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LW Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
41.480
Open
40.950
VWAP
41.07
Vol
649.21K
Mkt Cap
5.57B
Low
40.770
Amount
26.66M
EV/EBITDA(TTM)
9.04
Total Shares
138.07M
EV
9.74B
EV/OCF(TTM)
9.95
P/S(TTM)
0.90
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.
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Events Timeline

(ET)
2026-04-01
16:30:00
Major Averages Close Broadly Higher as Market Sentiment Improves
select
2026-04-01
12:20:00
Major Averages Broadly Higher as Market Sentiment Improves
select
2026-04-01
10:20:00
JPMorgan Says Lamb Weston Q3 EPS Beat Expectations
select

News

Newsfilter
5.0
05-11Newsfilter
Lamb Weston Appoints New CFO and Grants Stock Awards
  • Executive Appointment: Lamb Weston appointed James D. Gray as Chief Financial Officer on April 2, 2026, aiming to enhance financial performance and boost investor confidence through his extensive financial management experience.
  • Stock Award Plan: The company granted 15,096 restricted stock units to Gray on May 11, 2026, as a dollar-for-dollar match on his personal investment, reflecting the company's commitment to valuing his long-term contributions.
  • Vesting Schedule: These restricted stock units will vest at 33%, 33%, and 34% on May 11, 2027, May 9, 2028, and May 8, 2029, respectively, ensuring Gray's alignment with the company's performance over the next three years to drive growth.
  • Compliance Statement: The grant of these stock awards was made in reliance on the employment inducement exemption under NYSE's Listed Company Manual Rule 303A.08, ensuring transparency and compliance with regulatory requirements.
seekingalpha
6.5
04-30seekingalpha
Starboard Value Pushes Lamb Weston for Investor Day to Boost Earnings Growth
  • Investor Pressure: Activist investor Starboard Value LP is urging Lamb Weston to hold an Investor Day to clarify its earnings growth plans, reflecting investor concerns as the company's shares have dropped 18% over the past year.
  • Earnings Stagnation: While Lamb Weston has made progress in improving volume trends, earnings have not grown, and Starboard emphasizes the need for the company to articulate a clear path forward to rebuild investor confidence, highlighting the importance of an Investor Day.
  • Cost Savings Initiative: Starboard points out that Lamb Weston aims for 25% adjusted EBITDA margins by FY2029, and although the company has announced a $250 million cost savings program, it has primarily focused on cost of goods sold, neglecting SG&A expenses that have nearly tripled over the past decade.
  • Strategic Unit Evaluation: Starboard also recommends that Lamb Weston evaluate its strategic business units to optimize its portfolio, indicating that the company needs to take more proactive measures to enhance overall operational efficiency and profitability at this critical juncture.
Newsfilter
6.5
04-30Newsfilter
Starboard Calls for Lamb Weston Investor Day to Boost Earnings Growth
  • Investor Confidence Rebuilding: Starboard Value LP has called for Lamb Weston to hold an Investor Day to outline its path to sustainable earnings growth, aiming to rebuild investor confidence through transparent communication and enhance market recognition of the company.
  • Profitability Target: Starboard believes that Lamb Weston should achieve a 25% adjusted EBITDA margin by FY 2029, which would significantly enhance the company's profitability and shareholder returns, strengthening its competitive position in the industry.
  • Shareholder Engagement: As a significant shareholder of Lamb Weston, Starboard actively engages with the board to push management to identify and execute on value-unlocking opportunities, demonstrating its keen interest in the company's future development.
  • Investment Strategy: Starboard employs a focused investment strategy targeting deeply undervalued companies, aiming to collaborate with management to drive long-term value growth and further enhance shareholder interests.
Newsfilter
8.5
04-22Newsfilter
Lamb Weston Releases 2025 Global Sustainability Report
  • Safety and Health Improvement: In fiscal year 2025, Lamb Weston achieved over a 15% year-over-year reduction in recordable injury rates, demonstrating the company's ongoing commitment to employee safety and health, which enhances morale and productivity.
  • Significant Community Contributions: The company donated over $830,000 to community programs, including food banks, reflecting its commitment to social responsibility and helping to enhance brand image and customer loyalty.
  • Food Safety Assurance: The Global Food Safety Initiative (GFSI) certification rate for Tier 1 ingredient supplier facilities reached 99.5%, with over 230 audits completed, ensuring product quality and safety, thereby strengthening customer trust and market competitiveness.
  • Environmental Protection Achievements: In fiscal year 2025, Lamb Weston achieved a 6% year-over-year reduction in freshwater use intensity, with 85% of primary packaging being recyclable or reusable and 98% of waste diverted from landfills, showcasing the company's proactive progress in environmental sustainability, aligning with global eco-friendly trends.
Newsfilter
5.0
04-10Newsfilter
Lamb Weston Grants Restricted Stock Units to CFO
  • Executive Inducement: On April 10, 2026, Lamb Weston granted 37,923 restricted stock units to newly appointed CFO James D. Gray as a significant inducement for his hiring on April 2, 2026, reflecting the company's commitment to attracting top executive talent.
  • Vesting Schedule: The restricted stock units will vest 50% on April 13, 2027, and 50% on April 11, 2028, utilizing a staggered vesting approach to incentivize Gray's long-term dedication to the company's financial management and strategic growth.
  • Compliance Announcement: This grant was made under the employment inducement exemption per NYSE Listed Company Manual Rule 303A.08, ensuring transparency in the issuance of inducement awards and bolstering investor confidence in corporate governance practices.
  • Company Overview: With over 75 years of experience, Lamb Weston is a leading supplier of frozen potato products globally, dedicated to innovation that simplifies back-of-house management for customers, thereby enhancing its competitive edge in the market.
NASDAQ.COM
9.5
04-06NASDAQ.COM
Campbell's Faces Risk of S&P 500 Demotion
  • Earnings Miss: Campbell's reported adjusted EPS of $0.51 for Q2 FY2026, falling short of the $0.57 estimate by 11%, while net sales dropped 5% to $2.56 billion, indicating significant challenges in a competitive market.
  • Guidance Downgrade: Management lowered full-year adjusted EPS guidance to $2.15-$2.25 from $2.55, with projected organic net sales declining by 1%-2%, reflecting a concerning trend of stagnation in growth.
  • Market Cap Erosion: The stock price has plummeted over 40% in the past year, resulting in a market cap of approximately $6.9 billion, making it the second lowest in the S&P 500, raising concerns about potential removal from the index, especially after four companies were recently demoted for similar reasons.
  • Brand Strength vs. Challenges: While Campbell's boasts a valuable brand portfolio including Goldfish and V8, the critical question remains whether management can stabilize the business quickly enough to prevent further market cap erosion, with no clear catalysts on the horizon.
Wall Street analysts forecast LW stock price to rise
9 Analyst Rating
Wall Street analysts forecast LW stock price to rise
3 Buy
6 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
48.00
Averages
54.44
High
65.00
Current: 0.000
sliders
Low
48.00
Averages
54.44
High
65.00
BNP Paribas
Neutral
to
Hold
downgrade
$48 -> $41
AI Analysis
2026-04-02
Reason
BNP Paribas
Price Target
$48 -> $41
AI Analysis
2026-04-02
downgrade
Neutral
to
Hold
Reason
BNP Paribas lowered the firm's price target on Lamb Weston to $41 from $48 and keeps a Neutral rating on the shares.
Barclays
Overweight
maintain
$55 -> $46
2026-04-02
Reason
Barclays
Price Target
$55 -> $46
2026-04-02
maintain
Overweight
Reason
Barclays lowered the firm's price target on Lamb Weston to $46 from $55 and keeps an Overweight rating on the shares. The company's path forward remains challenging, particularly in its international segment where it is contending with excess capacity and soft traffic across much of Europe, the analyst tells investors in a research note. The firm says that despite a third straight quarter of beating estimates, Lamb delivered only a modest upward revision to its fiscal 2026 guidance with just one quarter remaining. This contributed to the stock's post-earnings selloff, Barclays contends.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LW
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Valuation Metrics

