LNTH
Loading…
PREV CLOSE OPEN DAY RANGE
Analyzing 0%
MASTER
ESEN VERDICT
Analyzing…
Horizon6–12M
Confidence
Data coverage
LNTH — Lantheus Holdings Inc | Institutional Equity Score Card

Data as of 2026-07-31 07:14 UTC | Sector: Health Care | Exchange: NASDAQ | Price: $101.00 | Change: +1.0% (+1.0 pts)

Metric Grade Score Evidence Horizon
FINAL ESEN MASTER SCORE B+ 76 Hyper-growth biotech with 17.55% YoY EPS acceleration; moderate valuation concerns offset by strong forward multiples and 40.59% 52-week return. 6–12M
SA Quality/Value Composite B 72 P/E 28.36× vs. forward P/E 18.30×; PEG 1.62 indicates reasonable growth-adjusted valuation. Revenue growth modest at 0.62% YoY, but EPS growth strong (17.55% YoY). 3–6M
Zacks Earnings Momentum A− 82 EPS growth of 17.55% YoY demonstrates strong earnings momentum relative to revenue. Forward P/E compression (18.30× vs. trailing 28.36×) signals market confidence in near-term earnings acceleration. 1–3M
Institutional & Smart Money Flow B− 68 52-week return of 40.59% and hyper-growth flag suggest sector momentum. However, negative beta (−0.0034) indicates defensive positioning; limited real-time flow data constrains assessment. 1–3M
Growth Sustainability & Moat B+ 75 Hyper-growth flag active. Health Care sector positioning in diagnostics/nuclear medicine provides structural growth tailwinds. Revenue growth (0.62% YoY) lags EPS growth, suggesting margin expansion or M&A upside. 6–12M
Valuation & Safety (Pre-Penalty) B 70 Trailing P/E 28.36× elevated for broader market; forward multiple (18.30×) attractive. Market cap $6.62B, enterprise value aligned. PEG 1.62 supports growth-justified premium. No dividend shield (yield: null). 3–6M
Penalty Overlay A 92 No high-valuation flag. Weak balance sheet flag active—warrants monitoring. No dividend cushion. Data gaps on earnings dates and forward guidance do not materially penalize near-term score. Ongoing
CONFIDENCE SCORE B+ 79 Strong quote and metric data from Finnhub. Earnings date and full balance sheet detail unavailable (data_gaps noted). Institutional-grade inputs sufficient for 6–12 month horizon. 6–12M
Volatility & Drawdown Risk C+ 58 52-week range: $47.25–$111.86 (136% spread). Negative beta suggests inverse correlation in stress; biotech sector volatility inherent. Current position near 52-week high elevates tactical risk. 1–3M
Crowding Risk Flag B− 67 40.59% YoY return suggests strong momentum entry. Health Care sector rotation ongoing. Hyper-growth flag + strong earnings could attract passive/momentum capital, elevating drawdown risk if sentiment shifts. 1–3M
Snapshot Grid — Key Metrics
Current Price
$101.00
P/E (Trailing)
28.36×
P/E (Forward)
18.30×
EPS (TTM)
$4.14
EPS Growth (YoY)
+17.55%
PEG Ratio
1.62
Revenue Growth (YoY)
+0.62%
Market Cap
$6.62B
52-Week Return
+40.59%
52-Week Range
$47.25–$111.86
Beta
−0.0034
Growth Flag
Hyper-Growth
Peer Context & Sector Positioning

Lantheus operates in the diagnostic imaging and nuclear medicine space within Health Care. The 17.55% YoY EPS growth paired with modest 0.62% revenue expansion suggests margin-driven profitability gains—potentially from operational leverage or mix shift toward higher-margin therapies. The forward P/E of 18.30× is competitive within biotech/med-device peers, though the trailing 28.36× reflects a premium that the market has begun to re-rate given forward earnings visibility. The hyper-growth designation and 40.59% year-to-date return position LNTH among sector momentum leaders, though the negative beta (−0.0034) indicates the stock may serve a portfolio defensive function despite growth characteristics—unusual and noteworthy.

Dual-Horizon Outlook

1–3 Month Horizon (Near-Term Tactical): Short-term momentum remains positive (stock up 1.0% on session, +40.59% YTD). The forward P/E compression suggests near-term earnings beats or guidance raises are priced in; watch for earnings announcement (date not disclosed in current data) as a catalyst. Volatility risk elevated given 52-week range of 136%; crowding risk moderate as healthcare rotation continues. Tactical entry at current levels carries drawdown risk if macro sentiment shifts. Target upside: 3–5% to $104–$106 range; support at $98–$100.

6–12 Month Horizon (Strategic): LNTH's hyper-growth flag and 17.55% EPS acceleration support a B+ grade and 76 ESEN score for medium-term holding. Forward P/E of 18.30× offers reasonable valuation if EPS growth sustains above 10% CAGR. Market cap of $6.62B provides liquidity; balance sheet weakness flagged by system warrants verification (seek detailed 10-Q/K filings). Health Care sector tailwinds (aging population, diagnostic demand) support 12-month resilience. Target fair value: $108–$115 assuming sustained 15%+ EPS growth; downside risk: $85–$90 if growth disappoints or sector sentiment reverses.

ESEN Master Verdict
76
B+ | BUY (6–12M)
Lantheus demonstrates strong earnings momentum (17.55% YoY EPS growth) with forward valuation compression (18.30× P/E) and hyper-growth characteristics, supported by Health Care sector tailwinds and a 40.59% annual return. However, modest revenue growth (0.62% YoY), elevated trailing P/E (28.36×), balance sheet caution flags, and high volatility (136% 52-week range) warrant disciplined entry. Suitable for growth-oriented institutional portfolios with 6–12 month horizon and 3–5% downside tolerance. Near-term tactical risk elevated; await earnings catalyst. CONFIDENCE: 79/100.

LNTH Stock AI Analysis

ESEN AI analysis of LNTH stock updated every 12 hours.

AI STOCK INSIGHT

LNTH Stock Analysis & Forecast

Is LNTH a Good Investment in 2026?

Our model indicates a neutral outlook based on current fundamentals and momentum.

LNTH Stock Forecast

Based on recent earnings trends, valuation metrics, and sector performance, LNTH shows balanced risk-reward characteristics.

Should You Buy LNTH Now?

Investors should consider market conditions, volatility, and long-term positioning before taking a position in LNTH.

Related Stocks
AAPL NVDA MSFT AMZN GOOGL META TSLA AVGO JPM V MA LLY UNH XOM JNJ WMT PG HD MRK COST BAC ABBV CRM CVX ORCL KO PEP AMD NFLX ADBE

Explore AI analysis for top stocks — Full Rankings · AI Screener · Earnings Calendar