JAZZ

Jazz Pharmaceuticals plc

$206.78

+$1.08 (0.53%)Oct 27 close

Health CareS&P 400 Compare Technicals

Model valuationLooks undervaluedDCF base $818

1M 3M 6M 1Y 2Y

JAZZSPY

Wall St. Highest PT $337.00 (+63.0%) Wall St. Avg PT $294.27 (+42.3%)

Underwater Drawdown %Max DD -21.4%Current -21.0%

Relative Strength vs SPY+34.9% vs SPYOutperforming

−$6.98 (3.27%)

−$31.17 (13.10%)

−$50.14 (19.52%)

+$2.80 (1.37%)

YTD

+$36.78 (21.64%)

+$67.45 (48.41%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street analyst consensus

Strong Buy

22 analysts · mean score 1.50

1 = Strong Buy · 5 = Sell

Strong Buy1359%

Buy732%

Hold29%

Underperform00%

Sell00%

Wall Street consensus · as of Oct 21, 2026

Analyst price targets

Current price$206.78

Average target$294.27

+$87.49 (+42.3%) upsideaverage target vs current price

CurrentAverageMedian

Low$225.00

Median$300.00

High$337.00

12-month Wall Street target range · as of Oct 20, 2026

Recent analyst rating changes · 30

Reiterated

2026-10-21 · Morgan Stanley reiterated Overweight on JAZZ

Reiterated

2026-10-08 · RBC Capital reiterated Outperform on JAZZ

Reiterated

2026-10-07 · Truist Securities reiterated Buy on JAZZ

Initiated

2026-09-30 · Citigroup started covering JAZZ at Buy

Reiterated

2026-09-11 · UBS reiterated Buy on JAZZ

Reiterated

2026-09-10 · Barclays reiterated Overweight on JAZZ

All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Health check

Quality

Average

Piotroski F-score 5 of 9

See the tests

✗Positive net income
✓Positive operating cash flow
✗Return on assets improved
✓Cash flow above net income
✓Long-term debt / assets fell
✗Current ratio improved
✓No share dilution
✗Gross margin improved
✓Asset turnover improved

Computed by SURVYR. from the company's SEC filings (latest balance sheet Jun 30, 2026). Descriptive, not a forecast.

Key stats & company

Market value$13.9B

P/E (last 12 months)14.7

P/E (next 12 months, estimated)8.2

52-week range$128.80 – $266.38

Revenue growth (latest quarter vs a year ago)+15.5%

Dividend yieldNo dividend

Analyst consensusStrong Buy (22)

Average analyst price target$294.27 (+42%)

What they do

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 idiopathic hypersomnia (IH). It also develops Zanidatamab in Phase 3 trial to treat HER2-positive gastroesophageal adenocarcinoma (GEA) and biliary tract cancers (BTC).

Healthcare · Biotechnology

Valuation and fundamentals

Valuation & fundamentals

Bottom line

Looks undervalued

Model read-out from the numbers below, not advice. Score +4 (DCF counts double).

▲DCF (base case)above the price by 295%

▲Forward P/E vs sector8.2x vs median 18.0x

•Piotroski F-score5/9

•Net debt / EBITDA2.9x

▲Analyst target+42% (22 analysts)

Discounted cash flow

Bear

$448

+117%

growth 5% · disc. 8.0% · term. 2.0%

Base

$818

+295%

growth 10% · disc. 7.0% · term. 2.5%

Bull

$1,482

+617%

growth 13% · disc. 6.0% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal

Today's price implies shrinking cash flows: about -7% a year for 10 years.

Implied

-7%/yr

FCF, last 3 yrs

+1%/yr

FCF, last 5 yrs

+8%/yr

Revenue, last 3 yrs

+5%/yr

Revenue, last 5 yrs

+13%/yr

Same inputs as the DCF above: trailing free cash flow 1.6B, 7.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.

