Truist keeps Lululemon stock Buy rating, $460 target on TikTok trend

Published 17/03/2025, 14:32
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On Monday, Truist Securities maintained a positive outlook on Lululemon Athletica Inc. (NASDAQ:LULU) shares, with analyst Joseph Civello reiterating a Buy rating and a $460.00 price target. The target aligns with broader market sentiment, as InvestingPro data shows the stock is currently trading below its Fair Value, with analysts’ targets ranging from $194 to $500. Civello observed that Lululemon’s brand momentum on TikTok has seen a notable increase compared to other retail brands as of mid-March.

According to Civello’s remarks, the athletic apparel company’s trending status on TikTok is attributed to management’s initiative to refresh their product line and the advantage of year-over-year comparisons with weaker past performance. This social momentum comes as the company maintains impressive gross profit margins of nearly 59% and a healthy return on equity of 46%. The analyst pointed out that while many brands may see a boost from the arrival of warmer weather, Lululemon’s positioning seems particularly strong.

Last week’s analysis by Truist highlighted Lululemon’s growth momentum on TikTok, emphasizing the brand’s successful strategy in engaging with the platform’s audience. Civello’s current focus is on the recent uptick in Lululemon’s brand engagement over the past several weeks on the social media platform, which has surpassed interest in other brands such as Ulta Beauty (NASDAQ:ULTA), Abercrombie & Fitch (ANF), and Zara (ITX-ES), none of which are currently rated by Truist.

Lululemon’s successful traction on TikTok is seen as part of the broader trend of leveraging social media to enhance brand visibility and customer engagement. Truist’s maintained Buy rating and price target reflect confidence in the company’s strategy and its potential to capitalize on current market trends.

The analyst’s comments suggest that Lululemon’s recent efforts to innovate in their product offerings and their effective use of social media platforms like TikTok are key factors in the company’s favorable positioning as the retail landscape continues to evolve.

In other recent news, Lululemon Athletica Inc. has been the focus of several analyst updates and financial forecasts. TD Cowen reiterated its Buy rating with a $445 price target, highlighting Lululemon’s updated fourth-quarter sales guidance, which now ranges between $3.56 billion and $3.58 billion, marking an 11% to 12% year-over-year increase. The company also anticipates a better-than-expected gross margin expansion for the fourth quarter, attributed to lower markdowns than initially projected. Bernstein maintained its Outperform rating with a $460 target, expecting strong growth in China and a rebound in the Americas, supported by a robust product lineup and improved consumer base.

Truist Securities also kept its Buy rating with a $460 price target, citing Lululemon’s strong social media presence and positive consumer trends as indicators of ongoing market strength. Stifel analysts reaffirmed their Buy rating with a $438 target, focusing on the anticipated recovery of the U.S. women’s business, which is pivotal to Lululemon’s revenue model. Erste Group initiated coverage with a Buy rating, noting Lululemon’s impressive sales growth and financial metrics, including a high operating margin and return on equity.

These recent developments reflect a consensus among analysts that Lululemon is well-positioned for continued growth, despite broader market challenges. The company’s strong performance metrics and strategic initiatives are seen as key factors driving its positive outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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