Recent Earnings Impact: Lululemon Athletica has been a hot topic on social media following its third-quarter fiscal 2025 results and a significant stock repurchase authorization. Many users are discussing the company’s performance, with some pointing to a CEO transition and international growth as potential catalysts for recovery. The $1 billion increase in the repurchase program has also sparked interest as a sign of confidence from management.
Market Challenges: Despite the optimism, there’s notable concern over declining sales in the Americas and competitive pressures in the athleisure market. Posts highlight fears of losing market share to rivals and the impact of a dynamic macroenvironment on future guidance. Some are debating whether the stock’s sharp decline from its peak—down nearly 60%—signals a cyclical trough or a deeper brand issue.
Future Outlook: Conversations also touch on activist involvement and the potential for a turnaround in 2026, with a focus on international expansion in markets like China. Several users argue the current stock price reflects excessive pessimism given the company’s strong balance sheet. The mix of hope and skepticism keeps the discussion lively and polarized.
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:
- CELESTE BURGOYNE (Pres Americas & Global Guest) has made 0 purchases and 2 sales selling 13,511 shares for an estimated $2,756,181.
- 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 $2.6B in Q3 2025. This is an increase of 7.06% 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 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/12.
- 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.
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 790 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 2 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
- Telsey Advisory Group issued a "Outperform" rating on 08/29/2025
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 18 analysts offer price targets for $LULU in the last 6 months, with a median target of $201.5.
Here are some recent targets:
- Randal Konik from Jefferies set a target price of $200.0 on 12/18/2025
- Jim Duffy from Stifel set a target price of $210.0 on 12/12/2025
- Adrienne Yih from Barclays set a target price of $189.0 on 12/12/2025
- Jay Sole from UBS set a target price of $206.0 on 12/12/2025
- Brooke Roach from Goldman Sachs set a target price of $200.0 on 12/12/2025
- Mark Altschwager from Baird set a target price of $210.0 on 12/12/2025
- Dana Telsey from Telsey Advisory Group set a target price of $215.0 on 12/12/2025
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.
