Lifeway Foods, Inc.

Lifeway Foods, Inc.

LWAYยทNASDAQ

$23.04

+2.0%
Consumer DefensivePackaged Foods

Lifeway Foods, Inc. produces and markets probiotic-based products in the United States and internationally. Its primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, flavors, and types, including low fat, non-fat, whole milk, protein, and BioKefir. The company also offers European-style soft cheeses; cream and other products; ProBugs, a line of kefir products designed for children; cupped kefir and Icelandic Skyr, a line of strained kefir and yogurt products; and frozen kefir in soft serve and pint-size containers. It sells its products under the Lifeway and Fresh Made brand names, as well as under private labels on behalf of customers primarily through direct sales force, brokers, and distributors. The company was founded in 1986 and is based in Morton Grove, Illinois.

At a Glance

Live Snapshot
Market Cap$352.09M
EPS0.9100
P/E Ratio25.32
Earnings Date08/12/2026
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Lifeway Foods, Inc. Street Expectations Map

LWAY ยท NASDAQ

Wall Street analysts project that LWAY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 35.00 to a high of 35.00.

Lowest Target
35.00
51.91%
Consensus Target
35.00
51.91%
Highest Target
35.00
51.91%

The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 35.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

+51.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Lifeway Foods, Inc. Forward Estimates of Revenue

LWAY ยท NASDAQ
Latest Revenue
212.50M
FY 2025
Avg Estimate
241.00M
FY 2026
Estimate Range
241.00M - 241.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lifeway Foods, Inc. Forward Estimates of Net Income

LWAY ยท NASDAQ
Latest Net Income
13.86M
FY 2025
Avg Estimate
20.30M
FY 2026
Estimate Range
20.30M - 20.30M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Lifeway Foods, Inc. Forward Estimates of EPS

LWAY ยท NASDAQ
Latest EPS
0.91
FY 2025
Avg Estimate
$1.33
FY 2026
Estimate Range
$1.33 - $1.33
Analyst Spread

Forward Growth Analysis

Projected Growth+46.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Lifeway Foods, Inc. Forward Estimates of EBIT

LWAY ยท NASDAQ
Latest EBIT
16.17M
FY 2025
Avg Estimate
14.13M
FY 2026
Estimate Range
14.13M - 14.13M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lifeway Foods, Inc. Forward Estimates of EBITDA

LWAY ยท NASDAQ
Latest EBITDA
20.15M
FY 2025
Avg Estimate
19.66M
FY 2026
Estimate Range
19.66M - 19.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lifeway Foods, Inc. Forward Estimates of SG&A Expense

LWAY ยท NASDAQ
Latest SG&A Expense
41.49M
FY 2025
Avg Estimate
43.97M
FY 2026
Estimate Range
43.97M - 43.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lifeway Foods, Inc. Insider Positioning

LWAY ยท NASDAQ

During the last 12 months, insiders have purchased $3.52M and sold $73.42M worth of LWAY shares, resulting in $69.90M of net selling activity.

3 Months

Bought

136.3K

3.52M

Sold

3.5M

68.93M

Net Activity

-65.4M

-$65.41M

3-6 Months

Bought

0

0.00

Sold

65.0K

1.53M

Net Activity

-1.5M

-$1.53M

6-9 Months

Bought

0

0.00

Sold

90.2K

2.37M

Net Activity

-2.4M

-$2.37M

9-12 Months

Bought

0

0.00

Sold

24.6K

595.32K

Net Activity

-595K

-$595K

Top Buyers

1
DSCML

Divisadero Street Capital Management, Lp

10 Percent Owner

68.2K sharesโ€ข2 transactions

$1.76M

2
ZW

Zolezzi William

10 Percent Owner

68.2K sharesโ€ข2 transactions

$1.76M

Top Sellers

1
DS

Danone S.A.

10 Percent Owner

3.5M sharesโ€ข1 transactions

$67.37M

2
SE

Smolyansky Edward

10 Percent Owner

125.2K sharesโ€ข6 transactions

$2.95M

3
SL

Smolyansky Ludmila

Other: Member Of 10% Owner Group

105.0K sharesโ€ข8 transactions

$2.51M

4
SJS

Scher Jason Scott

Director

24.6K sharesโ€ข2 transactions

$595K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $69.90M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.05:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$65.41M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.