Lifecore Biomedical, Inc.

NasdaqGS:LFCR 株式レポート

時価総額：US$164.3m

Lifecore Biomedical 将来の成長

Future 基準チェック /06

Lifecore Biomedicalは、0.9%と11.5%でそれぞれ年率0.9%で利益と収益が成長すると予測される一方、EPSはgrowで1.7%年率。

主要情報

0.9%

収益成長率

1.72%

EPS成長率

Life Sciences 収益成長17.5%
収益成長率11.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 01

LFCR: CDMO Site Transfers And 2028 Commercial Ramps Will Drive Upside

Narrative update on Lifecore Biomedical The updated analyst price target for Lifecore Biomedical moves to $6.67 from $6.50. Analysts point to slightly higher modeled fair value, a modestly adjusted discount rate, incremental changes to revenue growth and margin assumptions, and a higher future P/E multiple following recent target revisions and rating changes.
ナラティブの更新 • Apr 16

LFCR: CDMO Site Transfers And 2028 Pipeline Ramps Will Drive Upside

Narrative Update: Lifecore Biomedical The analyst price target on Lifecore Biomedical has shifted to a range centered around $5 to $5.50, reflecting reactions to softer FY26 guidance and delayed commercial ramps, while analysts generally frame these changes as timing related and continue to describe long term potential tied to future program wins and site transfers. Analyst Commentary Recent research shows a mix of optimism and caution around Lifecore Biomedical, with price targets clustering around the mid single digits and views that recent guidance reflects timing shifts rather than a change in the longer term opportunity.
ナラティブの更新 • Apr 01

LFCR: CDMO Site Transfers And Late Stage Pipeline Will Drive Future Upside

Narrative Update: Lifecore Biomedical Analysts have reset Lifecore Biomedical’s price expectations into a tighter band, with targets moving from $8.50 to a range of about $5 to $5.50 as they factor in pushed out commercial ramps and FY26 guidance that came in below expectations, while still viewing the long term opportunity as intact. Analyst Commentary Recent research shows a mix of optimism and caution around Lifecore Biomedical, with price targets reset into a US$5 to US$5.50 range and views that focus on timing of growth rather than the existence of the opportunity itself.
ナラティブの更新 • Mar 18

LFCR: Delayed Commercial Ramps And CDMO Wins Will Drive Long Term Upside

Narrative Update: Lifecore Biomedical The analyst price target for Lifecore Biomedical has shifted lower, with recent cuts to around the $5 to $5.50 range. This reflects updated views on timing for commercial ramps and FY26 expectations, even as analysts continue to reference the long term opportunity.
分析記事 • Jan 20

Lifecore Biomedical, Inc.'s (NASDAQ:LFCR) Subdued P/S Might Signal An Opportunity

You may think that with a price-to-sales (or "P/S") ratio of 2.4x Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) is a stock...
Seeking Alpha • Jan 14

Lifecore Biomedical: Wins Should Blow Previous 'New Business' Estimates Out Of The Water

Summary Lifecore Biomedical has excess capacity in a market where there is a global shortage of capacity, demand is growing, and new supply cannot be quickly or effectively built. LFCR is a business with real competitive advantages that is executing at a very high level, where the stock has solid downside protection, and earnings power is growing. LFCR is well on their way to $100M in EBITDA versus a current enterprise value of approximately $400M where a 16x multiple would be conservative here. Lifecore Biomedical experienced fantastic execution toward increasing capacity utilization, and it seems as if the necessary elements of earnings power improvement and a re-rating are already in place. Read the full article on Seeking Alpha
ナラティブの更新 • Jan 08

LFCR: New Index Inclusion And CDMO Agreements Will Support Balanced Outlook

Analysts now place a neutral US$8.75 price target on Lifecore Biomedical, with the change supported by updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these factors reflect a slightly more cautious yet still constructive outlook on the shares.
ナラティブの更新 • Dec 21

LFCR: New Manufacturing Agreements Will Support Steadier Outlook With Balanced Prospects

