LW
Lamb WestonBNYSE / Food Beverage & Tobacco
Last Price
At close
2026-07-17
Current thesis
The primary-source read supports a cautious positive setup: North America volume, share gains, retention, lower capex, and management's raised FY2026 sales midpoint suggest the business is stabilizing faster than the stock's depressed narrative implies. The $52.1 median target versus the $42.47 anchor price also leaves valuation room if margins recover.
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-24 · BMO.
What can break
Activist scrutiny raises accountability pressure but also signals a credibility gap; failure to show a credible earnings framework could weigh on the stock.
Momentum
57
Value
64
Sentiment
48
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $50.00 · Bull $56.00 · Bear $36.00
Earnings
2026-07-24 · BMO
Data freshness
Prices
As of 2026-07-17
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-17 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-06 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-17
Investment thesis
As of 2026-07-17
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $46.00
Why
Momentum57 · Δ7d +18.7
Value64 · Δ7d -0.2
Sentiment48 · Δ7d -8.7
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
57
26% active weight
Current posture
7d trendImproving
Δ7d
+18.7
Δ21d
+6.3
Value
64
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.3
Sentiment
48
34% active weight
Current posture
7d trendSoftening
Δ7d
-8.7
Δ21d
-5.4
Why this grade
Composite grade B. Momentum 57.1 / Value 63.9 / Sentiment 48.1
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$6.46B
Beta
0.43
Shares Out
138.07M
P/E (TTM)
14.9
P/S (TTM)
0.89
P/FCF (TTM)
13.00
Rev YoY
+2.9%
EPS YoY
-62.2%
Gross Margin
+19.8%
Op Margin
+11.3%
Net Debt
$4.18B
Current Ratio
1.46
As of 2026-07-17 • Updated nightlySource: Internal modelMethodology