Lamb Weston Holdings (LW) Stock Overview
Engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
LW Community Fair Values
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Analyst Price Targets
Lamb Weston Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$45.91 |
| 52 Week High | US$67.07 |
| 52 Week Low | US$37.62 |
| Beta | 0.45 |
| 1 Month Change | 9.00% |
| 3 Month Change | 14.29% |
| 1 Year Change | -12.50% |
| 3 Year Change | -59.23% |
| 5 Year Change | -43.19% |
| Change since IPO | 35.03% |
Recent News & Updates
Analysis Article • Jun 17
Lamb Weston Holdings (LW) Stock Could Be 2.7% Undervalued After Lawsuit And Plant Closure
Lamb Weston Holdings (LW) stock has been in focus after a federal judge allowed a groundwater contamination class-action lawsuit to proceed, while the company also moves to close a Netherlands production facility. See our latest analysis for Lamb Weston Holdings. At a share price of $45.09, Lamb Weston Holdings has seen its 90-day share price return rise 8.76% and its year-to-date share price return reach 6.62%. However, its 1-year total shareholder return declined 13.91% and its 3-year total...
Narrative Update • Jun 15
LW: Future Returns Will Depend On Uncertain Margin Recovery Timing
Analysts have trimmed their price targets on Lamb Weston in recent research, while a new $46 Equal Weight initiation highlights that weak restaurant traffic and excess international capacity are partly reflected in the stock. Potential upside is tied to better North American execution, moderating capital spending, stronger free cash flow, and ongoing activist involvement.Recent updates
Analysis Article • Jun 17
Lamb Weston Holdings (LW) Stock Could Be 2.7% Undervalued After Lawsuit And Plant Closure
Lamb Weston Holdings (LW) stock has been in focus after a federal judge allowed a groundwater contamination class-action lawsuit to proceed, while the company also moves to close a Netherlands production facility. See our latest analysis for Lamb Weston Holdings. At a share price of $45.09, Lamb Weston Holdings has seen its 90-day share price return rise 8.76% and its year-to-date share price return reach 6.62%. However, its 1-year total shareholder return declined 13.91% and its 3-year total...Narrative Update • Jun 15
LW: Future Returns Will Depend On Uncertain Margin Recovery Timing
Analysts have trimmed their price targets on Lamb Weston in recent research, while a new $46 Equal Weight initiation highlights that weak restaurant traffic and excess international capacity are partly reflected in the stock. Potential upside is tied to better North American execution, moderating capital spending, stronger free cash flow, and ongoing activist involvement.Narrative Update • Jun 01
LW: Future Outlook Will Balance Activist Cost Push And Earnings Pressure
Analysts have adjusted their views on Lamb Weston Holdings, with a new consensus price target of $46. Research points to ongoing near term pressure from restaurant traffic and global capacity, as well as potential support from improving North American execution, moderating capital spending, rising free cash flow, and activist involvement.Seeking Alpha • May 30
Lamb Weston: The Market Is Still Missing The Turnaround Story
Summary Lamb Weston remains a Buy, with turnaround efforts and cost-saving initiatives supporting a compelling valuation despite macro headwinds. LW's Q3 FY26 results saw volume gains once again offsetting price declines while also boosting FY26 net sales and EBITDA guidance. Significant CAPEX reductions and a $250 million cost-saving plan are expected to boost free cash flow and support long-term growth. Activist involvement and potential portfolio optimization come on top of LW's solid possible recovery as macro pressures ease. Read the full article on Seeking Alpha
Narrative Update • May 14
LW: Activist Cost Cuts And Index Shift Will Support Undervalued Shares
The analyst price target for Lamb Weston Holdings has been reduced by approximately $8 to $46.36, as analysts factor in updated expectations for revenue growth, profit margins, and valuation multiples following a series of price target cuts across the Street. Analyst Commentary Recent Street research on Lamb Weston Holdings reflects a clear reset in expectations, with multiple firms lowering price targets and flagging both execution risks and valuation considerations.
