Lantheus Holdings (LNTH)

NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-10-23

$99.80-0.30%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Lantheus Holdings’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.0%

+10% or more+5%0%−5%−10% or less

6.40 → 6.40 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	373.17M
EPS	—	1.336
Annual ending 2026-12-31
Revenue	—	1.48B
EPS	—	5.414
Annual ending 2027-12-31
Revenue	—	1.66B
EPS	—	6.404

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Quarterly cash from operations above $125 million	Cash from operations rose strongly to $125 million in Q1.	Intact	quarterly cash from operations falls below $110 million	Cash from operations: $92.203M FY2026-Q2; GAAP. Published target: >= $125 million per quarter. Target period is not explicitly aligned with this observation. Source published Aug 6, 202692,203,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
EPS near $5.12 per share	Profit per share is steady near $5.12.	Intact	EPS falls below $5.0 in FY26	Diluted EPS: $1.11 per share FY2026-Q2; GAAP. Published target: >= $5.0 per share. Target period is not explicitly aligned with this observation. Source published Aug 6, 20261.11 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 64d1687f-c6af-4f2f-9b64-073d7cd9de03. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Annual revenue near $1.425 billion	A primary condition in Lantheus Holdings's published investment case. The stated target is ~$1.425B.	Intact	annual revenue falls below $1.35 billion in FY26	Revenue: $388.18M FY2026-Q2; GAAP. Published target: ~$1.425B. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026388,180,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 64d1687f-c6af-4f2f-9b64-073d7cd9de03. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$6.40

$6.30 → $6.40 · observed estimates

FY2027 revenue$1.66B

$1.65B → $1.66B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$6.30	$1,651,858,580	7 / 9
2026-07-25	$6.30	$1,651,853,430	12 / 12
2026-07-26	$6.30	$1,651,853,430	12 / 12
2026-07-27	$6.30	$1,651,858,580	7 / 9
2026-07-28	$6.30	$1,651,853,430	12 / 12
2026-07-29	$6.31	$1,649,561,760	12 / 12
2026-07-30	$6.31	$1,649,561,760	12 / 12
2026-07-31	$6.31	$1,649,561,760	12 / 12
2026-08-01	$6.31	$1,649,566,914	7 / 9
2026-08-02	$6.31	$1,649,561,760	12 / 12
2026-08-03	$6.31	$1,649,561,760	12 / 12
2026-08-04	$6.30	$1,644,649,200	11 / 11
2026-08-05	$6.31	$1,649,566,914	7 / 9
2026-08-06	$6.31	$1,649,566,914	7 / 9
2026-08-07	$6.30	$1,644,649,197	6 / 8
2026-08-08	$6.31	$1,644,649,200	11 / 11
2026-08-09	$6.31	$1,644,649,200	11 / 11
2026-08-10	$6.30	$1,644,649,197	6 / 8
2026-08-12	$6.30	$1,644,649,197	6 / 8
2026-08-13	$6.30	$1,644,649,197	6 / 8
2026-08-14	$6.30	$1,644,649,197	6 / 8
2026-08-15	$6.30	$1,644,649,197	6 / 8
2026-08-16	$6.30	$1,644,649,197	6 / 8
2026-08-17	$6.30	$1,644,649,197	6 / 8
2026-08-18	$6.30	$1,644,649,197	6 / 8
2026-08-19	$6.30	$1,644,649,197	6 / 8
2026-08-20	$6.34	$1,651,525,330	6 / 8
2026-08-21	$6.34	$1,651,525,330	6 / 8
2026-08-22	$6.34	$1,651,525,330	6 / 8
2026-08-23	$6.34	$1,651,525,330	6 / 8
2026-08-24	$6.34	$1,651,525,330	6 / 8
2026-08-25	$6.34	$1,651,525,330	6 / 8
2026-08-26	$6.34	$1,651,525,330	6 / 8
2026-08-27	$6.34	$1,651,525,330	6 / 8
2026-08-28	$6.34	$1,651,525,330	6 / 8
2026-08-29	$6.34	$1,651,525,330	6 / 8
2026-08-30	$6.34	$1,651,525,330	6 / 8
2026-08-31	$6.34	$1,651,525,330	6 / 8
2026-09-01	$6.34	$1,651,525,330	6 / 8
2026-09-02	$6.34	$1,651,525,330	6 / 8
2026-09-03	$6.34	$1,651,525,330	6 / 8
2026-09-04	$6.34	$1,651,525,330	6 / 8
2026-09-05	$6.40	$1,658,886,333	6 / 8
2026-09-06	$6.40	$1,658,886,333	6 / 8
2026-09-07	$6.40	$1,658,886,333	6 / 8
2026-09-08	$6.40	$1,658,886,333	6 / 8
2026-09-09	$6.40	$1,658,886,333	6 / 8
2026-09-10	$6.40	$1,658,886,333	6 / 8
2026-09-11	$6.40	$1,658,886,333	6 / 8
2026-09-12	$6.40	$1,658,886,333	6 / 8
2026-09-13	$6.40	$1,658,886,333	6 / 8
2026-09-14	$6.40	$1,658,886,333	6 / 8
2026-09-15	$6.40	$1,658,886,333	6 / 8
2026-09-16	$6.40	$1,658,886,333	6 / 8
2026-09-17	$6.40	$1,658,886,333	6 / 8
2026-09-18	$6.40	$1,658,886,333	6 / 8
2026-09-19	$6.40	$1,658,886,333	6 / 8
2026-09-20	$6.40	$1,658,886,333	6 / 8
2026-09-21	$6.40	$1,658,886,333	6 / 8
2026-09-22	$6.40	$1,658,886,333	6 / 8
2026-09-23	$6.40	$1,658,886,333	6 / 8
2026-09-24	$6.40	$1,658,886,333	6 / 8
2026-09-25	$6.40	$1,658,886,333	6 / 8
2026-09-26	$6.40	$1,658,886,333	6 / 8
2026-09-27	$6.40	$1,658,886,333	6 / 8
2026-09-28	$6.40	$1,658,886,333	6 / 8
2026-09-29	$6.40	$1,658,886,333	6 / 8
2026-09-30	$6.40	$1,658,886,333	6 / 8
2026-10-01	$6.40	$1,658,886,333	6 / 8
2026-10-02	$6.40	$1,658,888,433	6 / 8
2026-10-03	$6.40	$1,658,888,433	6 / 8
2026-10-04	$6.40	$1,658,888,433	6 / 8
2026-10-05	$6.40	$1,658,888,433	6 / 8
2026-10-06	$6.40	$1,658,888,433	6 / 8
2026-10-07	$6.40	$1,658,888,433	5 / 8
2026-10-08	$6.40	$1,658,888,433	5 / 8
2026-10-09	$6.40	$1,658,888,433	5 / 8
2026-10-10	$6.40	$1,658,888,433	5 / 8
2026-10-11	$6.40	$1,658,888,433	5 / 8
2026-10-12	$6.40	$1,658,888,433	5 / 8
2026-10-13	$6.40	$1,658,888,433	5 / 8
2026-10-14	$6.40	$1,658,891,367	5 / 8
2026-10-15	$6.40	$1,658,891,367	5 / 8
2026-10-16	$6.40	$1,658,891,367	5 / 8
2026-10-17	$6.40	$1,658,891,367	5 / 8
2026-10-18	$6.40	$1,658,891,367	5 / 8
2026-10-19	$6.40	$1,658,891,367	5 / 8
2026-10-20	$6.40	$1,658,891,367	5 / 8
2026-10-21	$6.40	$1,658,891,367	5 / 8
2026-10-22	$6.40	$1,658,891,367	5 / 8
2026-10-23	$6.40	$1,658,891,367	5 / 8
2026-10-24	$6.40	$1,658,891,367	5 / 8

