LULU lululemon athletica inc.
BULLISH
Impact: 3/10
ANALYST-UPGRADE
22 firms acted on LULU: Jefferies, Guggenheim, Needham, Baird, HSBC, Keybanc, William Blair, Stifel, Oppenheimer, Evercore ISI Group, Telsey Advisory Group, B of A Securities, JP Morgan, Morgan Stanley, CICC, Raymond James, Needham, Bernstein, Needham, Goldman Sachs, Citigroup, HSBC
Final — all horizons settled through T+60d ⚠ clustered
LULU ▼ -22.47% at T+60d
LONG call ✗ call lost -22.47% · α vs SPY -20.20% · entry $203.96 → $158.14
Last close $114.23 (close Jun 5) · -43.99% from $203.96 entry
T+1d
+0.91%
call +0.91% · α +1.06%
$205.82
settled 6mo ago
T+5d
+2.62%
call +2.62% · α +2.82%
$209.30
settled 6mo ago
T+20d
+3.84%
call +3.84% · α +2.07%
$211.79
settled 5mo ago
T+60d
-22.47%
call -22.47% · α -20.20%
$158.14
settled 3mo ago
Price Chart
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Executive Summary
22 firms acted on LULU: Jefferies, Guggenheim, Needham, Baird, HSBC, Keybanc, William Blair, Stifel, Oppenheimer, Evercore ISI Group, Telsey Advisory Group, B of A Securities, JP Morgan, Morgan Stanley, CICC, Raymond James, Needham, Bernstein, Needham, Goldman Sachs, Citigroup, HSBC
Impact Score
Base Score
3/7
LLM Adjustment
+0
Final Score
3/10
Consensus & Targets
Buy / Strong Buy
8 (21%)
Hold
30
Sell / Strong Sell
1
Total Analysts
25
Mean PT
$176.96
Median PT
$175.00
High PT
$295.00
Low PT
$130.00
Current Price
$131.18
Implied Upside
+34.9%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-29 | BTIG | reiterate | Buy | $225.00 |
| 2026-05-22 | Piper Sandler | maintain | Neutral | $130.00 |
| 2026-05-07 | Baird | maintain | Neutral | $170.00 |
| 2026-03-23 | Citigroup | maintain | Neutral | $185.00 |
| 2026-03-18 | BNP Paribas | maintain | Neutral | $170.00 |
| 2026-03-18 | Stifel | maintain | Hold | $176.00 |
| 2026-03-18 | Truist Securities | maintain | Hold | $170.00 |
| 2026-03-18 | JP Morgan | maintain | Neutral | $196.00 |
| 2026-03-18 | UBS | maintain | Neutral | $176.00 |
| 2026-03-18 | Baird | maintain | Neutral | $190.00 |
Firm Track Record — Jefferies
Jefferies accuracy: 53% on 2282 calls | avg return: 3.9%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Raymond James | 75% | 3/4 | -2.6% | top tier |
| TD Cowen | 60% | 3/5 | 5.9% | above average |
| BTIG | 57% | 4/7 | -1.9% | above average |
| Morgan Stanley | 46% | 6/13 | -5.6% | below average |
| Evercore ISI Group | 38% | 3/8 | -7.7% | below average |
| UBS | 33% | 3/9 | -9.3% | below average |
| Jefferies | 33% | 2/6 | -3.3% | below average |
| Wedbush | 33% | 1/3 | -3.3% | below average |
| Truist Securities | 33% | 3/9 | -6.8% | below average |
| Baird | 31% | 4/13 | -2.1% | below average |
Earnings Estimates
Next earnings: Jun 3, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.68 | $1.56 — $1.72 | $2.4B | ↑0 ↓0 |
| +1y | $13.30 | $11.50 — $14.85 | $12.0B | ↑0 ↓0 |
| +1q | $2.70 | $2.57 — $2.94 | $2.6B | ↑0 ↓0 |
| 0y | $12.28 | $11.00 — $12.96 | $11.5B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
2 buys / 1 sells
Institutional
NORGES BANK — new
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (117.4%)
Institutional
FMR LLC — trim (-65.8%)
Short Interest
Short: 714,675 | Exempt: 1,005 | TRF Vol: 1,293,711 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
14 reports for LULU
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 5, 2026
1d ago
|
ANALYST-UPGRADE
| — | awaiting T+20 | — | — |
|
Jun 5, 2026
1d ago
|
ANALYST-DOWNGRADE
| $109.32 awaiting T+20 | awaiting T+20 | — | $114.23 (+4.49%) |
|
Jun 5, 2026
1d ago
|
DEFA14A
| — | awaiting T+20 | — | — |
|
Jun 4, 2026
2d ago
|
8-K
| $115.93 awaiting T+20 | awaiting T+20 | — | $114.23 (+1.47%) |
|
May 31, 2026
6d ago
|
ANALYST-UPGRADE
| $203.96 $211.79 | ▲ +3.84% | ▲ +2.07% | $114.23 (−43.99%) |
|
May 22, 2026
15d ago
|
DEFA14A
| — | awaiting T+20 | — | — |
|
May 18, 2026
19d ago
|
DEFA14A
| — | awaiting T+20 | — | — |
|
May 18, 2026
19d ago
|
DEFA14A
| — | awaiting T+20 | — | — |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $203.96 $211.79 | ▲ +3.84% | ▲ +2.07% | $114.23 (−43.99%) |
|
Apr 28, 2026
5w ago
|
DEFA14A
| — | awaiting T+20 | — | — |
Showing 10 of 14
US Market Status
Market Closed — Opens Mon (12h 1m)
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