NASDAQ · LNTH

Lantheus Holdings, Inc.

Healthcare · Drug Manufacturers - Specialty & Generic

$100.79▲ 0.06% ($0.06)today

As of 12:32 PM ET

52-week

$49.67$111.86

Market cap

$6.56B

What the market price implies · Reverse DCF

To support a price of $100.79, this model requires revenue to grow by 4.82%/yr over the next 10 years, compounded annually.

Historical revenue grew by 37.99%/yr over the past 4 years. The required annual growth rate is 33.17 percentage points lower.

Selected forecast · Base scenario

12.53%/yr · actual 10-year annualized revenue growth

Year 1 growth: 19.66%

Market-implied · Base operating assumptions + edited margins

4.82%/yr · flat 10-year annualized revenue growth

Reverse DCF solves revenue growth itself using Base operating assumptions and your edited margins. Changing forecast growth alone does not change the implied rate. This is a model-implied requirement, not an analyst forecast.

Valuation

Recommended · Revenue & margin DCF

Price used

$100.79

Estimated value / share

$187.43

Base scenario

This estimate is 85.95% above the price used.

USD · TTM ending 2026-06-30

Year 1 growth 19.66% · Ending margin 19.43% · Discount rate 7.32%

Assumption scenarios, not statistical confidence intervals.

Method, dates & sources

Estimated from future revenue, operating margins, and the investment needed to support them.

Price timestamp: Sep 16, 2026, 4:32 PM UTC
Financial statement period: TTM ending 2026-06-30
Data refreshed: Sep 16, 2026, 4:32 PM UTC · provider

Why this method?

FCFF is positive, but it is still too unstable and too short-lived to anchor even a normalized FCFF DCF. Use revenue and margin assumptions instead of compounding current FCFF.

Is FCFF positive and has it been for 3+ consecutive years? 3 consecutive positive FCFF years are available.

Is FCFF stable (not swinging >30% year to year)? The largest recent FCFF swing is 882.4%.

Do you have 5+ years of positive FCFF history? Only 3 consecutive positive FCFF years are available.

Price vs Fundamentals

Why The Stock Is Moving

Mixed / unclearLow confidence

1Y Price: 93.89%Revenue (TTM): 2.35%FCF (TTM): 8.26%P/FCF: 23rd pct

What changed

The stock rose 93.89% over the last year. Revenue grew 2.35% over the trailing twelve months. Operating margin moved from 28.78% to 19.43%. Free cash flow grew 8.26% over the trailing twelve months.

What the market seems to be pricing

The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.

What would invalidate this read

Operating margin currently stands at 19.43%. A decisive move in revenue — currently up 2.35% — would be the clearest signal to resolve the ambiguity.

Performance

Return analysis

Company profile

Lantheus Holdings, Inc. is a global pharmaceutical company dedicated to the development, manufacturing, and commercialization of advanced diagnostic and therapeutic agents.

CEOMary Anne Heino

SectorHealthcare

IndustryDrug Manufacturers - Specialty & Generic

Employees1,193

IPO dateJun 25, 2015

https://www.lantheus.com

Market multiples

Forward P/E—

EV/EBITDA11.77

Enterprise value$4.75B

Stock splits

No stock splits recorded for this ticker.

Profitability & growth

Revenue growth2.68%

Gross margin (FY2025)61.1%▼3.3ppvs FY2024

Operating margin (FY2025)20.16%▼9.6ppvs FY2024

ROE22.21%▲0.8ppvs FY2025

Analyst consensus

RatingBuy

Target price$105.27▲4.44%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Nov 5, 2026

Q4 FY26 · EPS est $1.25 · Revenue est $360.87M

View