Narrative Update • Apr 29
LW: Activist Cost Push And Execution On Guidance Will Drive Recovery
The analyst price target for Lamb Weston Holdings has been reduced by approximately $7, reflecting lower modeled fair value and more cautious assumptions on revenue growth, profit margins, and future P/E multiples cited across recent research reports. Analyst Commentary Recent Street research around Lamb Weston Holdings has centered on reduced price targets, with analysts updating models to reflect more cautious assumptions on earnings power, competitive intensity, and valuation multiples.Narrative Update • Apr 14
LW: Future Outlook Will Weigh Activist Cost Push Against Competitive Earnings Pressure
Analysts have trimmed the fair value estimate for Lamb Weston Holdings to $40.00 from $46.00, citing a wave of reduced Street price targets and concerns around earnings pressure and global competitive headwinds, while updated assumptions reflect mixed shifts in growth, margins and expected P/E levels. Analyst Commentary Recent Street research around Lamb Weston points to a clear tilt toward caution, with a cluster of lowered price targets and more guarded narratives around earnings and competitive positioning.Narrative Update • Mar 31
LW: Activist Pressure And Focus To Win Program Will Support Recovery
Analysts have trimmed their price targets on Lamb Weston Holdings by $6, reflecting updated views on heavier second half earnings pressure; increased competition from India and China exports; a lower fair value estimate of $67.95; modestly higher discount rates; slightly softer revenue growth assumptions; and a reduced future P/E multiple, partly offset by a small uplift in projected profit margins. Analyst Commentary Recent research commentary on Lamb Weston Holdings points to a more cautious tone on near term earnings, but also highlights areas where analysts still see room for execution and valuation support.Narrative Update • Mar 17
LW: Activist Cost Push And Resets Will Support Undervalued Shares
Narrative Update Overview Analysts have reduced their price target on Lamb Weston Holdings by $4, lowering it to $49 from $53. They cite expectations for greater earnings pressure in the second half of the year and increased competition from export markets in India and China.Narrative Update • Mar 02
LW: New CFO, Plant Consolidation And Buybacks Will Support Undervalued Shares
Analysts kept their price target for Lamb Weston Holdings steady around $55, reflecting largely unchanged assumptions on discount rate, revenue growth, profit margin, and future P/E. This indicates that recent updates have not materially shifted their view of the stock's valuation.Narrative Update • Feb 16
LW: Focus To Win Moves And Buybacks Will Support Fairly Valued Shares
Analysts have made a small adjustment to their price target on Lamb Weston Holdings, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions, while still anchoring fair value at about $54.64 per share. What's in the News Lamb Weston appointed James D.Narrative Update • Feb 02
LW: Focus To Win Plan Will Support Renewed Share Price Uptrend
Analysts have reduced their price target on Lamb Weston Holdings from US$66.00 to about US$54.64, citing updated assumptions for fair value, revenue growth, profit margins and future P/E that indicate a more measured outlook for the stock. What's in the News Lamb Weston plans to close its Munro, Argentina plant and consolidate Latin America production at its newer facility in Mar del Plata, Argentina, with about 100 employees at Munro set to receive severance packages in line with local requirements (company announcement).Narrative Update • Jan 19
LW: Latin America Consolidation And Focus To Win Will Drive Recovery
Analysts have nudged their price target on Lamb Weston Holdings lower to US$72.53 from US$76.82, linking the revision to more measured assumptions for revenue growth, profit margins and the future P/E multiple. What's in the News Lamb Weston plans to close its Munro, Argentina plant and consolidate Latin America production at its newer Mar del Plata facility.Narrative Update • Jan 05
LW: Revised Outlook Will Emphasize Argentina Expansion And Capital Returns
Analysts have trimmed their fair value estimate for Lamb Weston Holdings from US$55.00 to US$46.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, which together point to a more conservative outlook for the shares. What's in the News Lamb Weston Holdings reaffirmed earnings guidance for fiscal 2026, keeping net sales expectations in a range of US$6.35b to US$6.55b (company guidance).Analysis Article • Dec 23
Take Care Before Jumping Onto Lamb Weston Holdings, Inc. (NYSE:LW) Even Though It's 26% Cheaper
The Lamb Weston Holdings, Inc. ( NYSE:LW ) share price has fared very poorly over the last month, falling by a...Analysis Article • Dec 22
Lamb Weston Holdings' (NYSE:LW) Upcoming Dividend Will Be Larger Than Last Year's
The board of Lamb Weston Holdings, Inc. ( NYSE:LW ) has announced that the dividend on 27th of February will be...Narrative Update • Dec 14
LW Recovery Momentum Will Be Driven By North American Volume Rebound
The analyst price target for Lamb Weston Holdings has edged higher by approximately $2 to the low $60s per share, as analysts point to stronger than expected North American volume growth, resilient gross margins, and early signs of recovering price and mix as supporting a modestly improved long term earnings outlook. Analyst Commentary Bullish analysts have responded positively to Lamb Weston Holdings' latest quarter, lifting price targets into the low $60s range as operational execution shows signs of steady improvement.Narrative Update • Nov 29
LW: Recovering Volume In North America Will Drive Renewed Uptrend
