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LNTH · NASDAQ · STOCK

Lantheus Holdings

Healthcare Updated August 08, 2026
$100.97
52W $49.67 – $111.86
66/100
$6.57B
24.0
-0.06
AI Committee Verdict
Buy
66/100
Conviction: High · 75% agreement · 4 analysts
+7.9%
-15.8%
0.50:1
High
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is LNTH Bullish or Bearish?

Bullish. Innellis AI committee rates Lantheus Holdings (LNTH) Buy with a composite score of 66/100 , based on 4 analysts with 75% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.34 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.66 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
66/100
Agreement
75%
Analysts
4
Conviction
High
Sector Rank
Top 17%
of 95 Healthcare peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score strengthened significantly from 54.5 to 65.7.

Analyst-level changes:
  • Growth Analyst: stance bearish->bullish; score 38->82 (+45); +2 bullish signal(s).
  • Value Analyst abstained (was neutral at 55).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
42.4
Neutral
MACD Histogram
-0.447
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$85.00
Resistance
$108.91
Bollinger %B
0.27
Inside Bands
Price vs Moving Averages
EMA 9
$101.64 Below
EMA 21
$102.83 Below
EMA 50
$101.38 Below
EMA 200
$86.82 Above

Fundamental Analysis

Valuation
37
Growth
83
Profitability
97
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 24.0×
P/B Ratio 5.01×
PEG Ratio 3.37
Dividend Yield 0.00%
52W High $111.86
52W Low $49.67
Quality & Growth
ROE 2143.1%
ROA 1048.6%
Gross Margin 6014.3%
Operating Margin 1942.7%
Revenue Growth YoY
Debt / Equity 0.44
AI Fundamental Assessment
P/E ratio of 24.0 (inexpensive relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of 3.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 21.4%; Return on assets of 10.5%; Net margin of 17.7%; Gross margin of 60.1%; Current ratio of 3.06 (healthy short-term liquidity); Debt-to-equity of 0.44; Free cash flow per share is positive (7.82); Most recent quarter beat estimates by 17.5%; 3 consecutive earnings beats; EPS growth accelerating (-12.6% -> +6.2% QoQ); Average YoY EPS growth of -1.3%; Analyst estimates rising over recent quarters
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Explore LNTH Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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