Update shared on 20 Nov 2025
Fair value Decreased 2.58%Analysts have lowered their price target for Lantheus Holdings from approximately $83.07 to $80.93 per share. This adjustment reflects concerns about Pylarify's pricing pressures, increased operating expenses, and uncertainties in long-term growth visibility.
Analyst Commentary
Recent street research reflects a range of opinions on Lantheus Holdings, highlighting both opportunities and challenges for the company. The following summarizes the current sentiment from analysts covering Lantheus:
Bullish Takeaways- Bullish analysts maintain their Buy ratings despite recent challenges and see potential for stabilization of Lantheus’s stock price in the coming months.
- The introduction of a second-generation Pylarify formulation, along with the possibility of pass-through status in late 2026, is expected to support long-term growth recovery.
- Some analysts project a rebound in Pylarify pricing starting in 2027, which could enhance revenue performance and improve valuation metrics in line with company guidance.
- Bears have noted persistent pricing pressure on Pylarify, which is weighing on near-term revenue forecasts and adding to recent underperformance in the stock price.
- There are concerns about slower-than-anticipated adoption of Alzheimer’s disease therapeutics, which increases uncertainty regarding Lantheus’s growth trajectory.
- Increased operating expenses and downward-revised EPS estimates for the coming year reflect a more cautious outlook on the company’s profitability and execution capabilities.
- Unpredictability from recent bolt-on acquisitions is seen as limiting visibility into the key drivers of sustained, organic growth, leading some analysts to take a more neutral or cautious stance.
What's in the News
- Updated 2025 earnings guidance, now projecting revenue between $1.49 billion and $1.51 billion. This is a slight increase from previous expectations (Key Developments).
- Chief Executive Officer Brian Markison will retire effective December 31, 2025. Mary Anne Heino will serve as interim CEO during the search for a permanent successor (Key Developments).
- Class action lawsuits filed against Lantheus Holdings allege violations of securities laws related to Pylarify revenue reliance and risks. Significant stock price drops followed earnings and guidance updates in May and August 2025 (Key Developments).
- The U.S. FDA has accepted Lantheus’ New Drug Application for MK-6240, a PET imaging agent for Alzheimer's disease, and has set a target action date of August 13, 2026 (Key Developments).
- Lantheus announced a collaboration with GE HealthCare for exclusive licensing and commercialization of PYLARIFY in Japan, expanding global presence in prostate cancer diagnostics (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has declined modestly from $83.07 to $80.93 per share.
- Discount Rate has risen slightly from 7.87 percent to 8.18 percent, reflecting higher perceived risk.
- Revenue Growth expectations have increased from 5.53 percent to 7.09 percent.
- Net Profit Margin has improved from 23.23 percent to 25.29 percent.
- Future P/E ratio has decreased significantly from 15.82x to 12.97x. This suggests lower valuation expectations relative to forward earnings.
Disclaimer
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