[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-lululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":344},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},129035,"Lululemon股价周五暴跌17%。业绩指引下调才是真正的原因。","2026-09-07T10:00:00","2026-09-08T06:43:38","\u003Cp>Lululemon今年已是第二次下调业绩指引，而新任CEO甚至还未正式上任。接下来这只股票会如何发展？\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways-for-lululemon-athletica-stock-as-of-september-2026\" class=\"wp-block-heading\">截至2026年9月Lululemon Athletica股票要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>业绩指引失准：\u003C\u002Fstrong> 在连续第二次下调全年业绩指引且第二季度营收未达预期后，Lululemon股价上周五暴跌17%，盘中一度跌至八年低点约98美元，最终收于101美元。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街持疑：\u003C\u002Fstrong> 在TIKR追踪的34位分析师中，当前评级分布为1个买入、29个持有、1个跑输大盘和3个卖出，平均目标价为125美元，较当前股价高出24%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>模型上行空间：\u003C\u002Fstrong> TIKR对LULU股票的估值为134美元，意味着到2031年总回报率为33%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>新帅旧疾：\u003C\u002Fstrong> 此次抛售发生在即将上任的CEO Heidi O’Neill于9月8日履新的四天前。Lululemon股价年内已下跌52%，交易价格接近2018年5月的水平。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在股价年内暴跌52%后，华尔街125美元的目标价是否依然成立？ \u003Ca href=\"INSERT_TIKR_STOCK_LINK\">在TIKR免费深入查看LULU完整的分析师历史记录 →\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-lululemon-stock-crashed-17-on-a-second-guidance-cut\" class=\"wp-block-heading\">为何Lululemon股价因第二次下调指引而暴跌17%\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1122\" height=\"742\" data-public-id=\"images\u002Fimage-155_12903805878\u002Fimage-155_12903805878.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1122,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1788760553\u002Fimages\u002Fimage-155_12903805878\u002Fimage-155_12903805878.png?_i=AA\" alt=\"lululemon stock price 3 months\" class=\"wp-post-129035 wp-image-129038\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788760553\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788760553\u002Fimages\u002Fimage-155_12903805878\u002Fimage-155_12903805878.png?_i=AA 1122w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1788760553\u002Fimages\u002Fimage-155_12903805878\u002Fimage-155_12903805878.png?_i=AA 300w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LULU股价：3个月走势 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=34125194&tid=35950184&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Lululemon Athletica (\u003Ca href=\"INSERT_TIKR_STOCK_LINK\">LULU\u003C\u002Fa>) 股价于9月4日（周五）下跌17%，收于101美元，盘中一度跌至98美元，创下八年新低。此前该公司发布的第二季度财报营收未达预期，并伴随着三个月内第二次下调全年业绩指引。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">导致下跌的数据全面表现不佳。营收同比下降4%至24.2亿美元，低于分析师预期的24.6亿美元，同店销售额下降9%。摊薄后每股收益为2.92美元，低于去年同期的3.10美元，尽管有1.345亿美元的关税退款对业绩起到了支撑作用。美洲市场作为Lululemon最大的市场，营收下降8%，同店销售额下降12%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">管理层对此再次下调了业绩指引。Lululemon现在预计2026财年营收将下降5%至7%，而此前预测为持平至下降1%；全年每股收益预计为9.48至9.73美元，低于此前预测的10.95至11.15美元。临时联席CEO兼CFO Meghan Frank在\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=34125194&tid=35950184&e=2017297539&ts=3807895&ref=q2enxr\">2027财年第二季度财报电话会议\u003C\u002Fa>上告诉分析师，公司\"预期其产品举措会得到更好的市场反应\"，并承认\"前方仍有大量工作要做\"。正是这一表态，而非业绩未达预期本身，导致了Lululemon股价的剧烈下跌。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">作为品牌基石产品的紧身裤，是问题最明显的体现。该品类销售额本季度下降了约20%，因为消费者转向了更宽松、非紧身的款式，而Lululemon在这类产品的备货上反应较慢。过去一年，该零售商在运动休闲市场的份额下降了10个百分点至43.9%，而新兴竞争对手Alo和Vuori则分别增长了5.9和2.2个百分点。Guggenheim分析师Simeon Siegel直白地总结了这一矛盾：\"Lulu是一个强大的品牌，但也是一个过度扩张的品牌。\"本季度门店面积增长了11%，因此即使销售额萎缩，固定成本仍在持续攀升。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">通常作为增长引擎的中国市场，这次也未能提供助力。按报告口径计算，中国市场营收仅增长4%，按固定汇率计算则下降2%，远未达计划目标。此前，一场在长城上以日本太鼓为特色的营销活动在中国社交媒体上引发争议，以及较为平淡的天猫618购物节也削弱了电商销售。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">所有这些都发生在即将上任的CEO Heidi O’Neill（一位长期任职于耐克的高管）于9月8日接任的四天前。她接手的是一个在其核心品类已失去定价权、成本基础仍按增长规模设置、且华尔街已失去耐心的品牌。正是这种组合，而非单季度业绩，导致Lululemon股价找不到支撑。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>业绩指引下调对紧身裤和美洲市场打击最大。 \u003Ca href=\"INSERT_TIKR_STOCK_LINK\">在TIKR免费查看导致Lululemon股价下滑的各细分市场数据 →\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-lululemon-stock-street-targets-keep-falling-but-still-sit-above-the-tape\" class=\"wp-block-heading\">Lululemon股票：华尔街目标价持续下调但仍高于市价\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">华尔街对Lululemon股票仍持谨慎态度，但并未彻底放弃。在TIKR追踪的34位分析师中，1位给予买入评级，29位给予持有评级，1位给予跑输大盘评级，3位给予卖出评级，平均目标价为125美元，较上周五收盘价高出24%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1034\" height=\"680\" data-public-id=\"images\u002Fimage-154_12903768ce9\u002Fimage-154_12903768ce9.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1034,h_680,c_scale\u002Ff_webp,q_auto\u002Fv1788760396\u002Fimages\u002Fimage-154_12903768ce9\u002Fimage-154_12903768ce9.png?_i=AA\" alt=\"lululemon stock street analysts target\" class=\"wp-post-129035 wp-image-129037\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788760396\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788760396\u002Fimages\u002Fimage-154_12903768ce9\u002Fimage-154_12903768ce9.png?_i=AA 1034w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_197,c_scale\u002Ff_webp,q_auto\u002Fv1788760396\u002Fimages\u002Fimage-154_12903768ce9\u002Fimage-154_12903768ce9.png?_i=AA 300w\" sizes=\"auto, (max-width: 1034px) 100vw, 1034px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LULU股票华尔街分析师目标价 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">一年前，即2025年8月3日，平均目标价为291美元，而股价为193美元，溢价50%，基于14个买入评级和仅3个卖出评级。此后每个季度都在削弱市场信心：买入评级从一年前的14个锐减至如今的1个，持有评级从14个攀升至29个，覆盖该股的分析师数量从30个目标价估算减少至26个。在本季度财报发布前，即8月2日，平均目标价已降至128美元，股价为119美元，溢价空间仅为8%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">上周五的暴跌将这一溢价空间重新拉开至24%，并非因为分析师再次转为看多，而是因为股价下跌的速度快于上一轮目标价下调的预期。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">TIKR对Lululemon股票的估值为134美元，预计将缓慢回升\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR的中性情景模型对Lululemon股票的估值为134美元（截至2031年1月），这意味着从当前101美元的价格有33%的总回报率，或者说在未来4.4年内年化回报率为7%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4966\" height=\"4046\" data-public-id=\"images\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4966,h_4046,c_scale\u002Ff_webp,q_auto\u002Fv1788762065\u002Fimages\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png?_i=AA\" alt=\"lululemon stock valuation model results\" class=\"wp-post-129035 wp-image-129039\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788762065\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788762065\u002Fimages\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png?_i=AA 4966w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1788762065\u002Fimages\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1788762065\u002Fimages\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1788762065\u002Fimages\u002FLULU_valuation_model-13\u002FLULU_valuation_model-13.png?_i=AA 300w\" sizes=\"auto, (max-width: 4966px) 100vw, 4966px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LULU股票估值模型结果 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1120\" height=\"742\" data-public-id=\"images\u002Fimage-156_12904001df8\u002Fimage-156_12904001df8.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1120,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1788762715\u002Fimages\u002Fimage-156_12904001df8\u002Fimage-156_12904001df8.png?_i=AA\" alt=\"lululemon stock p\u002Fe\" class=\"wp-post-129035 wp-image-129040\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788762715\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788762715\u002Fimages\u002Fimage-156_12904001df8\u002Fimage-156_12904001df8.png?_i=AA 1120w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1788762715\u002Fimages\u002Fimage-156_12904001df8\u002Fimage-156_12904001df8.png?_i=AA 300w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LULU股票市盈率 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该倍数实际上是12倍，而非11倍，并且在上周五的暴跌中几乎没有变动：在财报发布前的8月份，LULU的市盈率就已经是11倍了。