Latest news with #LantheusHoldings
Yahoo
14-05-2025
- Business
- Yahoo
Lantheus Holdings (NasdaqGM:LNTH) Adjusts 2025 Earnings Guidance
Lantheus Holdings recently adjusted its earnings guidance for 2025, reducing anticipated revenues, which has coincided with a 4% decline in its share price over the last quarter. In Q1 2025, the company reported a significant drop in net income and earnings per share, a factor that could influence investor sentiment negatively. Despite promising developments in product diagnostics, Lantheus's lowered guidance and governance changes may have added weight against broader market gains, as the market rose 4% in the same period. These factors underscore the complex environment the company is navigating as it addresses financial and operational challenges. We've discovered 2 warning signs for Lantheus Holdings that you should be aware of before investing here. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. The recent adjustment in Lantheus Holdings' earnings guidance for 2025 and the resulting 4% decline in its share price underscore the immediate challenges the company faces. On a broader horizon, Lantheus has delivered significant returns with a total shareholder return exceeding 500% over the past five years. This substantial gain highlights the potential resilience and growth capacity of the company despite recent setbacks. However, in the past year, Lantheus underperformed relative to both the US Medical Equipment industry, which returned 11%, and the broader US market's 11.6% gain. The revision in earnings guidance reflects potential implications for future revenue and earnings projections. Analysts anticipate revenue growth at 8.2% annually over three years, lower than the US market's 8.4%. Earnings, forecasted to grow 21.16% annually, hinge on the success of new market expansions and product launches. Despite the current share price of US$104.84 being below the consensus price target of US$129.31, it represents a discount, suggesting room for potential price appreciation based on future growth prospects. This context is crucial for investors assessing the current position and outlook of Lantheus within the market. Understand Lantheus Holdings' earnings outlook by examining our growth report. 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. Companies discussed in this article include NasdaqGM:LNTH. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Globe and Mail
12-05-2025
- Business
- Globe and Mail
13 U.S. companies combining profitability and value for outsized returns
What are we looking for? Profitable businesses trading at attractive valuations. When it comes to long-term investing, two of the most powerful drivers of performance are return on invested capital (ROIC) and valuation. Return on capital measures how efficiently a company turns its investments into profits and is an essential indicator of business quality and durability. Meanwhile, valuation metrics like enterprise value over EBITDA (EV/EBITDA) help investors gauge how much they are paying for those profits. Combining robust profitability with low valuation can lead to outsized returns, making this duo a cornerstone of disciplined, fundamentals-based investing. The screen We screened the U.S. universe using the following criteria: For informational purposes, we also added price-to-earnings ratio and dividend yield. More about Inovestor For 25 years as a pioneering Canadian fintech, we've consistently pushed the boundaries to empower investment advisors with advanced, easy-to-use investment strategies. Discover more about our journey and offerings on our website. What we found Lantheus Holdings Inc. LNTH-Q develops imaging agents to improve disease detection and treatment. The company stands out with a stellar ROIC of 63.4 per cent, the second-highest of our list, reflecting highly efficient use of capital. Despite a recent six-month price dip of 8.4 per cent, Lantheus maintains solid fundamentals with a robust three-year annualized cash flow growth of 45.7 per cent. Trading at an EV/EBITDA ratio of 7.6 and 12.2 times earnings, the valuation appears reasonable given its robust financials. Dropbox Inc. DBX-Q is a cloud-based file storage and collaboration platform. With an impressive ROIC of 83.5 per cent, the highest of our list, Dropbox delivers exceptional returns on capital, and its respectable 13.2 per cent three-year cash flow growth shows steady performance. The stock has gained 6.5 per cent in the last six months, indicating positive market sentiment. Despite operating in the valuation-rich tech space, Dropbox trades at a conservative P/E of 11.3, suggesting potential value in the eyes of long-term investors. Altria Group Inc. MO-N, a leading force in the tobacco industry, is known for its strong cash flow and steady shareholder returns. With an impressive ROIC of 39.8 per cent, the company demonstrates outstanding capital efficiency within a mature sector. While Altria offers the highest dividend yield on our list at 6.9 per cent, this comes at the expense of growth, with a modest three-year annualized cash flow increase of just 3.7 per cent, the lowest among our list. Investors are advised to do further research before investing in any of the companies listed in the accompanying table. For more details about these stocks, subscribe to the Inovestor for Advisors platform for free. Anthony Ménard, CFA, is vice-president of data management at Inovestor.
