Bank of America Cuts Lamb Weston (NYSE:LW) Price Target to $47.00

Lamb Weston (NYSE:LW) had its price target dropped by investment analysts at Bank of America from $49.00 to $47.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the specialty retailer’s stock. Bank of America‘s target price would suggest a potential upside of 22.45% from the company’s previous close.

Other analysts have also recently issued research reports about the stock. Barclays cut their price target on shares of Lamb Weston from $68.00 to $55.00 and set an “overweight” rating on the stock in a report on Tuesday, December 23rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Lamb Weston in a research report on Friday, March 27th. BNP Paribas Exane set a $48.00 price target on shares of Lamb Weston in a research note on Monday, December 22nd. Sanford C. Bernstein restated a “market perform” rating and issued a $46.00 price objective on shares of Lamb Weston in a report on Monday, December 29th. Finally, Stifel Nicolaus reduced their target price on Lamb Weston from $63.00 to $50.00 and set a “hold” rating on the stock in a report on Monday, December 22nd. Three equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Lamb Weston presently has an average rating of “Hold” and a consensus price target of $50.90.

Lamb Weston Stock Performance

Shares of NYSE:LW opened at $38.38 on Thursday. The company has a current ratio of 1.43, a quick ratio of 0.64 and a debt-to-equity ratio of 2.08. The company has a market cap of $5.33 billion, a price-to-earnings ratio of 13.81, a price-to-earnings-growth ratio of 6.15 and a beta of 0.43. Lamb Weston has a 12 month low of $38.18 and a 12 month high of $67.07. The company has a 50-day moving average price of $45.21 and a 200-day moving average price of $51.97.

Lamb Weston (NYSE:LW) last released its quarterly earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.63 by $0.09. The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.49 billion. Lamb Weston had a return on equity of 27.71% and a net margin of 6.06%.Lamb Weston’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.10 EPS. As a group, equities analysts anticipate that Lamb Weston will post 3.1 EPS for the current year.

Insider Buying and Selling

In other Lamb Weston news, insider Jan Eli B. Craps acquired 50,000 shares of the business’s stock in a transaction on Friday, February 6th. The shares were acquired at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the completion of the acquisition, the insider owned 300,000 shares in the company, valued at $14,595,000. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.29% of the stock is owned by insiders.

Institutional Trading of Lamb Weston

Hedge funds have recently made changes to their positions in the stock. AlphaQuest LLC grew its stake in shares of Lamb Weston by 115.5% in the 3rd quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock worth $26,000 after buying an additional 239 shares during the last quarter. Quent Capital LLC bought a new stake in Lamb Weston in the third quarter worth $29,000. Motco purchased a new stake in shares of Lamb Weston in the third quarter worth $30,000. Blue Trust Inc. grew its stake in shares of Lamb Weston by 333.3% in the third quarter. Blue Trust Inc. now owns 637 shares of the specialty retailer’s stock worth $37,000 after acquiring an additional 490 shares during the last quarter. Finally, MCF Advisors LLC increased its holdings in shares of Lamb Weston by 44.2% during the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 199 shares in the last quarter. 89.56% of the stock is owned by institutional investors.

Key Stories Impacting Lamb Weston

Here are the key news stories impacting Lamb Weston this week:

• Positive Sentiment: Q3 beats and guidance lift — Revenue of $1.56B and adjusted EPS of $0.72 topped Street estimates; management raised the midpoint of fiscal‑year net sales and EBITDA while cutting expected 2026 capex. Lamb Weston Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Cash and cost discipline — Management reiterated a $250M cost‑savings goal (on track), reduced capex by ~$100M and reported ~$339M YTD free cash flow, which supports a pivot toward cash generation. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Neutral Sentiment: Input‑cost tailwind potential — Management expects lower contracted potato costs in FY2027 (low‑mid single digit N. America, mid‑teen Europe), a possible catalyst for margin recovery if volumes hold. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Neutral Sentiment: Value/bottom thesis exists — Some analysts and commentaries see Q3 as a potential bottom and highlight attractive valuation, dividend yield and a longer‑term recovery case. Lamb Weston: Q3 May Represent A Bottom (Upgrade)
• Negative Sentiment: Margin pressure and weak pricing — Management cited factory utilization, softer international demand and pricing pressure that materially compressed margins and drove EPS well below last year’s level; that outlook drove the selloff despite the beats. What’s Going On With Lamb Weston Stock Today?
• Negative Sentiment: International demand weakness & activist pressure — Slower restaurant traffic overseas and scrutiny from an activist investor increase execution risk and investor impatience. Lamb Weston Earnings Top Estimates. Why The Stock Is Barely Budging.
• Negative Sentiment: Analyst downside / price‑target cuts — Some firms have trimmed forecasts and at least one bank lowered its price target (signaling limited near‑term upside). Deutsche Bank Aktiengesellschaft Lowers Lamb Weston (NYSE:LW) Price Target to $40.00

Lamb Weston Company Profile

Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company’s portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.

Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world’s largest producers of frozen potato products.