Michael Burry placed a $95 billion bet on Lululemon in August 2025, but the stock has since dropped 45%, cutting his position's value by about $52.2 billion amid weak consumer demand and economic challenges. Similarly, his investment in Adobe also suffered, with shares falling 27% despite Adobe posting record revenue growth driven by its AI business. While Lululemon faces lowered analyst expectations, Adobe remains a 'Hold' with potential for a 30% gain by mid-2027. These losses highlight the risks even experienced investors face in volatile markets.

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lululemon remains a Strong Buy despite 50% stock drop and undervaluation

lululemon athletica's stock has dropped 50% and underperformed the market, trading at a low 10x forward P/E, 36% below the sector median. Despite this, strong international sales, premium margins, and a low-leverage capital structure suggest the stoc...

Analyst Insights

Bullish

8 hours ago