Assessing Lantheus (LNTH) Valuation After Earnings Beat, Raised Guidance and Radiopharma Strategy Confidence

Lantheus Holdings (LNTH) just delivered a quarter that landed ahead of revenue expectations, paired with slightly higher full year guidance, and the stock has climbed about 15% as investors warm to its radiopharma strategy.

See our latest analysis for Lantheus Holdings.

That post earnings jump comes after a choppy stretch, with the share price at $66.68 delivering a 30 day share price return of 18.0% but a one year total shareholder return of negative 27.0%. This suggests sentiment may be turning after a tough year.

If this kind of radiopharma rebound has your attention, it could be a good moment to see what other specialised names are setting up interestingly across healthcare stocks.

With shares still trading below analyst targets despite a sharp post earnings bounce, the key question now is whether Lantheus is genuinely undervalued or if the market is already pricing in its radiopharma growth story.

Most Popular Narrative Narrative: 19% Undervalued

With Lantheus closing at $66.68 against a most popular narrative fair value near $82, that gap hinges on specific growth and margin assumptions.

Multiple new product launches within the next 18 months including the new F 18 PSMA PET, MK 6240, OCTEVY, and PNT2003 are set to diversify the revenue base, mitigate concentration risk, and open additional growth channels in oncology and neuroendocrine tumor imaging, supporting both top line and future earnings expansion.

Read the complete narrative.

Want to see how a modest revenue growth outlook still supports a higher valuation multiple and richer margins than today? The narrative stitches together product launches, expanding imaging markets, and disciplined discount rate assumptions into one cohesive upside case. Curious which future earnings profile justifies that premium tag? Dive in to unpack the exact assumptions behind this discrepancy.

Result: Fair Value of $82.29 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, that upside hinges on managing Pylarify pricing pressure and executing acquisitions smoothly, as missteps here could quickly undercut the rebound thesis.

Find out about the key risks to this Lantheus Holdings narrative.

Build Your Own Lantheus Holdings Narrative

If you see the story differently or want to stress test your own assumptions against the numbers, you can build a custom view in just a few minutes: Do it your way.

A great starting point for your Lantheus Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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