Lantheus Holdings, Inc.

NasdaqGM:LNTH 주식 리포트

시가총액: US$6.6b

Lantheus Holdings 향후 성장

Future 기준 점검 2/6

Lantheus Holdings (는) 각각 연간 12.2% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.3% 로 예상됩니다.

핵심 정보

12.2%

이익 성장률

22.94%

EPS 성장률

Medical Equipment 이익 성장16.8%
매출 성장률7.7%
향후 자기자본이익률20.32%
애널리스트 커버리지

Good

마지막 업데이트10 Aug 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Aug 10

Lantheus Holdings: Why I Am Exiting Before The Merger Closes

Summary Lantheus Holdings has agreed to be acquired by Curium US Holdings for $102.50/share in cash plus a non-transferable CVR worth up to $12/share. Selling now forfeits only 1% of spread but eliminates deal-break risk. Selling now also avoids execution risk on the CVR milestones needed to collect the extra $12 by 2030. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 03

LNTH: Takeover Talks And Alzheimer’s Prescription Trends Will Shape Future Return Potential

The analyst price target for Lantheus Holdings has shifted from $83.35 to $98.00. Analysts cite recent takeover speculation, updated assumptions for revenue growth and profit margins, and revised future P/E expectations as key factors in their revised valuation work.
내러티브 업데이트 • Jul 20

LNTH: Takeover Interest And Alzheimer’s Prescription Trends Will Support Future Confidence

The fair value estimate for Lantheus Holdings has been raised from $117 to $129. This reflects analysts' higher Street price targets and updated assumptions on growth, profitability, and future P/E levels.
내러티브 업데이트 • Jul 06

LNTH: Alzheimer’s Prescription Hopes And Deal Speculation Will Limit Future Upside

The fair value estimate for Lantheus Holdings has been raised from $76.00 to about $83.35, reflecting analysts' higher price targets tied to stronger modeled revenue growth, a slightly lower discount rate, and support from recent research that points to bullish trends in Alzheimer’s prescriptions and renewed interest following a potential $7b takeout offer report. Analyst Commentary Recent Street research around Lantheus Holdings has centered on higher price targets and ongoing interest in a potential sale process, with several firms updating their models as new information on Alzheimer’s prescription trends and the reported US$7b takeout offer has surfaced.
내러티브 업데이트 • Jun 22

LNTH: Alzheimer’s Prescription Strength And Takeover Interest Will Support Future Confidence

The analyst price target for Lantheus Holdings has moved to $115, up from $100, as analysts point to stronger Alzheimer’s prescription trends and ongoing sale discussions as key supports for the revised outlook. Analyst Commentary Recent research updates around Lantheus Holdings highlight a cluster of upbeat views as bullish analysts respond to global Alzheimer’s prescription trends and potential corporate activity reported in the market.
분석 기사 • Jun 16

Lantheus (LNTH) Stock And The Valuation Implications Of Its Award-Winning Imaging Agent

Lantheus Holdings (LNTH) recently drew attention after its investigational PET/CT agent LNTH-2513 (18F-GP1) received SNMMI’s Image of the Year award, backed by trial data on diagnosing acute lower-extremity deep vein thrombosis. See our latest analysis for Lantheus Holdings. The recent SNMMI recognition and upcoming Goldman Sachs healthcare conference appearance come as the stock trades at US$104.67, with a 30-day share price return of 11.46% and a year to date share price return of 55.60%,...
내러티브 업데이트 • Jun 05

LNTH: Potential Sale And Imaging Pipeline Progress Will Support Renewed Confidence

Analysts have lifted the Lantheus Holdings fair value estimate from $114 to $117, citing higher price targets on the stock that are supported by optimism around Alzheimer’s prescription trends and updated expectations for the company’s imaging portfolio. Analyst Commentary Recent research notes on Lantheus Holdings point to a cluster of higher price targets and constructive commentary on the company’s pipeline and market opportunities.
내러티브 업데이트 • May 20

LNTH: Future Returns Will Depend On Radiodiagnostic Execution And Royalty Pipeline Delivery

