Leerink Partners downgraded shares of Lantheus (NASDAQ:LNTH – Free Report) from a strong-buy rating to a hold rating in a research report report published on Monday,Zacks.com reports.
Other equities research analysts have also issued reports about the stock. TD Cowen lowered shares of Lantheus from a “buy” rating to a “hold” rating and reduced their target price for the stock from $110.00 to $102.50 in a report on Monday. Brookline Capital Markets lowered Lantheus from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $94.00 target price on shares of Lantheus in a report on Thursday, May 7th. William Blair set a $102.50 price target on Lantheus in a report on Monday. 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lantheus currently has an average rating of “Hold” and an average target price of $108.11.
Check Out Our Latest Stock Analysis on LNTH
Lantheus Stock Down 0.1%
Lantheus (NASDAQ:LNTH – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The medical equipment provider reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.21. Lantheus had a return on equity of 29.32% and a net margin of 18.05%.The company had revenue of $377.33 million for the quarter, compared to analysts’ expectations of $354.48 million. During the same period in the prior year, the firm earned $1.53 earnings per share. The firm’s revenue was up 1.2% compared to the same quarter last year. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. Research analysts predict that Lantheus will post 4.5 EPS for the current year.
Institutional Trading of Lantheus
Several institutional investors and hedge funds have recently bought and sold shares of the business. M&T Bank Corp purchased a new position in Lantheus during the 4th quarter worth $370,950,000. Farallon Capital Management LLC raised its holdings in shares of Lantheus by 56.1% in the fourth quarter. Farallon Capital Management LLC now owns 5,427,479 shares of the medical equipment provider’s stock valued at $361,199,000 after buying an additional 1,950,252 shares during the last quarter. Reinhart Partners LLC. raised its holdings in shares of Lantheus by 2.2% in the second quarter. Reinhart Partners LLC. now owns 1,599,379 shares of the medical equipment provider’s stock valued at $177,437,000 after buying an additional 34,501 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Lantheus by 3.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,415,463 shares of the medical equipment provider’s stock worth $94,202,000 after buying an additional 44,374 shares during the period. Finally, Carmignac Gestion boosted its stake in shares of Lantheus by 18.4% during the first quarter. Carmignac Gestion now owns 1,328,000 shares of the medical equipment provider’s stock worth $100,729,000 after buying an additional 206,000 shares during the period. Hedge funds and other institutional investors own 99.06% of the company’s stock.
Key Lantheus News
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.
About Lantheus
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.
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