Verified Investing 对 $LULU 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 2 条
2026-09-04看涨
《Lululemon Beat Earnings By 63% And Still Crashed 20%》
LULU当前低位的估值具有吸引力;若价格跌至约82美元支撑位,计划买入。

首先,lululemon。lululemon昨天公布了财报,让我们深入研究这些数字,好吗?如果你只看原始数据,你会说他们的营收大约差了1.7%。但看看这些利润,每股收益。他们实现了近63%的优势。

他们超出了预期63%。为什么lululemon的股价在下跌?现在它需要大幅上涨。嗯,事实是这些数字有些误导。这是误导性的,因为每股收益考虑了基于先前支付的关税的金额报销。因此,这些是一次性支付,并不是真正总利润的指标。

此外,你知道,虽然他们的利润不是真实数字,但他们仍然超过了利润预期。但更重要的是,他们大幅降低了预期。基本上,他们对未来的预期要低得多,不是吗?这导致股价开盘下跌近20%。它出现了不错的反弹,不是吗?

但对我来说,lululemon的股价交易在我们很久没见过的水平。如果价格继续下跌,看看这里82美元左右的所有支撑位。如果Lulu继续下跌,这就是我会考虑买入一些股票的区间。

First, lululemon. Lululemon announced its earnings yesterday, let's dive into those numbers, okay? If you only look at the raw figures, you would say they fell short of revenue by approximately 1.7% .

But look at these profits, earnings per share. They achieved an almost 63% advantage. They exceeded expectations by 63%. Why are Lululemon's stock prices falling? It needs to rise sharply now.

Well, the truth is that these numbers are somewhat misleading. This is misleading because earnings per share take into account the reimbursement of amounts based on previously paid tariffs.

Therefore, these are one-time payments and not an indicator of true total profits. In addition, you know, although their profits are not the real number, they still exceed profit expectations.

But what matters more is that they have significantly lowered their expectations. Basically, their expectations for the future are much lower, aren't they? This caused the stock to open down by nearly 20%.

It saw a good rebound, didn't it? But for me, Lululemon stock is trading at levels we haven't seen in a long time. If the price continues to fall, look at all the support levels here around $82.

This is the area where I would look to buy some shares if Lulu continues to fall.

2026-09-04看涨
《Shocker! Jobs Report Hits Markets, Fed Rate Hike? Markets, Gold, Bitcoin Sell》
LULU在80-81美元支撑位可能是买入机会;当前价格98美元需等待回调。

所以,Lululemon在昨天早盘交易中大幅下跌,在盘后公布财报后,基本上暴跌了20%。

So, Lululemon falling pretty sharply in early trading yesterday reporting earnings after the bell collapsing basically down 20%.

然后Lululemon突破了。它出现了巨大的上涨,现在又暴跌回落。这告诉我,作为波段交易,我喜欢这个水平。现在,仅仅因为我喜欢并不意味着它会成功,但从概率上讲,这应该是重要的技术支撑。

大约在Lulu每股81美元到80美元左右。现在,我们还在98,所以还有一段路要走,但我们可能在几周内到达这里。我的意思是,也许甚至更短,取决于这只股票的交易情况。对我来说,那将是一个很好的Lululemon买入机会。所以,请把那个放在你的观察名单上。

Then Lululemon broke out. It had this monstrous move up and now it's cratering back down. What this tells me is as a swing trade, I love this level. Now, just because I love it doesn't mean it's going to work out, but probabilitywise, this should be significant technical support.

Right around $81 to $80 per share on Lulu. Now, we're still at 98, so it's still a ways to go, but we could be here in a few weeks. I mean, maybe even less depending on how this thing trades.

And that to me would be a great buying opportunity on Lululemon. So, keep that one on your radar.