Analysts have modestly revised their price target for Lifecore Biomedical to about $8.75 per share, citing slightly improved long term profit margin assumptions and a marginally lower discount rate that together support a steadier valuation outlook. What's in the News Lifecore signed a CDMO master services agreement with a new large global pharmaceutical customer to transfer commercial supply of an injectable product from overseas facilities to Lifecore, with potential for the partner to become one of its top five commercial customers (Key Developments).
ナラティブの更新 • Dec 07

LFCR: New Supply And Services Agreements Will Drive Shares Higher

Analysts have modestly raised their price target on Lifecore Biomedical to $8.75, reflecting slightly improved discount rate and forward valuation assumptions even as profit margin expectations edge lower. What's in the News Lifecore Biomedical affirmed its transition period 2025 guidance, projecting revenue of approximately $74 million to $76 million and a net loss between $18.4 million and $16.4 million (company guidance filing).
ナラティブの更新 • Nov 23

LFCR: New Program Wins Will Drive Shares Higher Amid Pipeline Transition

Analysts have kept their price target for Lifecore Biomedical steady at $8.75, citing a need for new program wins or contractual step-ups to drive meaningful valuation expansion as the company shifts toward faster-growing markets. Analyst Commentary Recent commentary from the Street highlights both optimism and caution regarding Lifecore Biomedical's outlook.
ナラティブの更新 • Nov 06

LFCR: Future Program Wins Will Drive Upside As Pipeline Expands

Analysts have lowered their fair value estimate for Lifecore Biomedical from $10.00 to $8.75 per share. They cited moderated growth assumptions and the need for additional program wins to drive valuation expansion.
分析記事 • Jul 18

Lifecore Biomedical (NASDAQ:LFCR) Is Making Moderate Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 02

A Piece Of The Puzzle Missing From Lifecore Biomedical, Inc.'s (NASDAQ:LFCR) Share Price

With a price-to-sales (or "P/S") ratio of 1.9x Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) may be sending bullish signals...
Seeking Alpha • Mar 03

Lifecore Biomedical: We Are Not Playing To Make 5% Or 10% Here

Summary Lifecore Biomedical can triple production without additional capital, driven by increased volumes, cost containment, and potential new contracts, boosting EBITDA margins from 15% to 25%+. Alcon's contractual minimum volume step-ups, estimated at $25M medium-term and $50M long-term, will significantly drive Lifecore's revenue growth. New CEO Paul Josephs' business development experience and strategic investments position Lifecore for substantial margin improvement and potential multiple expansion. Simple math suggests Lifecore's share price could rise from sub-$7 to $20, with potential for higher multiples and EBITDA margins, aiming for significant returns. Read the full article on Seeking Alpha
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新しいナラティブ • Jan 26

Over 50 New Opportunities Expected From Business Development Expansion

Expanding business development and operational capacity is expected to drive revenue growth by broadening the customer base and enhancing earning potential.
Seeking Alpha • Dec 01

Lifecore Biomedical: An Interesting CDMO Pure Play

Summary Lifecore, a leading CDMO, specializes in sterile injectable pharmaceuticals and is poised to benefit from the growing CDMO market and potential GLP-1 opportunities. The company is doubling production capacity, enhancing financial performance, and attracting new customers with advanced technology and strategic investments. Despite a challenging Q1, Lifecore anticipates significant revenue growth and improved EBITDA in H2 FY25, driven by increased capacity utilization and cost management. With strong market tailwinds, experienced management, and promising financial outlook, Lifecore shares are rated a buy under $7. Read the full article on Seeking Alpha
分析記事 • Nov 26

Lifecore Biomedical, Inc. (NASDAQ:LFCR) Soars 36% But It's A Story Of Risk Vs Reward

Despite an already strong run, Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) shares have been powering on, with a gain of...
Seeking Alpha • Nov 12

Lifecore Biomedical: Finally A 'Pure Play' CDMO Business

Summary Lifecore has a new CEO, who has turned around three previous CDMOs, as well as a new CFO who was the CFO for another CDMO that was acquired. Lifecore now operates at less than 35% utilization, meaning that it can almost triple revenue with virtually no additional capital required. Margins should improve as volumes increase/capacity is utilized, but, even without growth, there is opportunity on the cost side. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

