’s stock valued at $543,000 after purchasing an additional 747 shares during the last quarter. Quest Partners LLC lifted its stake in Lululemon Athletica by 145.5% in the second quarter. Quest Partners LLC now owns 1,679 shares of the apparel retailer’s stock valued at $502,000 after buying an additional 995 shares during the period. Ashton Thomas Private Wealth LLC bought a new position in Lululemon Athletica during the second quarter worth about $36,000. Finally, Choreo LLC grew its position in shares of Lululemon Athletica by 680.1% during the 2nd quarter. Choreo LLC now owns 5,601 shares of the apparel retailer’s stock worth $1,691,000 after buying an additional 4,883 shares during the period. Institutional investors own 85.20% of the company’s stock.

Insiders Place Their Bets

In related news, insider Celeste Burgoyne sold 24,870 shares of the firm’s stock in a transaction that occurred on 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 completion of 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Nicole Neuburger sold 2,022 shares of the company’s stock in a transaction on Thursday, December 26th. The stock was sold at an average price of $387.11, for a total value of $782,736.42. Following the transaction, the insider now directly owns 6,198 shares in the company, valued at approximately $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.

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.