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Lantheus Holdings Inc

Lantheus Holdings Inc

LNTH
$100.25USD↓-0.14%-0.14 today

MARKET CAP

6.5B

P/E (TTM)

24.2x

FWD P/E

—

DAY RANGE

$100 – $101

52W RANGE

$50
$112

AI Summary

Stalk
Buy NowMedium

LNTH established a Bullish Pivot Point in late June, signaling structural repair and a shift toward upward mean-reversion. The medium-term posture remains bullish within a Stage 2 uptrend, confirmed by higher highs and lows and sustained acceptance above the rising 9/20/50 EMAs. Currently, price is pulling back into the EMA support confluence amid oversold conditions without exhaustion, presenting a favorable Buy Now opportunity on pullback and acceptance. A sustained close below the rising 50 SMA and short-term EMAs would invalidate this bullish stance.

  • ↑Truist and B. Riley raised price targets from $115/97 to $125/129
  • ↑Established nuclear medicine oncology diagnostics franchise drives customer loyalty
  • ↓Profitability metrics remain weak, raising sustainability concerns
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The case for & against

Bull & Bear analysis

Bearish

Lantheus Holdings, Inc. (NASDAQ: LNTH) is a leading global player in the development and commercialization of innovative diagnostic imaging agents and therapeutics, particularly in the field of nuclear medicine. The company primarily focuses on the oncology sector, providing essential tools to assist in the diagnosis and treatment of various cancers. Lantheus is involved in a pivotal theme of advancing diagnostic precision and patient-centric care in oncology, which is becoming increasingly prominent in modern healthcare.

Bull says

  • ↑Truist and B. Riley raised price targets from $115/97 to $125/129
  • ↑Established nuclear medicine oncology diagnostics franchise drives customer loyalty
  • ↑Strong recent price momentum paired with rising institutional interest
  • ↑High trading liquidity enables easy position entry and exit
  • ↑Positive sensitivity to stable or higher rates boosts resilience
  • ↑3.94% dividend yield enhances shareholder return

Bear says

  • ↓Profitability metrics remain weak, raising sustainability concerns
  • ↓$5.4 billion Curium acquisition debt elevates leverage and interest cost
  • ↓Negative earnings yield signals overvaluation versus underlying earnings
  • ↓Analyst revisions trending lower amid tepid growth catalysts
  • ↓Integration risk if Curium deal fails to drive expected revenue
  • ↓Regulatory hurdles and emerging competitors threaten market share

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 05-30-2026neutral

Transcript signals

Bull points

  • remain very excited about the long-term potential of PSMA-PET, with our addressable market potential in 2030 estimated to be $3.5 billion, affirming our optimism based on the Plovicto data and its approval with PSMA-4.
  • remain optimistic about the overall PSMA pet market and the long-term potential for Polarify, especially as we broaden the portfolio to be the go-to partner for hospitals and freestanding imaging centers.
  • we see very robust growth in the Alzheimer's marketplace as we monitor the trends of overall claims data related to Alzheimer's scans.

Bear points

  • We believe now is the right time to divest the spec business as we continue to focus on PET, radio diagnostics, microbubbles, and radiotherapeutic agents.
  • some of the smaller non-contracted accounts are growing higher than the overall market because they've been later adopters and are earlier in their adoption curves.
  • There has been a bit of what I would call stroke of the pen risk with them switching over to other agents
Read full transcript analysis ›