LNTH
LantheusBNasdaq / Health Care Equipment & Services
Last Price
At close
2026-07-20
Current thesis
Primary-source Q1 results showed resilient total revenue, strong free cash flow, higher cash balances, DEFINITY growth, and continued portfolio broadening through Neuraceq, PYLARIFY TruVu, and the pending LNTH-2501/PNT2003 milestones [#8-K-2026-05-07].
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.1.
What can break
Adjusted operating income fell to $129.1M from $144.3M and adjusted EPS fell to $1.46 from $1.53, showing margin pressure despite headline GAAP EPS strength [#8-K-2026-05-07].
Momentum
69
Value
60
Sentiment
44
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $88.00 · Bull $102.00 · Bear $76.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $112.55
Why
Momentum69 · Δ7d -8.3
Value60 · Δ7d -0.1
Sentiment44 · Δ7d -4.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
69
26% active weight
Current posture
7d trendImproving
Δ7d
-8.3
Δ21d
-22.1
Value
60
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+1.2
Sentiment
44
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.1
Δ21d
-0.0
Why this grade
Composite grade B. Momentum 69.4 / Value 60.3 / Sentiment 43.7
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$6.8B
Beta
-0.08
Shares Out
65.11M
P/E (TTM)
29.0
P/S (TTM)
3.00
P/FCF (TTM)
11.05
Rev YoY
+1.2%
EPS YoY
+76.4%
Gross Margin
+60.5%
Op Margin
+22.8%
Net Debt
$264.12M
Current Ratio
2.83
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology

