Lululemon Athletica Inc. (NASDAQ:LULU) on Tuesday posted upbeat fourth-quarter earnings but issued fiscal year guidance below estimates.

Lululemon Athletica reported quarterly GAAP earnings of $5.01 per share, which beat the consensus estimate of $4.79, according to Benzinga Pro data. Quarterly revenue came in at $3.64 billion, which beat the analyst estimate of $3.59 billion and was up from $3.61 billion in the same period last year.

The company said it expects fiscal 2026 GAAP EPS of $12.10 to $12.30, versus the $12.67 analyst estimate, and revenue of $11.35 billion to $11.5 billion, versus the $11.53 billion estimate.

"We are pleased to achieve fourth quarter revenue and EPS results ahead of our expectations," said Meghan Frank, Interim co-CEO and CFO.

Lululemon shares gained 4.6% to trade at $166.54 on Wednesday.

These analysts made changes to their price targets on Lululemon following earnings announcement.

  • BTIG analyst Janine Stichter maintained Lululemon with a Buy and lowered the price target from $250 to $225.
  • Telsey Advisory Group analyst Dana Telsey maintained the stock with a Market Perform and cut the price target from $215 to $175.
  • Barclays analyst Adrienne Yih maintained Lululemon with an Equal-Weight rating and lowered the price target from $203 to $161.
  • Wells Fargo analyst Ike Boruchow maintained Lululemon with an Equal-Weight rating and lowered the price target from $175 to $150.
  • Baird analyst Mark Altschwager maintained the stock with a Neutral and lowered the price target from $210 to $190.
  • UBS analyst Jay Sole maintained Lululemon with a Neutral and cut the price target from $189 to $176.
  • JP Morgan analyst Matthew Boss maintained the stock with a Neutral and lowered the price target from $209 to $196.

Considering buying LULU stock? Here’s what analysts think:

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