Lifecore Biomedical: No Sale Soon Amidst Leverage And Uncertainty

Summary Lifecore Biomedical's strategic review process ended in March 2024 with no sale transaction materializing, leaving shareholders with uncertain prospects. The company, specializing in biomaterials for pharmaceutical and medical sectors, faces financial distress risk due to high leverage and cyclical sector challenges. A fair equity value of $6 per share, with a 20% upside, is suggested based on a comparable transaction, but risks including debt, leverage, and sector uncertainty jeopardize this potential upside. Read the full article on Seeking Alpha
Seeking Alpha • Apr 20

White Falcon Capital - Lifecore Biomedical: Potential For Rapid Growth In Earnings And FCF Surge

Summary In our FY 2023 letter, we noted our less-than-ideal experience with merger-arbitrage strategies, with Lifecore Biomedical being the sole remaining investment of this nature in the portfolio. We bought more shares at $4.8 per share to bring Lifecore back to a 3% position. Lifecore is increasing capacity and most of this capacity is already paid for, potentially leading to a surge in free cash flow. Read the full article on Seeking Alpha
分析記事 • Jun 30

Would Lifecore Biomedical (NASDAQ:LFCR) Be Better Off With Less Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Oct 06

Landec Non-GAAP EPS of -$0.32, revenue of $43.35M

Landec press release (NASDAQ:LNDC): Q1 Non-GAAP EPS of -$0.32. Revenue of $43.35M (+4.1% Y/Y). Lifecore segment revenues increased 8.0% to $23.7 million in fiscal 2023 first quarter versus the prior year period Lifecore segment EBITDA increased 8.1% to $2.5 million in fiscal 2023 first quarter versus the prior year period Consolidated adjusted EBITDA of $(1.1) million, compared to $2.5 million in the prior year period FISCAL 2023 OUTLOOK:The Company is reiterating its full year fiscal 2023 guidance for its Lifecore and Corporate segments. Lifecore segment revenue: range of $122 million to $126 million (+12% to +15%) Lifecore segment adjusted EBITDA: range of $31.0 million to $32.5 million (+7% to +12%) Other segment (corporate expense): range of ($7.0) million to ($7.5) million Consolidated adjusted EBITDA: range of $23.5 million to $25.5 million
Seeking Alpha • Sep 09

Landec receives Nasdaq's notification on delayed annual report filing

Landec (NASDAQ:LNDC) stated Friday that it has been notified by Nasdaq for not in compliance with exchange's listing rules as the company failed to file its annual report for the year ended May 29, 2022. Source: Press Release
Seeking Alpha • Jul 27

