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Lamb Weston Holdings, Inc. Stock Price

NYSE:LW Community·US$6.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 43 Fair Values set on narratives written by author

LW Share Price Performance

US$45.70
-7.31 (-13.79%)
US$46.36
Fair Value
US$45.70
-7.31 (-13.79%)
1.4% undervalued intrinsic discount
US$46.36
Fair Value
Price US$45.70
AnalystConsensusTarget US$46.36
AnalystHighTarget US$60.69
AnalystLowTarget US$40.00

LW Community Narratives

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Fair Value US$46.36 1.4% undervalued intrinsic discount

LW: Continued Volume Recovery And Margin Stability Will Support Balanced Performance

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Fair Value US$60.69 24.7% undervalued intrinsic discount

Rising Middle Class And Urbanization Will Drive Frozen Food Demand

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Fair Value US$40 14.2% overvalued intrinsic discount

Rising Regulations And Shifting Diets Will Undermine Profitability

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US$46.36
1.4% undervalued intrinsic discount
Revenue
0.95% p.a.
Profit Margin
7.79%
Future PE
14.61x
Price in 2029
US$56.78
US$60.69
24.7% undervalued intrinsic discount
Revenue
0.86% p.a.
Profit Margin
8.69%
Future PE
17.13x
Price in 2029
US$74.05

Trending Discussion

Updated Narratives

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LW: Future Returns Will Depend On Uncertain Margin Recovery Timing

Fair Value: US$40 14.2% overvalued intrinsic discount
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LW: Activist Cost Cuts And Index Shift Will Support Undervalued Shares

Fair Value: US$46.36 1.4% undervalued intrinsic discount
21 users have set this as their fair value
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LW: Activist Cost Push And Execution On Guidance Will Drive Recovery

Fair Value: US$60.69 24.7% undervalued intrinsic discount
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Snowflake Analysis

Established dividend payer with adequate balance sheet.

2 Risks
3 Rewards

Lamb Weston Holdings, Inc. Key Details

US$6.5b

Revenue

US$5.2b

Cost of Revenue

US$1.3b

Gross Profit

US$1.0b

Other Expenses

US$300.3m

Earnings

Last Reported Earnings
Feb 22, 2026
Next Reporting Earnings
n/a
2.17
20.66%
4.61%
218.3%
View Full Analysis

About LW

Founded
1950
Employees
10100
CEO
Michael Smith
WebsiteView website
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. It sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to quick service and full-service restaurants and chains, wholesale, grocery, mass merchants, club retailers, and specialty retailers, as well as foodservice distributors and institutions, including businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

Recent LW 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

No updates