Leerink Partners Downgrades Lantheus (NASDAQ:LNTH) to Hold

Lantheus (NASDAQ:LNTH) was downgraded by research analysts at Leerink Partners from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Monday,Zacks.com reports.

Several other analysts have also recently issued reports on LNTH. Mizuho lowered their price objective on shares of Lantheus from $120.00 to $115.00 and set an “outperform” rating for the company in a research note on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $94.00 target price on shares of Lantheus in a research report on Thursday, May 7th. William Blair set a $102.50 target price on Lantheus in a report on Monday. Wall Street Zen downgraded Lantheus from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 9th. Finally, Weiss Ratings raised Lantheus from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday. Five analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $108.11.

Lantheus Trading Down 0.1%

Shares of LNTH stock opened at $101.11 on Monday. The firm has a market cap of $6.58 billion, a P/E ratio of 24.36 and a beta of -0.03. Lantheus has a 1-year low of $47.25 and a 1-year high of $111.86. The company has a debt-to-equity ratio of 0.47, a current ratio of 2.83 and a quick ratio of 2.64. The firm’s 50-day simple moving average is $103.98 and its 200-day simple moving average is $87.37.

Lantheus (NASDAQ:LNTH) last released its earnings results on Thursday, May 7th. The medical equipment provider reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.21. Lantheus had a net margin of 18.05% and a return on equity of 29.32%. The business had revenue of $377.33 million for the quarter, compared to analysts’ expectations of $354.48 million. During the same period last year, the company earned $1.53 earnings per share. The company’s quarterly revenue was up 1.2% on a year-over-year basis. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. As a group, equities analysts forecast that Lantheus will post 4.5 EPS for the current year.

Hedge Funds Weigh In On Lantheus

Several hedge funds and other institutional investors have recently made changes to their positions in LNTH. Western Wealth Management LLC purchased a new stake in Lantheus during the 1st quarter worth $25,000. Smartleaf Asset Management LLC raised its position in Lantheus by 63.3% in the fourth quarter. Smartleaf Asset Management LLC now owns 508 shares of the medical equipment provider’s stock valued at $34,000 after purchasing an additional 197 shares during the period. Parallel Advisors LLC lifted its stake in shares of Lantheus by 122.6% during the fourth quarter. Parallel Advisors LLC now owns 541 shares of the medical equipment provider’s stock worth $36,000 after purchasing an additional 298 shares in the last quarter. Osterweis Capital Management Inc. acquired a new position in shares of Lantheus during the second quarter worth about $36,000. Finally, Bessemer Group Inc. boosted its position in shares of Lantheus by 221.2% in the first quarter. Bessemer Group Inc. now owns 514 shares of the medical equipment provider’s stock worth $39,000 after buying an additional 354 shares during the period. Institutional investors and hedge funds own 99.06% of the company’s stock.

Trending Headlines about Lantheus

Here are the key news stories impacting Lantheus this week:

• Positive Sentiment: Curium agreed to acquire Lantheus for $102.50 per share in cash, with non-transferable contingent value rights (CVRs) offering up to an additional $12 per share if specified prostate-cancer, neurology and DEFINITY sales milestones are achieved through 2030. The total potential value is approximately $8 billion. Reuters article
• Positive Sentiment: The deal represents premiums to Lantheus’ unaffected trading levels, and the company’s board unanimously approved it after reviewing multiple strategic alternatives, including remaining independent. The combination would unite Lantheus’ U.S. radiodiagnostics business with Curium’s global manufacturing and theranostics platform across more than 70 countries. Curium Announces Definitive Agreement to Merge with Lantheus
• Positive Sentiment: Analyst commentary highlighted the transaction as a favorable outcome for shareholders, while recent reported price targets—including a median target of $115—remain above the cash consideration, potentially reflecting value in the CVRs. Analyst insights on Lantheus
• Neutral Sentiment: The transaction is expected to close in the first half of 2027, subject to shareholder and regulatory approvals. Until then, Lantheus will remain publicly traded; afterward, it will become private. Fierce Biotech article
• Neutral Sentiment: Analyst sentiment is mixed, suggesting limited independent-stock catalysts while the acquisition is pending. Lantheus is scheduled to report second-quarter 2026 results before the market opens on August 6, but it will not hold a conference call. Conflicting analyst sentiment on Lantheus
• Negative Sentiment: Lantheus suspended its previously issued FY 2026 guidance because of the pending transaction, increasing uncertainty around near-term operating performance and limiting visibility for standalone valuation.
• Negative Sentiment: Several shareholder law firms announced investigations into whether Lantheus obtained a fair price and whether directors fulfilled their fiduciary duties. Such actions could raise legal costs or delay closing, although they do not necessarily indicate wrongdoing. Shareholder investigation
• Negative Sentiment: The additional $12 per share is contingent on demanding commercial milestones and is not guaranteed. Investors also face normal merger risks, including financing, regulatory approval, shareholder approval and potential competing bids.

Lantheus Company Profile

Lantheus Holdings, Inc is a global life sciences company specializing in the development, manufacturing and commercialization of diagnostic imaging agents and radiopharmaceuticals. Headquartered in North Billerica, Massachusetts, Lantheus focuses on products that enhance the detection and management of cardiovascular and oncologic diseases. The company’s portfolio spans ultrasound-enhancing agents, molecular imaging tracers for positron emission tomography (PET), and emerging theranostic platforms designed to pair diagnostic and therapeutic applications.

The diagnostic imaging segment includes ultrasound contrast agents such as DEFINITY® (perflutren lipid microsphere) and Sonazoid® (perflubutane), which improve the visualization of cardiac structures and blood flow.