Market Cap
$10.2B
LULU
lululemon athletica inc.
$94.46 ▼ -1.46%
Prev close $95.86Market cap$10.2B
ConsensusStrong Sell
12-mo target$104.91 (+11.1%)
▼ Bearish
Analyst conviction 1/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on LULU right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (5%)
Inst. Holders
50 funds
Inst. Value
$9.5B
Inst. Activity
36 buys / 14 sells
Insider Activity
$2.0M buy / $100.1K sell
Insider Net $
$1.9M
Social Sentiment
49° Neutral
SEC Reports
19
Price chart 30d -22.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Sep 9, 2026 SEC Short Volume: LULU — 59.6% short (1.2M / 2.0M)
Short: 1,180,449 | Exempt: 37 | TRF Vol: 1,980,954 | Short Ratio: 59.6% | Off-exchange volume (dark
BMO Capital initiates coverage on LULU at Underperform
ANALYST-UPGRADE — Impact 4/10
Sep 9, 2026 Insider
O'NEILL HEIDI was granted 40,223 shares
CEO
Sep 9, 2026 Insider
O'NEILL HEIDI was granted 105,295 shares
CEO
Sep 9, 2026 Insider
O'NEILL HEIDI was granted 28,079 shares
CEO
Aug 5, 2026 Event
Jul 16, 2026 SEC Nike, Inc. v. lululemon athletica Canada Inc.
Court ruling (ca13) — Docket: 24-02134
Truist Securities double downgrades LULU to Sell — PT $94 (-20%)
ANALYST-DOWNGRADE — Impact 3/10
Jun 30, 2026 Inst.
FIL Ltd — DOUBLED
2,025,858 shares ($231.3M)
Analyst ratings buy % -78.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
5% rate it Buy or better · 40 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Argus Research | REITERATE | Hold | 54% |
| Sep 9, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 9, 2026 | BMO Capital | INITIATE | Underperform | 53% |
| Sep 4, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Sep 4, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 4, 2026 | BNP Paribas | MAINTAIN | Underperform | — |
| Sep 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Sep 4, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Sep 4, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Sep 4, 2026 | Truist Securities | REITERATE | Sell | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 1 | 31 | 5 | 2 | 5% | |
| Aug 1, 2026 | 1 | 1 | 31 | 5 | 2 | 5% | |
| Jul 1, 2026 | 1 | 1 | 32 | 3 | 2 | 5% | |
| Jun 1, 2026 | 4 | 4 | 30 | 1 | 0 | 21% | |
| May 1, 2026 | 4 | 4 | 30 | 1 | 0 | 21% | |
| Apr 1, 2026 | 4 | 4 | 30 | 1 | 0 | 21% | |
| Mar 1, 2026 | 5 | 3 | 31 | 1 | 0 | 20% | |
| Feb 1, 2026 | 5 | 3 | 31 | 1 | 0 | 20% |
Price targets
Where 27 covering analysts think LULU trades over the next 12 months.
$104.91 +11.1% upside Buy
Current$94.46 Low$44.00 Median$100.00 High$255.00 27 analysts
$44.00$255.00
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
Recent posts
Led Zeppelin: Good Times, Bad Times
▲ 1 · 💬 5· ⚡ 0.5
Nike - it’s getting to the point where the CEO is hanging on by a thread regardless of how much everyone likes him
▲ 1 · 💬 6· ⚡ 0.5
Don’t ever bet against hot Moms in stretch Pants $LULU
▲ 1 · 💬 6· ⚡ 0.5
Is it a good idea to go all in on 30DTE ATM PUTS on LULU?
