LWConsumer Defensive · Packaged FoodsThe 12 Wall Street analysts covering Lamb Weston Holdings, Inc. hold a median 12-month price target of $55 — +3.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Lamb Weston Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (95): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (38): The share price moves around a lot.
Size (19): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LW, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +3.6% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Bernstein | Maintains | Market Perform | $42 → $57 |
| 28 July 2026 | Stephens & Co. | Maintains | Equal-Weight | $46 → $55 |
| 28 July 2026 | TD Cowen | Maintains | Hold | $40 → $52 |
| 27 July 2026 | Barclays | Maintains | Overweight | $50 → $56 |
| 27 July 2026 | Stifel | Maintains | Hold | $45 → $52 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $54 → $57 |
| 21 July 2026 | Barclays | Maintains | Overweight | $46 → $50 |
| 21 July 2026 | Barclays | Maintains | Overweight | — |
| 9 July 2026 | JP Morgan | Maintains | Neutral | $43 → $48 |
| 9 July 2026 | JP Morgan | Maintains | Neutral | — |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | $46 → $54 |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 27 May 2026 | Stephens & Co. | Initiates | Equal-Weight | — |
| 2 Apr 2026 | B of A Securities | Maintains | Neutral | — |
| 2 Apr 2026 | Barclays | Maintains | Overweight | — |
| 2 Apr 2026 | BNP Paribas | Maintains | Neutral | — |
| 2 Apr 2026 | Stifel | Maintains | Hold | — |
| 2 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 30 Mar 2026 | Deutsche Bank | Maintains | Hold | — |
| 24 Mar 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LW appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 31% of US stocks
Cheaper than 68% of US stocks
Cheaper than 28% of US stocks
Cheaper than 38% of US stocks
Higher than 40% of US stocks
Higher than 27% of US stocks
Higher than 22% of US stocks
Higher than 64% of US stocks
Higher than 58% of US stocks
Higher than 76% of US stocks
Higher than 81% of US stocks
Higher than 64% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lamb Weston Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Lamb Weston Holdings, Inc. presented at the Bank of America SMID Cap Virtual Conference. A transcript of the presentation is now available from Seeking Alpha.
Why it matters — Investors following Lamb Weston can review management's comments and messaging from a major investor conference.
Lamb Weston reported a 7% rise in fourth-quarter volume and an earnings beat, though weaker price/mix, margin pressure, and softer International results clouded its FY27 outlook.
Why it matters — LW watchers will care because strong volume growth was offset by margin and pricing concerns that dampen the company's forward outlook.
LW shares gained 13.1% over the past month, driven by North America volume growth and cost savings that offset pricing pressure and International weakness, supporting continued momentum.
Why it matters — A Lamb Weston watcher would note the recent share-price momentum, with North American volume gains and cost savings helping counterbalance pricing pressure and softer International results.
A Zacks Investment Research item notes that Lamb Weston's volume gains and lower manufacturing costs support earnings, while pricing pressure and International weakness keep risks in view.
Why it matters — LW watchers would care because the item highlights the balance between supportive volume and cost factors and ongoing pricing and international headwinds facing the company.
An executive at Lamb Weston Holdings disposed of 3,820 shares of the company's stock at $53.18 per share, totaling approximately $203,100. The sale reduced the insider's total equity holdings by 6% and his direct position by 11%.
Why it matters — A reduction of an insider's stake can draw attention from investors monitoring executive shareholding changes at Lamb Weston.
The 12 Wall Street analysts covering Lamb Weston Holdings, Inc. have a median 12-month price target of $55, with estimates ranging from $52 to $65. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Lamb Weston Holdings, Inc., 4 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lamb Weston Holdings, Inc. 76 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Lamb Weston Holdings, Inc. ranks 76 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (95 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +3.6% from the last close, and Ticker Nerd's factor model ranks Lamb Weston Holdings, Inc. 76 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lamb Weston Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $52 to $65 over the next 12 months.
Lamb Weston Holdings, Inc. returned -0.2% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Lamb Weston Holdings, Inc. is a consumer staples company specializing in value-added frozen potato products for global foodservice and retail markets.
The most recent item we track (Seeking Alpha, 12 Aug 2026): "Lamb Weston Holdings, Inc. (LW) Presents at Bank of America SMID Cap Virtual Conference Transcript". Lamb Weston Holdings, Inc. presented at the Bank of America SMID Cap Virtual Conference. A transcript of the presentation is now available from Seeking Alpha.
Lamb Weston Holdings, Inc. is a consumer staples company specializing in value-added frozen potato products for global foodservice and retail markets. The company produces a broad range of items including french fries, sweet potato fries, tater tots, hash browns, mashed potatoes, diced potatoes, and potato chips, serving both branded and private-label demand. Lamb Weston supplies quick-service and full-service restaurant chains, foodservice distributors, and institutions such as schools, businesses, and convenience stores, as well as grocery, mass, club, and specialty retailers. Its portfolio includes products under the Lamb Weston name, licensed brands, and retailers’ own brands. A significant portion of sales is generated in North America, complemented by distribution into many international markets. Headquartered in Eagle, Idaho, and founded in 1950, Lamb Weston plays a key role in the packaged foods industry as one of the largest global providers of frozen potato products by volume and value.
CEO Mr. Michael Jared Smith · 10,000 employees · United States · https://www.lambweston.com