INDYFINANCE
2026-09-04 UTC
 
MARKET REPORTBEARISH

Two Wall Street Firms Cut Lululemon Price Targets on Growth Concerns

Stifel cited revenue outlook worries and Bernstein pointed to product challenges as both trimmed their targets on the same day.

United StatesLULU
Executive takeaway

Stifel and Bernstein both cut their price targets on Lululemon, with Stifel citing revenue outlook concerns and Bernstein flagging product challenges.

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Lululemon Shares Slide as Analysts Grow Cautious. Lululemon's stock price over the past three months, the backdrop against which Stifel and Bernstein both trimmed their targets this week.

Lululemon Shares Slide as Analysts Grow Cautious

Lululemon's stock price over the past three months, the backdrop against which Stifel and Bernstein both trimmed their targets this week.

Live market data for LULU; analyst actions from Investing.com All News wire items on Stifel and Bernstein target cuts.

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<figure><a href="https://www.indy.finance/news/two-wall-street-firms-cut-lululemon-price-targets-on-growth-concerns"><img src="https://www.indy.finance/news/two-wall-street-firms-cut-lululemon-price-targets-on-growth-concerns/graphic.svg" alt="Lululemon Shares Slide as Analysts Grow Cautious" width="1200" height="675"></a><figcaption>Lululemon Shares Slide as Analysts Grow Cautious — <a href="https://www.indy.finance/news/two-wall-street-firms-cut-lululemon-price-targets-on-growth-concerns">Indy Finance</a></figcaption></figure>
Two brokerages lowered their price targets on Lululemon on the same day. Stifel cited concerns about the athletic-apparel maker's revenue outlook, while Bernstein pointed to challenges with the company's product lineup as the reason for its cut. Two separate analyst notes flagging different problems, revenue growth on one side and product execution on the other, suggest the concerns about Lululemon go beyond a single one-off issue. When multiple firms cut targets around the same time for different reasons, it typically reflects a broader reassessment of the company's near-term growth story rather than reaction to one data point. Neither note specified new price target figures in the available reporting, so the magnitude of the reduction in each firm's view is not yet clear.
What would change this view

This bearish read would be undercut if Lululemon's next quarterly report shows revenue growth or new product lines outperforming the concerns Stifel and Bernstein raised.

Wire sources cited

Produced automatically by the INDY NEWS Desk from the public wire sources cited above, and checked against them before publication. Market commentary, not investment advice.