LNTH
Earnings in 2 days · May 7, 2026 · Before open
Signal
Bullish Setup2
Price
1
Move+2.67%Positive session
Volume
1
Volume1.1× avgNormal activity
Technical
1
RSIRSI 61Momentum positive
PRICE
Prev Close
85.50
Open
85.13
Day Range84.78 – 88.06
84.78
88.06
52W Range47.25 – 108.91
47.25
108.91
66% of range
VOLUME & SIZE
Avg Volume
943.7K
FUNDAMENTALS
P/E Ratio
25.7x
EPS (TTM)
Div Yield
No dividend
Beta
1.33
Market-like
Performance
1D
+2.67%
5D
+5.86%
1M
+15.67%
3M
+33.14%
6M
+52.11%
YTD
+31.90%
1Y
-18.71%
Best: 6M (+52.11%)Worst: 1Y (-18.71%)
Quick Read
TrendInsufficient MA data
Momentum
BULLISH
61% gross margin
Valuation
FAIR
P/E 26x vs ~20x sector
Health
STRONG
CR 2.7 · FCF $5.32/sh
Bullish
Key MetricsTTM
Market Cap$5.71B
Revenue TTM$1.54B
Net Income TTM$233.56M
Free Cash Flow$348.64M
Gross Margin61.1%
Net Margin15.2%
Operating Margin20.2%
Return on Equity20.6%
Return on Assets10.5%
Debt / Equity0.62
Current Ratio2.70
EPS TTM$3.56
Alpha SignalsFull Analysis →
What Moves This Stock

PYLARIFY quarterly dose volumes and market share vs Novartis in PSMA PET imaging (estimated 40,000-50,000 doses per quarter as of Q4 2025)

Medicare reimbursement rate changes or coverage expansion for PET imaging procedures

Clinical trial readouts and regulatory milestones for therapeutic pipeline candidates (particularly PSMA-targeted therapies)

Manufacturing capacity expansions or supply chain disruptions affecting radioisotope availability (Fluorine-18, Molybdenum-99)

Macro Sensitivity
Economic Cycle

low - Healthcare utilization for cancer diagnostics is largely non-discretionary and driven by disease incidence rather than economic conditions. Prostate cancer screening and staging procedures continue regardless of GDP growth, though hospital capital equipment budgets for PET scanners may be modestly affected during severe recessions. Medicare/insurance reimbursement provides revenue stability.

Interest Rates

Moderate sensitivity through two channels: (1) Lantheus carries $275M in debt (0.55 D/E ratio), so rising rates increase interest expense modestly, though operating cash flow of $500M provides ample coverage; (2) As a growth stock trading at 3.3x sales, valuation multiples compress when risk-free rates rise and investors rotate from growth to value. The 10-year Treasury yield affects discount rates applied to future cash flows from pipeline assets.

Key Risks

Radioisotope supply chain concentration - dependence on limited global suppliers of Molybdenum-99 (for TechneLite) and Fluorine-18 production capacity creates vulnerability to geopolitical disruptions or reactor shutdowns

Medicare reimbursement policy changes - CMS rate cuts or coverage restrictions for PET imaging could materially impact PYLARIFY economics, though current coverage is stable through 2026

Technological obsolescence - next-generation imaging modalities or alternative prostate cancer biomarkers could disrupt PSMA PET imaging demand over 5-10 year horizon

Investor Profile

growth - Investors are attracted to PYLARIFY's 30-40% annual growth trajectory in an expanding prostate cancer diagnostics market, with potential upside from therapeutic pipeline optionality. The stock appeals to healthcare-focused growth funds and biotech specialists willing to accept binary clinical trial risk. Recent 38% three-month return reflects momentum following strong commercial execution, though -10% one-year return indicates volatility around pipeline milestones and competitive concerns.

Watch on Earnings
PYLARIFY quarterly dose volumes and revenue per dose trendsUS prostate cancer incidence rates and PSA screening adoption (drives addressable market)Medicare physician fee schedule updates (published annually in November, effective January)Competitive PSMA imaging agent market share data from imaging center surveys
Health Radar
4 strong2 watch
72/100
Liquidity
2.70Strong
Leverage
0.62Strong
Coverage
15.7xStrong
ROE
20.6%Strong
ROIC
12.2%Watch
Cash
$359MWatch
ANALYST COVERAGE17 analysts
BUY
+11.6%upside to target
L $95.00
Med $98.00consensus
H $110.00
Buy
1376%
Hold
424%
13 Buy (76%)4 Hold (24%)0 Sell (0%)
Full report →
Stock Health
Composite Score
4 of 5 signals bullish
7/10
Technicals
RSI RangeRSI 61 — Bullish momentum
Volume
Volume FlowDistribution — institutional selling
Fundamentals
Last EarningsBeat estimates
Analyst ConsensusBuy
LiquidityCurrent Ratio 2.70 — healthy liquidity
Upcoming Events
EEarnings Report · After CloseMay 6, 2026
Tomorrow
DEx-Dividend DateAug 3, 2026
In 90 days
PDividend PaymentSep 1, 2026
In 119 days
Technicals
Technical SetupBULLISH
Technicals →

