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Lamb Weston Holdings, Inc. Stock Price

NYSE:LW Community·US$5.8b 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$42.37
-12.87 (-23.30%)
US$46.36
Fair Value
US$42.37
-12.87 (-23.30%)
8.6% undervalued intrinsic discount
US$46.36
Fair Value
Price US$42.37
AnalystConsensusTarget US$46.36
AnalystHighTarget US$60.69
AnalystLowTarget US$40.00

LW Community Narratives

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Fair Value US$46.36 8.6% undervalued intrinsic discount

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

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Fair Value US$60.69 30.2% undervalued intrinsic discount

Rising Middle Class And Urbanization Will Drive Frozen Food Demand

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Fair Value US$40 5.9% overvalued intrinsic discount

Rising Regulations And Shifting Diets Will Undermine Profitability

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US$46.36
8.6% 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
30.2% 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

LW logo

LW: Future Outlook Will Balance Activist Cost Push And Earnings Pressure

Fair Value: US$40 5.9% overvalued intrinsic discount
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LW: Activist Cost Cuts And Index Shift Will Support Undervalued Shares

Fair Value: US$46.36 8.6% undervalued intrinsic discount
22 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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LW: Activist Cost Push And Execution On Guidance Will Drive Recovery

Fair Value: US$60.69 30.2% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

2 Risks
2 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

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

Recent updates

No updates