LW - NYSE
Lamb Weston Holdings, Inc.
$41.94
-1.5%Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also offers its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' brands. In addition, it engages in the vegetable and dairy businesses. The company serves retail and foodservice customers; and grocery, mass merchants, club, and specialty retailers; and businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.
At a Glance
Live SnapshotLamb Weston Holdings, Inc. Street Expectations Map
Wall Street analysts project that LW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 49.60, with estimates ranging from a low of 46.00 to a high of 55.00.
The consensus 1-year price target stands at 49.60, with estimates ranging from a low of 46.00 to a high of 55.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Lamb Weston Holdings, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Lamb Weston Holdings, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Lamb Weston Holdings, Inc. Forward Estimates of EPS
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
Lamb Weston Holdings, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Lamb Weston Holdings, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Lamb Weston Holdings, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Lamb Weston Holdings, Inc. Insider Positioning
During the last 12 months, insiders have purchased $19.21M and sold $100K worth of LW shares, resulting in $19.11M of net buying activity.
3 Months
403.1K
16.78M
0
0.00
+16.8M
+$16.78M
3-6 Months
50.0K
2.43M
0
0.00
+2.4M
+$2.43M
6-9 Months
0
0.00
1.6K
99.97K
-100K
-$100K
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Jana Partners Management, Lp
Director, Other: See Remarks
$16.07M
Craps Jan Eli B
Director, Officer: Executive Chair
$2.43M
Gray James D
Officer: Chief Financial Officer
$404K
Bensen Peter J
Director
$197K
Prestage Norman
Director
$104K
Top Sellers
Jones Gregory W
Officer: Vp And Controller
$100K
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $19.11M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.
Insider Activity Insight
Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.
Related Guides
Continue your LW research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.