Lantheus' updated analyst price target rises from $93.92 to $104.08 as analysts factor in slightly higher revenue growth expectations, a lower discount rate and a higher assumed future P/E multiple, partly offset by more conservative profit margin assumptions. Analyst Commentary Recent research coverage on Lantheus shows a generally constructive stance, with several price target increases clustered around the latest earnings update and product commentary.
분석 기사 • May 14

We Think You Should Be Aware Of Some Concerning Factors In Lantheus Holdings' (NASDAQ:LNTH) Earnings

Following the solid earnings report from Lantheus Holdings, Inc. ( NASDAQ:LNTH ), the market responded by bidding up...
내러티브 업데이트 • May 03

LNTH: 2026 Guide And Limited Radiotherapeutic Impact Will Restrain Upside

Analysts have raised their average price target on Lantheus by a high single to low double digit dollar amount, resulting in a range that now clusters around the $80s to low $100s. They cite stronger PYLARIFY volume trends, updated assumptions for the PSMA PET opportunity, and potential medium-term contributions from royalty assets such as Flyrcado and Pylclari.
내러티브 업데이트 • Apr 18

LNTH: Future Upside Will Rely On Radiodiagnostic Execution And Royalty Asset Contributions

The analyst price target for Lantheus Holdings has shifted modestly higher to reflect a fair value estimate of about $93.92, up from $91.38. Analysts broadly point to updated PSMA PET volume assumptions, PYLARIFY driven earnings, and potential royalty contributions from assets like Flyrcado and Pylclari as key supports for the revised outlook.
내러티브 업데이트 • Apr 04

LNTH: Future Upside Will Depend On Execution In Radiodiagnostic Portfolio

Analysts have lifted the implied fair value for Lantheus Holdings by about $7 to roughly $91 per share, reflecting updated views on PSMA PET market volumes, the PYLARIFY TruVu rollout, and broader radiopharmaceutical product and royalty opportunities. Analyst Commentary Recent Street research on Lantheus Holdings has become more constructive overall, with several firms lifting price targets and a few voices sounding more cautious on execution and portfolio focus.
내러티브 업데이트 • Mar 21

LNTH: Future Imaging Rollout And Radiopharmaceutical Pipeline Will Support Renewed Confidence

Analysts have modestly adjusted the Lantheus Holdings target lower to $114, reflecting slightly softer revenue growth assumptions, improved margin expectations, and updated views on PSMA PET volumes and PYLARIFY driven contributions from recent research updates. Analyst Commentary Recent Street research on Lantheus Holdings has generally leaned constructive, with several bullish analysts adjusting price targets higher and citing product execution, especially around PYLARIFY and the broader radiopharmaceutical pipeline.
내러티브 업데이트 • Mar 06

LNTH: Fair Value Framed By 2026 Guide And Radiopharmaceutical Pipeline Execution Risks

Lantheus Holdings' updated fair value estimate has shifted from $70.00 to $76.00 as analysts factor in recent price target increases tied to PYLARIFY-driven Q4 strength and potential contributions from upcoming product and royalty opportunities. Analyst Commentary Recent research on Lantheus has been mixed, with several firms lifting price targets following a PYLARIFY driven Q4 EPS beat and stronger than expected sales, while others are tempering expectations around certain parts of the business and the timing of future revenue contributions.
내러티브 업데이트 • Feb 19

LNTH: Future Earnings Will Rely On Execution Against Revised Risk Assumptions

Narrative Update on Lantheus Holdings The updated analyst price target for Lantheus Holdings implies a fair value shift from about $82.29 to $84.62, as analysts factor in slightly different assumptions around discount rate, revenue growth, profit margin, and future P/E following recent research that included a $5 price target reduction at TD Cowen. Analyst Commentary Recent Street research directly tied to Lantheus Holdings centers on the revised price target that trimmed the prior figure by $5, feeding into the updated fair value range around $84.62.
내러티브 업데이트 • Feb 05

LNTH: Fair Value View Balances Higher P/E Assumptions And Execution Risks

Analysts now place their price target for Lantheus Holdings at US$70, up from US$60, reflecting updated assumptions for modestly higher revenue growth and a higher future P/E multiple, even though projected profit margins are set at a lower level. Analyst Commentary While the updated US$70 price target reflects more constructive assumptions on revenue and the future P/E multiple, not every analyst is leaning in the same direction.
분석 기사 • Feb 02

We Think Lantheus Holdings (NASDAQ:LNTH) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 • Jan 22

LNTH: Upcoming Imaging Approvals Will Drive Confidence Despite Leadership Transition

Analysts have cut their price target for Lantheus Holdings from $128.15 to $116.06, reflecting updated assumptions for higher revenue growth and profit margins, a lower future P/E multiple, and a slightly higher discount rate. Analyst Commentary Recent Street research on utilities highlights how bullish analysts, in general, are rewarding companies that show clear growth avenues, supportive regulation, and what they view as reasonable valuation support.
내러티브 업데이트 • Jan 08

LNTH: Execution Risks Around Guidance And Legal Overhang Will Limit Upside

Narrative Update Analysts now see fair value for Lantheus Holdings at about $60, trimming their prior $63 view as they factor in a slightly higher discount rate, modestly stronger revenue growth and margin assumptions, and a lower future P/E multiple in their refreshed models. Analyst Commentary For Lantheus Holdings, recent commentary has centered on how much upside is already reflected in the share price and how much risk investors may be taking on around future growth and profitability.
내러티브 업데이트 • Dec 18

LNTH: Future Earnings Will Rebound As Organic Growth Visibility Strengthens

Analysts have modestly lifted their price target on Lantheus Holdings to $82.29 from $80.93, citing a slightly lower discount rate, an improved profit margin outlook, and a firmer future P/E multiple, even as revenue growth expectations moderate. Analyst Commentary Recent Street research on Lantheus reflects a more balanced stance, with the modest price target lift occurring alongside at least one high profile downgrade.
내러티브 업데이트 • Dec 04

LNTH: Future Earnings Will Recover As Market Visibility Improves From 2027

Analysts have trimmed their price target on Lantheus Holdings, citing mounting Pylarify pricing pressures, competitive share loss risks, and higher near term operating expenses. Together, these factors temper visibility on the company’s organic growth outlook, even as the target remains clustered around the mid $70s to low $80s range.
내러티브 업데이트 • Nov 20

LNTH: Future Earnings Will Recover As Market Visibility Improves In 2026

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.
내러티브 업데이트 • Nov 06

LNTH: Future Pipeline Advances Will Drive Recovery As Market Uncertainty Fades

Lantheus Holdings' analyst price target has been reduced from $109 to a range between $63 and $84. This reflects a more cautious outlook as analysts cite continued uncertainty around Pylarify's market share and slower growth visibility in the near term.
내러티브 업데이트 • Oct 23

Analysts Weigh In on Lantheus Holdings Amid Pylarify Challenges and Lowered Growth Forecasts

Lantheus Holdings' analyst price target was reduced slightly to $83.21 from $84.29, as analysts factor in ongoing Pylarify pricing pressures and moderated revenue growth expectations, while continued profitability helps balance these concerns. Analyst Commentary Analyst sentiment regarding Lantheus Holdings has shifted recently, with both optimistic and cautious perspectives shaping the company's investment narrative.
내러티브 업데이트 • Oct 08

Alzheimer's And Oncology Imaging Will Create Future Opportunities

Lantheus Holdings’ analyst price target has been reduced from approximately $86.64 to $84.29, as analysts cite concerns over Pylarify’s market share, slower uptake of Alzheimer's therapeutics, and uncertainty regarding future growth drivers. Analyst Commentary Recent research reports on Lantheus Holdings indicate a shift in sentiment among analysts, with revised price targets reflecting both optimism and caution.
내러티브 업데이트 • Sep 16

Alzheimer's And Oncology Imaging Will Create Future Opportunities

Lantheus Holdings’ consensus price target has been revised downward to $86.64, primarily due to lowered Pylarify pricing assumptions, ongoing underperformance and heightened competition, partially offset by longer-term optimism for emerging products. Analyst Commentary Lowered Pylarify pricing assumptions for 2025-2026 and increased OpEx estimates are expected to reduce near-term EPS and drive price target cuts.
분석 기사 • Sep 05

Positive Sentiment Still Eludes Lantheus Holdings, Inc. (NASDAQ:LNTH) Following 26% Share Price Slump