The current forward P/E ratio for Lamb Weston Holdings Inc (LW.N) is 12.50, compared to its 5-year average forward P/E of 21.31. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
21.31
Current PE
12.50
Overvalued PE
27.89
Undervalued PE
14.72

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.96
Current EV/EBITDA
9.00
Overvalued EV/EBITDA
14.54
Undervalued EV/EBITDA
9.37

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.86
Current PS
0.91
Overvalued PS
2.39
Undervalued PS
1.32

Financials

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Whales Holding LW

L
Level Four Advisory Services, LLC
Holding
LW
+11.38%
3M Return
G
Grandfield & Dodd, LLC
Holding
LW
+3.70%
3M Return
C
Cooper Creek Partners Management LLC
Holding
LW
+2.98%
3M Return
B
Brookfield Asset Management Ltd.
Holding
LW
-2.38%
3M Return
C
Clarkston Capital Partners, LLC
Holding
LW
-5.53%
3M Return

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Frequently Asked Questions

What is Lamb Weston Holdings Inc (LW) stock price today?

The current price of LW is 40.95 USD — it has increased 1.51

What is Lamb Weston Holdings Inc (LW)'s business?

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.

What is the price predicton of LW Stock?

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 is54.44 USD with a low forecast of 48.00 USD and a high forecast of 65.00 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.

What is Lamb Weston Holdings Inc (LW)'s revenue for the last quarter?

Lamb Weston Holdings Inc revenue for the last quarter amounts to 1.56B USD, increased 2.91

What is Lamb Weston Holdings Inc (LW)'s earnings per share (EPS) for the last quarter?

Lamb Weston Holdings Inc. EPS for the last quarter amounts to 0.39 USD, decreased -62.14

How many employees does Lamb Weston Holdings Inc (LW). have?

Lamb Weston Holdings Inc (LW) has 10100 emplpoyees as of May 13 2026.

What is Lamb Weston Holdings Inc (LW) market cap?

Today LW has the market capitalization of 5.57B USD.