
Lantheus Holdings (LNTH) Stock Forecast & Price Target
Lantheus Holdings (LNTH) Analyst Ratings
Bulls say
Lantheus Holdings is viewed favorably because its core radiopharmaceutical franchise continues to show resilience, with 1Q26 revenue of $377 million and adjusted EPS of $1.46 both ahead of expectations, while PYLARIFY delivered a third consecutive quarter of stable or improving revenue and gross margin held at 67.0%. The outlook is further supported by multiple 2026 catalysts, including FDA approval for PYLARIFY TruVu, tentative approval for PNT2003, and the upcoming MK6240 decision, alongside the company’s ability to grow across segments with DEFINITY, Neuraceq, and strategic partnerships contributing meaningfully. Even with the CRL for LNTH-2501, the FDA cited no concerns about safety or efficacy and only third-party manufacturing issues, reinforcing a path to eventual approval while the company’s margin expansion, de-risked estimates, and expected 2027 re-acceleration strengthen the fundamental thesis.
Bears say
Lantheus Holdings is vulnerable because more than 80% of total sales in 2022 came from PYLARIFY and DEFINITY, leaving the business highly concentrated and exposed to any disruption in either platform. Competition for both products, along with just-in-time manufacturing constraints tied to limited half-life radioisotopes and reliance on a nationwide PMF and cyclotron network, creates meaningful execution and supply-chain risk that could quickly impair revenue and service reliability. Reimbursement and regulatory pressure from third-party payors and Medicare adds another layer of downside, while pricing/share headwinds, potential delays for “PYL 2.0,” integration of LMI/Evergreen, and the CEO transition increase the risk of operational underperformance.
This aggregate rating is based on analysts' research of Lantheus Holdings and is not a guaranteed prediction by Public.com or investment advice.
Lantheus Holdings (LNTH) Analyst Forecast & Price Prediction
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