▲ 1 · 💬 0· ⚡ 0.5
$LULU
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
19 SEC filing reports analyzed · 2 bullish, 3 bearish, 5 mixed, 9 neutral · avg impact 4.3/10.
MIXEDANALYST-DOWNGRADE3/10
BTIG downgrades LULU to Neutral — No PT (double downgrade from Buy)
Jun 5, 2026
BULLISHANALYST-UPGRADE4/10
BMO Capital initiates coverage on LULU at Underperform
Sep 9, 2026
BEARISHANALYST-DOWNGRADE3/10
Truist Securities double downgrades LULU to Sell — PT $94 (-20%)
Jul 16, 2026
MIXEDANALYST-UPGRADE5/10
Freedom Broker upgrades LULU to Hold — PT $139 (+11.3%)
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: LULU — 59.6% short (1.2M / 2.0M)
Short: 1,180,449 | Exempt: 37 | TRF Vol: 1,980,954 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: LULU — 65.0% short (1.3M / 2.0M)
Short: 1,326,396 | Exempt: 15 | TRF Vol: 2,042,137 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: LULU — 72.6% short (1.3M / 1.9M)
Short: 1,347,436 | Exempt: 3,046 | TRF Vol: 1,856,701 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of lululemon athletica inc. - LULU
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of lululemon athletica inc. ("lululemon" or the
Sep 24, 2026
short_volume
Short Volume: LULU — 71.2% short (1.1M / 1.5M)
Short: 1,054,144 | Exempt: 480 | TRF Vol: 1,481,170 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.04 | $0.90–$1.66 | -60.0% | -58.9% | 0↑ 12↓ | $2.3B | 19 |
| Next Q | $4.03 | $3.46–$4.45 | -19.5% | -21.1% | 0↑ 12↓ | $3.3B | 19 |
| Current FY | $9.63 | $8.65–$10.49 | -27.4% | -12.7% | 0↑ 14↓ | $10.5B | 23 |
| Next FY | $8.64 | $6.23–$11.14 | -10.3% | -24.6% | 0↑ 15↓ | $10.3B | 25 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.036 | — |
| 7d ago | $2.478 | -1.441 |
| 30d ago | $2.518 | -1.482 |
| 60d ago | $2.523 | -1.487 |
| 90d ago | $2.523 | -1.487 |
Institutional ownership
Which big funds own LULU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.5B total value (81,402,084 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, SUSQUEHANNA. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,850,632 | $1.0B | 10.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,830,001 | $779.8M | 8.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,103,300 | $582.7M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,048,153 | $576.4M | 6.0% | — |
| STATE STREET CORP | 4,517,466 | $515.8M | 5.4% | — |
| FEDERATED HERMES, INC. | 3,625,210 | $413.9M | 4.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,534,900 | $403.6M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,970,005 | $337.9M | 3.5% | — |
| CITADEL ADVISORS LLC | 2,848,700 | $325.3M | 3.4% | ADD +83.8% |
| CITADEL ADVISORS LLC | 2,356,500 | $269.1M | 2.8% | ADD +83.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIL Ltd | DOUBLED | 8,161 | 2,025,858 | +24723.6% | $231.3M |
| GOLDMAN SACHS GROUP INC | ADD | 698,419 | 1,315,759 | +88.4% | $150.2M |
| CITADEL ADVISORS LLC | ADD | 584,578 | 1,074,188 | +83.8% | $122.7M |
| NORGES BANK | NEW | — | 1,031,854 | — | $117.8M |
| CITIGROUP INC | ADD | 580,060 | 977,992 | +68.6% | $111.7M |
| UBS Group AG | ADD | 481,576 | 928,957 | +92.9% | $106.1M |
| FMR LLC | NEAR_EXIT | 4,304,016 | 908,869 | -78.9% | $103.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | NEW | — | 722,989 | — | $82.6M |
| DEUTSCHE BANK AG\ | ADD | 474,155 | 705,726 | +48.8% | $80.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 15,554 | 696,292 | +4376.6% | $79.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net $1.9M — $2.0M bought, $100.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | O'NEILL HEIDI | CEO | AWARD | 40,223 | — | — |
| Sep 9, 2026 | O'NEILL HEIDI | CEO | AWARD | 105,295 | — | — |
| Sep 9, 2026 | O'NEILL HEIDI | CEO | AWARD | 28,079 | — | — |
| Jun 25, 2026 | MORFITT MARTHA A M | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | White Emily | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | Bergh Charles V | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | List Teri | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | Loehnis Alison | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | Henry Kathryn | Director | AWARD | 1,606 | — | — |
| Jun 25, 2026 | Bracey Esi Eggleston | Director | AWARD | 1,606 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LULU.
Shares short
13,779,085
Settlement Sep 15, 2026
Change vs prior
+2.3%
Semi-monthly cycle
Days to cover
1.3
At avg daily volume
Of shares outstanding
≈13.1%
Estimate — not % of float
All LULU filing & press-release reports (19)
- BTIG downgrades LULU to Neutral — No PT (double downgrade from Buy)Jun 5, 2026
- BMO Capital initiates coverage on LULU at UnderperformSep 9, 2026
- Truist Securities double downgrades LULU to Sell — PT $94 (-20%)Jul 16, 2026
- Freedom Broker upgrades LULU to Hold — PT $139 (+11.3%)Jun 5, 2026
- 8-K reportSep 14, 2026
- PRESS-RELEASE reportSep 9, 2026
- INST-CLUSTER reportAug 8, 2026
- COURT-RULING reportAug 6, 2026
- 8-K reportJun 26, 2026
- DEFA14A reportJun 5, 2026
- 8-K reportJun 5, 2026
- DEFA14A reportMay 22, 2026
- DEFA14A reportMay 18, 2026
- DEFA14A reportMay 18, 2026
- DEFA14A reportApr 28, 2026
- DEFA14A reportApr 28, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportMar 17, 2026
- DEFA14A reportFeb 27, 2026