Lamb Weston Holdings Inc. ($LW) Stock Forecast: Down 5.7% Today

What is Lamb Weston Holdings Inc.?

Lamb Weston Holdings, Inc. (LW) is a major supplier for McDonald's, specializing in frozen potato products. The company reported strong third-quarter earnings, surpassing revenue and earnings predictions, but faced a notable stock decrease due to a revised outlook for the full year.

Why is Lamb Weston Holdings Inc. going down?

LW stock is down 5.7% on Apr 2, 2026 13:56

• Lamb Weston displayed a robust Q3 performance, outperforming revenue and earnings expectations, but its stock dipped by 9% following a reduction in the full-year adjusted EBITDA guidance, falling below market forecasts.
• Despite facing short-term challenges and a difficult restaurant traffic environment, Wall Street analysts expressed optimism about Lamb Weston's long-term prospects.
• The company's updated forecasts, which included a decrease in adjusted EBITDA outlook and lower capital expenditure estimates, influenced negative market sentiment.
• Barclays' maintained confidence in Lamb Weston by endorsing an Overweight rating and setting a price target of $55, signaling belief in the company's future recovery potential despite recent stock setbacks.

LW Price Chart

LW Technical Analysis

LW News

McDonald's supplier Lamb Weston posts ‘solid’ Q3 beat, but stock tumbles on narrowed outlook: Wall Street still sees hope

Lamb Weston, a key supplier for McDonald's, reported a "solid" beat for its third-quarter earnings, yet its stock declined due to a narrowed outlook. Despite the immediate market reaction, Wall Street analysts maintain a positive long-term view, anticipating an eventual recovery for the company.

https://www.msn.com/en-us/money/topstocks/mcdonald-s-supplier-lamb-weston-posts-solid-q3-beat-but-stock-tumbles-on-narrowed-outlook-wall-street-still-sees-hope/ar-AA1ZYSyE?ocid=finance-verthp-feeds

McDonald's Supplier Lamb Weston Posts ‘Solid’ Q3 Beat, But Stock Tumbles On Narrowed Outlook: Wall Street Still Sees Hope

Lamb Weston Holdings, Inc. (LW) reported a "solid" Q3 beat with a 3% year-on-year revenue growth and adjusted earnings of $0.72 per diluted share, surpassing Wall Street estimates. However, the stock tumbled 9% after the company narrowed its full-year adjusted EBITDA outlook, falling below market expectations despite raising its net sales forecast. Wall Street analysts maintained "neutral" ratings, acknowledging the beat but citing shorter-term headwinds and a tough restaurant traffic environment.

https://stocktwits.com/news-articles/markets/equity/lw-stock-slides-after-q3-earnings-beat-draws-retail-buzz/cZ7xl11RIFM

Lamb Weston's Q3 Earnings Beat Estimates, Sales Rise 3% Y/Y

Lamb Weston Holdings, Inc. reported solid third-quarter fiscal 2026 results, with both net sales and earnings beating Zacks Consensus Estimates. While net sales increased 3% year-over-year to $1,564.8 million, adjusted earnings declined 37% to 72 cents due to reduced gross profit and elevated SG&A expenses. The company also updated its full-year fiscal 2026 outlook, narrowing its adjusted EBITDA projection and lowering capital expenditure estimates.

https://uk.finance.yahoo.com/news/lamb-westons-q3-earnings-beat-163000923.html

[10-Q] Lamb Weston Holdings, Inc. Quarterly Earnings Report

Lamb Weston Holdings, Inc. filed its quarterly earnings report (Form 10-Q) for the period ended February 22, 2026. The report details the company's financial performance, including net sales of $1,564.8 million for the thirteen weeks ended February 22, 2026, and $4,842.2 million for the thirty-nine weeks ended February 22, 2026. Key financial data, segment performance, and legal proceedings, including class-action complaints, are discussed in the filing.

https://www.stocktitan.net/sec-filings/LW/10-q-lamb-weston-holdings-inc-quarterly-earnings-report-a45715077614.html

Barclays reiterates Overweight rating on Lamb Weston stock at $55

Barclays has reiterated its Overweight rating and $55 price target for Lamb Weston (NYSE:LW) after the company reported strong third-quarter fiscal 2026 results, beating revenue and earnings expectations for the third consecutive quarter. Despite positive performance driven by North America, the stock is trading near its 52-week low. The company also raised the midpoint of its fiscal 2026 guidance for both sales and EBITDA.

