LWConsumer Defensive · Packaged FoodsThe 12 Wall Street analysts covering Lamb Weston Holdings, Inc. hold a median 12-month price target of $55 — +14.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 8 Sept 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 (96): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (44): Sales and profits are flat, shrinking, or growing more slowly than they were.
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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.3% 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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Sept 2026, Lamb Weston Holdings, Inc. returned −13.2% against +18.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
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 32% of US stocks
Cheaper than 69% of US stocks
Cheaper than 28% of US stocks
Cheaper than 39% 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 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lamb Weston Holdings, Inc. has a market value of $6.6B and an enterprise value of $10.6B.
Revenue in the twelve months to 31 May 2026: $6.6B. The latest quarter grew 5.6% year on year.
Net income over the same four quarters: $290.0M, a 4.4% net margin.
Diluted earnings per share, trailing twelve months: $2.08.
Free cash flow in the twelve months to 31 May 2026: $540.2M, after $376.7M of capital spending.
Lamb Weston Holdings, Inc. spent $122.8M on share buybacks and $207.5M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 23.7×; forward P/E: 14.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.16%, paying out 72% of earnings.
Lamb Weston Holdings, Inc. employs 10,000 people — $661K of revenue per employee.
Data provided by Twelve Data
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 →
Morningstar highlights Lamb Weston among defensive stocks to buy in September, describing it as undervalued with an economic moat that can provide stability if the stock market declines.
Why it matters — For Lamb Weston watchers, the article presents the company as an undervalued defensive holding with a competitive moat, which could support investor confidence amid market volatility.
Lamb Weston announced it will report its fiscal 2027 first quarter financial results on October 6, 2026, with the news release issued around 8:00 a.m. ET followed by a conference call at 9:00 a.m. ET. The webcast and accompanying materials will be available on the company's Investor Relations page.
Why it matters — This sets the date for Lamb Weston's next quarterly earnings disclosure and investor call, which LW shareholders and analysts will be watching for an update on the company's financial performance.
A law firm is encouraging Lamb Weston Holdings shareholders to contact them regarding potential breaches of fiduciary duties by the company's insiders. The firm notes it would handle matters on a contingent fee basis.
Why it matters — The announcement signals a possible shareholder legal action over insider conduct at Lamb Weston, which LW watchers may find relevant.
Schubert Jonckheer & Kolbe LLP announced it is investigating potential legal claims against Lamb Weston Holdings, Inc. over alleged false and misleading statements concerning the company's efforts to modernize its business operations and systems. The investigation follows a 28% drop in the company's stock price.
Why it matters — A law firm investigation into alleged false statements could signal potential legal and reputational risk for Lamb Weston shareholders.
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.
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. 77 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Sept 2026, Lamb Weston Holdings, Inc. ranks 77 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +14.3% from the last close, and Ticker Nerd's factor model ranks Lamb Weston Holdings, Inc. 77 out of 100 as at 8 Sept 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 -13.2% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Lamb Weston Holdings, Inc. is a global food processing company focused on the production, distribution, and marketing of value-added frozen potato products.
The most recent item we track (Morningstar, 9 Sept 2026): "3 Defensive Stocks to Buy in September". Morningstar highlights Lamb Weston among defensive stocks to buy in September, describing it as undervalued with an economic moat that can provide stability if the stock market declines.
Lamb Weston Holdings, Inc. is a global food processing company focused on the production, distribution, and marketing of value-added frozen potato products. The company supplies frozen fries, sweet potato products, and selected appetizers to restaurants, foodservice distributors, retailers, and other commercial customers across North America and international markets. Its portfolio includes products sold under the Lamb Weston brand, as well as private-label offerings tailored to customer needs. Lamb Weston serves quick-service chains, full-service restaurants, wholesalers, club retailers, grocery channels, and institutional buyers, making it an important supplier within the frozen prepared foods category. Headquartered in Eagle, Idaho, Lamb Weston Holdings, Inc. plays a significant role in the global foodservice supply chain through its broad product range and wide customer reach.
CEO Mr. Michael Jared Smith · 10,000 employees · United States · https://www.lambweston.com
