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

Core Viewpoint - Lululemon Athletica Inc. (NASDAQ:LULU) is projected to double by 2030, with recent price target adjustments from JPMorgan and Deutsche Bank indicating positive market sentiment towards the stock [1][2]. Group 1: Price Target Adjustments - JPMorgan raised its price target for Lululemon to $209 from $203 while maintaining a Neutral rating after a meeting with the company's VP of Investor Relations [1]. - Deutsche Bank restarted coverage of Lululemon with a Hold rating and set a price target of $228, reflecting a cautious but optimistic outlook [2]. Group 2: Earnings Projections - Following the ICR Conference, JPMorgan increased its Q4 2025 EPS estimate and is projecting FY 2026 EPS at $12.33, slightly below Wall Street's estimate of $12.65 [1]. Group 3: Market Environment - Deutsche Bank anticipates a volatile but broadly risk-on macro environment for 2026, expecting solid revenue trends in the first half of the year due to favorable weather comparisons and increased tax refunds [3]. Group 4: Company Overview - Lululemon Athletica Inc. designs, distributes, and retails technical athletic apparel, footwear, and accessories for both women and men under the lululemon brand on an international scale [4].