在股价暴跌17%的同时，远期市盈率保持平稳，这意味着市场共识盈利预期的下调速度几乎与股价下跌速度一样快，而非股票变得显著便宜。这也远低于Lululemon自身的历史交易水平，TIKR的NTM（未来12个月）市盈率历史平均为27倍，区间为9倍至59倍，因此当前的12倍在统计上处于低位，但对该股票而言并非史无前例。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这一解读与本周的情况相符：同店销售额下降9%，业绩指引在三个月内已两次下调，甚至华尔街的平均目标价在过去一年也从291美元下调至125美元。TIKR的模型实质上倾向于这种重新定价中更为保守的一端，押注即将到来的O’Neill时代将稳定业务而非重燃增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>想亲自对TIKR的134美元目标价和LULU股票33%的回报情景进行压力测试吗？ \u003Ca href=\"INSERT_TIKR_STOCK_LINK\">在TIKR免费构建您自己的模型 →\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-lululemon-athletica-inc\" class=\"wp-block-heading\">\u003Cstrong>您应该投资Lululemon Athletica Inc.吗？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">唯一真正了解的方法是亲自查看数据。TIKR为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开Lululemon Athletica Inc.股票页面，您将看到多年的历史财务数据、华尔街分析师对未来几个季度营收和盈利的预期、估值倍数随时间的变化情况，以及目标价是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以构建一个免费的观察列表，将Lululemon Athletica Inc.与您关注的所有其他股票一起追踪。无需信用卡。只需您需要的数据，由您自己做决定。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在TIKR免费访问专业工具分析LULU股票 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>寻找新机会？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入的股票\u003C\u002Fa>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短5分钟内分析股票\u003C\u002Fa>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多…发现的机会就越多。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或其内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们的内容基于TIKR Terminal的投资数据和分析师预估。我们的分析可能未包含公司近期新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1277,"zh","\u002Fblog\u002Flululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","lululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","images\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788763363\u002Fimages\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541.png?_i=AA",{"altText":237,"imageCredit":238},"Lululemon Stock Crashed 17% on Friday. The Guidance Cut Was the Real Story.","nadtochiy and nicodemos from Getty Images Signature",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Gian Estrada","giantikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Lululemon just cut guidance for the second time this year, and its new CEO hasn’t even started yet. What happens next to the stock?",{"title":237,"description":260,"twitterTitle":237,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":237,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Lululemon just cut guidance for the second time this year, and its new CEO hasn’t even started yet. What happens next to the stock?","TIKR.com","预计阅读时间","2 minutes",1200,630,[267,284,299,314,329],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":281,"relatedPosts":283},"Spotify股票将回购规模扩大15亿美元。管理层认为市场判断有误","2026-09-07 22:30:00","Spotify在整个2026年都因其人工智能和营销支出而受到市场惩罚。8月20日，公司董事会宣布将股票回购规模扩大15亿美元，以此向市场表明其不同立场。",1223,"\u002Fblog\u002Fspotify-stock-upsized-its-buyback-by-1-5-billion-management-thinks-the-market-has-it-wrong","spotify-stock-upsized-its-buyback-by-1-5-billion-management-thinks-the-market-has-it-wrong","images\u002F9-1_129176fcdb4\u002F9-1_129176fcdb4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818004\u002Fimages\u002F9-1_129176fcdb4\u002F9-1_129176fcdb4.png?_i=AA",{"altText":268},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":280},"Wiltone Asuncion","wiltonetikr",[],[282],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":296,"relatedPosts":298},"MercadoLibre股票增速创下新高，股价却持续下跌。以下是市场认知的脱节之处","2026-09-07 22:25:00","MercadoLibre季度营收首次突破100亿美元，同比增长50%，但股价仍较历史高点下跌约22%，这主要是因为公司主动持续压缩利润率。",1278,"\u002Fblog\u002Fmercadolibre-stock-is-growing-faster-than-ever-and-the-stock-keeps-dropping-heres-the-disconnect","mercadolibre-stock-is-growing-faster-than-ever-and-the-stock-keeps-dropping-heres-the-disconnect","images\u002F7-1_12917456943\u002F7-1_12917456943","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817999\u002Fimages\u002F7-1_12917456943\u002F7-1_12917456943.png?