Lantheus Holdings (LNTH)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-09
$100.70+0.26%
Close 2026-09-09 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-09
Intact: The reason to own it still holds.
Lantheus grows revenue about 5% yearly, hitting $1.425 billion in 2026. Profit per share is steady near $5.12. Cash from operations rose strongly to $125 million in Q1. The company manages costs well, improving operating income to $81 million.
Revenue growth is slow and may stall below 5%. Profit margins could shrink if costs rise. Cash flow might weaken, limiting investments and buybacks.
The price is about 3% below our fair value near $108. Analysts expect 5% revenue growth, which aligns with our view. The market fairly values Lantheus given its steady profit and cash flow.
Breaks if: quarterly cash from operations falls below $110 million
Breaks if: EPS falls below $5.0 in FY26
Breaks if: annual revenue falls below $1.35 billion in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround opportunity focused on the healthcare sector, particularly in radiopharmaceuticals. The current thesis state is intact, supported by recent strong financial performance and strategic priorities.
The valuation suggests that LNTH is relatively cheap compared to its peers, with a medium confidence in its model. The market appears to have a negative expectations gap, indicating that some challenges may already be factored into the current valuation.
Recent financial performance has been strong, but there are signs of mixed results in key product sales. Management is focused on completing a significant merger and advancing their product pipeline, which could influence future performance.
The long-term thesis hinges on the successful completion of the merger with Curium and the ability to maintain momentum in the healthcare sector. Additionally, external factors like sector performance and economic indicators will play a critical role.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the company's outlook. However, concerns about the Curium acquisition challenge its success. The debt financing backing the merger is a positive sign for growth.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue to prioritize revenue growth as a key strategic focus.
In the next 1 to 3 years, LNTH's trajectory will depend on its strategic execution and sector conditions. Not investment advice.