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Jazz Pharmaceuticals
(NASDAQ:JAZZ)
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Rating:78Outperform
Price Target:
$292.00
▲(15.02% Upside)
Action:Reiterated
Date:08/11/26
The score is driven primarily by strengthening financial performance (lower leverage and durable free cash flow) and a positive earnings update with raised 2026 revenue guidance and strong commercial execution. Technicals support the view with an established uptrend, while valuation is reasonable but lacks dividend support.
Positive Factors
Cash generation & liquidity
Consistent, accelerating free cash flow and a multi‑billion cash balance give Jazz durable financial flexibility. That cash supports R&D, label-expansion programs, M&A (e.g., Actio), debt paydown and funding new launches without relying on dilutive capital, reducing execution risk over 2–6 months.
Negative Factors
Historical profitability volatility
Past multi‑year earnings volatility demonstrates sensitivity to product mix, one‑time items and R&D cycles. That history makes near‑term earnings less predictable if pipeline or launch assumptions slip, raising forecasting and capital allocation risk over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation & liquidity
Consistent, accelerating free cash flow and a multi‑billion cash balance give Jazz durable financial flexibility. That cash supports R&D, label-expansion programs, M&A (e.g., Actio), debt paydown and funding new launches without relying on dilutive capital, reducing execution risk over 2–6 months.
Read all positive factors
Jazz Pharmaceuticals Key Performance Indicators (KPIs)
Any
Neroscience Revenue Breakdown
Highlights revenue generated from neuroscience products, indicating the company's strength and focus in treating neurological disorders, and potential growth in this specialized market.
Highlights revenue generated from neuroscience products, indicating the company's strength and focus in treating neurological disorders, and potential growth in this specialized market.
Data provided by:
The Fly
The FlyJazz Pharmaceuticals (JAZZ) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$16.12B
Dividend YieldN/A
Average Volume (3M)757.06K
Price to Earnings (P/E)16.8
Beta (1Y)0.72
Revenue Growth12.59%
EPS GrowthN/A
CountryUS
Employees2,890
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)15.20
Shares Outstanding64,914,570
10 Day Avg. Volume620,324
30 Day Avg. Volume757,057
Financial Highlights & Ratios
PEG Ratio0.18
Price to Book (P/B)2.40
Price to Sales (P/S)2.43
P/FCF Ratio9.05
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$286.19Price Target Upside12.73% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering17
EPS Forecast (FY)25.03
Revenue Forecast (FY)$4.71B
Jazz Pharmaceuticals Business Overview & Revenue Model
Company Description
Jazz Pharmaceuticals plc identifies, develops, and commercializes pharmaceutical products in the United States, Europe, and internationally. The company offers Xywav to treat cataplexy or excessive daytime sleepiness (EDS) with narcolepsy and idio...
How the Company Makes Money
Jazz Pharmaceuticals makes money primarily by selling branded prescription drugs to healthcare providers and patients through pharmaceutical distribution channels. Its core revenue stream is net product revenue, which is driven by: (1) sales volum...
Jazz Pharmaceuticals Earnings Call Summary
Earnings Call Date:Aug 03, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Positive
The call presented multiple strong commercial and pipeline wins — record revenue, raised guidance, double-digit growth across key brands (oncology +32%, Xywav +13%, Epidiolex +16%, Zepzelca +42%) and a solid balance sheet — while acknowledging manageable margin pressure from royalties, rising SG&A/R&D investments, label adjustments for Zepzelca second-line, and potential future competitive/generic risks for the oxybate franchise. On balance, the positive execution, guidance raise, cash generation and late-stage regulatory momentum outweigh the identified challenges.Positive Updates
Record Quarterly Revenue and Raised Full-Year Guidance
Record revenue of $1.21 billion in 2Q26, up 16% year-over-year; updated 2026 revenue guidance raised to $4.60B–$4.75B driven by strong first-half performance.
Negative Updates
Gross Margin Pressure from Royalties
Non-GAAP adjusted gross margin declined slightly year-over-year, attributed to higher sales of Zepzelca and Modeyso which carry third-party royalties.
Read all updates
Q2-2026 Updates
Positive
Negative
Record Quarterly Revenue and Raised Full-Year Guidance
Record revenue of $1.21 billion in 2Q26, up 16% year-over-year; updated 2026 revenue guidance raised to $4.60B–$4.75B driven by strong first-half performance.
