Lantheus Holdings, Inc. (LNTH) AI Stock Analysis

Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products targeting critical illnesses such as heart conditions and cancer. Its diagnostic portfolio includes DEFINITY, a microbubble ultrasound enhancing agent for heart exams, TechneLite technetium generators, Xenon-133 for pulmonary assessments, Neurolite for stroke evaluation, and Cardiolite for myocardial perfusion studies. The company also markets PYLARIFY for detecting recurrent prostate cancer and Flurpiridaz F 18 for cardiac blood flow. Therapeutic offerings include AZEDRA and RELISTOR, while its development pipeline features LMI 1195 and PYLARIFY AI software for PSMA PET/CT image analysis.

Lantheus delivered a 5-year revenue CAGR of 35.3% from FY2020 to FY2025. Annual revenue expanded from $425.2M in FY2021 to $1.53B in FY2024 before reaching $1.54B in FY2025, which represented slower annual growth of 0.5%. Net income shifted from -$71.3M in FY2021 to $326.7M in FY2023 and $233.6M in FY2025, with gross margin at 61.1% and operating margin at 20.2%. For the trailing twelve months, revenue reached $1.56B with an operating margin of 25.8% and a profit margin of 17.7%. In the latest quarter ending June 30, 2026, quarterly revenue grew 2.7% year-over-year, while quarterly earnings declined 0.9%.

As of June 30, 2026, cash and short-term investments were $593.3M, total debt was $625.0M, resulting in net debt of $31.7M. Current ratio was 3.06 and debt-to-equity was 0.48. Shareholders' equity stood at $1.31B out of $2.41B in total assets. In FY2025, free cash flow was $354.1M from operating cash flow of $390.1M, with capital expenditures of $36.1M. Capital allocation in FY2025 included $300.0M deployed toward share buybacks.

Lantheus trades at a forward P/E of 14.3x and a trailing P/E of 24.1x, compared to medians of 17.3x and 24.6x for its US-listed Healthcare peers. Its EV to EBITDA ratio is 13.9x, above the peer median of 12.0x, while its price-to-sales ratio of 4.2x compares to the peer median of 4.1x. The company's PEG ratio stands at 0.61. Over the past year, the stock returned 76.9%, outperforming the S&P 500 return of 16.8%, and gained 328.6% over five years compared to 83.0% for the index.

Wall Street coverage consists of 1 Strong Buy, 1 Buy, and 8 Hold ratings. The mean price target of $106.99 implies an upside of 7.3% from the last close of $99.70. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.47B and EPS of $5.36, representing an EPS decline of 11.8%. For the following year, 10 analysts project revenue to reach $1.65B and EPS to grow 19.0% to $6.38. Lantheus beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 5, 2026.

This page is an AI-written research summary of Lantheus Holdings, Inc. (LNTH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LNTH income statement, LNTH balance sheet, LNTH key metrics, LNTH analyst forecast, LNTH chart. See the LNTH stock overview for the latest quote and news.