Lululemon cuts forecasts, blames tariffs and product issues

Go back to Lululemon cuts forecasts, blames tariffs and product issues

Lululemon Athletica Inc. (LULU) PT Lowered to $270 at CFRA

September 8, 2025 1:21 PM UTC

CFRA analyst Zachary Warring lowered the price target on Lululemon Athletica Inc. (NASDAQ: LULU) to $270.00 (from $375.00) while maintaining a Strong Buy rating.

The analyst comments "We lower our 12-month price target by $105 to $270, based on 18x our FY 27 (Jan.) EPS estimate and below... More

Truist Securities Downgrades Lululemon Athletica Inc. (LULU) to Hold

September 5, 2025 9:41 AM UTC

Truist Securities analyst Joseph Civello downgraded Lululemon Athletica Inc. (NASDAQ: LULU) from Buy to Hold with a price target of $170.00 (from $290.00).

The analyst comments "LULU shares are down ~20% pre-market as 2Q missed already-depressed investor expectations, and they materially lowered the FY... More

Lululemon Athletica Inc. (LULU) PT Lowered to $220 at TD Cowen, 'maintains ample DC and ship from store capacity in the US'

September 5, 2025 6:23 AM UTC

TD Cowen analyst John Kernan lowered the price target on Lululemon Athletica Inc. (NASDAQ: LULU) to $220.00 (from $298.00) while maintaining a Buy rating.

The analyst comments "66% of U.S. e-com is fulfilled through Canada, benefiting from the de minimis loophole that the Trump... More

Lululemon Athletica Inc. (LULU) PT Lowered to $160 at Wells Fargo

September 5, 2025 6:08 AM UTC

Wells Fargo analyst Ike Boruchow lowered the price target on Lululemon Athletica Inc. (NASDAQ: LULU) to $160.00 (from $205.00) while maintaining a Equal Weight rating.

The analyst comments "In a 2Q EPS season that has been fueled by upside/beats, LULU is a... More

Lululemon Athletica Inc. (LULU) PT Lowered to $185 at UBS

September 5, 2025 5:42 AM UTC

UBS analyst Jay Sole lowered the price target on Lululemon Athletica Inc. (NASDAQ: LULU) to $185.00 (from $240.00) while maintaining a Neutral rating.

The analyst comments "LULU's 2Q report indicated its fundamental trends are much worse than previously thought. As a result, LULU is... More

Telsey Downgrades Lululemon Athletica Inc. (LULU) to Market Perform

September 5, 2025 5:12 AM UTC

(Updated - September 5, 2025 6:06 AM EDT)

Telsey analyst Dana Telsey downgraded Lululemon Athletica Inc. (NASDAQ: LULU) from Outperform to Market Perform with a price target of $200.00 (from $360.00).

The analyst comments "Downgrading to Market Perform. Reducing price target to $200. While the moderated earnings outlook comes in part due to incremental tariff headwinds, the sales miss for the quarter and moderation to... More

Jefferies Recaps Lululemon Athletica Inc. (LULU) Earnigns Amid 13pct Decline After Hours

September 4, 2025 4:33 PM UTC

Jefferies analyst Randal Konik reiterated an Underperform rating and $150.00 price target on Lululemon Athletica Inc. (NASDAQ: LULU).

The analyst comments "The US biz is declining and so are total GM%. 3Q EPS a little better but the top line miss is the... More