Unfortunately for some shareholders, the Lantheus Holdings, Inc. ( NASDAQ:LNTH ) share price has dived 26% in the last...
내러티브 업데이트 • Aug 27

Alzheimer's And Oncology Imaging Will Create Future Opportunities

Analysts have trimmed Lantheus Holdings’ price target from $90.69 to $88.00, citing near-term uncertainty and deceleration in Pylarify amid competitive pressures, despite longer-term optimism for the broader pipeline. Analyst Commentary Bearish analysts cite heightened uncertainty around Pylarify's near-term prospects, with anticipated year-over-year and sequential deceleration for at least two more quarters following recent misses and guidance reductions.
분석 기사 • Aug 16

Lantheus Holdings' (NASDAQ:LNTH) Conservative Accounting Might Explain Soft Earnings

NasdaqGM:LNTH 1 Year Share Price vs Fair Value Explore Lantheus Holdings's Fair Values from the Community and select...
내러티브 업데이트 • Aug 07

Alzheimer's And Oncology Imaging Will Create Future Opportunities

Lantheus Holdings' valuation outlook remains stable as both the forward P/E ratio and revenue growth forecasts showed negligible changes, resulting in an unchanged analyst price target of $116.86. What's in the News Lantheus completed its $200M share repurchase program, buying back 3.43% of shares; a new $400M repurchase authorization is in place through 2027, replacing the expired prior plan.
Seeking Alpha • Mar 07

Lantheus Holdings: Pylarify Makes Bull Case Despite Looming Patent Expiry

Summary Lantheus Holdings, Inc.'s stock has surged 55% since my last “Buy” rating, driven by strong revenue growth from Pylarify and Definity, and a profitable business model. Strategic acquisitions, including Life Molecular Imaging and Evergreen Theragnostics, have diversified Lantheus' pipeline, targeting new markets like Alzheimer's diagnostics and oncology therapeutics. Pylarify's potential patent expiration in 2026 poses a risk, but management is actively seeking to extend protections and diversify revenue streams. Despite challenges, LNTH has potential for further growth, with promising assets in Alzheimer's and oncology, aiming for a double-digit billion market cap by decade's end. Read the full article on Seeking Alpha
Seeking Alpha • Jan 02

Lantheus Holdings: Powerhouse Potential In 2025

Summary Lantheus Holdings is a strong buy due to its dominant market position and promising growth prospects in radiopharmaceuticals and Alzheimer's diagnostics. PYLARIFY, Lantheus' top revenue generator, is projected to reach $2.5 billion by 2030, driven by its superior PSMA PET imaging technology. DEFINITY holds an 80% market share in ultrasound imaging, with the market expected to nearly double, further solidifying Lantheus' financial stability. Lantheus' Alzheimer's diagnostics market investments present a significant untapped opportunity, potentially adding $1 billion in sales by 2032, enhancing the company's valuation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Lantheus Holdings: Q3 Results Were Good But Market Overreacted

Summary Lantheus, with a strong pharmaceutical portfolio and double-digit growth, fell 20% post-Q3 2024 due to expected weak Q4 EPS from temporary expenses. Key products Pylarify and Definity enhance diagnostic imaging for prostate cancer and heart conditions, respectively, with significant market potential and government support. Despite a conservative Q4 outlook, Lantheus' forward P/E of 13 and projected 15% annual revenue growth present an attractive buying opportunity. Risks include patent expirations and market competition, but the company's robust pipeline provide a solid growth foundation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

Lantheus: PYLARIFY's Enhanced Prospects Are Welcome, But Don't Get Too Greedy Now

Summary On a YTD basis, Lantheus is outperforming its medical equipment peers by 3x; this wasn't the case until July, when the CMS came out with a new proposal. Even before the CMS' proposal, PYLARIFY was already seeing plenty of traction on account of the weak clinical qualities of conventional imaging tech that dominates the market. Despite positive earnings revisions to the tune of +7% for FY25, the stock is now priced at a steep forward P/E premium of 70%. Despite a robust H1 from a cash flow perspective, LNTH's free cash flow yield is below its 5-year average, and the absence of a new buyback program limits downside protection. LNTH is currently overbought and vulnerable to a pullback, with the smart money too showing some signs of cashing in. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 28

