Lantheus Holdings (LNTH) Stock Forecast & Price Target

Lantheus Holdings Inc is positioned for growth as it enhances its market share in the US PSMA PET imaging sector, with expectations to increase from approximately mid-single-digit to high-single-digit revenue share. The newly introduced Pylarify formulary is anticipated to bolster growth, as it increases batch size by nearly 50% and provides three years of TPT eligibility, likely revitalizing Pylarify's expansion in the latter part of 2026. Additionally, there is potential for significant earnings per share improvement if non-Pylarify segments outperform current growth models, addressing projected headwinds and enhancing overall financial stability.

Lantheus Holdings Inc. is facing a negative outlook due to a decline in the growth forecast for its primary product, Pylarify, which reported a revenue drop of 8% year-over-year, reaching $260 million, and falling short of expectations by approximately $14 million. The company also experienced lower-than-anticipated unit growth of just 2% year-over-year, compounded by a 10% price headwind in the quarter. Furthermore, as projections for Pylarify's growth through 2025-2026 have been downgraded, Lantheus’s two-year growth profile is now lagging behind that of its profitable SMID MedTech peers, raising concerns regarding its financial trajectory.