ANALYST-UPGRADE ·Filed Sep 9, 2026
BMO Capital initiates coverage on LULU at Underperform
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Executive Summary
BMO Capital initiates coverage on LULU at Underperform
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
2 (5%)
Hold
31
Sell / Strong Sell
7
Total Analysts
26
Mean PT
$110.75
Median PT
$105.50
High PT
$280.00
Low PT
$44.00
Current Price
$103.19
Implied Upside
+7.3%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-09 | BMO Capital | initiate | Underperform | $70.00 |
| 2026-09-04 | Telsey Advisory Group | maintain | Market Perform | $110.00 |
| 2026-09-04 | Barclays | maintain | Equal-Weight | $95.00 |
| 2026-09-04 | BNP Paribas | maintain | Underperform | $44.00 |
| 2026-09-04 | Goldman Sachs | maintain | Neutral | $95.00 |
| 2026-09-04 | Piper Sandler | maintain | Neutral | $80.00 |
| 2026-09-04 | Stifel | maintain | Hold | $100.00 |
| 2026-09-04 | Truist Securities | reiterate | Sell | $82.00 |
| 2026-09-04 | Morgan Stanley | maintain | Underweight | $83.00 |
| 2026-09-04 | B of A Securities | maintain | Neutral | $122.00 |
Firm Track Record — BMO Capital
BMO Capital accuracy: 53% on 1841 calls | avg return: 2.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Raymond James | 75% | 3/4 | -2.6% | top tier |
| TD Cowen | 60% | 3/5 | 5.9% | above average |
| BTIG | 57% | 4/7 | -1.9% | above average |
| Morgan Stanley | 46% | 6/13 | -5.6% | below average |
| Evercore ISI Group | 38% | 3/8 | -7.7% | below average |
| UBS | 33% | 3/9 | -9.3% | below average |
| Jefferies | 33% | 2/6 | -3.3% | below average |
| Wedbush | 33% | 1/3 | -3.3% | below average |
| Truist Securities | 33% | 3/9 | -6.8% | below average |
| Baird | 31% | 4/13 | -2.1% | below average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.03 | $0.90 — $1.66 | $2.3B | ↑1 ↓0 |
| +1q | $4.04 | $3.46 — $4.45 | $3.3B | ↑1 ↓0 |
| 0y | $9.92 | $8.65 — $11.14 | $10.5B | ↑1 ↓0 |
| +1y | $9.13 | $6.23 — $12.60 | $10.5B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
1 buys / 0 sells
Institutional
Allianz Asset Management GmbH — doubled (1044.6%)
Institutional
CITADEL ADVISORS LLC — add (83.8%)
Institutional
Corient Private Wealth LP — trim (-66.4%)
Short Interest
Short: 641,055 | Exempt: 107 | TRF Vol: 1,132,979 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Investment Themes
Consumer & Retail
Documents Analyzed
Report based on filing metadata.
19 reports for LULU
75% Hit rate best @ T+5▲ +6.87%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $98.37 $103.73 | ▲ +5.45% | ▲ +4.63% | $94.46 (−3.97%) |
Sep 9, 2026 23d ago | Press Release | $99.72 $95.98 | ▲ +3.75% | ▲ +2.66% | $94.46 (+5.27%) |
Sep 9, 2026 23d ago | ANALYST-UPGRADE | — | awaiting T+5 | — | — |
Aug 8, 2026 7w ago | Institutional Cluster | $127.80 $115.44 | ▼ −9.67% | ▼ −9.62% | $94.46 (−26.09%) |
Aug 5, 2026 8w ago | Court Ruling | $123.51 $120.72 | ▼ −2.26% | ▼ −2.61% | $94.46 (−23.52%) |
Jul 16, 2026 11w ago | ANALYST-DOWNGRADE | $118.79 $110.63 | ▲ +6.87% | ▲ +5.20% | $94.46 (+20.48%) |
Jun 25, 2026 14w ago | 8-K | $117.57 $118.43 | ▲ +0.73% | ▼ −1.43% | $94.46 (−19.66%) |
Jun 5, 2026 17w ago | ANALYST-UPGRADE | $114.23 $118.77 | ▲ +3.97% | ▲ +3.40% | $94.46 (−17.31%) |
Jun 5, 2026 17w ago | ANALYST-DOWNGRADE | $114.23 $118.77 | ▲ +3.97% | ▲ +3.40% | $94.46 (−17.31%) |
Jun 5, 2026 17w ago | DEFA14A | $114.23 $118.77 | ▲ +3.97% | ▲ +3.40% | $94.46 (−17.31%) |
Showing 10 of 19
US Market Status
Market Closed — Opens Mon (64h 21m)
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