Lantheus Holdings

LNTH · NASDAQ

$100.39+$0.47 (+0.47%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $99.92

LNTH analyst rating

HoldConsensus of 7 analysts over the last 12 months. 29% rate it a buy.

Strong buy0
Buy2
Hold5
Underperform0
Sell0

12-month price target · 11 analysts

Average $105.62 (+5.2% upside)

Low: $70.70
Now: $100.39
High: $120.75

Upgrades and downgrades

The latest rating actions, newest first

LNTH analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Mizuho	Oct 13, 2026	Downgrade	Outperform → Neutral	$115.00 → $109.00	56%
Truist Securities	Aug 4, 2026	Downgrade	Buy → Hold	$125.00 → $102.50	50%
CJS Securities	Aug 4, 2026	Downgrade	Market Outperform → Market Perform	—	33%
William Blair	Aug 3, 2026	Downgrade	Outperform → Market Perform	—	43%
TD Cowen	Aug 3, 2026	Downgrade	Buy → Hold	$110.00 → $102.50	38%
Mizuho	Jul 29, 2026	Maintains	Outperform	$120.00 → $115.00	56%
Truist Securities	Jul 16, 2026	Maintains	Buy	$115.00 → $125.00	50%
Mizuho	Jul 15, 2026	Maintains	Outperform	$115.00 → $120.00	56%
B. Riley Securities	Jul 9, 2026	Maintains	Buy	$97.00 → $129.00	44%
Citizens	Jun 29, 2026	Maintains	Market Outperform	$115.00	42%

The case for and against

Updated Oct 14, 2026

Bull case

Lantheus Holdings is well positioned because its core franchise remains resilient: 1Q26 revenue of $377.3 million beat expectations by about 6%, with PYLARIFY at $240.9 million, Neuraceq at $35.4 million, and DEFINITY plus partnerships also contributing to a clean upside surprise. Management also showed improving profitability, as gross margin reached 67.0% and adjusted operating margin was 34.2%, while the company continues to benefit from favorable product mix and leverage across operating expenses. The outlook is further supported by multiple catalysts, including FDA approval for PYLARIFY TruVu in March, tentative approval for PNT2003, and a de-risked LNTH-2501 profile after the FDA raised only third-party manufacturing issues, not safety or efficacy concerns.

Bear case

Lantheus Holdings is exposed to heavy concentration risk because PYLARIFY and DEFINITY accounted for over 80% of total sales in 2022, so any slowdown in adoption, pricing pressure, or supply disruption could materially weaken its financial profile. The business also depends on a fragile just-in-time radiopharmaceutical supply chain tied to cyclotron networks and radioisotope decay, making execution vulnerable to manufacturing, logistics, and network interruptions. In addition, reimbursement and regulatory pressure from Medicare and third-party payors, plus competition and integration risks from recent deals and leadership changes, could limit demand and cause operational shortfalls.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.