{
  "id": 5809243,
  "title": "Lululemon (LULU) Struggles as Analysts Cut Targets, But Is the Story Over?",
  "url": "https://urgent.news/2026/09/05/lululemon-lulu-struggles-as-analysts-cut-targets-but-is-the-story-over",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-05T17:42:43.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/lululemon-lulu-struggles-analysts-cut-174243651.html"
  },
  "original_language": "en",
  "account": "On September 4, UBS and Wells Fargo reduced their price targets on lululemon athletica inc. (NASDAQ:LULU) amid concerns about the company's financial performance and future prospects. UBS cut its price target from $120 to $106 and maintained a Neutral rating, while Wells Fargo lowered its target from $105 to $95 and kept an Equal Weight rating. Both analysts cited multiple factors that could limit upside and create downside risk to earnings over the next 12 months. UBS cited a lack of consumer resonance with lululemon's product assortment and weak traffic, while Wells Fargo highlighted the uncertainty around the company's forward strategy and the need for new management to develop a plan. Both firms also warned that earnings could decline if operating deleverage continues. Despite these concerns, lululemon expects net revenue for 2026 to be in the range of $10.35 billion to $10.5 billion, and diluted EPS in the range of $9.48 to $9.73. Morningstar analyst David Swartz believes that lululemon should set expectations low due to the high uncertainty and lack of aggressive, achievable targets. Hedge fund interest in the stock has weakened, with short positioning remaining elevated at 9.51% of the company's float. Despite these challenges, lululemon's debt-free balance sheet, upcoming CEO Heidi O'Neill, and continued support from investors like Michael Burry provide some optimism for a potential turnaround.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}