Lantheus Holdings, Inc.

Lantheus Holdings, Inc.

LNTHยทNASDAQ

$102.77

+4.0%
HealthcareDrug Manufacturers - Specialty & Generic

Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in the diagnosis and treatment of heart, cancer, and other diseases worldwide. It provides DEFINITY, a microbubble ultrasound enhancing agent used in ultrasound exams of the heart; TechneLite, a technetium generator for nuclear medicine; Xenon-133 to assess pulmonary function; Neurolite 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; Thallium-201 to detect cardiovascular disease; and Gallium-67 to detect various infections and cancerous tumors. The company also offers AZEDRA, a radiotherapeutic to treat adult and pediatric patients; Automated Bone Scan Index that calculates the disease burden of prostate cancer by quantifying the hotspots on bone scans; and Cobalt (Co 57), a non-pharmaceutical radiochemical; RELISTOR for opioid-induced constipation; and PYLARIFY for visualization of lymph nodes, bone, and soft tissue metastases to determine the presence or absence of recurrent and/or metastatic prostate cancer. It also develops flurpiridaz F 18 to assess blood flow to the heart; 1095, a PSMA-targeted iodine-131 labeled small molecule; LMI 1195 for neuroblastoma tumors in pediatric and adults; PYLARIFY AI, an AI-based medical device software to perform standardized quantitative assessment of PSMA PET/CT images in prostate cancer; and leronlimab, an investigational humanized monoclonal antibody. The company serves radio pharmacies, distributors, integrated delivery networks, hospitals, clinics, and group practices. It has strategic partnerships with NanoMab Technology Limited; Bausch Health Companies, Inc.; GE Healthcare Limited; Curium; Bayer AG; CytoDyn Inc.; ROTOP; FUJIFILM; Regeneron Pharmaceuticals, Inc.; and POINT Biopharma US Inc. The company was founded in 1956 and is headquartered in North Billerica, Massachusetts.

At a Glance

Live Snapshot
Market Cap$6.69B
EPS3.4600
P/E Ratio29.70
Earnings Date08/05/2026
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Lantheus Holdings, Inc. Street Expectations Map

LNTH ยท NASDAQ

Wall Street analysts project that LNTH stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 108.50, with estimates ranging from a low of 94.00 to a high of 115.00.

Lowest Target
94.00
-8.54%
Consensus Target
108.50
5.57%
Highest Target
115.00
11.90%

The consensus 1-year price target stands at 108.50, with estimates ranging from a low of 94.00 to a high of 115.00.

Analyst Consensus Analysis

Upside Potential

+5.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

19.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.39x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Lantheus Holdings, Inc. Forward Estimates of Revenue

LNTH ยท NASDAQ
Latest Revenue
1.54B
FY 2025
Avg Estimate
1.47B
FY 2026
Estimate Range
1.43B - 1.57B
Analyst Spread

Forward Growth Analysis

Projected Growth-4.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lantheus Holdings, Inc. Forward Estimates of Net Income

LNTH ยท NASDAQ
Latest Net Income
233.56M
FY 2025
Avg Estimate
368.41M
FY 2026
Estimate Range
336.61M - 400.21M
Analyst Spread

Forward Growth Analysis

Projected Growth+57.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lantheus Holdings, Inc. Forward Estimates of EPS

LNTH ยท NASDAQ
Latest EPS
3.46
FY 2025
Avg Estimate
$5.33
FY 2026
Estimate Range
$4.92 - $5.85
Analyst Spread

Forward Growth Analysis

Projected Growth+54.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lantheus Holdings, Inc. Forward Estimates of EBIT

LNTH ยท NASDAQ
Latest EBIT
333.54M
FY 2025
Avg Estimate
801.10M
FY 2026
Estimate Range
779.45M - 855.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+140.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantheus Holdings, Inc. Forward Estimates of EBITDA

LNTH ยท NASDAQ
Latest EBITDA
403.64M
FY 2025
Avg Estimate
822.85M
FY 2026
Estimate Range
800.61M - 878.45M
Analyst Spread

Forward Growth Analysis

Projected Growth+103.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantheus Holdings, Inc. Forward Estimates of SG&A Expense

LNTH ยท NASDAQ
Latest SG&A Expense
453.81M
FY 2025
Avg Estimate
442.23M
FY 2026
Estimate Range
430.28M - 472.11M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lantheus Holdings, Inc. Insider Positioning

LNTH ยท NASDAQ

During the last 12 months, insiders have sold $386.75M worth of LNTH shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

6.9M

386.75M

Net Activity

-386.7M

-$386.75M

Top Buyers

No buying activity

Top Sellers

1
PRA

Patel Rajiv A

Other: Member Of A Group Owning 10%

3.4M sharesโ€ข2 transactions

$191.21M

2
FPLLC

Farallon Partners L L C/Ca

10 Percent Owner, Other: Member Of A Group Owning 10%

3.4M sharesโ€ข2 transactions

$191.21M

3
MRJJ

Marshall Robert J. Jr.

Officer: Cfo And Treasurer

27.0K sharesโ€ข1 transactions

$2.25M

4
ND

Niedzwiecki Daniel

Officer: See Remarks

12.0K sharesโ€ข2 transactions

$950K

5
BP

Blanchfield Paul

Officer: President

9.7K sharesโ€ข2 transactions

$690K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $386.75M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.