Lamb Weston Holdings, Inc.
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No SEC Form 4 filings for $LW in the last 30 days.
See all $LW insider activity →Analysts at Goldman Sachs and RBC Capital maintained Buy ratings on Mondelez International (MDLZ), with average price target of $70.14. Bernstein and Stifel Nicolaus rated Lamb Weston Holdings (LW) Hold, with targets of $57.00 and $52.00 respectively. MDLZ closed at $62.74, LW at $53.11.
Argus raised its target price for Lamb Weston (LW) to $56.00. The company is a leading producer of frozen potato products in North America and globally. The update reflects Argus's revised outlook on the company's performance.
S&P downgraded Lamb Weston (LW) to 'BB' from 'BB+', citing high debt and profitability pressures. The agency expects adjusted leverage to stay near 3.7x through 2028. Q1 fiscal 2027 EBITDA fell 27% sequentially and 9% year-over-year to $1.049B. S&P maintains a stable outlook but warns of slow deleveraging due to potential share buybacks.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning LW (Lamb Weston Holdings, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent LW coverage spans financial news and earnings.
Analyst holds and modest target upgrades imply limited upside.
Target price increase suggests positive sentiment and potential upside.
The downgrade signals higher credit risk and may trigger selling pressure on the stock.
Beat-and-raise plus stronger North America execution likely supports continued upside momentum, while EMEA weakness remains the key swing factor.
Earnings surprise and guidance raise likely lift the stock.
AlphAI scores every news story that mentions LW with an AI model for sentiment and relevance, and aggregates insider trades from Lamb Weston Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Analysts at Goldman Sachs and RBC Capital maintained Buy ratings on Mondelez International (MDLZ), with average price target of $70.14. Bernstein and Stifel Nicolaus rated Lamb Weston Holdings (LW) Hold, with targets of $57.00 and $52.00 respectively. MDLZ closed at $62.74, LW at $53.11.
2 min readArgus raised its target price for Lamb Weston (LW) to $56.00. The company is a leading producer of frozen potato products in North America and globally. The update reflects Argus's revised outlook on the company's performance.
1 min readS&P downgraded Lamb Weston (LW) to 'BB' from 'BB+', citing high debt and profitability pressures. The agency expects adjusted leverage to stay near 3.7x through 2028. Q1 fiscal 2027 EBITDA fell 27% sequentially and 9% year-over-year to $1.049B. S&P maintains a stable outlook but warns of slow deleveraging due to potential share buybacks.
2 min readLamb Weston Holdings Inc. (NYSE: LW) stock rose 4.15% after reporting Q1 FY27 revenue of $1.67B (up 1%) and adjusted EPS of $0.75 (beating estimates). The company raised its FY27 adjusted EPS guidance to $3.05–$3.35. Analysts reacted with mixed price target increases, citing strong North American performance but noting debt and EMEA challenges.
7 min readLamb Weston, a potato supplier for McDonald's, reported Q1 2027 earnings that exceeded forecasts and raised full-year guidance. Revenue and EPS topped estimates, and shares rose post-announcement. The company's success is attributed to its patented potato-cutting technology and 'Stealth Fries' coating, which maintains crispiness. Lamb Weston has a market cap of about $10 billion.
2 min readLamb Weston (LW) and Constellation Brands (STZ) reported earnings beats but faced mixed reactions due to guidance and cost pressures. PepsiCo (PEP) and Delta Air Lines (DAL) also reported, with DAL missing EPS estimates. Analysts note that estimate revisions, not just beats, are driving market reactions. The macro backdrop includes high yields and expensive oil, impacting earnings expectations.
3 min readBarclays maintained its Overweight rating on Lamb Weston Holdings (LW) and raised its price target to $58.00 from $56.00. According to GuruFocus, LW is undervalued by 22.2% with a GF Value of $62.37. The company has a GF Score of 85/100, indicating strong performance, particularly in profitability and valuation.
2 min readLamb Weston Holdings (LW) President, International Marc Schroeder will exit by early 2027. The company's stock has risen 15.35% in 7 days and 6.30% in 90 days, but is still down 22.56% over 1 year. The stock closed at $48.09, near the community's fair value estimate of $48.06. The company paused its ERP program, shifting focus to AI and cybersecurity. Analysts debate its valuation, with a DCF model suggesting a higher fair value of $138.49.
2 min readWells Fargo maintained an 'Overweight' rating for Lamb Weston Holdings (LW) and raised its price target to $58.00 from $54.00. GuruFocus values LW at $62.31, suggesting a 21.9% undervaluation. The company has a GF Score of 85/100, with strong profitability and valuation ranks. 10 gurus hold LW, with 8 increasing positions recently.
2 min readLamb Weston's share price in 2026 is near its 2016 IPO level, despite revenue doubling. Weak margins and profits led to activist investor Jana Partners' intervention. After a tough fiscal 2026, H1 2027 results show no improvement. The company plans $150M in annual savings starting 2028 to combat rising interest rates and debt refinancing costs. Lamb Weston faces challenges common to North American food companies, including inflation and overleveraging.
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