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Dec 12, 2025 4:00 PM

Lululemon Tops Estimates As Q4 Growth Cools, Analysts Say

Lululemon Athletica Inc (NASDAQ:LULU) shares rallied on Friday, after the company on Thursday reported upbeat third-quarter earnings.

• Lululemon Athletica shares are climbing with conviction. What’s behind LULU gains?

Here are some key analyst takeaways:

BofA Securities analyst Lorraine Hutchinson maintained a Neutral rating, while raising the price target from $185 to $220.

Telsey Advisory Group analyst Dana Telsey reiterated a Market Perform rating, while lifting the price target from $200 to $215.

BTIG analyst Janine Stichter reaffirmed a Buy rating and price target of $303.

Check out other analyst stock ratings.

BofA Securities: Lululemon Athletica reported higher-than-expected earnings of $2.59 per share, Hutchinson said in a note. She added, however, that the estimates for 2025 remain unchanged as the beat is offset by higher spending in the fourth quarter ...