Laughing Water Capital - Landec Corp. : A High Quality CDMO

Landec Corp. has been selling off the food businesses in order to become a pure play CDMO. When LNDC becomes a pure play CDMO – probably within the next few months – I suspect that awareness will rise quickly, and the stock will re-rate substantially higher. The market will realize that a high quality CDMO is more attractive than commodity packaged salads and pre-made guacamole. The following segment was excerpted from this fund letter. Landec Corporation (LNDC) Landec Corp. is new to the portfolio, and is an example of an investment archetype that should be familiar: good co. / bad co. A year or so ago, the company owned several businesses, including a packaged salad business, a processed avocado business (shelf stable guacamole), a salad oil business, a breathable produce packaging business and… a high quality injectables focused CDMO known as Lifecore Biomedical. With a 2-year-old son and a 1-year-old daughter, Sesame Street is presently the sound track of my life, and “one of these things is not like the others.” With help from activist investor and friend of LWC Legion Partners, LNDC has realized that pairing commodity based packaged food businesses with a high quality CDMO makes zero sense, and LNDC has been selling off the food businesses in order to become a pure play CDMO. We bought our shares around $10, and I estimate that Lifecore Biomedical is worth somewhere between $14 and $25 a share today, and that value will grow substantially in the years to come. At this point, the bulk of the remaining food business is the avocado business, which was purchased 4 years ago for $80M. It is not impossible to believe that the value of this business has declined, but if the CDMO is worth somewhere between $14 and $25 per share, this implies that the market thinks the avocado business is worth somewhere between negative $120 million and negative $440 million. I think this is overly pessimistic. Notably, the company has been clear that they intend to use the proceeds from the sale of the avocado business to pay down and refinance debt, which is catnip for investment bankers. Those same investment banks have already had their CDMO focused research analysts out to meet with management of Landec, but management has indicated that so far commentary has been, “we will have to wait until the avocado business is gone before launching coverage.” But when Landec becomes a pure play CDMO – probably within the next few months – I suspect that awareness will raise quickly, and the stock will re-rate substantially higher. Also contributing to this potential re-rating is the fact that at present LNDC is categorized under “packaged food and meats” by the Global Industry Classification Standards (GICS), that powers equity screening tools that are relied upon by the estimated 80% of market participants that make their investment decisions based solely on quantitative inputs. In other words, at present health care focused investors – and investors that may want to hide in healthcare during uncertain economic times - may not even know that Landec – or more appropriately Lifecore Biomedical - exists. In addition to these non-economic factors, Lifecore is primed to benefit from fundamental improvement. Historically Lifecore was milked for cash to help support the food businesses. However, more recently Lifecore has made substantial investments to expand capacity in fill/finish of injectable-grade pharmaceutical products, and is on pace to more than double capacity by 2025 in order to meet expected demand from the existing pipeline. Again, how cheap is cheap enough? Is an implied value for the avocado business of negative $120M to negative $440M not enough? Should we wait until the implied value is negative $500M? Why not negative $700M? At some point you just have to say that this does not make any sense, hold your nose, and accept that the market can do whatever it wants in the near term.
分析記事 • Jun 24

Landec (NASDAQ:LNDC) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

業績と収益の成長予測

NasdaqGS:LFCR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028159-4511N/A2
12/31/2027130-379245
12/31/2026122-398165
12/31/2025129-35613N/A
5/25/2025129-44-140N/A
2/23/2025130-49-113N/A
11/24/2024131-17-140N/A
8/25/20241286-97N/A
5/26/20241289-180N/A
2/25/2024122-21-34-11N/A
11/26/2023112-47-45-21N/A
8/27/2023104-70-48-25N/A
5/28/2023103-64-39-17N/A
2/26/202393-31-41-16N/A
11/27/2022104-27-46-22N/A
8/28/202293-15-50-25N/A
5/29/2022111-15-53-23N/A
2/27/2022135-12-49-18N/A
11/28/2021142-7-37-8N/A
8/29/202178-6-28-1N/A
5/30/2021101-23-916N/A
2/28/2021283-24-18-2N/A
11/29/2020391-34-216N/A
8/30/2020587-44-165N/A
5/31/2020160-22-44-17N/A
2/23/2020587-23-39-6N/A
11/24/2019590-10N/A-4N/A
8/25/2019572-3N/A8N/A
5/26/20195582N/A16N/A
2/24/20195468N/A17N/A
11/25/201853523N/A18N/A
8/26/201853324N/A19N/A
5/27/201852426N/A20N/A
2/25/201844821N/A27N/A
11/26/20174408N/A31N/A
8/27/20174539N/A27N/A
5/28/201747010N/A30N/A
2/26/201754013N/A39N/A
11/27/2016534-12N/A25N/A
8/28/2016538-11N/A30N/A
5/29/2016477-12N/A21N/A
2/28/2016540-12N/A19N/A
11/29/201554913N/A25N/A
8/30/201554114N/A20N/A
5/31/201553914N/A27N/A

アナリストによる今後の成長予測

収入対貯蓄率: LFCR今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: LFCR今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: LFCR今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: LFCRの収益 ( 11.5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: LFCRの収益 ( 11.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LFCRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 16:59
終値2026/05/20 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lifecore Biomedical, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Michael PetuskyBarrington Research Associates, Inc.
Matthew HewittCraig-Hallum Capital Group LLC
Brian HollandD.A. Davidson & Co.