Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
β
of holders' portfolios
13F filers
2
institutions
Market cap
$7.3B
137M shares
52-week range
$37.62 β $67.07
53% from low
Sector
CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIALTIES
Exchange
NYSE
CS
Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
www.lambweston.comNo one on the platform currently holds LW.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 63,300 | $2.7M |
| Bridgewater Associatesas of 2026-03-31 | 7,655 | $323.5K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-07 | $0.3800 | 2026-09-04 |
| 2026-05-08 | $0.3800 | 2026-06-05 |
| 2026-01-30 | $0.3800 | 2026-02-27 |
| 2025-10-31 | $0.3700 | 2025-11-28 |
| 2025-08-01 | $0.3700 | 2025-08-29 |
| 2025-05-02 | $0.3700 | 2025-05-30 |
| 2025-01-31 | $0.3700 | 2025-02-28 |
| 2024-11-01 | $0.3600 | 2024-11-29 |
| 2024-08-02 | $0.3600 | 2024-08-30 |
| 2024-05-02 | $0.3600 | 2024-05-31 |
No one on the platform has traded LW yet.
| 2024-02-01 | $0.3600 | 2024-03-01 |
| 2023-11-02 | $0.2800 | 2023-12-01 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 0.59 EPS for $LW Q1 [Reporting 10/01 BMO] http://www.estimize.com/intro/lw?chart=historical&metric_name=eps&utm_conten
View on StockTwits β$SAP $LW $TRI $SHOP https://onlytradersfans.com/threads/acciones-que-estan-en-soporte.12660/
View on StockTwits β$LW Lamb Weston price target raised to $56 from $50 at Barclays Barclays raised the firm's price target on Lamb Weston to $56 from $50 and keeps an Overweight rating on the shares. The firm is "encouraged by the sense of urgency" regarding the next phase of Lamb's strategic transformation. Recent board additions are accelerating work around potential strategic actions in Europe and pushing a more performance-oriented culture, the analyst tells investors in a research note.
View on StockTwits β$LW Lamb Weston price target raised to $57 from $54 at Wells Fargo Wells Fargo analyst Marc Torrente raised the firm's price target on Lamb Weston to $57 from $54 and keeps an Overweight rating on the shares. The firm notes Q4 had upside complemented by a solid FY27 outlook, though share reaction was somewhat muted. Wells remains constructive on the North America turnaround progress as volume momentum and cost savings drive an improved earnings/free cash flow outlook.
View on StockTwits β$LW - Lamb Weston Holdings Inc - 10K - Updated Risk Factors LW flags new risks from 2026 Middle East conflicts and a Venezuelan geopolitical shift driving shipping route disruption, energy and commodity volatility, higher logistics costs, and port congestion, plus new execution risk around a fresh 2026 Cost Savings Program and IT/ERP transition issues that have already hurt volumes and margins. #FoodProcessing #GeopoliticalRisk #SupplyChainDisruption #CostReduction #ITSystemTransition π’ Added π Removed https://d-risk.ai/LW/10-K/2026-07-24
View on StockTwits β$LW Based on earnings report, this will retrace back below $42. Current price can't justify stagnant revenue growth.
View on StockTwits βhttps://www.marketbeat.com/earnings/reports/2026-7-24-lamb-weston-holdings-inc-stock/ $LW Lamb Weston Earnings Transcript
View on StockTwits β$LW so they had EPS of $0.80 compared to the estimate of $0.62. Thatβs 29% π pretty good
View on StockTwits β$LW Q4 '26 Earnings Results & Recap β’ Reported GAAP EPS of $0.80 down -5.88% YoY β’ Reported revenue of $1.77B up 5.63% YoY β’ Lamb Weston Holdings, Inc. targets fiscal 2027 net sales growth of 0.0% to 1.0%, adjusted EBITDA of $1.1 billion to $1.2 billion, and adjusted diluted EPS of $2.95 to $3.25.
View on StockTwits βLamb Weston shares are pricing in a 9.7% move ahead of the company's July 24 earnings report before the market opens, according to Bloomberg options data. The potato products maker has exhibited substantial earnings-related volatility, with several quarterly reports producing moves well beyond market expectations. The stock plunged 26.1% following its December 2025 earnings release despite options implying a 9% move, while shares gained 14.9% after July 2025 results versus a 9.9% implied move. Earlier, Lamb Weston fell 27.6% after its July 2024 report, far exceeding the 8.1% move anticipated by options markets. More recently, shares declined 7.3% after April 2026 earnings, a smaller move than the 10.3% implied by options. The company's earnings history highlights its potential for significant upside and downside surprises, making it one of the more volatile consumer staples names during earnings season. $LW
View on StockTwits β$GIS everyone sleeps on this one but walmart is 22% of their revenue thats not a risk thats a moat, walmart isnt dropping general mills locked in shelf space at the biggest retailer in the country pretty defensible when you think about it $K $TR $LW $HRL
View on StockTwits β$LW think a takeover is in the works on this name. Took some lotto calls for Jan and shares
View on StockTwits β$LW seeing some interesting action today A single buyer just swept about $500k in Jan 2027 $55 calls All 1,947 contracts were ask-side sweeps with volume over 4 times the prior open interest This is a big upside bet and with no news catalyst it feels like someone is positioning for the long haul, not a quick flip Stock jumped 3.15% today, way above the +0.13% over the last five days All call flow, zero puts If this strength and call volume keep up we might be looking at a trend shift But without a clear catalyst, short-term traders might want to wait for a pullback or more confirmation before diving in
View on StockTwits βRecent $TICKER stream from stocktwits.com β refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $6.5B | -0.4% | $3.04 | $2.95β$3.12 | 17.5Γ | 8 |
| 2028 | $6.6B | +1.6% | $3.39 | $2.43β$3.66 | 15.7Γ | 8 |
| 2029 | $6.8B | +2.6% | $3.71 | $3.38β$4.07 | 14.3Γ | 5 |
| 2030 | $7.0B | +3.6% | $4.13 | $4.06β$4.20 | 12.9Γ | 1 |
Forward consensus Β· growth is YoY vs the prior fiscal-year estimate Β· Fwd P/E at the current price Β· source: Financial Modeling Prep
| $6.6B |
| β |
| OLLIOllie's Bargain Outlet Holdings, Inc. | $77.69 | -0.72% | $4.7B | β |
| POSTPost Holdings, Inc. | $80.54 | -0.05% | $3.7B | β |
Source: Financial Modeling Prep Β· peers by sector/industry