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There's been a major selloff in Lantheus Holdings, Inc. (NASDAQ:LNTH) shares in the week since it released its first-quarter report, with the stock down 24% to US$80.44. Revenues were in line with forecasts, at US$373m, although statutory earnings per share came in 17% below what the analysts expected, at US$1.02 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
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After the latest results, the 14 analysts covering Lantheus Holdings are now predicting revenues of US$1.58b in 2025. If met, this would reflect a satisfactory 2.5% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to soar 31% to US$4.80. Before this earnings report, the analysts had been forecasting revenues of US$1.59b and earnings per share (EPS) of US$5.19 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year.
View our latest analysis for Lantheus Holdings
It might be a surprise to learn that the consensus price target was broadly unchanged at US$130, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Lantheus Holdings, with the most bullish analyst valuing it at US$159 and the most bearish at US$110 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Lantheus Holdings' revenue growth is expected to slow, with the forecast 3.4% annualised growth rate until the end of 2025 being well below the historical 35% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 8.1% annually. Factoring in the forecast slowdown in growth, it seems obvious that Lantheus Holdings is also expected to grow slower than other industry participants.