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    A Look At Lamb Weston (LW) Valuation After Recent Share Price Weakness

    Simply Wall St·01/05/2026 13:11:58
    語音播報

    Event context and recent stock move

    Lamb Weston Holdings (LW) has not been in the headlines for a single defining event recently. However, its share price and fundamentals still offer investors several angles to consider as they reassess frozen foods exposure.

    See our latest analysis for Lamb Weston Holdings.

    At a share price of $42.29, Lamb Weston’s recent 30 day share price return of 29.16% decline and 90 day share price return of 33.2% decline contrast with a 1 year total shareholder return of 31.19% loss. This suggests momentum has been fading as investors reassess growth prospects and risk around its frozen foods exposure.

    If Lamb Weston’s recent pullback has you rethinking your watchlist, it could be a good moment to broaden your search with fast growing stocks with high insider ownership.

    With Lamb Weston trading at $42.29 and an indicated intrinsic discount plus a value score of 4, the key question is whether this frozen foods name is genuinely mispriced or if the market already reflects its future prospects.

    Most Popular Narrative Narrative: 35.9% Undervalued

    Compared with Lamb Weston’s last close of $42.29, the most popular narrative’s fair value of $66 points to a large valuation gap that hinges on steady, if modest, growth and margin improvement.

    Continued investment in automation, manufacturing excellence, and innovation platforms, including global innovation hubs, should enable the company to deliver higher margin specialty and value added products, positively impacting gross margins and supporting earnings growth over time.

    Read the complete narrative.

    Want to see what kind of revenue runway and margin lift are baked into that higher value? The narrative leans on measured growth, firmer profitability, and a leaner share count. Curious how those moving parts come together in the model? The full narrative spells out the earnings path and the valuation multiple needed to support that $66 figure.

    Result: Fair Value of $66 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there is still real execution risk if restaurant traffic stays weak or if aggressive promotions continue to pressure price, mix and margins for longer than analysts expect.

    Find out about the key risks to this Lamb Weston Holdings narrative.

    Build Your Own Lamb Weston Holdings Narrative

    If the numbers or assumptions here do not line up with your view, you can stress test the data yourself and build a fresh narrative in minutes: Do it your way.

    A great starting point for your Lamb Weston Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If Lamb Weston has sparked fresh thinking about your portfolio, do not stop here. Use this momentum to widen your opportunity set with focused, data backed stock ideas.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.