LNTH - Lantheus Holdings, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$102.65
DETAILS
HIGH:
$109.00
LOW:
$94.00
MEDIAN:
$102.50
CONSENSUS:
$102.65
UPSIDE:
2.61%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
85% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
15.8%
11.0%
3.0%
Key Value Driver
FCF growth rate (16% base case)
Terminal Value % of EV
43%
Implied Market Multiple
18.4x
Market is pricing in (growth)
7.8%
vs our 15.8% base
Plain-Language Summary
Using a two-stage FCF DCF with 16% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $185.00 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (19 analysts)
$102.65
Analyst Range
$94.00 – $109.00
Divergence from AlphaVal
80%
Warnings
Wall Street's average price target is $102.65 (from 19 analysts). Our estimate is 80% above the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions