About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Lululemon Athletica Inc's stock surged 7% to $222.47 following Elliott Investment Management's $1 billion investment in the company [1] - The investment coincides with the announcement of current CEO Calvin McDonald stepping down after seven years, with speculation around Ralph Lauren executive Jane Nielsen as a potential successor [2] Financial Performance - The recent stock increase follows a third-quarter earnings beat, and Lululemon is on track for a fifth consecutive daily gain, reducing its 42% deficit for 2025 [2] - There is significant potential for upgrades, as 27 out of 30 brokerages currently have a "hold" or worse rating on the stock [2] Market Activity - Options trading has seen a notable increase, with 25,000 calls exchanged, which is three times the average daily volume, particularly the December 230 call [3] - The stock's Schaeffer's Volatility Index (SVI) is at 41%, indicating that the stock is perceived as an affordable option compared to its historical volatility [3] Volatility Metrics - Lululemon's Schaeffer's Volatility Scorecard (SVS) is rated at 97 out of 100, suggesting that the stock has consistently exhibited higher volatility than what its options pricing indicates [4]

Lululemon Athletica(LULU.US)涨超7%，报222.83美元。知情人士称，激进投资者Elliott已持有 Lululemon超过10亿美元的股份。Elliott正向该运动服饰零售商推荐潜在的CEO人选，认为曾任拉夫劳伦 首席财务官兼首席运营官的零售高管Jane Nielsen是合适的候选人。(格隆汇) ...

Core Insights - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 300 points on Thursday [1] Company Performance - FuelCell Energy Inc reported a 12% year-over-year revenue increase to $55.0 million, with a narrowed net loss per share of 85 cents compared to $2.21 previously [2] - The adjusted net loss per share improved to 83 cents from $1.85, surpassing the estimated loss of $1.04, while sales exceeded expectations at $55.016 million against an estimate of $44.752 million [2] - Following the positive financial results, FuelCell Energy shares surged by 31.4% to $10.38 [2] Notable Stock Movements - Sable Offshore Corp shares rose by 65% to $8.73 after receiving regulatory approval for its pipeline project [3] - Trump Media & Technology Group Corp gained 35.2% to $14.16 following a merger agreement with TAE Technologies [3] - Canopy Growth Corp saw a 20.6% increase to $2.32, while Village Farms International Inc rose by 16.2% to $4.86 [3] - Plug Power Inc's shares increased by 15.3% to $2.49 after announcing the installation of a 5MW electrolyzer for a green hydrogen project in Namibia [3] - Micron Technology Inc jumped 14.4% to $258.07 after reporting strong quarterly earnings and receiving positive analyst guidance [3] - Lululemon Athletica Inc's stock rose by 6.9% to $222.27 after Elliott Management reportedly acquired a $1 billion stake in the company [3] - GE Vernova Inc gained 6% to $650.68 following an upgrade from Jefferies [3]

The corporate logo for Lululemon is displayed at their store at the Westfield UTC shopping center on Nov. 3, 2025 in San Diego, California.Activist investor Elliott Investment Management has built a stake of more than $1 billion in Lululemon Athletica and is bringing a potential CEO candidate to the table, a person familiar with the matter told CNBC.Lululemon's stock rose 6% in early trading Thursday. Last week, Lululemon announced CEO Calvin McDonald would step down effective Jan. 31, following a year-long ...

Group 1 - The company expects Q4 sales volume in BioSolutions to be between 70,000 and 75,000 tonnes, which is a decrease from 77,000 tonnes in the same quarter last year [2] - There is an anticipated positive but limited effect from antidumping duties on vending [3] - Margin development in BioSolutions has shown a year-on-year decline, which was a core question raised during the Q&A session [3]

Group 1 - Micron Technology's stock increased by 13.8%, with the company projecting quarterly revenue of $18.7 billion, significantly above the market expectation of $14.2 billion [1] - Trump Media Technology Group's stock rose by 25.7%, as it plans to merge with nuclear fusion company TAE [1] - Lululemon's stock climbed by 8.3%, following reports that activist investor Elliott has acquired over $1 billion in shares [1] Group 2 - AI healthcare concept stock Recursion continued to rise by 3.4%, with JPMorgan upgrading its rating and Cathie Wood increasing her position [1]

Core Viewpoint - Elliott Investment Management has acquired over $1 billion in Lululemon Athletica, becoming one of the largest shareholders and is poised to push for significant leadership and strategic changes [1] Group 1: Investment and Leadership Changes - Elliott has been collaborating with Jane Nielsen, former CFO and COO of Ralph Lauren, as a potential CEO candidate [1] - Analysts from Jefferies and Needham emphasize the importance of a refreshed board and a strong CEO to revitalize Lululemon [1][1] - The J Thesis believes Lululemon's valuation is unjustifiably low, highlighting its revenue growth of 8.76% over the past 12 months, significantly outpacing the industry average of 3.44% [1] Group 2: Market Reaction - Following the news, Lululemon's stock price surged by 7.4% in pre-market trading, with a 52-week price range of $159.25 to $423.32 [1] - Currently, short positions on Lululemon account for 6.8% of the total shares outstanding [1]

Activist investor Elliott Investment Management has built a stake of more than $1 billion in Lululemon Athletica Inc., according to a person familiar with the matter, as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit. Elliott has been working for months with retail executive Jane Nielsen — a former chief financial officer and chief operating officer at Ralph Lauren — on Lululemon, said the person, who asked to remain unnamed as the matter is private. Most Read ...

Core Viewpoint - Lululemon Athletica shares experienced a nearly 8% increase in premarket trading following reports that Elliott Management has acquired a $1 billion stake in the company and is collaborating with former Ralph Lauren executives [1] Company Summary - Elliott Management has built a significant $1 billion stake in Lululemon Athletica, indicating strong investor interest and potential for strategic changes within the company [1] - The collaboration with former Ralph Lauren executives suggests a focus on enhancing brand strategy and operational efficiency, which could lead to improved performance and market positioning for Lululemon [1]