Edit assumptions · recalculates instantly

Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.37 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Health Care

P/E (trailing)

sector median 31.2× · 10th pct

14.7×
cheaper

Forward P/E

sector median 18.0× · 9th pct

8.2×
cheaper

EV / EBITDA

sector median 16.2× · 57th pct

17.7×
pricier

Price / sales

sector median 3.3× · 48th pct

3.0×
cheaper

Price / book

sector median 3.5× · 41st pct

2.9×
cheaper

FCF yield

sector median 4.0% · 93rd pct

11.5%
cheaper

Forward EPS $25.94 vs trailing $14.59 (+78% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin

–

Operating margin

19.5%

FCF margin

34.6%

Net margin

20.4%

Return on equity

19.6%

Return on invested capital

11.9%

Net debt / EBITDA

2.9×

Current ratio

1.8×

Interest cover

27.3×

Cash conversion (OCF/NI)

1.8×

Piotroski F-score 5/9 · last two fiscal years

✗ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

Mean target

$294

+42%

Analysts

Strong Buy

Range

$225–$337

low – high

● price · ◆ mean target

Annual history

FY	Revenue	Net income	Free cash flow
2025	$4.3B	$-356.1M	$1.3B
2024	$4.1B	$560.1M	$1.4B
2023	$3.8B	$414.8M	$1.1B
2022	$3.7B	$-224.1M	$1.2B
2021	$3.1B	$-329.7M	$750.9M
2020	$2.4B	$238.6M	$884.6M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +5.3%.

For information only · Important disclosures

Grades vs sector

Momentum

84th percentile in sector

A-

12-1 return: +68.2%
Percentile within its GICS sector across the S&P 1500.

Growth

73rd percentile in sector

B+

Revenue growth (YoY): +15.5%
Percentile within its GICS sector across the S&P 1500.

Value

91st percentile in sector

Forward E/P: 12.4% · EBITDA/EV: 12.2%
Percentile within its GICS sector across the S&P 1500.

Profitability

80th percentile in sector

A-

Profit margin: +20.4% · Return on equity: +22.1%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: New Highs Growth.

New Highs Growth

4.0% of the book

Held Quality Growth

Outside this model's universe or screens

Momentum Top 15

Outside this model's universe or screens

Momentum Blend

Not in the current book

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Physical AI Grid & Power

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Why it's in the New Highs Growth

Qualified on Pharma, -12% from 52-week high, held: still within 25% of its high, 12-1 momentum +94%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

Earnings & events

JAZZ earningsNext report in 6 days

Next report · quarter Sep 2026

Mon Nov 2, 2026After the close

EPS consensus$1.97 range -$4.72–$6.95

Revenue consensus$1.2B 18 analysts

Last 4 quarters · EPS vs estimate

Aug 3, 2026$5.71est $6.18−7.5%Below estimates

May 5, 2026$6.34est $4.66+36.2%Above estimates

Feb 24, 2026$6.64est $6.51+2.0%Above estimates

Nov 5, 2025$8.13est $5.85+39.0%Above estimates

In line = within 1% of the estimate.

EstimateActual (beat)Actual (miss)

Quarterly revenue

Quarter	Revenue	YoY
2026-06-30	$1.2B	+15.5%
2026-03-31	$1.1B	–
2025-12-31	$1.2B	–
2025-09-30	$1.1B	–
2025-06-30	$1.0B	–

News & catalysts

More news

Jazz Pharmaceuticals' Ziihera Shows 3-Year Survival Benefit in Gastroesophageal Cancer

MT Newswires · Oct 23

Ziihera® (zanidatamab-hrii) Combinations Demonstrate Sustained Survival at Three Years in First-Line HER2+ Advanced Gastroesophageal Adenocarcinoma at ESMO 2026

PR Newswire · Oct 23

Evolv Technology Enters Subscription Agreement With Utah Jazz, Utah Mammoth, and the Delta Center

Business Wire · Oct 23

Will Auvelity Continue to Aid Axsome's Top-Line Growth in Q3?

Zacks · Oct 21

Jazz renews IATA Operational Safety Audit certification through October 2028

CNW Group · Oct 20

Rating changes

Reiterated

2026-10-21 · Morgan Stanley reiterated Overweight on JAZZ

Reiterated

2026-10-08 · RBC Capital reiterated Outperform on JAZZ

Reiterated

2026-10-07 · Truist Securities reiterated Buy on JAZZ

Initiated

2026-09-30 · Citigroup started covering JAZZ at Buy

Reiterated

2026-09-11 · UBS reiterated Buy on JAZZ

Reiterated

2026-09-10 · Barclays reiterated Overweight on JAZZ

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades

Gala Renee D

Director, President & CEO · 2026-10-06

Sell
$472.8K

Cozadd Bruce C

Director · 2026-10-01

Sell
$1.4M

Patil Neena M

EVP & Chief Legal Officer · 2026-09-10

Sell
$289.1K

Gala Renee D

President & CEO · 2026-09-08

Sell
$486.1K

Cozadd Bruce C

Director · 2026-09-01

Sell
$1.5M

Iannone Robert