_i=AA",{"altText":285},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":295},[],[297],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":300,"date":301,"excerpt":302,"wordCount":303,"uri":304,"slug":305,"cloudinaryAssetId":306,"featuredImageOriginalUrl":307,"featuredImageMetadata":308,"author":309,"categories":311,"relatedPosts":313},"导致新思科技股价下跌的业务担忧已逆转。该股仍接近52周低点","2026-09-07 22:20:00","一年来，Synopsys股价下跌的主要驱动力只有一个数字：不断收缩的设计IP业务。但在第三季度，该业务已恢复至两位数增长，EDA业务也重新加速，管理层确认了实现两位数增长的路径。",1281,"\u002Fblog\u002Fthe-business-worry-that-sank-synopsys-stock-just-reversed-the-stock-is-still-near-52-week-lows","the-business-worry-that-sank-synopsys-stock-just-reversed-the-stock-is-still-near-52-week-lows","images\u002F6-1_129173f630f\u002F6-1_129173f630f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817993\u002Fimages\u002F6-1_129173f630f\u002F6-1_129173f630f.png?_i=AA",{"altText":300},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":310},[],[312],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":315,"date":316,"excerpt":317,"wordCount":318,"uri":319,"slug":320,"cloudinaryAssetId":321,"featuredImageOriginalUrl":322,"featuredImageMetadata":323,"author":324,"categories":326,"relatedPosts":328},"甲骨文股票将于9月10日发布财报，其积压订单价值6380亿美元。财报数据必须证明其能成功转化这些订单。","2026-09-07 22:15:00","甲骨文公司6380亿美元的积压订单在企业管理软件领域规模最大，市场需求已毋庸置疑。9月10日发布的财报需要回答另一个问题：合同收入转化为确认收入的速度有多快？",1450,"\u002Fblog\u002Foracle-stock-reports-september-10-with-a-638-billion-backlog-the-print-has-to-prove-it-converts","oracle-stock-reports-september-10-with-a-638-billion-backlog-the-print-has-to-prove-it-converts","images\u002F5-1_1291729334c\u002F5-1_1291729334c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817987\u002Fimages\u002F5-1_1291729334c\u002F5-1_1291729334c.png?_i=AA",{"altText":315},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":325},[],[327],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":330,"date":331,"excerpt":332,"wordCount":333,"uri":334,"slug":335,"cloudinaryAssetId":336,"featuredImageOriginalUrl":337,"featuredImageMetadata":338,"author":339,"categories":341,"relatedPosts":343},"IBM股票在量子计算领域持续领先。股价却仍徘徊于低位附近","2026-09-07 22:05:00","IBM的量子路线图从未显得如此强劲，然而其股价却徘徊在235美元附近，较6月高点下跌近30%。第二季度的业绩未达预期，给投资者提出了一个问题：大型机的失误是时机问题，还是结构性问题？",1554,"\u002Fblog\u002Fibm-stock-keeps-winning-in-quantum-the-stock-is-still-stuck-near-its-lows","ibm-stock-keeps-winning-in-quantum-the-stock-is-still-stuck-near-its-lows","images\u002F3-1_129170bac0e\u002F3-1_129170bac0e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817975\u002Fimages\u002F3-1_129170bac0e\u002F3-1_129170bac0e.png?_i=AA",{"altText":330},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":340},[],[342],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[345,363,378,393,408,422,442,457,472,486,501,519,534,549,564],{"id":255,"title":346,"date":347,"excerpt":348,"wordCount":349,"uri":350,"slug":351,"cloudinaryAssetId":352,"featuredImageOriginalUrl":353,"featuredImageMetadata":354,"author":355,"categories":357,"relatedPosts":362},"艾伯维的下一大催化剂Skyrizi将于今秋落地。这对该股意味着什么","2026-09-07 22:50:00","关于艾伯维最大的担忧是，新型口服药物最终会减缓Skyrizi的增长势头。在竞争性上市一个季度后，管理层表示，新处方量实际上加速了。美国食品药品监督管理局（FDA）即将在秋季就Skyrizi一项新的给药方案做出决定，这将是决定其增长前景的下一个关键节点。",1180,"\u002Fblog\u002Fabbvies-next-skyrizi-catalyst-lands-this-fall-heres-whats-at-stake-for-the-stock","abbvies-next-skyrizi-catalyst-lands-this-fall-heres-whats-at-stake-for-the-stock","images\u002F13_1291801ae22\u002F13_1291801ae22","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818023\u002Fimages\u002F13_1291801ae22\u002F13_1291801ae22.png?_i=AA",{"altText":346},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"星巴克赢了官司。它仍面临抵制。