PYLARIFY's Strategic Moves Foster Growth In Oncology And Alzheimer's Markets

Expansion into the Alzheimer's diagnostic space and strategic acquisitions suggest diversification and potential for long-term growth in revenue sources.
Seeking Alpha • Aug 12

Lantheus: A Radiopharmaceutical Powerhouse In The Making (Q2 2024 Update)

Summary PYLARIFY is the leading PSMA PET imaging agent, on track to surpass $1 billion in sales by 2024, driving significant revenue growth for Lantheus Holdings, Inc. Lantheus is heavily investing in its oncology and Alzheimer's diagnostics pipeline, positioning itself for substantial long-term growth despite short-term profit impacts. With robust free cash flow, a solid balance sheet, and potential for significant EPS growth, Lantheus Holdings is undervalued and could reach $250 per share by 2028. Read the full article on Seeking Alpha
Seeking Alpha • May 23

Leading The Growth Of Radiopharmaceuticals: Mini Deep Dive On Lantheus

Summary Lantheus Holdings, Inc. excels in radiopharmaceuticals, with PYLARIFY's dominance in PSMA PET imaging. The market for radiopharmaceuticals is expanding beyond all expectations by both industry experts and the company's management. Lantheus is actively expanding its pipeline by making strategic investments backed by a robust balance sheet. Read the full article on Seeking Alpha
Seeking Alpha • May 05

Lantheus Holdings: Powerful First Quarter

Summary Lantheus Holdings just posted strong Q1 numbers, exceeding expectations and confirming its attractive investment potential. The firm is delivering solid revenue growth, impressive free cash flow, and management raised FY2024 guidance significantly. This update reinforces the belief that LNTH is undervalued and presents a compelling longer-term investment opportunity. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGM:LNTH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,8574664466549
12/31/20271,64635239450011
12/31/20261,5072773364292
6/30/20261,556275388413N/A
3/31/20261,546279372408N/A
12/31/20251,542234349390N/A
9/30/20251,526168409458N/A
6/30/20251,521271426527N/A
3/31/20251,537254392525N/A
12/31/20241,534312412545N/A
9/30/20241,497428371499N/A
6/30/20241,438428361441N/A
3/31/20241,366461268324N/A
12/31/20231,296327213305N/A
9/30/20231,206104-46298N/A
6/30/20231,12533-61275N/A
3/31/20231,027-1860380N/A
12/31/2022935283282N/A
9/30/2022801107172190N/A
6/30/20226643287101N/A
3/31/2022542-374254N/A
12/31/2021425-714254N/A
9/30/2021390-342941N/A
6/30/2021376-273245N/A
3/31/2021341-8517N/A
12/31/2020339-13416N/A
9/30/202033502538N/A
6/30/2020332124356N/A
3/31/202035225N/A79N/A
12/31/201934732N/A80N/A
9/30/201934435N/A75N/A
6/30/201934739N/A73N/A
3/31/201934742N/A72N/A
12/31/201834341N/A61N/A
9/30/2018338124N/A57N/A
6/30/2018329124N/A48N/A
3/31/2018333127N/A49N/A
12/31/2017331123N/A55N/A
9/30/201732431N/A54N/A
6/30/201731827N/A54N/A
3/31/201730721N/A51N/A
12/31/201630227N/A50N/A
9/30/201629926N/A49N/A
6/30/201630027N/A39N/A
3/31/2016295-5N/A10N/A
12/31/2015293-15N/A22N/A
9/30/2015299-18N/A5N/A

애널리스트 향후 성장 전망

수입 대 저축률: LNTH 의 연간 예상 수익 증가율(12.2%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: LNTH 의 연간 수익(12.2%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: LNTH 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: LNTH 의 수익(연간 7.7%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: LNTH 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LNTH의 자본 수익률은 3년 후 20.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/11 09:13
종가2026/08/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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분석가 소스

Lantheus Holdings, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey JohnsonBaird
Yuan ZhiB. Riley Securities, Inc.
Brian Kemp DolliverBrookline Capital Markets