Lantheus stock price target lowered to $73 at JMP on pricing pressure

Investing.com - JMP Securities lowered its price target on Lantheus Holdings (NASDAQ:LNTH) to $73 from $112 while maintaining a Market Outperform rating following disappointing second-quarter results. The stock, currently trading at $51.87, maintains a Strong Buy consensus among analysts, with targets ranging from $71 to $159.

The price target reduction comes after Lantheus reported weaker-than-expected Q2 2025 performance, primarily due to competitive pricing pressure from Blue Earth Diagnostics.

According to JMP, Blue Earth’s aggressive pricing strategy had a more significant impact on Lantheus’ PYLARIFY business than anticipated, causing both quarterly results to miss expectations and prompting a substantial reduction in full-year guidance.

The effects of the competitive pricing pressure became apparent in May and June, resulting in steeper pricing declines for Lantheus than the company had forecasted.

JMP noted that the competitive situation has led to renegotiated partnerships for Lantheus and the loss of some smaller accounts, though the firm remains positive on the stock’s long-term prospects as reflected in its maintained Market Outperform rating.

In other recent news, Lantheus Holdings Inc . reported its second-quarter 2025 earnings, which did not meet expectations. The company announced an adjusted earnings per share (EPS) of $1.57, which was below the anticipated $1.67. Additionally, Lantheus reported revenue of $378 million, missing the expected $389.14 million. These earnings and revenue results are significant for investors as they reflect the company’s financial performance. The market’s reaction was notably negative following the announcement. While the earnings miss was a key development, no updates on mergers or analyst upgrades or downgrades were reported. These recent developments provide insight into Lantheus Holdings Inc.’s current financial situation.

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