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Lululemon Gains Higher Q4 Outlook While JPMorgan Nudges Price Target To $209

Lululemon Athletica Inc. is getting a cautious vote of confidence from JPMorgan, which has nudged up its Q4 2025 EPS estimate and price target after meeting

Published: Feb 9, 2026 2:49 AM

By RETAILBOSS Team

News

Lululemon Gains Higher Q4 Outlook While JPMorgan Nudges Price Target To $209

Credit: Lululemon

Lululemon Athletica Inc. is getting a cautious vote of confidence from JPMorgan, which has nudged up its Q4 2025 EPS estimate and price target after meeting with the brand’s investor relations team at the ICR Conference. The move comes on top of earlier guidance upgrades from Lululemon itself following a strong holiday season, reinforcing the view that the athleisure leader is still executing solidly even as analysts stay selective on valuation.

JPMorgan’s Updated View According to a note summarized by Insider Monkey and Yahoo Finance, JPMorgan raised its Lululemon (LULU) price target from $203 to $209 on January 20, 2026, maintaining a Neutral rating on the stock.

After hosting a meeting with the company’s VP of Investor Relations at the ICR Conference, the bank also lifted its Q4 2025 EPS estimate and is now modeling full year 2026 EPS of $12.33, slightly below Wall Street’s $12.65 consensus.

This positioning suggests that while JPMorgan acknowledges Lululemon’s continued strength, it sees limited upside at current levels relative to its target, hence the neutral stance rather than a more bullish call.

The bank still includes LULU among stocks that could potentially double by 2030, underscoring its long term structural appeal…

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Lululemon Gains Higher Q4 Outlook While JPMorgan Nudges Price Target To $209

Lululemon Athletica Inc. is getting a cautious vote of confidence from JPMorgan, which has nudged up its Q4 2025 EPS estimate and price target after meeting

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