Stock Decline Woes: Recent chatter on X about Lululemon Athletica (LULU) has been dominated by the stock's steep decline, with some noting a drop of over 50% year-to-date. Many point to sluggish sales in the U.S. market and fierce competition from brands like Alo and Vuori as key culprits. Frustration is palpable as users question whether the company can reclaim its former momentum.
Analyst Updates: Adding to the discussion, posts on X highlight recent analyst moves, such as a major firm lowering its price target to $183 while maintaining a neutral stance. Some users note that while U.S. sales trends remain soft, market expectations may already reflect these challenges. This has sparked mixed reactions about the stock’s near-term outlook.
Glimmers of Hope: Amid the gloom, a few discussions on X mention potential bright spots like international growth, particularly in markets like China, and a strong balance sheet. There’s also talk of aggressive buybacks as a possible support for the stock. These points keep some users cautiously intrigued about a potential turnaround.
Note: This discussion summary was generated from an AI condensation of post data.
Lululemon Athletica Insider Trading Activity
Lululemon Athletica insiders have traded $LULU stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:
- CALVIN MCDONALD (Chief Executive Officer) has made 0 purchases and 2 sales selling 27,049 shares for an estimated $6,375,226.
- NICOLE NEUBURGER (Chief Brand Officer) sold 615 shares for an estimated $109,470
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lululemon Athletica Congressional Stock Trading
Members of Congress have traded $LULU stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/16 and 1 sale worth up to $15,000 on 07/22.
- REPRESENTATIVE MARJORIE TAYLOR GREENE sold up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lululemon Athletica Hedge Fund Activity
We have seen 441 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 784 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 7,812,726 shares (-65.8%) from their portfolio in Q3 2025, for an estimated $1,390,118,337
- ALLIANCEBERNSTEIN L.P. removed 2,267,751 shares (-62.4%) from their portfolio in Q3 2025, for an estimated $403,500,935
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,995,575 shares (+488.2%) to their portfolio in Q3 2025, for an estimated $355,072,659
- MAWER INVESTMENT MANAGEMENT LTD. removed 1,359,440 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $241,885,159
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 1,116,063 shares (-92.5%) from their portfolio in Q3 2025, for an estimated $198,581,089
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,102,855 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $196,230,990
- AMERICAN CENTURY COMPANIES INC removed 851,869 shares (-70.8%) from their portfolio in Q3 2025, for an estimated $151,573,051
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lululemon Athletica Analyst Ratings
Wall Street analysts have issued reports on $LULU in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 10/17/2025
- Jefferies issued a "Underperform" rating on 10/06/2025
- Telsey Advisory Group issued a "Outperform" rating on 08/29/2025
- Evercore ISI Group issued a "Outperform" rating on 06/06/2025
- Truist Securities issued a "Buy" rating on 06/06/2025
To track analyst ratings and price targets for Lululemon Athletica, check out Quiver Quantitative's $LULU forecast page.
Lululemon Athletica Price Targets
Multiple analysts have issued price targets for $LULU recently. We have seen 22 analysts offer price targets for $LULU in the last 6 months, with a median target of $191.5.
Here are some recent targets:
- Brooke Roach from Goldman Sachs set a target price of $180.0 on 11/18/2025
- Jay Sole from UBS set a target price of $183.0 on 11/17/2025
- Janine Stichter from BTIG set a target price of $303.0 on 10/17/2025
- Randal Konik from Jefferies set a target price of $120.0 on 10/06/2025
- Alexandra Steiger from Morgan Stanley set a target price of $185.0 on 09/30/2025
- Tom Nikic from Needham set a target price of $192.0 on 09/25/2025
- Mark Altschwager from Baird set a target price of $195.0 on 09/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
