Selected stock price target news of the day - March 28th, 2025

By: Matthew Otto

Lululemon Reports Q4 Results but Issues Lower-Than-Expected 2025 Guidance

Lululemon Athletica reported fourth-quarter revenue of $3.61 billion, a 13% increase year over year, surpassing analyst expectations of $3.57 billion. Diluted earnings per share (EPS) came in at $6.14, exceeding Wall Street’s forecast of $5.82 by $0.32.

Gross profit increased 15% to $2.2 billion, with a 100-basis-point expansion in gross margin to 60.4%. International sales rose 38% (40% on a constant dollar basis), while Americas revenue grew 7%. However, comparable sales in the Americas remained flat. Lululemon repurchased 0.9 million shares for $332.2 million and opened 18 net new stores, bringing the total to 767 company-operated locations.

For the full year 2024, Lululemon generated $10.6 billion in revenue, a 10% increase, while diluted EPS rose to $14.64 from $12.20 in 2023. International revenue grew 34%, outpacing the 4% growth in the Americas. Comparable sales increased 4%, driven by a 22% rise internationally, while Americas comparable sales declined 1%.

Lululemon repurchased 5.1 million shares for $1.6 billion and ended the year with $2.0 billion in cash. Despite surpassing $10 billion in annual revenue for the first time, Lululemon’s 2025 guidance fell below analyst expectations. Management projects Q1 2025 revenue of $2.34 billion to $2.36 billion, below the consensus estimate of $2.39 billion, with EPS of $2.53 to $2.58, missing the expected $2.78. Full-year 2025 revenue is forecasted between $11.15 billion and $11.3 billion, while EPS is expected to be $14.95 to $15.15, both below analyst expectations of $11.31 billion and $15.38, respectively.

Analysts Lower Price Targets Following Q4 Earnings and Guidance

Stifel analyst Jim Duffy maintained a Buy rating but lowered the price target from $438 to $424.
Raymond James analyst Rick Patel downgraded from Outperform to Market Perform.
Piper Sandler analyst Anna Andreeva kept a Neutral rating while reducing the price target from $340 to $315.
Morgan Stanley analyst Alexandra Steiger continued an Overweight rating yet cut the price target from $411 to $373.
JP Morgan analyst Matthew Boss maintained an Overweight rating but lowered the price target from $437 to $391.
BofA Securities analyst Lorraine Hutchinson kept a Buy rating, though trimmed the price target from $480 to $400.
Needham analyst Tom Nikic reiterated a Buy rating while reducing the price target from $430 to $366.
Telsey Advisory Group analyst Dana Telsey upheld an Outperform rating but adjust the price target down from $445 to $385.

Which Analyst has the best track record to show on LULU?

Analyst Rick Patel (RAYMOND JAMES) currently has the highest performing score on LULU with 16/19 (84.21%) price target fulfillment ratio. His price targets carry an average of $53.34 (14.16%) potential upside. Lululemon Athletica stock price reaches these price targets on average within 147 days.

Braze Beats Q4 Estimates, Reports Revenue Growth, and Provides 2026 Outlook

Braze reported a 26% year-over-year revenue increase for fiscal 2025, reaching $593.4 million, driven by new customer acquisitions, upsells, and renewals. Subscription revenue grew to $570.3 million, while gross margin improved to 69.1%. Achieved three consecutive quarters of net income profitability on an adjusted basis, with earnings per share of $0.17 for the year. Total customers increased to 2,296, including 247 with annual recurring revenue (ARR) of $500,000 or more.

For fiscal Q4 2025, revenue rose 22.5% year-over-year to $160.4 million, exceeding the consensus estimate of $155.69 million. Adjusted earnings per share came in at $0.12, surpassing analyst expectations of $0.05 by $0.07. Operating income on an adjusted basis reached $7.9 million, compared to a $7.5 million loss in the prior-year quarter. Net cash provided by operating activities improved to $17.1 million, up from $3.8 million a year earlier.

Looking ahead, Braze expects Q1 2026 earnings per share of $0.04-$0.05, in line with the consensus estimate of $0.04, and Q1 2026 revenue of $158-$159 million, compared to the consensus of $158.4 million. For fiscal 2026, the company projects earnings per share of $0.31-$0.35, exceeding the consensus of $0.29, and revenue of $686-$691 million, slightly above the consensus of $688.2 million.

Analysts Raise Price Targets Following Earnings Report

Stifel analyst Parker Lane maintained a Buy rating while raising the price target from $48 to $50.
Canaccord Genuity analyst David Hynes kept a Buy rating and increased the price target from $45 to $50.
Needham analyst Scott Berg reiterated a Buy rating and the price target at $50.

Which Analyst has the best track record to show on BRZE?

Analyst Brian Schwartz (OPPENHEIMER) currently has the highest performing score on BRZE with 6/15 (40%) price target fulfillment ratio. His price targets carry an average of $10.05 (24.54%) potential upside. Braze stock price reaches these price targets on average within 93 days.

TD SYNNEX Q1 2025 Revenue Rises 4%, EPS Misses Estimates

TD SYNNEX reported fiscal first-quarter 2025 revenue of $14.53 billion, up 4.0% year-over-year but below the consensus estimate of $14.79 billion. Gross billings grew 7.5% to $20.7 billion, or 9.5% in constant currency. Earnings per share (EPS) came in at $1.98, a 2.6% increase from the prior-year quarter, while adjusted EPS declined 6.4% to $2.80, missing analyst expectations of $2.91 by $0.11.

Operating income rose 0.6% to $305 million, while adjusted operating income declined 6.1% to $399 million. TD SYNNEX returned $138 million to stockholders through $101 million in share repurchases and $37 million in dividends, and increased its quarterly dividend by 10% to $0.44 per share.

Regionally, the Americas saw revenue growth of 6.2% to $8.4 billion, while Europe rose 0.4% to $5.1 billion. Asia-Pacific and Japan posted a 5.2% increase to $1.0 billion. For fiscal second-quarter 2025, TD SYNNEX expects revenue between $13.9 billion and $14.7 billion, below the consensus estimate of $14.718 billion. TD SYNNEX projects EPS between $2.45 and $2.95, missing the consensus estimate of $3.03.

Analysts Adjust Price Targets Following Q1 Results

JP Morgan analyst Joseph Cardoso maintained a Neutral rating but lowered the price target from $150 to $125.
Barrington Research analyst Vincent Colicchio reiterated an Outperform rating and the price target at $156.

Which Analyst has the best track record to show on SNX?

Analyst Tim Long (BARCLAYS) currently has the highest performing score on SNX with 8/9 (88.89%) price target fulfillment ratio. His price targets carry an average of $15.57 (11.76%) potential upside. TD SYNNEX stock price reaches these price targets on average within 144 days.