Board Member's Bold Purchase: Social media discussions highlight a Lululemon Athletica board member's acquisition of over 6,000 shares valued at nearly $1 million at $164 per share. Many interpret this as a significant insider signal of confidence in the beaten-down retail stock. The buy marks the first such activity since a sharp 50% decline from peaks.
Earnings Beat Amid Weakness: Recent fiscal Q4 results showed revenue and earnings surpassing estimates, yet the stock fell over 2% post-report, extending an 11-day losing streak to multi-year lows. Conversations note margin pressures, inventory concerns, and conservative guidance as factors weighing on sentiment. International expansion and men's apparel growth are cited as potential offsets to North American softness.
Technical Rebound Hopes: Amid broader retail sector mentions alongside Nike, some traders spotlight technical patterns suggesting an ABC correction nearing completion. Support levels around $150-155 are watched closely ahead of key support tests. The insider conviction fuels optimism for a reversal despite ongoing challenges like competition and tariffs.
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 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:
- CELESTE BURGOYNE (Pres Americas & Global Guest) has made 0 purchases and 2 sales selling 13,511 shares for an estimated $2,756,181.
- CHARLES V BERGH purchased 6,090 shares for an estimated $999,977
- MEGHAN FRANK (Chief Financial Officer) sold 2,658 shares for an estimated $561,821
- 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 Revenue
Lululemon Athletica had revenues of $3.6B in Q4 2025. This is an increase of 0.81% from the same period in the prior year.
You can track LULU financials on Quiver Quantitative's LULU stock page.
Lululemon Athletica Congressional Stock Trading
Members of Congress have traded $LULU stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lululemon Athletica Hedge Fund Activity
We have seen 496 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 699 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,812,977 shares (-78.0%) from their portfolio in Q4 2025, for an estimated $584,564,750
- MARSHALL WACE, LLP added 1,986,698 shares (+517.9%) to their portfolio in Q4 2025, for an estimated $412,855,711
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,586,880 shares (-66.0%) from their portfolio in Q4 2025, for an estimated $329,769,532
- BOSTON PARTNERS added 1,466,961 shares (+inf%) to their portfolio in Q4 2025, for an estimated $304,849,165
- MAWER INVESTMENT MANAGEMENT LTD. removed 1,359,440 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $241,885,159
- ALLIANCEBERNSTEIN L.P. removed 1,219,674 shares (-89.2%) from their portfolio in Q4 2025, for an estimated $253,460,453
- 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
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 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/25/2025
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 17 analysts offer price targets for $LULU in the last 6 months, with a median target of $184.0.
Here are some recent targets:
- Paul Lejuez from Citigroup set a target price of $185.0 on 03/23/2026
- Matthew Boss from JP Morgan set a target price of $196.0 on 03/18/2026
- Adrienne Yih from Barclays set a target price of $161.0 on 03/18/2026
- Jim Duffy from Stifel set a target price of $176.0 on 03/18/2026
- Joseph Civello from Truist Securities set a target price of $170.0 on 03/18/2026
- Laurent Vasilescu from BNP Paribas set a target price of $170.0 on 03/18/2026
- Jay Sole from UBS set a target price of $176.0 on 03/18/2026
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.
