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 →Wells 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.
Lamb 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.
Lamb Weston reported Q3 revenue of $1.67B, beating estimates, but EPS missed at $0.21. Adjusted EBITDA beat by 9.1%. Full-year EPS guidance beats estimates by 9.7%, while EBITDA is in line. Operating margin fell to 5.8% from 9.4% YoY. The company cited stable volumes, cost savings, and North America growth, but faced international challenges. Management emphasized innovation, cost discipline, and pricing power to offset inflation.
Over the past 7 days, AlphAI's AI scored 42 news stories mentioning LW (Lamb Weston Holdings, Inc.). Coverage has skewed bullish: 31 bullish, 7 neutral, and 4 bearish.
Recent LW coverage spans financial news, earnings and market movers.
Analyst target raise suggests potential upside for LW.
The refinancing risk and margin compression suggest near-term downside, while announced cost cuts may provide modest upside later.
Earnings miss and lower margins suggest near-term price pressure.
The filing highlights both valuation upside and near‑term cost pressures, suggesting modest upside potential if investors price in the undervaluation.
Positive earnings beat and upgraded outlook likely sustain upward pressure.
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.
Wells 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.
2 min readLamb Weston reported Q3 revenue of $1.67B, beating estimates, but EPS missed at $0.21. Adjusted EBITDA beat by 9.1%. Full-year EPS guidance beats estimates by 9.7%, while EBITDA is in line. Operating margin fell to 5.8% from 9.4% YoY. The company cited stable volumes, cost savings, and North America growth, but faced international challenges. Management emphasized innovation, cost discipline, and pricing power to offset inflation.
3 min readLamb Weston Holdings Inc (LW) reported strong profitability and growth potential in its Q3 2026 filing, despite restructuring costs of $34.2M and high debt of $3.9B. The company's GF Score is 86/100, with a GF Value of $65.30, indicating a 26.6% undervaluation. Opportunities include global expansion and partnerships, while threats include competition and legal challenges.
3 min readLamb Weston (LW) shares rose 11.85% after reporting Q1 sales of $1.67B and raising 2027 EBITDA guidance. Option Care (OPCH) jumped 32.8% on a $5.8B take-private deal. Apogee (APOG) gained 18.7% on strong Q2 earnings and raised FY2027 outlook. Constellation (CEG) surged 14.79% after a Google nuclear deal. RPM (RPM) rose 2.5% on record Q1 results.
2 min readLamb Weston Holdings Inc (LW) shares rose 7.5% to $47.91, recovering from a 52-week low. The stock is up 17.2% year-to-date but down 22.1% over one year. Analysts estimate LW is 26.6% undervalued with a GF Value™ of $65.30. Insiders have bought $19.4M in shares over the past year. The company has a GF Score™ of 86/100, indicating strong fundamentals but weaker financial strength.
3 min readLamb Weston Holdings, Inc. (LW) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 5, 2026, Lamb Weston Holdings, Inc. (“we,” “our” or “Lamb Weston”) entered into a transition and separation agre
1 min readLamb Weston (LW) shares rose 12% after reporting Q1 adjusted EPS of $0.75, beating guidance and raising full-year outlook to $3.05-$3.35. North America drove growth with 7% volume increase and 11% EBITDA rise, while international segment saw 54% EBITDA decline due to Europe challenges. Net sales increased 1% to $1.67B, adjusted EBITDA fell 5% to $286M.
2 min readMidday trading saw notable moves: memory chip stocks declined (Seagate -9.1%, Western Digital -6.9%), AI-related stocks rose (Ciena +11.3%), Moderna (-6%) and Novavax (-10%) pulled back, Vistra (+12%) after a $4.2B nuclear investment, Marvell (+) with a $20B 2028 revenue outlook, Lamb Weston (+11%) beat earnings, cybersecurity ETF (BUG) hit a high, Constellation Energy (+14%) with Google deal, Option Care (+30%) in acquisition talks, Lennar (+4%) with Berkshire Hathaway investment, AMD (+4%)…
2 min readUber Technologies (UBER) agreed to acquire ezCater for $2.3B in cash, expanding into corporate catering. Marvell Technology (MRVL) raised FY28 revenue guidance to $20B, up from $18B, and expects significant growth by FY2031. Lamb Weston (LW) beat Q1 EPS estimates and raised FY27 sales and EPS guidance. Major U.S. indices rose, with the S&P 500 and Nasdaq hitting new records.
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