Lamb Weston stock heads into earnings after target cut

Published on 09/29/2026 at 06:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Stephens cut its target from USD 55.00 to USD 50.00 on September 28, 2026. Lamb Weston stock has fiscal first-quarter earnings scheduled for October 6.

Industrielle Kartoffelverarbeitungsanlage bei Sonnenuntergang mit Silos und Lastwagen — Fotorealistische Tiefkühlkost-Produktionsanlage im Sonnenuntergang zeigt Lamb Weston Aktie ISIN US5132721045 der Branche, Illustration mit AI erstellt.

Lamb Weston Holdings, Inc. (US5132721045) was last at USD 43.18 on the NYSE on September 28, 2026 at 4:00 p.m. ET, while TradingView identifies the company as NYSE-listed under ticker LW. The immediate catalyst is a lower Stephens target ahead of Lamb Weston's next earnings report.

Stephens lowers target to USD 50.00

According to Investing.com on September 28, 2026, Stephens reduced its Lamb Weston price target from USD 55.00 to USD 50.00 and retained an Equal Weight rating.

Investing.com reported that Stephens linked the change to a deteriorating European potato crop, with lower acreage, weaker yields and smaller potato sizing raising uncertainty around fiscal 2027 procurement costs. The USD 50.00 target lies 15.79 percent above the USD 43.18 price.

Results beat consensus but margins matter

MarketBeat reported that Lamb Weston's fiscal fourth-quarter adjusted EPS was USD 0.87, above the USD 0.63 consensus, while revenue reached USD 1.77 billion versus a USD 1.70 billion estimate. Revenue increased 5.60 percent year over year, but the same report cited a 4.39 percent net margin.

For fiscal 2027, Lamb Weston set adjusted EPS guidance at USD 2.95-3.25, according to MarketBeat. That combination of earnings above consensus and a lower target puts procurement costs and international recovery at the center of the next investor checkpoint.

October 6 earnings set the next test

Nasdaq lists October 6, 2026 as the expected reporting date for fiscal first-quarter 2027 results before the market opens. Its consensus forecast is USD 0.58 EPS, compared with USD 0.74 EPS in the same quarter last year.

The September 28 session price of USD 43.18 was 35.63 percent below the 52-week high of USD 67.07 and 14.79 percent above the 52-week low of USD 37.62. Volume reached 2,219,983 shares, giving the upcoming report a clear numerical test: whether earnings can narrow the gap between the current quotation and the revised Stephens target.

Lamb Weston stock stays below its yearly high

Lamb Weston stock was last at USD 43.18 on the NYSE on September 28, 2026 at 4:00 p.m. ET, down 0.92 percent on the session, with a market capitalization of USD 5.9 billion.