Bullish case
$195 to $225
More likely if Lantheus demonstrates strong PYLARIFY volume growth, advances PNT2002 and PNT2003 through trials without issues, resolves LNTH-2501 regulatory path, and expands operating margins above 20%.
Lantheus Holdings, Inc. research snapshot
LNTH AI Stock Analysis
LNTH AI stock analysis currently views Lantheus Holdings as a radiopharmaceutical company with a strong commercial portfolio in diagnostic imaging (PYLARIFY, DEFINITY) and a promising therapeutic pipeline (PNT2002, PNT2003). At the July 12, 2026 cutoff, the quoted price was $105.64, market capitalization was about $6.88 billion, and the stock had gained 58.7% year to date. Lantheus generates $1.55 billion in trailing revenue with an 18% profit margin and $421.7 million in levered free cash flow. The central question is whether PYLARIFY franchise growth and pipeline catalysts can sustain the current valuation, or whether recent FDA setbacks (CRL for LNTH-2501) signal regulatory risk ahead. This is informational research and not investment advice.
Current price
$105.64
Market cap
$6.88 billion
AI score
68 / 100
Rating
Solid business, reasonable valuation, watch pipeline execution
Trend status
Strong uptrend with momentum near 52-week highs
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
Research quality check
- information Richness
- B-level information richness. Lantheus has moderate sell-side coverage, public filings, and active news flow around its pipeline. Some pipeline-stage data and competitive dynamics require inference.
- bias Check
- The AI bias risk is moderate. Strong YTD price performance creates recency bias and anchoring to the bullish narrative. The analysis separates quoted financial data from forward-looking pipeline speculation.
- ai Confidence
- High data confidence for financials, medium for pipeline outlook
- investment Certainty
- Medium. Lantheus has strong cash generation and a clear growth path, but radiopharmaceutical pipeline execution, FDA timelines, and competitive entry from Novartis, POINT, and others create uncertainty that limits conviction for a static analysis page.
Quick verdict table
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Lantheus sells diagnostic radiopharmaceuticals (PYLARIFY for PSMA PET in prostate cancer, DEFINITY for ultrasound) and is building a therapeutic pipeline. Recurring diagnostic revenue and expanding clinical adoption provide a solid base. | Medium-high |
| Moat | The moat comes from regulatory approvals, manufacturing expertise in radiopharmaceuticals, distribution relationships with GE Healthcare and Curium, and first-mover position in PSMA PET imaging. However, Novartis, Telix, and POINT are investing heavily in adjacent space. | Medium |
| Management | Management has executed well on PYLARIFY commercial launch and margin expansion. Capital allocation prioritizes organic investment and targeted deals. Recent FDA CRL on LNTH-2501 raises questions about regulatory execution. | Medium |
| Financial trend | Revenue grew strongly over the past 3 years driven by PYLARIFY adoption. Profit margins are healthy at 18%, FCF conversion is strong at $421.7M. Balance sheet has $498.6M cash against manageable debt. | Medium-high |
| Valuation | At 25.2x trailing PE and 18.6x forward PE, LNTH is reasonably priced for a growing radiopharma company but not cheap. Base case 3-year scenario targets ~$129.5 after a 22.6% gain. | Medium |
| Technical trend | Strong uptrend from $47.25 52-week low. Stock is near high end of range at $105.64. Momentum is favorable but the stock is extended from moving averages. | Medium |
| Risk level | Key risks: PYLARIFY competition (Telix Illuccix, Novartis Pluvicto read-through), pipeline setbacks (LNTH-2501 CRL), radiopharmaceutical supply chain, and Medicare reimbursement changes for PSMA PET. | Medium-high |
| AI confidence | High data confidence for verified financials and price data. Lower confidence for pipeline probability-weighted valuation and competitive dynamics. | High for financials |
| Investment certainty | Medium certainty. The page provides a framework and data, not a personalized buy or sell instruction. | Medium |
LNTH AI stock forecast
LNTH AI Stock Forecast Scenarios
The LNTH AI stock forecast uses scenario ranges around the $105.64 quote rather than a point target. The bullish case assumes PYLARIFY continues to gain PSMA PET share, pipeline products advance, and margins expand further. The base case assumes steady diagnostic revenue growth with modest pipeline contribution. The bearish case assumes PYLARIFY faces share loss, pipeline setbacks continue, and valuation contracts.
Base case
$120 to $135
More likely if PYLARIFY grows steadily with diagnostic imaging adoption, pipeline progresses with typical biotech timelines, margins hold near current levels, and valuation stays near 20-22x forward earnings.
Bearish case
$65 to $85
More likely if PYLARIFY faces new competitive entrants, pipeline programs fail or face extended delays, FDA regulatory friction increases, or PSMA PET reimbursement faces headwinds.
LNTH AI technical analysis
LNTH AI Technical Analysis
LNTH AI technical analysis starts from the $105.64 quote with a 52-week range of $47.25 to $111.86. Because this static page does not fetch request-time chart data, moving averages and live momentum should be confirmed in a charting tool before use.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $105.64 | Current quote used for this page as of the July 12, 2026 data cutoff. |
| Near support | $94.50 to $98.00 | Estimated from the recent pullback levels. Treat as a planning zone, not a guaranteed floor. |
| Near resistance | $106.00 to $112.00 | All-time high area. A close above with volume would signal continuation of the uptrend. |
| 50-day moving average | Requires live chart confirmation | Use current chart data before acting. The page does not fetch request-time market data. |
| 200-day moving average | Requires live chart confirmation | Long-term trend confirmation should be checked against a live chart or broker data. |
| Momentum | Strong uptrend near 52-week highs | YTD gain of 58.7% indicates powerful momentum. RSI may be elevated, increasing pullback risk. |
| Volume | Near-average volume | Recent volume near the 978,250 average. Monitor for volume confirmation on breakouts. |
| Volatility | Moderate monitoring priority | Beta of -0.06 suggests low correlation with broader market. Stock moves on company-specific catalysts. |
| Invalidation | Close below $94.50 | A decisive close below the support zone would weaken the short-term uptrend. |
LNTH AI trading strategy
LNTH AI Trading Strategy Framework
The LNTH AI trading strategy is a rules-based research framework. It is not personalized advice and should be paired with position sizing, stop levels, and fresh filings or news checks.
Trend-following setup
Wait for LNTH to hold above the $98 support zone and push through the $106 to $112 resistance with volume. Confirm that PYLARIFY prescription trends and pipeline news remain supportive before treating a breakout as durable.
A close below the $94.50 support zone or a failed breakout with high volume should invalidate the setup.
Mean-reversion setup
If LNTH pulls back toward the $94 to $98 support band without a fundamental thesis break, compare the lower entry with the base-case valuation range and check for PYLARIFY sales data, pipeline milestones, or FDA updates.
Do not average down without a predefined maximum loss and a fresh review of radiopharmaceutical competitive dynamics and pipeline risk.
Fundamental monitor
Track the evidence that matters most for radiopharmaceutical adoption: PYLARIFY revenue and volume growth, PSMA PET market share, pipeline clinical data, FDA interactions, and Medicare reimbursement policy for nuclear imaging.
Reduce confidence when price moves are driven by pipeline speculation without matching clinical or regulatory evidence.
Investment research summary
Four-master Research Compression
Business essence
Lantheus develops and commercializes diagnostic radiopharmaceuticals and therapeutic candidates that help clinicians detect and treat cancer and heart disease, primarily through its PYLARIFY PSMA PET imaging franchise.
Moat
The moat is built on FDA-approved radiopharmaceutical manufacturing expertise, distribution partnerships with GE Healthcare and Curium, first-mover advantage in PSMA PET imaging, and growing clinical evidence supporting PYLARIFY adoption.
Munger risk inversion
The thesis can fail if PYLARIFY faces competition from Telix Illuccix or Novartis pipeline agents, pipeline programs (PNT2002, PNT2003) fail to reach market, FDA regulatory friction increases after the LNTH-2501 CRL, or Medicare reimbursement for PSMA PET is reduced.
Management
Management has a strong commercial execution track record with PYLARIFY launch and margin expansion. Capital allocation favors organic growth. The recent FDA CRL on LNTH-2501 is a negative signal on regulatory navigation that needs monitoring.
Industry trend
Radiopharmaceutical therapy (RPT) and theranostics represent a secular growth trend in oncology, with PSMA PET becoming standard of care for prostate cancer. Novartis, Telix, and POINT investments validate the space but also increase competition.
Valuation and margin of safety
At 25.2x trailing PE and 5.7x book, LNTH trades below high-growth biotech peers but above mature pharma. The base case scenario targets $129.5 (22.6% upside) over 3 years. Safety margin is adequate if PYLARIFY growth continues, but thin if pipeline disappoints.
Source-backed data
LNTH Data Table
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| LNTH price | $105.64 | Yahoo Finance LNTH quote, close of July 10, 2026 | July 12, 2026 |
| Market capitalization | $6.88 billion, verified as $105.64 x 65.12 million shares | financial_rigor.py market cap verification | July 12, 2026 |
| Exchange | NasdaqGM | Yahoo Finance LNTH profile | July 12, 2026 |
| Revenue (TTM) | $1.55 billion | Yahoo Finance LNTH financials | July 12, 2026 |
| Net income (TTM) | $279.03 million | Yahoo Finance LNTH financials | July 12, 2026 |
| Levered free cash flow (TTM) | $421.71 million | Yahoo Finance LNTH statistics | July 12, 2026 |
| Cash (mrq) | $498.58 million | Yahoo Finance LNTH balance sheet | July 12, 2026 |
| PE ratio (TTM) | 25.21 | financial_rigor.py valuation verification | July 12, 2026 |
| Forward PE | 18.62 | Yahoo Finance LNTH statistics | July 12, 2026 |
| 52-week range | $47.25 - $111.86 | Yahoo Finance LNTH | July 12, 2026 |
| Three-scenario valuation | Bullish $217, Base $130, Bearish $73 (3-yr model) | financial_rigor.py three-scenario model | July 12, 2026 |
Frequently Asked Questions
Use Pineify AI Stock PickerBuild an AI trading strategyRun an AI stock screenerRead the NVDA AI stock analysis
This LNTH AI stock analysis page is an informational tool only. It is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available data as of July 12, 2026, may be incomplete, and can be wrong if new filings, market prices, FDA decisions, clinical trial results, or macro conditions change.
Related Tools
Trading Strategy Builder
Design trading strategies visually with 10+ indicators. Set entry/exit conditions and risk management, then generate Pine Script code with no coding required.
Try it
Stock Screener
Filter and discover stocks based on market cap, dividend yield, P/E ratio, sector, and more. Screen thousands of stocks with real-time data.
Try it
AI Stock Picker & Screener
Smart AI-driven stock selection with fundamental screening, analyst estimates, and key metrics. Filter by P/E, market cap, dividends, and more.
Try it