这对股票意味着什么。","2026-09-07 22:45:00","星巴克在服装规定上以微弱优势胜诉劳工委员会，但星巴克工人联合会仍在全美范围内发起抵制活动，投资者正着手推动罢免布莱恩·尼科尔的董事长职务，与此同时该连锁品牌推出了史上规模最大的秋季新品系列。",1187,"\u002Fblog\u002Fstarbucks-won-in-court-it-still-faces-a-boycott-heres-what-it-means-for-the-stock","starbucks-won-in-court-it-still-faces-a-boycott-heres-what-it-means-for-the-stock","images\u002F12_129179ee156\u002F12_129179ee156","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818018\u002Fimages\u002F12_129179ee156\u002F12_129179ee156.png?_i=AA",{"altText":364},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"高通股价一个月内上涨15%。数据中心业务是其持续上涨的动力所在","2026-09-07 22:40:00","高通的首款数据中心芯片正在实验室进行验证，Meta和微软已签署合作协议。然而该股目前仍以约18倍前瞻市盈率交易，仿佛这些进展都不会兑现。八月下旬的一场炉边谈话暗示，市场正在错误地评估风险。",1216,"\u002Fblog\u002Fqualcomm-stock-is-up-15-in-a-month-the-data-center-story-is-why-it-can-keep-going","qualcomm-stock-is-up-15-in-a-month-the-data-center-story-is-why-it-can-keep-going","images\u002F11_129178781b0\u002F11_129178781b0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818013\u002Fimages\u002F11_129178781b0\u002F11_129178781b0.png?_i=AA",{"altText":379},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":389},[],[391],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"阿里巴巴股价已从高点下跌41%。AI支出是在创造买入良机还是投资陷阱？","2026-09-07 22:35:00","云业务正以22个季度以来的最高增速持续复利增长，而集团利润却下滑了75%，阿里巴巴刚刚通过稀释股东权益来筹措更多资本支出。该股股价目前较其高点下跌了41%。",1528,"\u002Fblog\u002Falibaba-stock-has-fallen-41-from-its-high-is-the-ai-spend-creating-a-bargain-or-a-trap","alibaba-stock-has-fallen-41-from-its-high-is-the-ai-spend-creating-a-bargain-or-a-trap","images\u002F10-1_129177a4eb1\u002F10-1_129177a4eb1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818008\u002Fimages\u002F10-1_129177a4eb1\u002F10-1_129177a4eb1.png?_i=AA",{"altText":394},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":404},[],[406],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":409,"date":269,"excerpt":410,"wordCount":411,"uri":412,"slug":413,"cloudinaryAssetId":414,"featuredImageOriginalUrl":415,"featuredImageMetadata":416,"author":417,"categories":419,"relatedPosts":421},"Costco股价报告近10%的销售增长，但股价依然下跌。真实数据揭示了原因","好市多8月销售额增长9.9%，但股价依然下跌。剔除汽油通胀因素后，基础数据揭示了一个更平淡的故事，这在股价下跌16%、市场对其估值提出质疑的当下，显得比往常更为重要。",1191,"\u002Fblog\u002Fcostco-stock-reported-nearly-10-sales-growth-and-the-stock-slipped-anyway-the-real-number-explains-why","costco-stock-reported-nearly-10-sales-growth-and-the-stock-slipped-anyway-the-real-number-explains-why","images\u002F8-1_1291750ae69\u002F8-1_1291750ae69","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818001\u002Fimages\u002F8-1_1291750ae69\u002F8-1_1291750ae69.png?_i=AA",{"altText":409},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":418},[],[420],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":423,"date":424,"excerpt":425,"wordCount":426,"uri":427,"slug":428,"cloudinaryAssetId":429,"featuredImageOriginalUrl":430,"featuredImageMetadata":431,"author":432,"categories":436,"relatedPosts":441},"过去一年上涨199%，泰瑞达股票到2028年是否仍有上涨空间？","2026-09-07 13:48:44","TER股价在强劲的AI驱动季度后交易于357美元附近。查看TIKR的估值模型、关键假设以及看涨\u002F中性\u002F看跌情景。",1081,"\u002Fblog\u002Fteradyne-ter-stock-valuation-2028-forecast","teradyne-ter-stock-valuation-2028-forecast","images\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788787091\u002Fimages\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva.png?_i=AA",{"altText":423},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},"Aditya 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13:48:05","MNDY股价现报约91美元，经历艰难一年后。查看TIKR估值模型、关键假设以及monday.com股票的多头\u002F中性\u002F空头情景分析。",1057,"\u002Fblog\u002Fmonday-com-mndy-stock-valuation-2028-forecast","monday-com-mndy-stock-valuation-2028-forecast","images\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788785282\u002Fimages\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva.png?_i=AA",{"altText":443},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":469,"relatedPosts":471},"在过去12个月下跌近3%，穆迪股票能否在2028年前反弹？","2026-09-07 12:51:18","MCO股价在强劲的第二季度业绩后交易于494美元附近。