https://www.investing.com/news/analyst-ratings/barclays-reiterates-overweight-rating-on-lamb-weston-stock-at-55-93CH-4593794

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Lamb Weston Holdings Inc. Price History

01.03.2026 - LW Stock was down 5.2%

• The bearish movement in LW stock today could be attributed to the significant decrease in net income and diluted EPS despite the increase in sales, which may have disappointed investors.
• Stifel's "Hold" rating and concerns about the international segment's performance might have contributed to the negative sentiment surrounding the stock.
• The company's proactive measures to balance market supply and demand amidst competitive international conditions could be seen as a positive step, but investors may still be cautious about the overall outlook.
• Overall, the mixed results in Q3 earnings, coupled with concerns about overvaluation and the challenging market environment, likely led to the bearish movement in LW stock today.

01.03.2026 - LW Stock was down 5.1%

• The bearish movement in Lamb Weston Holdings, Inc. (LW) stock today can be attributed to a combination of factors:
• Despite an increase in sales, the significant decrease in net income and diluted EPS for the third quarter and nine months ending February 22, 2026, likely raised concerns among investors about the company's profitability and financial performance.
• The challenges faced by the company in international markets, as highlighted in their efforts to balance market supply and demand, may have contributed to the negative sentiment surrounding the stock.
• The decline in Q3 2026 profits, driven by unfavorable global price/mix and higher manufacturing costs, along with the write-off of excess raw potatoes in the International segment, could have further dampened investor confidence in the company's earnings potential.
• Despite the mixed results, the improved guidance for net sales and tightened Adjusted EBITDA outlook, along with cost-saving initiatives and operational efficiency measures, suggest a strategic shift towards enhancing long-term sustainability and profitability, which could potentially stabilize the stock in the future.

04.01.2026 - LW Stock was up 5.6%

• The bullish movement in LW stock today can be attributed to the positive market reception of the company's recent leadership appointments and strategic changes aimed at driving growth and enhancing shareholder value.
• The appointment of Jan Craps as Executive Chair and James D. Gray as CFO, along with the emphasis on aligning their interests with long-term shareholder value, has likely instilled confidence in investors regarding the company's future prospects.
• The reinforcement of Lamb Weston's "Focus to Win" strategy, coupled with the recognition of its Fries range as the Product of the Year in the UK Chips category, showcases the company's commitment to innovation and market excellence, further boosting investor sentiment.
• Overall, the combination of strong leadership additions, strategic direction, and market recognition has propelled LW stock to a bullish trajectory, signaling optimism among investors about the company's growth potential and value creation initiatives.

02.03.2026 - LW Stock was down 5.7%

• Lamb Weston displayed a robust Q3 performance, outperforming revenue and earnings expectations, but its stock dipped by 9% following a reduction in the full-year adjusted EBITDA guidance, falling below market forecasts.
• Despite facing short-term challenges and a difficult restaurant traffic environment, Wall Street analysts expressed optimism about Lamb Weston's long-term prospects.
• The company's updated forecasts, which included a decrease in adjusted EBITDA outlook and lower capital expenditure estimates, influenced negative market sentiment.
• Barclays' maintained confidence in Lamb Weston by endorsing an Overweight rating and setting a price target of $55, signaling belief in the company's future recovery potential despite recent stock setbacks.

19.11.2025 - LW Stock was down 19.0%

• The bearish movement in Lamb Weston's stock price today can be attributed to several factors:
• Despite beating Q2 earnings and revenue estimates, the company faced a 12% drop in its stock price, primarily due to a decline in pricing and unfavorable pricing/mix in the recent quarter.
• The flat sales on a constant currency basis, coupled with an 8% decline in price/mix, impacted the company's profitability, leading to lower profits despite manufacturing efficiencies offsetting inflation.
• While Lamb Weston reaffirmed its full-year guidance and even announced a 3% increase in its quarterly dividend, the market reaction seems to have been influenced more by the pricing challenges and competitive market conditions the company is facing.
• Investors might be concerned about the company's ability to maintain its growth trajectory amidst pricing pressures and higher international costs, leading to the significant bearish movement in the stock today.