Trend

UptrendGolden Cross · 50D leads 200D by 11.6%

+21.2% vs SMA 50 · +35.3% vs SMA 200

Momentum

RSI60.7
Positive momentum, not extended
MACD+0.72
Above zero — bullish momentum · compressing
Market Position
Price Levels
52W High
$108.9+24.1%
Current
$87.78
EMA 50
$73.23-16.6%
EMA 200
$70.57-19.6%
52W Low
$47.25-46.2%
52-Week RangeMid-range
$47.2566th %ile$108.9
Squeeze SetupVolume-based
Distribution Pressure

Distribution pattern detected. More selling days than accumulation over the past 20 sessions. Not a conducive environment for a squeeze.

20-Day Money Flow
Acc days:3
Dist days:3
Edge:Even
Volume Context
Avg Vol (50D)1.1M
Recent Vol (5D)
1.2M+6%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 11 analysts
Analyst revisions:EPS↑ Revised UpRevenue↑ Revised Up

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2025
$1.5B
$1.5B$1.5B
$5.57
±3%
High11
FY2026(current)
$1.5B
$1.4B$1.6B
-3.3%$5.17-7.3%
±6%
High11
FY2027
$1.7B
$1.5B$1.8B
+13.8%$6.27+21.3%
±6%
High10
Range confidence:Tight (high)ModerateWide (low)
Earnings HistoryLNTH
Last 8Q
+5.8%avg beat
Beat 4 of 8 quartersMissed 3 Estimates falling
+10%
Q2'24
-2%
Q3'24
+9%
Q4'24
+1%
Q1'25
-9%
Q2'25
-4%
Q3'25
Q4'25
+42%
Q1'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →
Neutral — mixed activity
90d20
Seaport GlobalNeutral
Feb 27
UPGRADE
William BlairOutperform
Feb 26
UPGRADE
Goldman SachsBuy → Neutral
Oct 8
DOWNGRADE
Insider Activity
SEC Filings →
0 Buys/6 SellsNet Selling
Patel Rajiv A10%
$2.3M
Aug 19
SELL
Patel Rajiv A10%
$188.9M
Aug 20
SELL
Farallon Partners L…10%
$2.3M
Aug 19
SELL
Farallon Partners L…10%
$188.9M
Aug 20
SELL
Blanchfield PaulPresident
$164K
Aug 13
SELL
Niedzwiecki DanielSee Remarks
$472K
Jun 13
SELL
Financials

INSTITUTIONAL OWNERSHIP

1
REINHART PARTNERS, INC.
1.6M
2
Swedbank AB
1.2M
3
Polaris Capital Management, LLC
617K
4
Retirement Systems of Alabama
174K
5
Nuveen, LLC
147K
6
Assenagon Asset Management S.A.
132K
7
Stanley-Laman Group, Ltd.
85K
8
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
72K
News & Activity

LNTH News

20 articles · 4h ago

About

lantheus holdings, inc. (nasdaq: lnth) is the parent company of lantheus medical imaging, inc. (lmi), which is a global leader in the development, manufacture and commercialization of innovative diagnostic imaging agents and products. lmi provides a broad portfolio of products, which are primarily used for the diagnosis of cardiovascular diseases. lmi’s key products include the echocardiography contrast agent definity® vial for (perflutren lipid microsphere) injectable suspension; technelite® (technetium tc99m generator), a technetium-based generator that provides the essential medical isotope used in nuclear medicine procedures; and xenon (xenon xe 133 gas), an inhaled radiopharmaceutical imaging agent used to evaluate pulmonary function and for imaging the lungs. the company is headquartered in north billerica, massachusetts with offices in puerto rico and canada. for more information, visit www.lantheus.com.

CEO
Mary Heino
Mary Anne HeinoInterim CEO & Executive Chairperson
Mark Richard KinarneyVice President of Investor Relations
Neil HollandVice President of Business Insights & Operations
PeersHealth Care(7 companies)
Screen sector →
SymbolPriceDay %Mkt CapP/ERev GrwMarginELO
LNTH
$87.78+2.67%$5.7B24.6+50.2%1515.0%1500
$68.99+0.00%$13.4B1500
$91.17+0.00%$12.0B-4239.0%1500
$518.66+0.96%$11.9B-3008.0%1500
$223.70+8.31%$11.4B+6554.5%-2868.8%1500
$76.39+0.00%$10.7B52.9+2325815.3%-19.7%1500
$182.03+0.00%$10.6B1500
Sector avg+1.71%38.8+777473.3%-1724.1%1500