Lantheus Holdings (LNTH) Stock Overview
Develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
LNTH Community Fair Values
Create NarrativeSee what 136 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Lantheus Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$102.82 |
| 52 Week High | US$103.89 |
| 52 Week Low | US$47.25 |
| Beta | -0.043 |
| 1 Month Change | 19.81% |
| 3 Month Change | 41.70% |
| 1 Year Change | 28.00% |
| 3 Year Change | 15.81% |
| 5 Year Change | 321.39% |
| Change since IPO | 1,499.07% |
Recent News & Updates
Narrative Update • 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.Analysis Article • 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...Recent updates
Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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.Seeking Alpha • Apr 07
Lantheus Holdings: Tensions From The PDUFA Extension
Summary Lantheus Holdings faces a three-month FDA PDUFA extension for OCTEVY, delaying potential approval and launch to June 2026. OCTEVY’s extension is procedural, tied to manufacturing review, not efficacy or safety, and is not expected to impact its clinical adoption pathway. While OCTEVY alone won’t restore double-digit growth, it can stabilize near-term revenue and support LNTH’s strategic pivot to PET radiodiagnostics. I maintain a 3 out of 5 conviction rating on LNTH, monitoring technical signals and FDA developments before considering additional position sizing. Read the full article on Seeking AlphaNarrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • Aug 03
Does Lantheus Holdings (NASDAQ:LNTH) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Jul 12
Returns on Capital Paint A Bright Future For Lantheus Holdings (NASDAQ:LNTH)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
New Narrative • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Feb 28
Lantheus Holdings: Undervalued With A Good Outlook
Summary Today, we circle back on radiopharmaceutical concern Lantheus Holdings, who reported Q4 and FY2023 results last week. Sales of its core asset Pylarify grew over 60% in FY2023 to over $850 million, and overall sales grew 39% to $1.3 billion. What's ahead in 2024 for Lantheus? An updated analysis follows in the paragraphs below. Read the full article on Seeking AlphaShareholder Returns
| LNTH | US Medical Equipment | US Market | |
|---|---|---|---|
| 7D | 3.2% | 1.0% | -0.1% |
| 1Y | 28.0% | -21.1% | 26.3% |
Return vs Industry: LNTH exceeded the US Medical Equipment industry which returned -22.9% over the past year.
Return vs Market: LNTH exceeded the US Market which returned 26.2% over the past year.
Price Volatility
| LNTH volatility | |
|---|---|
| LNTH Average Weekly Movement | 6.1% |
| Medical Equipment Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: LNTH has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LNTH's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1956 | 1,193 | Mary Heino | www.lantheus.com |
Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide. The company offers DEFINITY, an injectable ultrasound enhancing agent used in echocardiography exams; TechneLite, a technetium generator for nuclear medicine procedures; Xenon-133, a radiopharmaceutical gas to assess pulmonary function; Neurolite, an injectable imaging agent to identify the area within the brain where blood flow has been blocked or reduced due to stroke; Cardiolite, an injectable Tc-99m-labeled imaging agent to assess blood flow to the muscle of the heart; and PYLARIFY, an F 18-labelled PSMA-targeted PET imaging agent used for imaging of PSMA positive-lesions in men with prostate cancer. It also provides Automated Bone Scan Index that calculates the disease burden of prostate cancer by detecting and classifying bone scan tracer uptakes as metastatic or benign lesions using an artificial neural network; RELISTOR for opioid-induced constipation; and aPROMISE, an artificial intelligence medical device software; PYLARIFY AI, an medical device software to perform quantitative assessment of PSMA PET/CT images in prostate cancer; and flurpiridaz used to assess blood flow to the heart.
Lantheus Holdings, Inc. Fundamentals Summary
| LNTH fundamental statistics | |
|---|---|
| Market cap | US$6.53b |
| Earnings (TTM) | US$279.03m |
| Revenue (TTM) | US$1.55b |
24.0x
P/E Ratio4.3x
P/S RatioIs LNTH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LNTH income statement (TTM) | |
|---|---|
| Revenue | US$1.55b |
| Cost of Revenue | US$611.00m |
| Gross Profit | US$935.17m |
| Other Expenses | US$656.14m |
| Earnings | US$279.03m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.29 |
| Gross Margin | 60.48% |
| Net Profit Margin | 18.05% |
| Debt/Equity Ratio | 46.9% |
How did LNTH perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/04 10:18 |
| End of Day Share Price | 2026/06/04 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lantheus Holdings, Inc. is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jeffrey Johnson | Baird |
| Yuan Zhi | B. Riley Securities, Inc. |
| Brian Kemp Dolliver | Brookline Capital Markets |