Wolfe Research starts coverage with USD 75 target for Lululemon Athletica stock
Published on 10/24/2026 at 19:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and board change
- Wolfe Research began coverage with a USD 75.00 target on October 22, 2026.
- Tara Poseley joined the board effective October 19, 2026.
- Lululemon Athletica stock costs EUR 88.45 at Lang & Schwarz on October 24, 2026 at 1:04 p.m. CEST.
Wolfe Research began coverage of Lululemon Athletica with an Underperform rating and a USD 75.00 price target on October 22, 2026, according to MarketBeat. Lululemon Athletica stock was trading at EUR 88.45 at Lang & Schwarz on October 24, 2026 at 1:04 p.m. CEST.
Leadership adds a board member
Tara Poseley joined Lululemon Athletica's board effective October 19, 2026. MarketScreener reported the appointment on October 22, 2026. Poseley previously served as the company's product chief, connecting the board change with Lululemon's product and leadership reset.
Revenue fell 4.30 percent
For the second quarter of fiscal 2026, revenue was USD 2.42 billion, down 4.30 percent from the prior year, while diluted earnings per share were USD 2.92 versus USD 3.10 a year earlier, MarketBeat reported on October 22, 2026. The figures put the analyst target in a business context: earnings exceeded consensus, but revenue missed the USD 2.46 billion estimate.
Price position and valuation
On Nasdaq, Lululemon last traded at USD 99.01 on October 23, 2026 at 4:00 p.m. ET. The stock's 52-week range was USD 90.38 to USD 225.98, its market capitalization was USD 11.5 billion, and its price-to-earnings ratio was 8.14.
The lower target from Wolfe Research is USD 24.01 below the Nasdaq price, equal to 24.25 percent of that price. The market view therefore centers on whether product and leadership changes can stabilize revenue after the second-quarter decline.
Comparison with peers
Lululemon Athletica (Nasdaq, USD): down 4.85 percent on October 23, 2026, price-to-earnings ratio 8.14, market capitalization USD 11.5 billion.
Nike (NYSE, USD): down 2.66 percent on October 23, 2026, price-to-earnings ratio 17.85, market capitalization USD 55.4 billion.
Dick's Sporting Goods (NYSE, USD): down 2.76 percent on October 23, 2026, price-to-earnings ratio 15.54, market capitalization USD 12.9 billion.
What comes next for the stock?
The next scheduled quarterly earnings date is December 10, 2026, according to the Nasdaq estimate cited on the company's coverage page. Until then, the key measurable markers are the USD 75.00 Wolfe target, the USD 2.42 billion second-quarter revenue base and the USD 90.38 52-week low.
EUR 88.45 in late trading
Lululemon Athletica stock was trading at EUR 88.45 at Lang & Schwarz on October 24, 2026 at 1:04 p.m. CEST.
The further course of trading is shown by the continuously updated real-time quote of Lululemon Athletica stock.
Lululemon Athletica stock at a glance
- Company: Lululemon Athletica Inc.
- ISIN: US5500211090
- Ticker: LULU
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 24, 2026, 1:04 p.m. CEST): EUR 88.45
- Market capitalization: USD 11.5 billion (as of October 23, 2026)
- 52-week range: USD 90.38-225.98 (as of October 23, 2026)
- Sector / Industry: Consumer Cyclical / Apparel - Retail
Market context: Market report S&P 500.
