Latest news with #LantheusHoldings
Yahoo
2 days ago
- Business
- Yahoo
Lantheus Holdings (LNTH) Dives 28.6% on Tempered Growth Outlook
We recently published . Lantheus Holdings, Inc. (NASDAQ:LNTH) is one of the worst-performing stocks on Wednesday. Lantheus Holdings saw its share prices decline by 28.58 percent to hit a new 52-week low as investor sentiment was dampened by a tempered growth outlook for the rest of the year. In intra-day trading, Lantheus Holdings, Inc. (NASDAQ:LNTH) hit its lowest price of $47.25, before a buying spree bolstered its share prices higher to finish the day down by 28.58 percent at $51.87 apiece. This followed a lower full-year revenue guidance of $1.475 billion to $1.51 billion, as compared with the $1.55 billion to $1.585 billion in the same period last year. Adjusted EPS was also targeted at $5.5 to $5.7, lower than the $6.6 to $6.7 as expected previously. In the second quarter of the year, Lantheus Holdings, Inc. (NASDAQ:LNTH) grew its net income by 26.9 percent to $78.8 million from $62.1 million in the same period last year, while revenues dropped by 4 percent to $378 million from $394 million. Copyright: epstock / 123RF Stock Photo In the first half, net income declined by 21 percent to $151.7 million from $193 million, while revenues dipped by 1.7 percent to $750.8 million from $764 million. While we acknowledge the potential of LNTH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
Yahoo
3 days ago
- Business
- Yahoo
Why Lantheus (LNTH) Stock Is Falling Today
What Happened? Shares of radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) fell 29.8% in the afternoon session after the company reported disappointing second-quarter financial results and slashed its full-year forecast. The radiopharmaceutical company announced quarterly revenue of $378 million and adjusted earnings per share of $1.57, both of which missed analysts' expectations. A key factor in the performance was an 8.3% decrease in sales for its main product, PYLARIFY, which faced increased competition. Compounding the issue, Lantheus lowered its full-year guidance significantly. The company projected full-year revenue between $1.47 billion and $1.51 billion, well below the consensus estimate of $1.57 billion. Similarly, its earnings per share forecast of $5.50 to $5.70 fell far short of the anticipated $6.64. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Lantheus? Access our full analysis report here, it's free. What Is The Market Telling Us Lantheus's shares are somewhat volatile and have had 12 moves greater than 5% over the last year. But moves this big are rare even for Lantheus and indicate this news significantly impacted the market's perception of the business. The previous big move we wrote about was 19 days ago when the stock dropped 4.7% on the news that several negative developments weighed on the sector. Weakness in managed care providers was a significant factor, with companies like Elevance Health and Humana seeing declines due to an analyst downgrade and a lost lawsuit regarding Medicare bonus payments, respectively. Additionally, some pharmaceutical and biotech companies experienced sharp drops following unfavorable news; for instance, Sarepta Therapeutics plunged after a report indicated another patient death tied to its experimental gene therapy, and GSK's blood cancer drug dosage was voted against by the FDA advisory committee. Broader market sentiment, including concerns about rising costs and inadequate pricing for 2025 plans among health insurers, also contributed to the downward pressure on healthcare equities. Lantheus is down 43.3% since the beginning of the year, and at $50.39 per share, it is trading 56.8% below its 52-week high of $116.69 from October 2024. Investors who bought $1,000 worth of Lantheus's shares 5 years ago would now be looking at an investment worth $3,867. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Lantheus (NASDAQ:LNTH) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops 20.8%
Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) fell short of the market's revenue expectations in Q2 CY2025, with sales falling 4.1% year on year to $378 million. The company's full-year revenue guidance of $1.49 billion at the midpoint came in 5% below analysts' estimates. Its non-GAAP profit of $1.57 per share was 6.3% below analysts' consensus estimates. Is now the time to buy Lantheus? Find out in our full research report. Lantheus (LNTH) Q2 CY2025 Highlights: Revenue: $378 million vs analyst estimates of $387.8 million (4.1% year-on-year decline, 2.5% miss) Adjusted EPS: $1.57 vs analyst expectations of $1.68 (6.3% miss) The company dropped its revenue guidance for the full year to $1.49 billion at the midpoint from $1.57 billion, a 4.8% decrease Management lowered its full-year Adjusted EPS guidance to $5.60 at the midpoint, a 15.8% decrease Operating Margin: 23.3%, down from 26.1% in the same quarter last year Free Cash Flow Margin: 20.9%, up from 18.7% in the same quarter last year Market Capitalization: $5.02 billion 'In the second quarter and the month thereafter, we completed the acquisitions of both Evergreen Theragnostics and Life Molecular Imaging – key steps in executing our strategy to expand capabilities across the radiopharmaceutical value chain, diversify revenue, including with Neuraceq, and drive future growth. At the same time, we navigated increased competition in the PSMA PET landscape, which impacted PYLARIFY performance. We are taking actions to reinforce PYLARIFY's clinical differentiation and support the value of our PSMA PET franchise,' said Brian Markison, CEO. Company Overview Pioneering the "Find, Fight and Follow" approach to disease management, Lantheus Holdings (NASDAQGM:LNTH) develops and commercializes radiopharmaceuticals and other imaging agents that help healthcare professionals detect, diagnose, and treat diseases. Revenue Growth A company's long-term sales performance is one signal of its overall quality. Any business can have short-term success, but a top-tier one grows for years. Over the last five years, Lantheus grew its sales at an incredible 35.6% compounded annual growth rate. Its growth beat the average healthcare company and shows its offerings resonate with customers, a helpful starting point for our analysis. We at StockStory place the most emphasis on long-term growth, but within healthcare, a half-decade historical view may miss recent innovations or disruptive industry trends. Lantheus's annualized revenue growth of 16.3% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. This quarter, Lantheus missed Wall Street's estimates and reported a rather uninspiring 4.1% year-on-year revenue decline, generating $378 million of revenue. Looking ahead, sell-side analysts expect revenue to grow 8.6% over the next 12 months, a deceleration versus the last two years. Despite the slowdown, this projection is noteworthy and indicates the market is forecasting success for its products and services. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. Operating Margin Lantheus has managed its cost base well over the last five years. It demonstrated solid profitability for a healthcare business, producing an average operating margin of 19.1%. Looking at the trend in its profitability, Lantheus's operating margin rose by 33.3 percentage points over the last five years, as its sales growth gave it immense operating leverage. Zooming in on its more recent performance, we can see the company's trajectory is intact as its margin has also increased by 26.2 percentage points on a two-year basis. These data points are very encouraging and show momentum is on its side. In Q2, Lantheus generated an operating margin profit margin of 23.3%, down 2.8 percentage points year on year. This contraction shows it was less efficient because its expenses increased relative to its revenue. Earnings Per Share Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. Lantheus's EPS grew at an astounding 42.7% compounded annual growth rate over the last five years, higher than its 35.6% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. We can take a deeper look into Lantheus's earnings to better understand the drivers of its performance. As we mentioned earlier, Lantheus's operating margin declined this quarter but expanded by 33.3 percentage points over the last five years. This was the most relevant factor (aside from the revenue impact) behind its higher earnings; interest expenses and taxes can also affect EPS but don't tell us as much about a company's fundamentals. In Q2, Lantheus reported adjusted EPS at $1.57, down from $1.80 in the same quarter last year. This print missed analysts' estimates, but we care more about long-term adjusted EPS growth than short-term movements. Over the next 12 months, Wall Street expects Lantheus's full-year EPS of $6.39 to grow 4.9%. Key Takeaways from Lantheus's Q2 Results We struggled to find many positives in these results. Its full-year revenue guidance missed and its full-year EPS guidance fell short of Wall Street's estimates. Overall, this quarter was bad. The stock traded down 20.8% to $57.50 immediately following the results. Lantheus didn't show it's best hand this quarter, but does that create an opportunity to buy the stock right now? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
28-07-2025
- Business
- Yahoo
Riley Reduces Lantheus Holdings (LNTH) PT to $109, Maintains Buy Rating
Lantheus Holdings Inc. (NASDAQ:LNTH) is one of the most undervalued stocks to buy and hold for 3 years. Earlier on June 23, B. Riley analyst Yuan Zhi reduced the firm's price target on Lantheus from $122 to $109, while maintaining a Buy rating on the shares. The adjustment was made following the company's Q1 2025 financial update. In Q1 2025, the company announced consolidated net revenue of $372.8 million, which was a 0.8% increase year-over-year. PYLARIFY sales were $257.7 million and remained flat compared to the prior year. Precision Diagnostic revenue was $104.4 million, also flat year-over-year. DEFINITY sales increased by 3.5% to $79.2 million, while TechneLite revenue decreased by 9.2% to $19.7 million due to a brief supply issue. An oncologist discussing an anti-PD1 therapy option with a patient. Lantheus experienced a decrease in profitability in Q1. Gross profit margin fell by 180 basis points to 67%. Operating expenses increased to 28.3% of net revenue, 1.47% higher than the prior year. As a result, operating profit decreased by 7.1% to $144.3 million. As of the end of Q1 2025, cash and cash equivalents stood at $938.5 million. Lantheus Holdings Inc. (NASDAQ:LNTH) develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in the diagnosis and treatment of heart, cancer, and other diseases worldwide. While we acknowledge the potential of LNTH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-07-2025
- Business
- Yahoo
Lantheus Holdings Expands Alzheimer's Diagnostics Despite Recent Stock Dip
Lantheus Holdings, Inc. (NASDAQ:LNTH) is one of the . The company completes the acquisition of Life Molecular Imaging Limited amid a fall in the monthly and weekly performance of shares. A medical professional performing a pulmonary function assessment on a patient. Lantheus Holdings, Inc. (NASDAQ:LNTH) is a Massachusetts-based company specializing in radiopharmaceuticals and diagnostic imaging. Through Lantheus Medical Imaging, Progenics, and EXINI, the company develops and commercializes precision diagnostics and radiotherapeutics used in oncology and cardiology. It is supported by strategic partnerships from global healthcare leaders. On July 21, 2025, Lantheus Holdings, Inc. (NASDAQ:LNTH) announced the completion of the acquisition of Life Molecular Imaging Limited. With the $350 million acquisition and the addition of Neuraceq, an F-18 PET imaging agent, Lantheus Holdings, Inc. (NASDAQ:LNTH) increases its capabilities in Alzheimer's disease diagnostics. On the other hand, the company's weekly and monthly performance were down by 10.98% and 8.65%, respectively. These declines follow the expiration of the company's transitional pass-through payment status for its product PYLARIFY and the subsequent implementation of the mean unit cost pricing for Medicare fee-for-service coverage. However, analysts, including Truist Financial and TD Cowen, stick to their Buy rating on the stock, signaling confidence in the company's future growth. Lantheus Holdings, Inc. (NASDAQ:LNTH) is anticipated to incur an 8.36% EPS growth in the next 5 years, and it currently has a low beta of 0.15, which makes the stock a good buy for investors seeking long term stocks with low risks. While we acknowledge the potential of LNTH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Metal Stocks with Insider Buying in 2025 and 10 Energy Stocks with Insider Buying in 2025 Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
