Lamb Weston Holdings’ stock has seen its fair value price target reaffirmed at $66 per share, with analysts holding steady in their outlook despite ongoing sector fluctuations. This consistency follows recent research highlighting both the company’s strong first quarter and continued market headwinds. As the landscape for Lamb Weston develops, stay tuned for ways to monitor important updates in the evolving story.
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Analysts have provided a range of perspectives on Lamb Weston Holdings, reflecting both optimism about recent operational momentum and caution regarding full recovery prospects. Their views contribute to ongoing debate about the company’s current valuation and the sustainability of its growth trajectory.
🐂 Bullish Takeaways
Stifel raised its price target on Lamb Weston to $63 from $61, citing a stronger than expected first quarter. Sequentially improving volume growth in North America and gross margins that exceeded expectations were highlighted as signs of growing momentum in the company’s recovery.
The firm emphasized that confidence in the return of price and mix contributions in North America is a central catalyst for future growth. This suggests management’s operational execution and focus on profitable growth are beginning to yield results.
TD Cowen increased its price target to $60 from $58 after stronger Q1 volume and EBITDA beat their internal forecasts. The decision to restart a previously curtailed production line and new business wins serve as further signals that Lamb Weston has regained commercial momentum with customers.
🐻 Bearish Takeaways
Despite positive earnings surprises, both Stifel and TD Cowen maintained Hold ratings, highlighting that while near-term performance has improved, challenges remain. TD Cowen noted that management retained its FY26 guidance due to ongoing price and mix headwinds, signaling caution on the pace of full recovery in volume and margins.
JPMorgan assumed coverage of Lamb Weston with a Neutral rating and set a lower price target of $57, down from $66. The firm pointed to pressures facing food producers sector wide, such as slow category growth and market share losses. They also noted that a broader industry earnings recovery depends on regulatory developments, which remain unresolved.
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Story Continues
NYSE:LW Community Fair Values as at Nov 2025
Lamb Weston Holdings has opened a new 40,000-square-meter production facility in Mar del Plata, Argentina. The facility is designed to meet growing demand in the Latin America market. The plant specializes in more than 100 varieties of frozen potato products, is expected to export 80% of its output, and has created around 250 direct and 3,000 indirect jobs.
Between May and August 2025, Lamb Weston repurchased 187,259 shares for $10.26 million. Since 2018, the company has bought back a total of 11.4 million shares, representing an investment of $777.56 million in share repurchases.
The company has reaffirmed its earnings guidance for fiscal 2026 and projects net sales at constant currency to be between $6.35 billion and $6.55 billion. This forecast accounts for current tariffs, but does not include potential changes from future trade policies.
Fair Value remains unchanged at $66 per share.
Discount Rate is steady at 6.78%, indicating no revision from previous estimates.
Revenue Growth projection is virtually unchanged at 1.77% year-over-year.
Net Profit Margin estimate stays at 8.68%, with no movement since the prior update.
Future P/E Ratio holds at 17.6x, reflecting stable long-term expectations.
Narratives are a smarter, story-driven way to make investment decisions. By connecting a company’s story to financial forecasts and a fair value, Narratives let anyone share their perspective behind the numbers. Available to millions on Simply Wall St’s Community page, they help you decide when to buy or sell by comparing Fair Value and Price, and update dynamically as new news or earnings arrive.
Discover the original Lamb Weston Holdings Narrative and stay informed on:
How strategic global investments and supply chain strength position Lamb Weston to benefit from rising demand for convenience foods and evolving foodservice channels.
Why industry capacity cuts and operational efficiency efforts could improve margins and long-term earnings growth.
Which structural risks, such as inflation, changing consumer tastes, and pricing pressure, might limit revenue growth and margin gains going forward.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include LW.
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