What Are Wall Street Analysts' Target Price for lululemon athletica Stock?
lululemon athletica (LULU) shares have underperformed the market, down 39.4% over 52 weeks. The company lowered its fiscal 2026 revenue and EPS guidance due to higher costs and slower sales. Analysts expect a 17.6% YOY EPS decline for FY 2027, with a consensus 'Hold' rating and a mean price target of $122.83.
How this was made
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The 30-second read
Why it matters
The earnings miss and lowered guidance are likely to trigger sell pressure, but the company's history of beating estimates may support a bounce.
Market read
Guidance downgrade for a large‑cap consumer discretionary stock provides a clear trading signal.
What to watch
Strong brand loyalty and upcoming product launches could mitigate the guidance shortfall.
Background
Lululemon (LULU) is a $14.1 B market‑cap athletic apparel company whose shares have underperformed the market.
Ticker impact
Lululemon reported Q1 2026 earnings and cut its FY2026 revenue and EPS guidance, with shares down 8.6% on the news.
Potential further decline of 5‑10% over the next week if guidance holds.
Guidance cuts are material for a large‑cap consumer discretionary stock and were the first report of the new numbers.
Market effects
Consumer discretionary sector may face pressure as a leading apparel brand lowers outlook.
U.S. consumer sentiment could be weighed down by weaker apparel demand.
Limited to apparel and discretionary investors; no broad macro impact.
Counterpoint
Recent beat of consensus in prior quarters may indicate resilience; price could rebound on a short‑cover rally.
Key entities
- analystJPMorgan
Raised price target to $154 while maintaining a neutral rating.