Yahoo
09-05-2025
- Business
- Yahoo
LNTH Q1 Earnings Call: Lantheus Lowers Outlook Amid Product Shifts and Divestitures
Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) missed Wall Street's revenue expectations in Q1 CY2025, with sales flat year on year at $372.8 million. The company's full-year revenue guidance of $1.57 billion at the midpoint came in 1.8% below analysts' estimates. Its non-GAAP profit of $1.53 per share was 7.5% below analysts' consensus estimates. Is now the time to buy LNTH? Find out in our full research report (it's free). Revenue: $372.8 million vs analyst estimates of $378.8 million (flat year on year, 1.6% miss) Adjusted EPS: $1.53 vs analyst expectations of $1.65 (7.5% miss) Adjusted EBITDA: $149.6 million vs analyst estimates of $172.9 million (40.1% margin, 13.4% miss) The company dropped its revenue guidance for the full year to $1.57 billion at the midpoint from $1.58 billion, a 0.6% decrease Management lowered its full-year Adjusted EPS guidance to $6.65 at the midpoint, a 6.3% decrease Operating Margin: 27.4%, down from 28.8% in the same quarter last year Free Cash Flow Margin: 26.5%, down from 32.2% in the same quarter last year Market Capitalization: $5.57 billion Lantheus Holdings' first quarter results were driven by a combination of steady performance from its core imaging agents and significant business transformation initiatives. Management attributed the quarter's results to the impact of contracting strategies in its radiopharmaceutical segment, ongoing competitive dynamics in its PYLARIFY product, and the divestiture of its SPECT business. CEO Brian Markison emphasized, 'We are laying the foundation for the next chapter of our business,' highlighting the importance of recent acquisitions and a focus on PET radiodiagnostics and radiotherapeutics. Looking ahead, Lantheus' downward adjustment of full-year guidance was shaped by a more cautious view on PYLARIFY's growth trajectory and anticipated integration costs from new acquisitions. Management remains focused on streamlining its portfolio, expanding its Alzheimer's disease diagnostics via the Life Molecular Imaging acquisition, and investing in early- and late-stage pipeline assets. Markison noted that these moves are designed to 'diversify our revenue streams and unlock additional value,' though leadership acknowledged ongoing headwinds in reimbursement and market competition. Lantheus' leadership pointed to ongoing portfolio realignment and competitive pressure as key influences on first quarter outcomes. The company's business update centered around the strategic sale of its SPECT business, acquisitions targeting growth in PET imaging, and the positioning of its pipeline for future expansion. Portfolio transformation underway: Management is actively shifting away from legacy SPECT imaging, opting to divest this segment to SHINE Technologies. This streamlining move is intended to focus the company on higher-margin PET diagnostics and radiotherapeutics. Acquisition-driven pipeline expansion: The completed Evergreen Theragnostics acquisition and pending Life Molecular Imaging (LMI) deal are expected to add commercial products and expand the pipeline, particularly in neuroendocrine tumor imaging and Alzheimer's diagnostics. Evergreen brings manufacturing capabilities and a pipeline that includes OCTEVY, while LMI adds NEURACEQ, a PET imaging agent for Alzheimer's disease. PYLARIFY market dynamics: PYLARIFY, Lantheus' PSMA PET imaging agent, saw continued volume growth offset by a low-single-digit decline in net price. Management cited increased competitive disruption among smaller, non-contracted imaging centers due to reimbursement changes, but believes expanded contracting and product availability will help regain momentum. Alzheimer's diagnostics opportunity: The company anticipates significant growth in the Alzheimer's PET imaging market, citing over 100 therapeutic candidates in development. Management expects its combined Alzheimer's diagnostics platform to be positioned for leadership as the market expands. Margin pressures and cost allocation: Operating margins declined in part due to increased R&D spend supporting a broader pipeline and non-recurring transaction expenses. The company expects divesting lower-margin businesses and integrating acquisitions to support future margin improvement. Management's outlook for the remainder of the year is shaped by the integration of new acquisitions, ongoing reimbursement headwinds in core imaging agents, and anticipated growth in the Alzheimer's diagnostics market. Integration of new acquisitions: Lantheus expects the addition of Evergreen and LMI to diversify its revenue base and provide new growth avenues, though near-term earnings will be diluted by integration costs and increased R&D investment. Reimbursement environment and competition: Ongoing changes in Medicare reimbursement and heightened competition, especially for PYLARIFY, are expected to impact near-term growth and pricing power. Management is focused on expanding contracting efforts to smaller imaging centers to mitigate these effects. Alzheimer's diagnostics and pipeline launches: The company believes growth in Alzheimer's disease PET imaging will accelerate with the launch of new diagnostic agents and continued development of therapeutic partnerships, positioning Lantheus to benefit from increasing demand in this area. Anthony Petrone (Mizuho Financial Group): Asked about PYLARIFY's competitive dynamics and the rationale for divesting the SPECT business; management described short-term disruptions among smaller centers and emphasized a focus on growth