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	11	2
2026-06-01	11	2
2026-07-01	11	3
2026-08-01	10	8
2026-09-01	3	8
2026-10-01	3	8

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell

0 upgrades1 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Mizuho SecuritiesOct 13 · prior Jul 15

$120.00 → $109.00-9.2%

$0$66.00$132.00

0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Quarterly cash from operations above $125 millionCash from operations: $92.203M
EPS near $5.12 per shareDiluted EPS: $1.11 per share
Annual revenue near $1.425 billionRevenue: $388.18M

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.3%Typical daily move · historical

Downside history

-12.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Lantheus Holdings outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a healthcare growth and acquisition-integration story, supported by recent strong financial performance and a sector tailwind. The thesis is intact, though confidence is medium and execution quality is neutral.

What's priced into Lantheus Holdings

The valuation evidence is mixed: LNTH is described as cheap versus peers, while the model also indicates a 0.77 premium versus peers. The expectations gap is negative, and the priced-in assessment is tagged as justified, with low fragility because the concern is weak execution rather than a broader stack of risks.

What the fundamentals likely do

Near term, performance has held in the top half of the industry, but 2026 guidance was suspended in connection with the pending Curium merger. Revenue rose modestly year over year in 2026-Q2, while PYLARIFY sales declined; the merger has since been reported completed, but the evidence gives no details on integration results. Near-term miss risk is described as low, though the industry has a high miss rate and the company had a deep miss in its recent history.

What Lantheus Holdings hinges on

Over the next several quarters, the thesis hinges on executing the Curium combination and advancing PET radiodiagnostics and the pipeline despite pressure in PYLARIFY sales. Guidance cuts would be a meaningful negative, while continued strength among healthcare bellwethers could support sector momentum; weaker jobs data could raise recession concerns for cyclical healthcare names. The value of radiotherapeutic assets is another swing factor, but direct financial evidence is limited.