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Zai Lab Ltd (ZLAB)
NASDAQ:ZLAB
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Zai Lab (ZLAB) Price & Analysis

713 Followers

ZLAB Stock Chart & Stats

$24.19
-$1.34(-5.19%)
At close: 4:00 PM EST
$24.19
-$1.34(-5.19%)

Bulls Say, Bears Say

Bulls Say
Zoci Clinical Efficacy & Registrational PathRobust intracranial and systemic response rates position Zoci as potentially best-in-class in select NET/SCLC settings. A clear registrational Phase III timeline with H1 2027 enrollment completion and an interim for accelerated filing materially improves the probability of a durable new product franchise that could transform mid‑term revenue and de‑risk the oncology portfolio.
High‑value Global PartnershipsCollaborations with Amgen and Boehringer Ingelheim spread development risk, enable combination trials and augment regulatory and commercialization resources. These partnerships strengthen access to global expertise, expedite development pathways, and enhance potential market penetration versus a purely solo development strategy.
Strong Cash Balance Providing RunwayA cash balance north of $750M gives the company multi‑quarter financing flexibility to fund registrational trials, planned launches and local manufacturing investments. Combined with moderate leverage noted on the balance sheet, this supports execution of clinical programs and commercialization plans without immediate capital raises.
Bears Say
Persistent Negative Cash FlowOperating and free cash flow remain negative across all periods, and TTM free cash flow deteriorated, signaling that reported earnings improvements have not yet translated into stable cash generation. This structural cash burn creates ongoing funding risk and potential dilution if clinical timelines or launches slip.
Widening Operating Losses As Spending RisesRising R&D and SG&A contributed to a larger operating loss, reflecting heavier investment in trials and launches. Sustained elevated operating deficits extend the path to profitability, increasing reliance on cash reserves or external capital and magnifying the consequences of any clinical or commercial setbacks.
Commercial Headwinds: Revenue, Pricing, SupplyNear‑term topline pressure from a YoY revenue decline, NRDL‑driven price discounts on VYVGART and XACDURO supply limits (with relief not until local manufacturing in 2027) structurally compress revenue visibility. These factors slow cash flow recovery and delay margin improvement even as volumes and adoption trends remain favorable.

Zai Lab News

ZLAB FAQ

What was Zai Lab Ltd’s price range in the past 12 months?
Zai Lab Ltd lowest stock price was $15.96 and its highest was $44.34 in the past 12 months.
    What is Zai Lab Ltd’s market cap?
    Zai Lab Ltd’s market cap is $1.93B.
      When is Zai Lab Ltd’s upcoming earnings report date?
      Zai Lab Ltd’s upcoming earnings report date is Aug 10, 2026 which is in 59 days.
        How were Zai Lab Ltd’s earnings last quarter?
        Zai Lab Ltd released its earnings results on May 07, 2026. The company reported -$0.46 earnings per share for the quarter, beating the consensus estimate of -$0.526 by $0.066.
          Is Zai Lab Ltd overvalued?
          According to Wall Street analysts Zai Lab Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zai Lab Ltd pay dividends?
            Zai Lab Ltd does not currently pay dividends.
            What is Zai Lab Ltd’s EPS estimate?
            Zai Lab Ltd’s EPS estimate is -0.67.
              How many shares outstanding does Zai Lab Ltd have?
              Zai Lab Ltd has 113,412,800 shares outstanding.
                What happened to Zai Lab Ltd’s price movement after its last earnings report?
                Zai Lab Ltd reported an EPS of -$0.46 in its last earnings report, beating expectations of -$0.526. Following the earnings report the stock price went down -5.926%.
                  Which hedge fund is a major shareholder of Zai Lab Ltd?
                  Currently, no hedge funds are holding shares in ZLAB
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Zai Lab Ltd

                    Operating primarily in Mainland China and Hong Kong, Zai Lab Limited is a biopharmaceutical company focused on the discovery, development, and commercialization of innovative medical treatments. Their therapeutic portfolio spans oncology, autoimmune conditions, infectious diseases, and neurological disorders. Currently available products in their portfolio include Zejula, a once-daily small-molecule PARP 1/2 inhibitor; Optune, a medical device leveraging tumor treating fields; NUZYRA, an antimicrobial agent for specific acute bacterial skin and skin structure infections and community-acquired bacterial pneumonia; and Qinlock, indicated for gastrointestinal stromal tumors. Beyond its commercial offerings, Zai Lab boasts an extensive pipeline of investigational therapies. These include Odronextamab for various B-cell lymphomas; Repotrectinib, a tyrosine kinase inhibitor targeting ROS1 and TRK pathways in both TKI-naïve and pretreated cancer patients; Margetuximab for breast and gastroesophageal cancers; Adagrasib for KRAS-G12C-mutated solid tumors like NSCLC, colorectal, and pancreatic cancers; and Bemarituzumab for gastric and gastroesophageal junction cancers. Further pipeline candidates encompass CLN-081 for EGFR exon 20 insertion NSCLC; Elzovantinib, an orally available multi-targeted kinase inhibitor; Tebotelimab, a tetravalent IgG4 monoclonal antibody; Retifanlimab, designed to block PD-1 interactions with its ligands; ZL-2309, an orally active and selective CDC7 kinase inhibitor; ZL-1201, a humanized IgG4 monoclonal antibody; Efgartigimod, aimed at reducing pathogenic immunoglobulin G antibodies; ZL-1102, a human nanobody against interleukin-17A; KarXT for psychiatric and neurological conditions; ZL-2313 and ZL-2314, both investigational EGFR inhibitors targeting specific mutations; and Sulbactam/durlobactam, intended for serious infections caused by Acinetobacter. Established in 2013, Zai Lab Limited maintains its corporate headquarters in Shanghai, China.

                    Zai Lab (ZLAB) Earnings & Revenues

                    ZLAB Company Deck

                    ZLAB Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlighted meaningful clinical and strategic progress — notably strong Zoci intracranial and extrapulmonary NET responses, advancing global registrational plans, high-value collaborations (Amgen, Boehringer Ingelheim), an expanding pipeline (ZL-1503, ZL‑6201, ZL‑1311), and a solid cash position ($761.3M). These positives are tempered by near-term commercial and financial headwinds: Q1 product revenue declined 6% to $99.6M, loss from operations widened 23% to $69.4M, ZEJULA weakness from generic competition, VYVGART pricing pressure (12% discount), and XACDURO supply constraints. Overall, the call balances strong long‑term pipeline momentum and strategic positioning against short-term revenue and operational pressures, with management expecting sequential improvement and a return to growth in 2027.View all ZLAB earnings summaries

                    ZLAB Stock 12 Month Forecast

                    Average Price Target

                    $32.40
                    ▲(33.94% Upside)
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12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":26.13,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":19.88,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n      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                    Ownership Overview

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                    18.52% Other Institutional Investors
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