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Lululemon upgraded to Neutral at BNP Paribas Exane after 65% pullback

As previously reported, BNP Paribas Exane upgraded Lululemon (LULU) to Neutral from Underperform with a $146 price target With the shares down about 65% since the firm downgraded shares last February, the firm says the current valuation is “pricing in a lot of bad news” but the negative catalysts from here are “less clear.” Meanwhile, the AmEx (AXP) Platinum partnership could be a positive catalyst and founder-led activism “could come into play,” the analyst tells investors.

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