Recent discussions on X regarding Lululemon Athletica (LULU) have been fueled by the stock's dramatic decline, with some posts noting a staggering drop of over 65% since its peak in late 2023. Many users are debating the reasons behind the fall, pointing to weakening comparable sales in the Americas, rising competition from brands like Alo and Vuori, and a perceived shift in consumer preferences away from Lululemon's core offerings. The tone on the platform often reflects frustration, with some questioning whether this marks a structural shift in the athleisure market.
However, not all chatter is negative, as a recent upgrade by a major financial institution to a Neutral rating with a modest price target has sparked cautious optimism among some participants. Posts highlight potential upside from strategic partnerships and a belief that much of the bad news may already be priced into the stock after such a steep decline. The conversation remains polarized, with ongoing speculation about whether the company can reclaim its former momentum.
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 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 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.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
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 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 Hedge Fund Activity
We have seen 492 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 625 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 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 $193.5.
Here are some recent targets:
- 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
- Lorraine Hutchinson from B of A Securities set a target price of $185.0 on 09/12/2025
- Erwan Rambourg from HSBC set a target price of $175.0 on 09/11/2025
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.
