$LW

Simply Wall St reports Lamb Weston Holdings (LW) posted mixed Q4 and full-year results and issued cautious fiscal 2027 guidance, expecting net sales growth of 0.0% to 1.0% and softer profitability. The article cites LW’s July earnings, dividend affirmation, and buyback update, and notes the stock rose 15.64% over 30 days and 26.03% YTD. It contrasts a $47.92 fair value narrative with a $139.65 DCF estimate.

US stocks rebounded Monday after President Trump said the war with Iran could end soon. The Nasdaq Composite rose about 1.3%, the Dow about 0.5%, and the S&P 500 about 0.8%. Oil fell after crude briefly topped $100 per barrel. The article also notes Oracle and Adobe earnings and activist pressure on Lamb Weston by Starboard.

Lamb Weston Holdings reported FY2026 sales of US$6,612.3 million and net income of US$290.0 million, and it reiterated a US$0.38 quarterly dividend while continuing a multi-year share repurchase program. For fiscal 2027, management guided net sales growth of 0.0% to 1.0%, affecting expectations for cash returns and earnings.

Activist investor Starboard Value has built a large stake in frozen food maker Lamb Weston Holdings (NYSE:LW), according to the Wall Street Journal. The stake size was not disclosed, but Starboard is now among the biggest shareholders. Starboard urges cost cutting and improvements, including selling Lamb’s Asia Pacific operations, amid margin pressure and weaker demand.

Utz UTZ.N agreed to be taken private by Germany’s Intersnack Group, with Utz’s founding families, in a deal valued at nearly $3 billion, the first U.S. acquisition for Intersnack. The article cites other family-led snack deals including Ferrero’s purchases of WK Kellogg and Power Crunch, and Mars’s $36 billion take-private of Kellanova. It notes valuation multiples and potential targets.

Lamb Weston (NYSE: LW) reported fiscal Q4 2026 and full-year results, citing volume growth in North America despite EMEA headwinds from Middle East disruption and input cost inflation. Q4 net sales rose to $1.77B. FY2026 net sales increased to $6.612B, but net income fell to $290M and adjusted EBITDA to $1.147B. Outlook for FY2027 was provided.

Analyst estimates for Lamb Weston Holdings, Inc. show its average 12-month price target increased to $52.8 from $52. Targets range from $42 to $58. Based on the Jul. 24 close, the update implies about 6% upside. The consensus rating remains “Hold” with 4 Buys, 8 Holds, and 0 Sells, per FactSet.

Lamb Weston Holdings (NYSE: LW) reported Q4 fiscal 2026 adjusted EPS of 92 cents versus 63 cents expected, and revenue of $1.77 billion versus $1.69 billion. For FY2027, it guided adjusted EPS of $2.95 to $3.25 and revenue of $6.61B to $6.68B. Analysts raised price targets after results; shares rose 4.2% to $51.70. The article also notes an ERP-related shareholder investigation.

FactSet-reported analyst estimates show Lamb Weston Holdings’ average 12-month price target increased to $51.6 from $50.8. The range is $40 to $58 per share. Using the Jul. 24 close, the target implies about 4% upside. Consensus remains “Hold” with 4 Buys, 8 Holds, and 0 Sells.

Lamb Weston (NYSE:LW) reported Q4 adjusted EPS of 92 cents, above the 63-cent consensus, and revenue of $1.77 billion versus $1.69 billion expected. For fiscal 2027, it forecasts adjusted EPS of $2.95 to $3.25 and revenue of $6.61 to $6.68 billion. Analysts raised price targets after results.