LWConsumer Defensive · Packaged FoodsThe 12 Wall Street analysts covering Lamb Weston Holdings, Inc. hold a median 12-month price target of $54 — +22.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 1 Oct 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.
Volatility (41): The share price moves around a lot.
Size (21): 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 +22.6% from it.
Of the 20 most recent actions, 9 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | JP Morgan | Maintains | Neutral | $52 → $46 |
| 28 Sept 2026 | Stephens & Co. | Maintains | Equal-Weight | $55 → $50 |
| 28 July 2026 | Bernstein | Maintains | Market Perform | — |
| 28 July 2026 | Bernstein | Maintains | Market Perform | $42 → $57 |
| 28 July 2026 | Stephens & Co. | Maintains | Equal-Weight | — |
| 28 July 2026 | Stephens & Co. | Maintains | Equal-Weight | $46 → $55 |
| 28 July 2026 | TD Cowen | Maintains | Hold | — |
| 28 July 2026 | TD Cowen | Maintains | Hold | $40 → $52 |
| 27 July 2026 | Barclays | Maintains | Overweight | $50 → $56 |
| 27 July 2026 | Barclays | Maintains | Overweight | — |
| 27 July 2026 | Stifel | Maintains | Hold | — |
| 27 July 2026 | Stifel | Maintains | Hold | $45 → $52 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $54 → $57 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 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 | — |
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 2 Oct 2026, Lamb Weston Holdings, Inc. returned −27.6% against +16.2% 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 36% of US stocks
Cheaper than 72% of US stocks
Cheaper than 31% of US stocks
Cheaper than 42% of US stocks
Higher than 40% of US stocks
Higher than 27% of US stocks
Higher than 21% 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 71% 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 $5.7B and an enterprise value of $9.6B.
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: 20.1×; forward P/E: 12.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.69%, 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 →
Zacks Investment Research reports that Lamb Weston has an impressive earnings surprise history and currently possesses the combination of two key ingredients that suggest it may beat estimates again in its next quarterly report.
Why it matters — LW watchers would care because the article suggests the company may deliver another earnings beat, building on its track record.
Lamb Weston Holdings is scheduled to release its first-quarter earnings before the market opens on Tuesday, October 6. The article discusses the potential for earning $500 a month from the stock ahead of this earnings report.
Why it matters — An investor watching Lamb Weston would care because the upcoming quarterly earnings report and related dividend income considerations could affect the stock's near-term outlook.
Lamb Weston is trading at depressed valuation multiples, reflecting skepticism about its cyclical earnings power and recent operational missteps. The company's near-term outlook depends on its ability to stabilize margins, avoid further self-inflicted errors, and demonstrate credible execution amid external headwinds to restore investor confidence.
Why it matters — A Lamb Weston watcher would care because restoring investor confidence and improving execution directly affect the stock's valuation and its perceived earnings potential.
After falling 20.5% in four weeks, Lamb Weston (LW) is now technically in oversold territory, and Wall Street analysts have been revising their earnings estimates higher. This combination suggests the stock may be positioned for a trend reversal.
Why it matters — LW watchers would note that oversold conditions paired with upward analyst estimate revisions may signal the recent selloff is losing momentum.
Zacks Investment Research published an article examining Wall Street estimates for Lamb Weston's key metrics for the quarter ending August 2026, looking beyond top-line and bottom-line figures to analyze additional performance indicators.
Why it matters — The piece offers LW watchers deeper insight into the specific estimates driving analyst expectations for the upcoming quarter.
The 12 Wall Street analysts covering Lamb Weston Holdings, Inc. have a median 12-month price target of $54, with estimates ranging from $46 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 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Oct 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 +22.6% from the last close, and Ticker Nerd's factor model ranks Lamb Weston Holdings, Inc. 77 out of 100 as at 1 Oct 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: $46 to $65 over the next 12 months.
Lamb Weston Holdings, Inc. returned -27.6% over the 12 months to 2 Oct 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 (Zacks Investment Research, 2 Oct 2026): "Will Lamb Weston (LW) Beat Estimates Again in Its Next Earnings Report?". Zacks Investment Research reports that Lamb Weston has an impressive earnings surprise history and currently possesses the combination of two key ingredients that suggest it may beat estimates again in its next quarterly report.
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