Read all positive updates
Company Guidance
Management raised 2026 revenue guidance to $4.60–$4.75 billion and set rare-sleep revenue at $2.025–$2.125 billion, citing record Q2 revenue of $1.21 billion (16% YoY), strong oncology growth (+32% Y/Y), and robust first‑half operating cash flow of $824 million and $2.2 billion cash on the balance sheet; they expect double‑digit Xywav growth in 2026, modestly higher SG&A guidance (non‑GAAP SG&A and R&D each rose 11% this quarter), a slightly lower non‑GAAP gross margin, a non‑GAAP effective tax rate moderately above prior guidance, updated fully diluted share count guidance to 69–70 million shares, and reported Q2 non‑GAAP EPS of $5.71 (including $0.94 of IPR&D charges), with product-level drivers including Xywav Q2 sales of $471 million (~525 net patient adds; ~17,125 active patients, >12% YoY), Epidiolex $292 million (16% Y/Y; ~12% volume growth), Zepzelca $106 million (42% Y/Y), Modeyso $48 million and Ziihera $15 million.Jazz Pharmaceuticals Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
85
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.60B | 4.27B | 4.07B | 3.83B | 3.66B | 3.09B |
| Gross Profit | 3.90B | 3.76B | 3.62B | 3.40B | 3.12B | 2.65B |
| EBITDA | 1.48B | 108.46M | 1.52B | 1.45B | 1.47B | 1.03B |
| Net Income | 940.76M | -356.15M | 560.12M | 414.83M | -224.06M | -328.95M |
Balance Sheet | ||||||
| Total Assets | 11.08B | 11.66B | 12.01B | 11.39B | 10.84B | 12.30B |
| Cash, Cash Equivalents and Short-Term Investments | 2.20B | 2.44B | 2.99B | 1.63B | 881.48M | 591.45M |
| Total Debt | 4.41B | 5.42B | 6.16B | 5.79B | 5.81B | 6.15B |
| Total Liabilities | 6.28B | 7.34B | 7.92B | 7.66B | 7.75B | 8.33B |
| Stockholders Equity | 4.80B | 4.32B | 4.09B | 3.74B | 3.09B | 3.97B |
Cash Flow | ||||||
| Free Cash Flow | 1.54B | 1.15B | 1.35B | 1.07B | 773.78M | 732.98M |
| Operating Cash Flow | 1.66B | 1.36B | 1.40B | 1.09B | 1.27B | 778.51M |
| Investing Cash Flow | -221.96M | -1.51B | -508.19M | -163.06M | -446.23M | -5.21B |
| Financing Cash Flow | -1.01B | -873.38M | 20.52M | -305.25M | -529.49M | 3.97B |
Jazz Pharmaceuticals Technical Analysis
Positive
253.87
Price Trends
243.47
Positive
228.13
Positive
198.33
Positive
Market Momentum
1.34
Positive
54.22
Neutral
34.18
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JAZZ, the sentiment is Positive. The current price of 253.87 is above the 20-day moving average (MA) of 253.62, above the 50-day MA of 243.47, and above the 200-day MA of 198.33, indicating a neutral trend. The MACD of 1.34 indicates Positive momentum. The RSI at 54.22 is Neutral, neither overbought nor oversold. The STOCH value of 34.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JAZZ.
Jazz Pharmaceuticals Risk Analysis
Jazz Pharmaceuticals disclosed 47 risk factors in its most recent earnings report. Jazz Pharmaceuticals reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Jazz Pharmaceuticals Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | $11.69B | 29.26 | 180.63% | ― | 41.15% | -21.44% | |
78 Outperform | $16.12B | 16.76 | 21.37% | ― | 12.59% | ― | |
78 Outperform | $12.67B | 225.33 | 8.37% | ― | 16.02% | -59.24% | |
72 Outperform | $11.33B | 61.87 | 8.90% | 0.45% | -0.38% | 152.69% | |
64 Neutral | $26.18B | -95.37 | -6.12% | ― | -67.58% | 45.61% | |
58 Neutral | $45.44B | -23.93 | -96.44% | ― | ― | -95.67% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
JAZZ
Jazz Pharmaceuticals
253.07
133.87
112.31%
CORT
Corcept Therapeutics
118.10
47.91
68.26%
HALO
Halozyme
104.89
34.91
49.89%
TECH
Bio-Techne
72.22
17.60
32.22%
RVMD
Revolution Medicines
216.00
179.46
491.13%
ROIV
Roivant Sciences
37.37
25.61
217.77%
Jazz Pharmaceuticals Corporate Events
Business Operations and StrategyM&A Transactions
Jazz Pharmaceuticals to Acquire Actio Biosciences in Merger
Positive
Aug 10, 2026
On August 10, 2026, Jazz Pharmaceuticals, Inc. agreed to acquire Actio Biosciences, Inc. in a cash-based merger valued at an initial $820 million, with customary balance sheet adjustments, making Actio a wholly owned subsidiary. The deal structure...
Business Operations and StrategyM&A Transactions
Jazz Pharmaceuticals to Acquire Rare Epilepsy Specialist Actio
Positive
Aug 10, 2026
On August 10, 2026, Jazz Pharmaceuticals agreed to acquire privately held Actio Biosciences in a deal featuring an $820 million upfront payment and up to $500 million in milestone-based contingent consideration. The transaction, unanimously approv...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Jazz Pharmaceuticals Shareholders Reaffirm Board and Governance Plans
Positive
Jul 24, 2026
At its July 23, 2026 annual general meeting in Dublin, Jazz Pharmaceuticals’ shareholders elected three directors—Bruce C. Cozadd, Heather Ann McSharry and Rick E. Winningham—to serve until the 2029 annual meeting, signaling cont...
Executive/Board Changes
Jazz Pharmaceuticals announces planned board leadership transition
Neutral
May 29, 2026
On May 25, 2026, Jazz Pharmaceuticals disclosed that Anne O’Riordan, a Class III director whose term ends at the 2026 annual meeting, has notified the board that she will not stand for re-election. The company said her departure is not due t...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.