LW

Lamb Weston Holdings Inc

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51.860

+0.31(0.601%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

52.060

Open

51.400

VWAP

51.62

Vol

119.72K

Mkt Cap

7.18B

Low

51.400

Amount

6.18M

EV/EBITDA(TTM)

9.18

Total Shares

144.39M

11.24B

EV/OCF(TTM)

12.95

P/S(TTM)

1.14

Lamb Weston Holdings, Inc. is a global producer, distributor, and marketer of value-added frozen potato products. The Company is a supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the globe. The Company’s segments include North America and International. The Company’s frozen potato products are sold in North America and international markets generally to North American-based restaurant chains and international customers, comprised of global and regional quick service and full-service restaurant chains, foodservice distributors, and retailers. Its product portfolio includes frozen potatoes and appetizers sold under the Lamb Weston brand, as well as many customer labels. The Company’s product categories include classic fries, extra crispy fries, sweet potatoes, and other products. Its recipes include appetizers, desserts, dips, sauces and seasonings, entree, salad, side dishes, and topped and loaded.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q3

FY2026Q2

FY2026Q1

1.51B

-0.74%

0.879

-20.12%

1.58B

-1.36%

0.613

-7.19%

1.61B

-2.38%

0.518

-29.07%

Estimates Revision

The market is revising Upward the revenue expectations for Lamb Weston Holdings, Inc. (LW) for FY2026, with the revenue forecasts being adjusted by 0.75% over the past three months. During the same period, the stock price has changed by 1.21%.

Revenue Estimates for FY2026

Revise Upward

+0.75%

In Past 3 Month

EPS Estimates for FY2026

Revise Downward

-19.97%

In Past 3 Month

Stock Price

Go Up

+1.21%

In Past 3 Month

10 Analyst Rating

19.34% Upside

Wall Street analysts forecast LW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LW is 61.89 USD with a low forecast of 58.00 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

6 Hold

0 Sell

Moderate Buy

19.34% Upside

Current: 51.860

Low

58.00

Averages

61.89

High

67.00

19.34% Upside

Current: 51.860

Low

58.00

Averages

61.89

High

67.00

Barclays

NULL -> Overweight

maintain

$61 -> $68

2025-07-25

Reason

Barclays

Price Target

$61 -> $68

2025-07-25

maintain

NULL -> Overweight

Reason

Barclays raised the firm's price target on Lamb Weston to $68 from $61 and keeps an Overweight rating on the shares following the earnings report. The firm is encouraging with the company's comments around capital spending, return requirements, and cost savings.

Wells Fargo

Overweight

maintain

$65 -> $66

2025-07-24

Reason

Wells Fargo

Price Target

$65 -> $66

2025-07-24

maintain

Overweight

Reason

Wells Fargo raised the firm's price target on Lamb Weston to $66 from $65 and keeps an Overweight rating on the shares. The firm notes the top-line outlook is stabilizing on better volume trends. EBITDA guide was soft, but likely a conservative starting point with tangible actions yielding upside potential, Wells adds.

Stifel

Hold

maintain

$56 -> $61

2025-07-24

Reason

Stifel

Price Target

$56 -> $61

2025-07-24

maintain

Hold

Reason

Stifel raised the firm's price target on Lamb Weston to $61 from $56 and keeps a Hold rating on the shares after the company's Q4 EBITDA and North America volume growth came in ahead of the company's expectations. Initial FY26 guidance was below consensus, but the expected price/mix trajectory is "encouraging" and a new cost savings program supports greater confidence in margin improvement in FY27, the analyst tells investors.

Wells Fargo

Overweight

downgrade

$70 -> $65

2025-07-09

Reason

Wells Fargo

Price Target

$70 -> $65

2025-07-09

downgrade

Overweight

Reason

Wells Fargo lowered the firm's price target on Lamb Weston to $65 from $70 and keeps an Overweight rating on the shares. The firm is aggregating models across Beverage/Food/HPC and updating price targets. The firm says its target price to earnings is a discount to historical trading ranges given limited near-term volume visibility.

BofA

Neutral

downgrade

$60 -> $56

2025-06-19

Reason

BofA

Price Target

$60 -> $56

2025-06-19

downgrade

Neutral

Reason

BofA lowered the firm's price target on Lamb Weston to $56 from $60 and keeps a Neutral rating on the shares. The firm lowered its Q4 adjusted EPS estimate to 59c from 61c and lowered its FY26 adjusted EPS view to $2.90 from $3.30, reflecting the expectation for its adjusted EBITDA margin to be below the company's 19%-20% medium term guidance range.

BNP Paribas Exane

Outperform

downgrade

$75 -> $65

2025-06-11

Reason

BNP Paribas Exane

Price Target

$75 -> $65

2025-06-11

downgrade

Outperform

Reason

BNP Paribas Exane lowered the firm's price target on Lamb Weston to $65 from $75 and keeps an Outperform rating on the shares.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Lamb Weston Holdings Inc (LW.N) is 18.19, compared to its 5-year average forward P/E of 22.41. For a more detailed relative valuation and DCF analysis to assess Lamb Weston Holdings Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

22.41

Current PE

18.19

Overvalued PE

29.16

Undervalued PE

15.66

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Undervalued

5Y Average EV/EBITDA

12.83

Current EV/EBITDA

10.12

Overvalued EV/EBITDA

15.49

Undervalued EV/EBITDA

10.18

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

2.13

Current PS

1.12

Overvalued PS

2.68

Undervalued PS

1.59

Financials

Annual

Quarterly

FY2025Q4

YoY :

+3.96%

1.68B

Total Revenue

FY2025Q4

YoY :

-16.39%

183.10M

Operating Profit

FY2025Q4

YoY :

-1.07%

120.20M

Net Income after Tax

FY2025Q4

YoY :

-4.49%

0.85

EPS - Diluted

FY2025Q4

YoY :

+95.75%

294.80M

Free Cash Flow

FY2025Q4

YoY :

-15.34%

20.37

Gross Profit Margin - %

FY2025Q4

YoY :

-202.01%

3.05

FCF Margin - %

FY2025Q4

YoY :

-11.18%

7.15

Net Margin - %

FY2025Q4

YoY :

-46.61%

8.43

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

575.1K

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

0.0

Volume

6-9

Months

1.2M

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

1.6M

Volume

Months

6-9

5.0M

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress areSelling! The selling amount has increased300%over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

32.0K

USD

0-12

Months

8.0K

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

575.1K

USD

Months

0-12

0.0

USD

Months

LW News & Events

Events Timeline

2025-07-23 (ET)

2025-07-23

12:04:29

Lamb Weston to cut 4% of workforce as part of cost savings plan

2025-07-23

12:02:24

Lamb Weston rises 17.3%

2025-07-23

10:00:49

Lamb Weston rises 15.5%

News

6.5

08-08Benzinga

Should You Buy Boeing? Jim Cramer Weighs In

6.5

08-07CNBC

Cramer's Lightning Round: Boeing is a buy

7.0

07-29Globenewswire

LAMB WESTON ALERT: Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm