On Dec 07, major Wall Street analysts update their ratings for $Lululemon Athletica (LULU.US)$, with price targets ranging from $350 to $440.
J.P. Morgan analyst Matthew Boss maintains with a buy rating, and adjusts the target price from $338 to $425.
BofA Securities analyst Lorraine Hutchinson maintains with a buy rating.
UBS analyst Jay Sole maintains with a hold rating, and adjusts the target price from $315 to $360.
Wells Fargo analyst Ike Boruchow maintains with a hold rating, and maintains the target price at $350.
Evercore analyst Michael Binetti maintains with a buy rating, and adjusts the target price from $355 to $425.
Furthermore, according to the comprehensive report, the opinions of $Lululemon Athletica (LULU.US)$'s main analysts recently are as follows:
The recent third-quarter performance surpassing expectations and subsequent guidance uplift supports the optimistic view on the company. Stability in the U.S. market, progress in China, enhancements in women's categories, and controlled promotional activities counteract pessimistic arguments about the company's future.
The future direction of the company's growth rate in the Americas holds significant implications for its long-term earnings outlook and price-to-earnings ratio. It is anticipated that the stock will remain rangebound until it becomes clear whether the company can fulfill its commitments regarding its innovation pipeline and rejuvenate its U.S. business growth.
Lululemon's Q3 performance excelled with robust international sales and an improved gross margin. Despite a 2% decrease in the Americas comparable sales, the company's management observed positive responses to new introductions in women's products, suggesting a potential turnaround in the U.S. market by Q1 of 2025.
Following the Q3 report, it was noted that the company surpassed expectations, excelling in comp sales, gross margin, operating margin, and earnings. Additionally, Q4 guidance was described as cautiously moderate, potentially allowing for further positive surprises.
The company reported improvements in both top and bottom line figures, attributed to steady U.S. sales and enhanced gross margins due to better product margins and stable markdown levels. The recent guidance also exceeded expectations, a notable shift after four consecutive quarters of conservative forecasts. Analysts continue to perceive Lululemon as a 'strong but overstretched brand,' suggesting short-term gains might prompt reactions from generally skeptical investors. However, there are ongoing long-term concerns as the brand strives for further expansion.
Here are the latest investment ratings and price targets for $Lululemon Athletica (LULU.US)$ from 11 analysts:
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美東時間12月7日，多家華爾街大行更新了$Lululemon Athletica (LULU.US)$的評級，目標價介於350美元至440美元。
摩根大通分析師Matthew Boss維持買入評級，並將目標價從338美元上調至425美元。
美銀證券分析師Lorraine Hutchinson維持買入評級。
瑞士銀行分析師Jay Sole維持持有評級，並將目標價從315美元上調至360美元。
富國集團分析師Ike Boruchow維持持有評級，維持目標價350美元。
Evercore分析師Michael Binetti維持買入評級，並將目標價從355美元上調至425美元。
此外，綜合報道，$Lululemon Athletica (LULU.US)$近期主要分析師觀點如下：
最近第三季度的表現超出預期，隨後的指導提升支持了市場對公司的樂觀看法。美國市場的穩定、中國的進展、女性品類的提升以及控制的促銷活動抵消了對公司未來的悲觀論點。
公司在美洲的未來增長率方向對其長期盈利展望和市盈率具有重要影響。預計在明確公司是否能履行其關於創新管線的承諾並恢復其美國業務增長之前，股票將保持區間震盪。
Lululemon的第三季度表現出色，國際銷售強勁，毛利率有所改善。儘管美洲的可比銷售下降了2%，但公司的管理層觀察到女性產品新推出的積極反應，這表明到2025年第一季度美國市場可能會出現好轉。
在第三季度報告之後，注意到公司在可比銷售、毛利率、營業利潤率和收益方面都超出預期。此外，第四季度的指導被描述爲謹慎適中，這可能會帶來進一步的積極驚喜。
公司報告了營收和盈利雙方面的改善，這歸因於穩健的美國銷售和因產品毛利改善和穩定的折扣水平而提高的毛利率。最近的指導也超出預期，這在連續四個季度的保守預測後是一個顯著的轉變。分析師繼續將Lululemon視爲「強勁但過於擴張的品牌」，這意味着短期收益可能會引發一般持謹慎態度的投資者的反應。然而，隨着品牌爭取進一步擴展，長期擔憂依然存在。
以下爲今日11位分析師對$Lululemon Athletica (LULU.US)$的最新投資評級及目標價：
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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