On Oct 04, major Wall Street analysts update their ratings for $Lamb Weston (LW.US)$, with price targets ranging from $67 to $77.
BofA Securities analyst Peter Galbo maintains with a hold rating, and maintains the target price at $68.
Barclays analyst Andrew Lazar maintains with a buy rating, and adjusts the target price from $70 to $74.
Wells Fargo analyst Marc Torrente maintains with a buy rating, and adjusts the target price from $70 to $77.
TD Cowen analyst Robert Moskow maintains with a hold rating, and adjusts the target price from $65 to $67.
Furthermore, according to the comprehensive report, the opinions of $Lamb Weston (LW.US)$'s main analysts recently are as follows:
Lamb Weston's measures to decrease its potato processing capacity in North America are anticipated to bring the company nearer to a low- to mid-90% capacity utilization rate in the region. This expectation holds despite the present weak quick service traffic trends. Such a strategy is likely to underpin a sensible yet competitive pricing landscape.
Lamb Weston's recent fiscal Q1 earnings release was multifaceted with notable sales and earnings surpassing expectations, largely due to effective pricing strategies. Despite a forecasted reduction in gross margin for fiscal 2025 and the announcement of plant and line shutdowns, the current competitive pricing environment appears stable. Lamb Weston is actively seeking to enhance capacity utilization rates, and the lowered guidance for fixed cost leverage is attributed to the company's strategic choice to manage surplus finished goods inventory. The company's updated projections are deemed cautious, suggesting a potential positive shift in market sentiment toward the stock.
Following Lamb Weston's report of a commendable first quarter with a robust top-line showing, the company announced a restructuring initiative to tackle the prevailing supply/demand discrepancy. Moreover, the company has reaffirmed its revenue forecasts, suggesting an anticipation of increased growth internationally, while concurrently adjusting its EBITDA projections towards the lower spectrum of the initial estimates to account for escalated production expenses. The implementation of capacity reductions has fortified confidence in the likelihood of price stabilization, although expectations are set for sustained pricing pressures extending into FY26.
Incremental positives noted in Q1, along with welcomed capacity and cost plans, have helped to offset potential negatives. It is anticipated that shares may gain more interest in the second half of the year as visibility improves and leverage is realized on re-based operations. However, ongoing discussions regarding costs and pricing could continue to affect the stock in the near term.
Here are the latest investment ratings and price targets for $Lamb Weston (LW.US)$ from 4 analysts:
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美東時間10月4日，多家華爾街大行更新了$Lamb Weston (LW.US)$的評級，目標價介於67美元至77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。
巴克萊銀行分析師Andrew Lazar維持買入評級，並將目標價從70美元上調至74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。
TD Cowen分析師Robert Moskow維持持有評級，並將目標價從65美元上調至67美元。
此外，綜合報道，$Lamb Weston (LW.US)$近期主要分析師觀點如下：
Lamb Weston降低其在北美的馬鈴薯加工能力的措施預計將使該公司在該地區的產能利用率接近低至中等的-90％。儘管目前快速服務流量趨勢疲軟，但這一預期仍然存在。這樣的策略可能會支撐明智而有競爭力的定價格局。
蘭姆·韋斯頓最近發佈的第一財季業績是多方面的，銷售額和收益均超出預期，這主要是由於有效的定價策略。儘管預計2025財年的毛利率將下降，並宣佈關閉工廠和生產線，但當前競爭激烈的定價環境似乎穩定。蘭姆·韋斯頓正在積極尋求提高產能利用率，而降低固定成本槓桿率的預期歸因於該公司管理剩餘製成品庫存的戰略選擇。該公司的最新預測被認爲是謹慎的，這表明市場情緒可能向該股轉變。
蘭姆·韋斯頓公佈了第一季度業績值得稱道且營收表現強勁之後，該公司宣佈了一項重組計劃，以解決當前的供需差異。此外，該公司重申了其收入預測，表明預計國際增長將加快，同時將息稅折舊攤銷前利潤預測調整到初步估計的較低範圍，以應對生產費用增加。儘管預計持續的定價壓力將持續到26財年，但產能削減的實施增強了人們對價格穩定可能性的信心。
第一季度出現的增量積極因素，以及受歡迎的容量和成本計劃，有助於抵消潛在的負面影響。隨着知名度的提高和再調整運營槓桿率的實現，預計下半年股票可能會獲得更多興趣。但是，關於成本和定價的持續討論可能會在短期內繼續影響該股。
以下爲今日4位分析師對$Lamb Weston (LW.US)$的最新投資評級及目標價：
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