JPMorgan Raises Lululemon (LULU) Q4 2025 EPS Estimate Following ICR Conference Meeting Citing Updated 2026 Projections

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the stocks that should double by 2030. On January 20, JPMorgan raised the price target on Lululemon to $209 from $203 and maintained a Neutral rating. After having hosted a meeting with the company’s VP of Investor Relations at the ICR Conference, the firm raised its Q4 2025 EPS estimate and is modeling FY 2026 EPS of $12.33, compared to Wall Street at $12.65.

Earlier on January 8, Deutsche Bank restarted coverage of Lululemon Athletica Inc. (NASDAQ:LULU) with a Hold rating and a $228 price target. This decision was made as the firm resumed coverage across global brands, off-price, and specialty beauty retail.

After a surprisingly strong year for the sector, Deutsche began 2026 optimistically and expects a volatile but broadly risk-on macro environment. The firm anticipates solid revenue trends, especially during the first half of the year, aided by easier weather comparisons and increased tax refunds.

Lululemon Athletica Inc. (NASDAQ:LULU), together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand internationally.

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Disclosure: None. This article is originally published at Insider Monkey.