查看TIKR的估值模型、关键假设以及穆迪股票的看涨\u002F中性\u002F看跌情景。",1051,"\u002Fblog\u002Fmoodys-mco-stock-valuation-2028-forecast","moodys-mco-stock-valuation-2028-forecast","images\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788777469\u002Fimages\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1.png?_i=AA",{"altText":458},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":468},[],[470],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":473,"date":474,"excerpt":475,"wordCount":264,"uri":476,"slug":477,"cloudinaryAssetId":478,"featuredImageOriginalUrl":479,"featuredImageMetadata":480,"author":481,"categories":483,"relatedPosts":485},"过去12个月下跌16%，IDEXX股票能否在2027年反弹？","2026-09-07 12:50:27","IDEXX股价下跌，尽管其诊断业务增长强劲。以下是TIKR估值模型对其截至2028年目标价格的预测。","\u002Fblog\u002Fidexx-idxx-stock-valuation-2027-price-target","idexx-idxx-stock-valuation-2027-price-target","images\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788775298\u002Fimages\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7.png?_i=AA",{"altText":473},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":482},[],[484],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":487,"date":488,"excerpt":489,"wordCount":490,"uri":491,"slug":492,"cloudinaryAssetId":493,"featuredImageOriginalUrl":494,"featuredImageMetadata":495,"author":496,"categories":498,"relatedPosts":500},"过去12个月下跌23%，达美乐披萨股票能否在2027年迎来转机？","2026-09-07 12:49:28","达美乐披萨股价大幅下挫，尽管订单增长强劲。以下是TIKR估值模型对其截至2028年目标价格的预测。",1151,"\u002Fblog\u002Fdominos-pizza-dpz-stock-valuation-2027-price-target","dominos-pizza-dpz-stock-valuation-2027-price-target","images\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788670110\u002Fimages\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b.png?_i=AA",{"altText":487},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":497},[],[499],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":502,"date":503,"excerpt":504,"wordCount":505,"uri":506,"slug":507,"cloudinaryAssetId":508,"featuredImageOriginalUrl":509,"featuredImageMetadata":510,"author":511,"categories":513,"relatedPosts":518},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":502},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":512},[],[514],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":520,"date":521,"excerpt":522,"wordCount":523,"uri":524,"slug":525,"cloudinaryAssetId":526,"featuredImageOriginalUrl":527,"featuredImageMetadata":528,"author":529,"categories":531,"relatedPosts":533},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":520},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":530},[],[532],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":535,"date":536,"excerpt":537,"wordCount":538,"uri":539,"slug":540,"cloudinaryAssetId":541,"featuredImageOriginalUrl":542,"featuredImageMetadata":543,"author":544,"categories":546,"relatedPosts":548},"Samsara 2026：第二季度财报确认连续第四个季度实现GAAP盈利","2026-09-04 09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":535},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":545},[],[547],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":550,"date":551,"excerpt":552,"wordCount":553,"uri":554,"slug":555,"cloudinaryAssetId":556,"featuredImageOriginalUrl":557,"featuredImageMetadata":558,"author":559,"categories":561,"relatedPosts":563},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":550},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":560},[],[562],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":565,"date":566,"excerpt":567,"wordCount":568,"uri":569,"slug":570,"cloudinaryAssetId":571,"featuredImageOriginalUrl":572,"featuredImageMetadata":573,"author":574,"categories":576,"relatedPosts":578},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":565},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":575},[],[577],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[]]