Lantheus updates merger proxy: analysts value Lantheus stock at USD 98.00-129.00

Published on 10/06/2026 at 03:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 388.18 million, up 2.70 percent year over year. Lantheus stock stood at EUR 89.45 on October 2, matching its prior close.

LNTH, US5165441032, Illustration mit AI erstellt.

Lantheus Holdings (US5165441032) updated its merger disclosures on October 2, 2026, ahead of the October 14, 2026 stockholder vote. According to StockTitan, the filing included Morgan Stanley valuation analyses and reviewed analyst targets of USD 98.00-129.00 per share.

Merger vote gets sharper valuation detail

Morgan Stanley's discounted cash flow analysis produced an implied value of USD 88.10-118.60 per share, while its public-company analysis produced USD 63.85-84.20 per share, according to StockTitan. The filing says Morgan Stanley reviewed targets from 14 equity research analysts, with 12 supplying targets, and treated the range as reference material for the merger review.

The proposed transaction would pay USD 102.50 per share in cash plus contingent value rights worth up to USD 12.00 per share, for potential consideration of USD 114.50 per share. The October 14, 2026 vote therefore sets a concrete near-term decision point for the proposed Curium transaction.

Revenue growth remains measured

Lantheus reported USD 388.18 million of revenue in the second quarter of 2026, up 2.70 percent from the year-earlier quarter, while GAAP net income reached USD 75.03 million and diluted earnings per share were USD 1.11, according to StockTitan. The finance statement shows second-quarter operating margin at 26.00 percent and operating cash flow at USD 92.20 million.

Lantheus describes its business around radiopharmaceutical oncology, precision diagnostics and strategic partnerships. Its commercial portfolio includes PYLARIFY, DEFINITY and Neuraceq, giving the merger debate a mix of established products and pipeline execution.

Prior close holds at EUR 89.45

The Lang and Schwarz prior close was EUR 89.45 on October 2, 2026. Lantheus is listed on the Nasdaq Global Market under ticker LNTH, with a market capitalization of USD 6.5 billion and a 52-week range of USD 49.67-111.86 as of October 5, 2026.