BNP Paribas Exane Cuts Lamb Weston (NYSE:LW) Price Target to $41.00

Lamb Weston (NYSE:LW) had its price objective cut by BNP Paribas Exane from $48.00 to $41.00 in a report released on Thursday morning,Benzinga reports. They currently have a neutral rating on the specialty retailer’s stock.

Several other equities analysts have also weighed in on LW. Jefferies Financial Group lifted their target price on shares of Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a report on Friday, December 12th. Bank of America lowered their price target on shares of Lamb Weston from $49.00 to $47.00 and set a “neutral” rating on the stock in a report on Thursday. TD Cowen dropped their price target on shares of Lamb Weston from $60.00 to $55.00 and set a “hold” rating on the stock in a research report on Monday, December 22nd. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Lamb Weston in a report on Friday, March 27th. Finally, Stifel Nicolaus decreased their price objective on shares of Lamb Weston from $50.00 to $45.00 and set a “hold” rating for the company in a research report on Thursday. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $48.00.

Lamb Weston Stock Up 0.1%

Shares of LW opened at $39.40 on Thursday. The company has a market capitalization of $5.47 billion, a price-to-earnings ratio of 18.41, a PEG ratio of 5.68 and a beta of 0.49. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The stock’s 50-day moving average price is $45.03 and its 200-day moving average price is $51.72. The company has a quick ratio of 0.64, a current ratio of 1.46 and a debt-to-equity ratio of 1.99.

Lamb Weston (NYSE:LW) last announced its quarterly earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.11. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The company had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period last year, the business earned $1.10 earnings per share. Lamb Weston’s quarterly revenue was up 2.9% on a year-over-year basis. On average, sell-side analysts predict that Lamb Weston will post 3.1 EPS for the current year.

Insider Buying and Selling at Lamb Weston

In other Lamb Weston news, insider Jan Eli B. Craps bought 50,000 shares of Lamb Weston stock in a transaction dated Friday, February 6th. The stock was acquired at an average cost of $48.65 per share, with a total value of $2,432,500.00. Following the purchase, the insider directly owned 300,000 shares in the company, valued at $14,595,000. This represents a 20.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. 0.29% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lamb Weston

A number of institutional investors have recently added to or reduced their stakes in LW. AlphaQuest LLC raised its position in Lamb Weston by 115.5% during the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 239 shares during the period. MCF Advisors LLC grew its position in shares of Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 199 shares during the period. Quent Capital LLC purchased a new stake in shares of Lamb Weston during the third quarter worth about $29,000. Motco purchased a new stake in shares of Lamb Weston during the third quarter worth about $30,000. Finally, Hantz Financial Services Inc. raised its position in shares of Lamb Weston by 380.7% during the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 571 shares during the last quarter. Institutional investors and hedge funds own 89.56% of the company’s stock.

Trending Headlines about Lamb Weston

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

• Positive Sentiment: Lamb Weston beat Q3 revenue and EPS expectations, showing revenue of $1.56B and adjusted EPS of $0.72, which underpins the argument that top-line demand remains resilient. Earnings Call Transcript
• Positive Sentiment: Management reiterated its “Focus to Win” cost‑savings program and a $250M target (management says it’s on track), which could help margin recovery and free cash flow over time. Earnings Highlights
• Positive Sentiment: Lower contracted potato input costs (North America low‑single-digit decline, Europe mid‑teens) were flagged as a potential tailwind for fiscal 2027 margins. MarketBeat Analysis
• Neutral Sentiment: Analysts’ consensus remains mixed: the street’s average rating is around “Hold” even as some firms retain overweight views — reflecting uncertainty rather than clear bullishness. Analyst Consensus
• Negative Sentiment: Several brokers trimmed price targets after the quarter (BNP Paribas Exane to $41, Barclays to $46, Stifel/Wells Fargo/BofA lowered targets), signaling reduced near‑term earnings visibility and prompting selling pressure. BNP Paribas PT Cut
• Negative Sentiment: Analysts cut their forecasts and models after the results, citing persistent margin erosion from international expansion, mix and plant utilization — the main reason the stock has been under pressure despite a beat. Benzinga Coverage

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.