Here’s Why Lantheus Holdings (LNTH) Fell in Q3

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets sustained their upward rally from April’s lows, driven by AI acceleration, reduced inflationary impacts from tariffs, and prospects for further interest rate cuts from the U.S. Federal Reserve. Small-cap stocks mirrored the rally by extending the momentum in the quarter. The Russell 2000® Growth Index was up 12.19% in the quarter, modestly underperforming the Russell 2000 Value Index’s 12.60% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Lantheus Holdings, Inc. (NASDAQ:LNTH). Lantheus Holdings, Inc. (NASDAQ:LNTH) is a diagnostic and therapeutic products manufacturer that helps in diagnosing and treating heart, cancer, and other diseases. The one-month return of Lantheus Holdings, Inc. (NASDAQ:LNTH) was 11.78%, and its shares lost 47.92% of their value over the last 52 weeks. On October 28, 2025, Lantheus Holdings, Inc. (NASDAQ:LNTH) stock closed at $57.33 per share, with a market capitalization of $3.898 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding Lantheus Holdings, Inc. (NASDAQ:LNTH) in its third quarter 2025 investor letter:

“Lantheus Holdings, Inc. (NASDAQ:LNTH) is a fully integrated provider of innovative imaging diagnostics, targeted therapeutics, and artificial intelligence solutions used to fight serious medical conditions. Sales of its Pylarify product have come under pressure from new competitors and the failure to secure higher hospital reimbursement rates. The company lowered guidance as there are no near-term pipeline products that could offset the pressure.”

Lantheus Holdings, Inc. (LNTH): Among Stocks with Consistent Growth to Buy Now

Lantheus Holdings, Inc. (NASDAQ:LNTH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 34 hedge fund portfolios held Lantheus Holdings, Inc. (NASDAQ:LNTH) at the end of the second quarter, compared to 43 in the previous quarter.  While we acknowledge the risk and potential of Lantheus Holdings, Inc. (NASDAQ:LNTH) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Lantheus Holdings, Inc. (NASDAQ:LNTH) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Lantheus Holdings, Inc. (NASDAQ:LNTH) and shared the list of best value stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.