Analysts have raised their price targets for Lamb Weston Holdings, with the consensus moving up by $2 to $63 per share. They cite stronger-than-expected North American volume growth and improving gross margins as key drivers of renewed confidence in the company's recovery.Narrative Update • Nov 14
LW: Volume Gains And Gross Margins Will Support Renewed Recovery Momentum
Analysts have lifted their price targets for Lamb Weston Holdings, with increases ranging from $2 to $3 per share. This is based on improving volume growth, gross margins, and signs of renewed commercial momentum, which are supporting a more optimistic outlook for the company's recovery.Narrative Update • Oct 31
LW: Continued Volume Recovery And Margin Stability Will Support Balanced Performance
Analysts have modestly increased their price targets for Lamb Weston Holdings by $2 to $63. They cite improving volume growth in North America and stronger-than-expected margins as key drivers for greater confidence in the company's ongoing recovery.Narrative Update • Oct 17
Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity
Analysts have modestly raised their average price targets for Lamb Weston Holdings, reflecting increased confidence in the company's recovery momentum. There are also early signs of stronger volume and gross margin performance this fiscal year.Narrative Update • Oct 03
Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity
Analysts have increased their average price target for Lamb Weston Holdings from approximately $63.73 to $66.00. They cite improving volume growth in North America, stronger gross margins, and growing confidence in the company’s commercial recovery as key factors for the revision.Analysis Article • Oct 02
Lamb Weston Holdings, Inc. Just Recorded A 5.2% EPS Beat: Here's What Analysts Are Forecasting Next
Lamb Weston Holdings, Inc. ( NYSE:LW ) just released its latest quarterly results and things are looking bullish...Narrative Update • Sep 04
Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity
Analysts have lowered their earnings expectations and applied discounted valuation multiples to Lamb Weston Holdings due to sluggish category growth, market share losses, and ongoing margin uncertainty, resulting in a consensus price target that remains steady at $63.55. Analyst Commentary Increased caution across the food producer sector due to slower center store category growth and ongoing market share losses.Analysis Article • Jul 22
Returns On Capital Signal Tricky Times Ahead For Lamb Weston Holdings (NYSE:LW)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Mar 02
Lamb Weston: Painful Potatoes
Summary Lamb Weston shares have halved since mid-2023 due to declining margins and lower earnings multiples, all following high initial valuations. The company faces significant volatility and financial leverage, but current valuations appear more reasonable, offering a better long-term risk-reward proposition. Recent profit warnings and reduced guidance for 2025 highlight ongoing challenges, including market share losses and inflation pressures, leading to increased leverage. With Jana Partners' involvement and strategic changes, appeal is increasing, but I recommend waiting for entry points in the $40s, acknowledging inherent risks and volatility. Read the full article on Seeking AlphaSeeking Alpha • Dec 20
Lamb Weston: Another Rough Quarter, But Valuation Is Improving (Rating Upgrade)
Summary Lamb Weston had another down quarter as it works through both operational and end market headwinds. Despite near-term challenges, Lamb Weston's valuation is attractive for long-term investors, with potential earnings recovery and a sub-15x P/E ratio for 2027. I'm not convinced that the activist investor campaign will bear fruit, but after this week's drop, the valuation isn't too demanding regardless. Read the full article on Seeking AlphaShareholder Returns
| LW | US Food | US Market | |
|---|---|---|---|
| 7D | 1.7% | 1.0% | 1.6% |
| 1Y | -12.5% | -6.9% | 18.6% |
Return vs Industry: LW underperformed the US Food industry which returned -6.9% over the past year.
Return vs Market: LW underperformed the US Market which returned 18.6% over the past year.
Price Volatility
| LW volatility | |
|---|---|
| LW Average Weekly Movement | 4.5% |
| Food Industry Average Movement | 5.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: LW has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LW's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1950 | 10,100 | Mike Smith | www.lambweston.com |
Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers’ own brands.
Lamb Weston Holdings, Inc. Fundamentals Summary
| LW fundamental statistics | |
|---|---|
| Market cap | US$6.34b |
| Earnings (TTM) | US$300.30m |
| Revenue (TTM) | US$6.52b |
21.1x
P/E Ratio1.0x
P/S RatioIs LW overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LW income statement (TTM) | |
|---|---|
| Revenue | US$6.52b |
| Cost of Revenue | US$5.17b |
| Gross Profit | US$1.35b |
| Other Expenses | US$1.05b |
| Earnings | US$300.30m |
Last Reported Earnings
Feb 22, 2026
Next Earnings Date
Jul 24, 2026
| Earnings per share (EPS) | 2.17 |
| Gross Margin | 20.66% |
| Net Profit Margin | 4.61% |
| Debt/Equity Ratio | 218.3% |
How did LW perform over the long term?
See historical performance and comparisonDividends
3.3%
Current Dividend Yield69%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/05 02:29 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/02/22 |
| Annual Earnings | 2025/05/25 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lamb Weston Holdings, Inc. is covered by 22 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Lazar | Barclays |
| Adam Mizrahi | Berenberg |
| Alexia Howard | Bernstein |