On Oct 03, major Wall Street analysts update their ratings for $Lamb Weston (LW.US)$, with price targets ranging from $65 to $80.
BofA Securities analyst Peter Galbo maintains with a hold rating, and maintains the target price at $68.
Citi analyst Thomas Palmer maintains with a buy rating, and adjusts the target price from $75 to $76.
Barclays analyst Andrew Lazar maintains with a buy rating, and maintains the target price at $70.
Wells Fargo analyst Marc Torrente maintains with a buy rating, and adjusts the target price from $70 to $77.
Jefferies analyst Robert Dickerson maintains with a buy rating, and adjusts the target price from $79 to $80.
Furthermore, according to the comprehensive report, the opinions of $Lamb Weston (LW.US)$'s main analysts recently are as follows:
The recent fiscal Q1 earnings report from Lamb Weston presented a complex scenario, with the company exceeding expectations in sales and earnings due to pricing. Despite a forecast reduction in gross margin for fiscal 2025 and announcements of plant and line shutdowns, the key insights suggest that price competition has not intensified as much as anticipated. Lamb Weston is actively striving to improve capacity utilization rates. Furthermore, the guidance adjustment regarding fixed cost leverage is connected to the firm's strategy to address the surplus of finished goods. The company's cautious revised outlook could potentially lead to a more positive investor sentiment.
Lamb Weston's first quarter results surpassed expectations, showcasing a robust top-line performance. The company has launched a restructuring program to tackle the present supply/demand imbalance and has reaffirmed its revenue forecast. This suggests an increased focus on international growth, although their EBITDA projections have been adjusted to the lower spectrum of the initial estimates, factoring in rising production costs. There is a newfound confidence in price stabilization due to capacity reductions, yet it is anticipated that pricing challenges will persist into FY26.
The firm observes that first-quarter incremental positives, along with encouraging capacity and cost strategies, have helped to counterbalance another potential reduction. The firm believes the stock becomes increasingly appealing as the second half of the year approaches, with enhanced visibility and the prospect of leveraging re-based operations. Nevertheless, discussions around cost and pricing are likely to continue casting a shadow in the near term.
Here are the latest investment ratings and price targets for $Lamb Weston (LW.US)$ from 6 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間10月3日,多家華爾街大行更新了$Lamb Weston (LW.US)$的評級,目標價介於65美元至80美元。
美銀證券分析師Peter Galbo維持持有評級,維持目標價68美元。
花旗分析師Thomas Palmer維持買入評級,並將目標價從75美元上調至76美元。
巴克萊銀行分析師Andrew Lazar維持買入評級,維持目標價70美元。
富國集團分析師Marc Torrente維持買入評級,並將目標價從70美元上調至77美元。
富瑞集團分析師Robert Dickerson維持買入評級,並將目標價從79美元上調至80美元。
此外,綜合報道,$Lamb Weston (LW.US)$近期主要分析師觀點如下:
最近的Lamb Weston財季Q1收益報告呈現了一個複雜的情況,由於定價,公司在銷售和收益方面超出預期。儘管財政2025財年毛利率預計會下降,並宣佈了工廠和生產線關閉,但關鍵見解表明,價格競爭沒有像預期那樣加劇。lamb weston正在積極努力提高產能利用率。此外,關於固定成本槓桿的指南調整與公司應對成品庫存過剩的策略有關。公司謹慎的修訂展望可能會導致更積極的投資者情緒。
Lamb Weston的第一季度業績超出預期,展示了強勁的收入表現。該公司推出了一項重組計劃,以應對目前的供需不平衡,並重申了其營業收入預測。這表明公司更加聚焦國際增長,儘管他們的EBITDA預測已經調整到最初估計的較低範圍,考慮到生產成本上升。由於產能減少,對價格穩定的信懇智能信心重新增強,但預計價格挑戰將持續到FY26。
公司觀察到第一季度的增量積極因素,以及令人鼓舞的產能和成本策略,有助於抵消另一種潛在的減少。該公司認爲股票在年後半段接近時將變得越來越有吸引力,具有增強的可見性和利用重置的運營的前景。然而,圍繞成本和價格的討論可能會在短期內繼續投下陰影。
以下爲今日6位分析師對$Lamb Weston (LW.US)$的最新投資評級及目標價:
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。