PostsLULU 股票预测：2025 年底或冲刺 $230，博通式 AI 增长逻辑能否复制到瑜伽裤？
$Lululemon(LULU.US) $Broadcom(AVGO.US) $Tesla(TSLA.US)
As a retail investor focusing on the US consumer and tech sectors, I've been researching Lululemon's (LULU) future trends. Don't get me wrong, this isn't "Broadcom (AVGO) 2.0," but LULU's brand moat and global expansion potential remind me of Broadcom's "moat" in the AI field—steady growth + innovation-driven. The current stock price hovers around $184 (December 11 close), but according to forecasts from multiple institutions, the median target price for the end of 2025 is $230, with an upside of over 25%! Time to add to my position? Let me share my analysis. 1. Current challenges: Why has LULU been "cooling off" recently? The Q2 earnings report just came out, with revenue of $2.53B slightly below expectations, marking the second consecutive downward revision of full-year guidance: FY25 revenue of $10.85B–$11B (growth of just 3-4%), EPS $12.77–$12.97. QTD sales in the US market fell 13-25%, and while China and international markets showed bright spots, overall weak demand + tariff pressures (de-minimis exemption cancellation) have spooked investors.
Stock reaction? A 17% plunge! This reminds me of Broadcom's early AI chip volatility—short-term noise, but the long-term trend is upward.
2. 2025 forecast: A rebound is imminent, target $210–$230. Optimistic view: Long Forecast predicts $210 by year-end (+15%), with an annual average of $221 and a high of $247. CoinCodex and Benzinga are more aggressive, with a range of $167–$190 but a median of $221. Consensus among 24 Wall Street analysts is "Hold," but the average target is $228.77 (+20%), with a high of $420!
Drivers: International expansion: Growth of 10%+ in China and EMEA, with 40-45 new stores opening. Like Broadcom, which relies on hyperscalers to dominate the AI market, LULU is locking in Gen Z with its "yoga + lifestyle" brand.
Innovation moat: New products like the Glow Up studio and F1/tennis ambassador collaborations boost loyalty. EPS is expected to rise 7%, and if inventory optimization + promotional control improves, margins could rebound to 20%+.
Macro tailwinds: Consumer recovery amid Fed rate cut expectations. Nasdaq analysis: If the P/E expands to 35x, $500 isn't a dream (though aggressive, $230 in 2025 is solid).
Risks: Intensifying competition (Nike/Alo), and if US demand continues to decline by 1-2%, the price target could be revised down to $185 (TipRanks low of $120).
3. Broadcom's inspiration: Why am I bullish on LULU's "AI-style" recovery? Broadcom's Q2 AI revenue rose 63% to $5.2B, with a full-year target of $600-900B SAM (serviceable addressable market), and the stock rose 9% pre-market. LULU isn't a chip, but its "digital transformation" (e-commerce + membership frenzy) is similar to Broadcom's ASIC customization—focusing on the high-end and avoiding low-end price wars. In 2025, if revenue rebounds by 5-7%, LULU could replicate Broadcom's "low first, high later" curve.
My position recommendation: Short-term watch the December 11 earnings (EPS expected at $2.25), buy if it exceeds expectations. Long-term hold, target $230. NFA, DYOR! What do you think about LULU? Go for it or wait?
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