Lantheus (NASDAQ:LNTH) Cut to "Buy" at Wall Street Zen

Key Points

• Wall Street Zen cut Lantheus from “strong-buy” to “buy”, while the broader analyst view remains constructive with an average “Moderate Buy” rating and a consensus target price of $97.29.
• Lantheus delivered a strong quarterly report, posting EPS of $1.46 versus estimates of $1.25 and revenue of $377.3 million versus expectations of $354.5 million. The company also lifted its FY2026 EPS guidance to $5.00-$5.25.
• The stock traded near its 52-week high at $93.06, helped by bullish analyst updates and heavy institutional ownership of 99.06%. Notably, several firms raised price targets after earnings, including Citizens JMP to $115 and Mizuho to $100.

Lantheus (NASDAQ:LNTH - Get Free Report) was downgraded by equities researchers at Wall Street Zen from a "strong-buy" rating to a "buy" rating in a report released on Saturday.

A number of other analysts have also issued reports on LNTH. The Goldman Sachs Group restated a "neutral" rating and set a $94.00 target price on shares of Lantheus in a research report on Thursday. Citigroup restated an "outperform" rating on shares of Lantheus in a research report on Friday. JonesTrading downgraded shares of Lantheus from a "buy" rating to a "hold" rating in a research note on Friday, February 27th. Truist Financial increased their price target on shares of Lantheus from $89.00 to $98.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Finally, Mizuho increased their price target on shares of Lantheus from $95.00 to $100.00 and gave the stock an "outperform" rating in a research note on Friday. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Lantheus has an average rating of "Moderate Buy" and a consensus target price of $97.29.

Lantheus Stock Up 2.3%

Shares of NASDAQ LNTH opened at $93.06 on Friday. Lantheus has a 1 year low of $47.25 and a 1 year high of $94.86. The firm's 50 day moving average price is $79.69 and its 200 day moving average price is $68.87. The firm has a market cap of $6.06 billion, a P/E ratio of 22.42 and a beta of -0.08. The company has a debt-to-equity ratio of 0.47, a quick ratio of 2.51 and a current ratio of 2.83.

Lantheus (NASDAQ:LNTH - Get Free Report) last announced its earnings results on Thursday, May 7th. The medical equipment provider reported $1.46 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.25 by $0.21. Lantheus had a net margin of 18.05% and a return on equity of 29.32%. The firm had revenue of $377.33 million for the quarter, compared to analyst estimates of $354.48 million. During the same quarter last year, the business earned $1.53 earnings per share. Lantheus'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. As a group, sell-side analysts anticipate that Lantheus will post 4.26 earnings per share for the current year.

Hedge Funds Weigh In On Lantheus

A number of large investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in Lantheus by 1.7% during the third quarter. Vanguard Group Inc. now owns 6,952,418 shares of the medical equipment provider's stock worth $356,590,000 after purchasing an additional 115,338 shares during the period. M&T Bank Corp purchased a new position in shares of Lantheus in the 4th quarter valued at $370,950,000. Farallon Capital Management LLC raised its stake in shares of Lantheus by 56.1% in the 4th quarter. Farallon Capital Management LLC now owns 5,427,479 shares of the medical equipment provider's stock valued at $361,199,000 after acquiring an additional 1,950,252 shares during the period. Reinhart Partners LLC. raised its stake in shares of Lantheus by 15.9% in the 4th quarter. Reinhart Partners LLC. now owns 1,562,576 shares of the medical equipment provider's stock valued at $103,990,000 after acquiring an additional 214,820 shares during the period. Finally, Dimensional Fund Advisors LP raised its stake in shares of Lantheus by 3.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,415,463 shares of the medical equipment provider's stock valued at $94,202,000 after acquiring an additional 44,374 shares during the period. Hedge funds and other institutional investors own 99.06% of the company's stock.

Lantheus News Summary

Here are the key news stories impacting Lantheus this week:

• Positive Sentiment: Lantheus reported first-quarter EPS of $1.46, beating estimates of $1.25, on revenue of $377.3 million, also above expectations. The beat suggests solid underlying demand and execution. Lantheus Reports First Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: The company issued FY2026 EPS guidance of $5.00 to $5.25, slightly above the consensus estimate, reinforcing expectations for continued profitability. Lantheus Reports First Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: Citizens JMP raised its price target to $115 from $85 and reiterated a Market Outperform rating, implying meaningful upside from current levels. Tickerreport.com
• Positive Sentiment: Mizuho also lifted its price target to $100 from $95 and kept an Outperform rating, adding to the bullish post-earnings analyst momentum. Benzinga
• Neutral Sentiment: Several follow-up stories highlighted valuation and the earnings call transcript, but these were mainly commentary on the already-reported results rather than new catalysts. Lantheus Holdings (LNTH) Valuation Check After Q1 Earnings Beat And FDA Approval Catalysts

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.

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