What Happened?

Shares of radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) fell 22.2% in the afternoon session after the company reported weak first quarter 2025 results which included a significant miss on full-year EPS guidance and EPS falling short of Wall Street's estimates. Sales were flat, with a slight drop in PYLARIFY mostly offset by small gains in other parts of the business. Operating profit also fell. The real issue was the cut to full-year earnings, now seen at $6.60 to $6.70 per share, well below the $7.00 to $7.20 range it gave before. Overall, this was a softer quarter.

The shares closed the day at $80.49, down 23.1% from previous close.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Lantheus? Access our full analysis report here, it’s free.

What The Market Is Telling Us

Lantheus’s shares are somewhat volatile and have had 13 moves greater than 5% over the last year. But moves this big are rare even for Lantheus and indicate this news significantly impacted the market’s perception of the business.

Lantheus is down 7.7% since the beginning of the year, and at $82 per share, it is trading 33.7% below its 52-week high of $123.62 from July 2024. Investors who bought $1,000 worth of Lantheus’s shares 5 years ago would now be looking at an investment worth $6,391.

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

View Comments