BofA Securities analyst Peter Galbo maintains $Lamb Weston (LW.US)$ with a hold rating, and adjusts the target price from $68 to $80.
According to TipRanks data, the analyst has a success rate of 47.2% and a total average return of 0.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Lamb Weston (LW.US)$'s main analysts recently are as follows:
The interest shown by an activist investor who has recently acquired a 5% stake in Lamb Weston and intends to engage in discussions with the company's board and management about various self-inflicted missteps has been noted. The company's stock has not performed well so far this year, and the involvement of the activist, along with another entity known for its agricultural industry expertise, is seen as significant.
Following the announcement that an investment firm has acquired a substantial stake in Lamb Weston and intends to suggest the consideration of a sale, there's an increased emphasis on the company's management, particularly as shares have seen a notable decline before the news. It is considered somewhat improbable that there would be considerable interest from any major branded companies in the sector. Lamb Weston has significant ties to the foodservice channel and tends to experience greater fluctuations in its financial outcomes compared to established packaged food manufacturers, due to the potential influence of broad economic trends and the annual quality of the potato harvest on its performance.
The disclosure of an activist stake in Lamb Weston has been seen as a positive development, potentially intensifying the company's urgency to enhance its operational performance. Discussions regarding strategic alternatives are anticipated, which could lead to further corporate actions aimed at driving shareholder value.
Note:
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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.
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美银证券分析师Peter Galbo维持$Lamb Weston (LW.US)$持有评级,并将目标价从68美元上调至80美元。
根据TipRanks数据显示,该分析师近一年总胜率为47.2%,总平均回报率为0.5%。
此外,综合报道,$Lamb Weston (LW.US)$近期主要分析师观点如下:
股东活跃的投资者最近收购了lamb weston 5%的股份,并打算与公司董事会和管理层就各种自身造成的失误进行讨论,这一举动已经引起了关注。公司股票今年迄今表现不佳,活跃投资者的参与,以及另一家以其农产品行业专业知识闻名的实体的介入被视为重要。
随着一家投资公司收购了lamb weston 实质性的股份,并打算提议考虑出售,对公司管理层的重视增加了,特别是在消息传出前,股价已经出现显著下跌。相对于该行业已知品牌公司,大力引起关注的可能性被认为相对不太可能。lamb weston 与餐饮渠道有着密切联系,并且与成熟的包装食品制造商相比,往往会在财务结果上经历更大的波动,这是由于广泛经济趋势和驰名的土豆收成年度质量对其表现的潜在影响。
公开活跃投资者对lamb weston 的持股被视为积极发展,可能加剧公司加快提升运营绩效的迫切性。预计将就战略替代方案进行讨论,可能导致进一步的旨在提升股东价值的公司行动。
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