Recent discussions on X about Lululemon Athletica (LULU) have been buzzing with reactions to the company’s significant stock price decline and revised guidance earlier this year. Many users have pointed out a drop of over 20% following the company’s cut to its full-year profit outlook, with concerns mounting over slowing U.S. growth and a challenging macroenvironment. The conversation often highlights frustration with potential tariff-related price hikes, which some fear could further impact demand.
Additionally, there’s a split in perspectives on X regarding Lululemon’s future, with some expressing optimism about the stock’s long-term potential due to its global brand strength and recent momentum in share price recovery. Others remain cautious, citing intense competition from emerging athleisure brands and international headwinds as persistent risks. The debate keeps the ticker in sharp focus as investors await signs of a sustainable turnaround.
Note: This discussion summary was generated from an AI condensation of post data.
Lululemon Athletica Congressional Stock Trading
Members of Congress have traded $LULU stock 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- 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 has traded it 3 times. They made 2 purchases worth up to $30,000 on 04/08, 04/04 and 1 sale worth up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 04/07 and 2 sales worth up to $100,000 on 05/12, 04/17.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/25 and 1 sale worth up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lululemon Athletica Insider Trading Activity
Lululemon Athletica insiders have traded $LULU stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lululemon Athletica Hedge Fund Activity
We have seen 517 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 770 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 4,302,427 shares (-85.9%) from their portfolio in Q2 2025, for an estimated $1,022,170,606
- FMR LLC removed 2,643,097 shares (-18.2%) from their portfolio in Q2 2025, for an estimated $627,946,985
- CAPITAL WORLD INVESTORS removed 1,632,597 shares (-97.3%) from their portfolio in Q2 2025, for an estimated $387,872,395
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 1,485,738 shares (-76.5%) from their portfolio in Q2 2025, for an estimated $352,981,634
- ALLIANCEBERNSTEIN L.P. removed 1,156,905 shares (-24.1%) from their portfolio in Q2 2025, for an estimated $274,857,489
- EDGEWOOD MANAGEMENT LLC removed 843,241 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $200,337,196
- SOUTHPOINT CAPITAL ADVISORS LP added 750,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $178,185,000
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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/26/2025
- Baird issued a "Outperform" rating on 08/11/2025
- Truist Securities issued a "Buy" rating on 06/06/2025
- Evercore ISI Group issued a "Outperform" rating on 06/06/2025
- BTIG issued a "Buy" rating on 06/06/2025
- Keybanc issued a "Overweight" rating on 06/06/2025
- Telsey Advisory Group issued a "Outperform" 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 19 analysts offer price targets for $LULU in the last 6 months, with a median target of $280.49.
Here are some recent targets:
- Lorraine Hutchinson from B of A Securities set a target price of $300.0 on 08/26/2025
- Alexandra Steiger from Morgan Stanley set a target price of $223.0 on 08/26/2025
- Ike Boruchow from Wells Fargo set a target price of $205.0 on 08/19/2025
- Jay Sole from UBS set a target price of $240.0 on 08/18/2025
- Mark Altschwager from Baird set a target price of $260.0 on 08/11/2025
- Anna Andreeva from Piper Sandler set a target price of $200.0 on 07/29/2025
- Matthew Boss from JP Morgan set a target price of $224.0 on 07/22/2025
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.