19.11.2025 - LW Stock was down 26.1%

• Despite surpassing earnings and revenue expectations, Lamb Weston’s stock faced a decline due to pricing pressures and conservative guidance, raising concerns about its future profitability.
• The 52-week low closing price reflected a noticeable decrease in investor confidence, even though the company remains financially robust and consistently raises dividends.
• Investors seemed more focused on future prospects rather than past performance, as evidenced by the market's response to the company's positive Q4 results and lowered guidance.
• The substantial stock price decrease, despite beating Q2 earnings and revenue forecasts, underscores the influence of pricing pressures and the significance of forward-looking guidance on investor sentiment.

19.11.2025 - LW Stock was down 23.9%

• LW stock plunged 22% after reporting underwhelming earnings and guidance, sparking concerns among investors about future performance.
• Market concerns were driven by pricing pressure affecting sales volume, a decrease in international profitability, and macroeconomic uncertainties weighing on overall performance.
• Despite topping second-quarter earnings estimates, an 8% drop in price/mix due to competition and customer actions had a significant impact on the stock.
• The company's reaffirmation of its fiscal 2026 guidance, projecting constant-currency sales between $6.35 billion and $6.55 billion, did not reassure investors, contributing to the sharp decline in LW stock.

06.01.2026 - LW Stock was up 5.2%

• The appointment of Jan Craps as executive chair and James D. Gray as CFO at Lamb Weston Holdings, Inc. seems to have instilled confidence in investors, leading to a bullish movement in the stock.
• The focus on accelerating growth and improving shareholder returns by the new leadership team is likely viewed positively by the market, contributing to the upward momentum in LW.
• The company's reiterated fiscal year 2026 guidance and commitment to shareholder-friendly practices, such as consistent dividend raises and share buybacks, could have further bolstered investor sentiment and contributed to the bullish market movement of LW today.

13.02.2026 - LW Stock was down 5.4%

• LW stock fell by 6.88% to $40.45, marking the fourth consecutive day of losses, underperforming compared to competitors and major indices like the S&P 500 and Dow Jones Industrial Average.
• Capital Research Global Investors and other institutional investors increased their stakes in LW, reflecting confidence in the company despite the recent stock performance.
• Activist investor Starboard Value's push for deeper cost cuts and asset review at LW may have contributed to market concerns and the bearish movement, as investors assess the potential impact of these actions on the company's future profitability.
• The upcoming exit of LW from the S&P 500, along with scrutiny on its underperformance and undervaluation, adds further uncertainty to the stock's outlook, prompting investors to closely monitor developments.

17.01.2026 - LW Stock was down 5.6%

• Despite reporting better-than-expected earnings, LW experienced a bearish movement due to a lack of upside in fiscal year guidance and diminishing international segment visibility.
• The appointment of a new executive chair with extensive global consumer business experience aims to drive growth for the company, which has been addressing performance issues.
• Analyst consensus shifting to a "Hold" rating from a "Moderate Buy" despite rebounding performance in 2026 suggests caution among investors, with some suggesting exploring other AI stocks for higher returns in the short term.

17.01.2026 - LW Stock was down 4.1%

• The bearish movement in LW's stock today could be attributed to the overall mixed analyst sentiment despite recent positive earnings and revenue performance.
• The shift in analyst consensus from "Moderate Buy" to "Hold" might have caused uncertainty among investors, leading to selling pressure on the stock.
• Despite the company's efforts to address performance issues and meet fiscal targets, the market reaction seems to reflect caution among investors regarding the stock's future trajectory.
• The broader market conditions and potential concerns about the company's ability to sustain its recent rebound could also have contributed to the bearish movement in LW's stock today.

12.02.2026 - LW Stock was down 5.6%

• Capital Research Global Investors and other institutional investors significantly increased their stakes in Lamb Weston, showing confidence in the company's potential despite the bearish trend.
• Starboard Value's push for deeper cost cuts and asset review has created uncertainty among investors, leading to a sell-off of LW shares.
• Analysts have a mixed view on LW, with some upgrading the stock and raising target prices, while others express concerns about the company's underperformance and potential risks.
• Jim Cramer's analysis of LW's struggles, including a significant stock decline and pressure from activist investors, adds to the negative sentiment surrounding the stock, contributing to today's bearish movement.