platforms. Roanna Ruiz (Leerink Partners): Queried about drivers for the narrowed guidance range and how resources from the SPECT sale would be redeployed; management cited more cautious PYLARIFY assumptions and a focus on PET diagnostics and radiotherapeutics. Richard Newitter (Truist Securities): Sought clarity on expected dilution from acquisitions and whether double-digit revenue growth in 2026 remains likely; management reiterated low-single-digit dilution and stated that double-digit growth is still anticipated with full-year contributions from acquisitions. Matt Taylor (Jefferies): Asked how the acquisitions would affect growth rates in 2026 and beyond; management pointed to launches of OCTEVY, PNT2003, and Alzheimer's agents as potential drivers for sustained double-digit growth. Paul Choi (Goldman Sachs): Inquired about PYLARIFY pricing trends and the outlook for Alzheimer's PET scan market growth post-acquisition; leadership highlighted ongoing payer discussions and robust growth in Alzheimer's imaging claims. In future quarters, the StockStory team will watch (1) the pace and success of Evergreen and Life Molecular Imaging integration, (2) stabilization and potential recovery in PYLARIFY's pricing and volume trends as new contracting strategies are implemented, and (3) early signs of expansion in the Alzheimer's PET imaging segment following NEURACEQ's addition. The timing of key regulatory filings and product launches will also be critical markers for the company's evolving growth trajectory. Lantheus currently trades at a forward P/E ratio of 11.2×. Is the company at an inflection point that warrants a buy or sell? The answer lies in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Yahoo
09-05-2025
- Business
- Yahoo
Why Lantheus Holdings, Inc. (LNTH) Nosedived on Wednesday
We recently published an article titled . In this article, we are going to take a look at where Lantheus Holdings, Inc. (NASDAQ:LNTH) stands against the other stocks. The stock market bounced back from the previous day's losses, with all major indices finishing higher as investors cheered the central bank's decision to keep interest rates unchanged. On Wednesday afternoon, the Federal Reserve kept rates steady at a range of 4.25 percent to 4.5 percent, saying that it was not in a hurry to cut rates and could still 'wait and see' the impacts of President Donald Trump's tariff policies. The Dow Jones rallied by 0.70 percent, the S&P 500 increased by 0.43 percent, and the Nasdaq grew by 0.27 percent. Beyond the major indices, bucked a broader market optimism as investors sold off on a series of disappointing news. To come up with the list, we considered only the stocks with a $2-billion market capitalization and $5-million trading volume. A medical professional performing a pulmonary function assessment on a patient. Lantheus Holdings, Inc. (NASDAQ:LNTH) declined for a third consecutive day on Wednesday, losing 23.23 percent to finish at $80.49 each as investors soured on the company's lower revenue guidance for the rest of the year, coupled with a disappointing earnings performance. In a statement, Lantheus Holdings, Inc. (NASDAQ:LNTH) said it now expects revenues for full-year 2025 to end between $1.55 billion and $1.585 billion, lower than the $1.545 billion to $1.61 billion as projected previously. Adjusted EPS was also pegged at $6.6 to $6.7 versus the $7 to $7.2 previously. In the first quarter, Lantheus Holdings, Inc. (NASDAQ:LNTH) reported a 44.3 percent lower net income of $72.9 million versus $131.1 million in the same period last year. Revenues also ended at $372.8 million, relatively flat from $370 million in the same comparable period. Lantheus Holdings, Inc. (NASDAQ:LNTH) is one of the leading radiopharmaceutical-focused companies with products across three categories: radiopharmaceutical oncology, precision diagnostics, and strategic partnerships. Overall LNTH ranks 1st on our list of Wednesday's worst performers. While we acknowledge the potential of LNTH as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LNTH but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at . 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
09-05-2025
- Business
- Yahoo
Lantheus price target lowered to $120 from $134 at JonesResearch
JonesResearch lowered the firm's price target on Lantheus (LNTH) to $120 from $134 and keeps a Buy rating on the shares following the Q1 report. With Pylarify facing competitive pressure and its net sales down 0.5% year-over- year, an ongoing business reorganization and reduced fiscal 2025 earnings guidance, the stock has faced significant negative pressure, the analyst tells investors in a research note. The firm acknowledges near-term concerns over emerging PSMA-PET competition and potential increased operating expenses arising from recent acquisitions, but continues to have confidence in the medium- to long-term potential of Lantheus' radiopharmaceutical pipeline. It expects strong execution and improved margins following the completion of acquisitions and divestitures. Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on LNTH: Disclaimer & DisclosureReport an Issue Lantheus: Strategic Growth Potential and Market Positioning Justify Buy Rating Despite Challenges Lantheus Holdings Reports Q1 2025 Financial Results Lantheus Holdings Earnings Call: Mixed Outlook Amid Strategic Moves Balancing Challenges and Opportunities: Justin Walsh's Optimistic Buy Rating for Lantheus Holdings Amidst Strategic Reorganization Strategic Growth and Focus: Lantheus's Positive Long-Term Outlook Justifies Buy Rating 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
