TickerTalks
Browse all tickers →
TickerTalks›$JAZZ
JAJAZZ

Jazz Pharmaceuticals plc

Strong FundamentalsStrong FundamentalsRevenue growing 16% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (34 mentions/wk)
$JAZZ·$14B·Biotechnology·Healthcare
$210.23-2.0%YTD+39.0%1Y+56.6%
Price updated 22h ago·X counts updated 6d ago
JAJAZZ
$JAZZJazz Pharmaceuticals plc
$210.23-1.95%34 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $JAZZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $JAZZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Jazz Pharmaceuticals showed a statistically significant OS improvement in Phase 3 HERIZON-GEA-01 with the Ziihera triplet in 1L HER2+ GEA. ASCO guidelines incorporated Ziihera; NCCN Compendium Category 1 listing expected in weeks. Second interim analysis reinforced benefit for both triplet and doublet regimens. Clean positive data catalyst.

Read what X is saying about $JAZZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JAZZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Jazz just posted statistically significant OS in HERIZON-GEA-01 — Ziihera triplet is being written into guidelines in weeks.

Jazz Pharmaceuticals is the UK-domiciled commercial-stage biopharma — Ziihera (zanidatamab) in 1L HER2+ gastroesophageal cancer, Xywav / Xyrem in sleep, and a growing oncology mix. The newest print was a win.

  • The business is profitable and growing: Q1 revenue +15.5% YoY at a 31% operating margin and ROIC of 14.5% — strong fundamentals for a mid-cap biopharma with a growing commercial franchise.
  • The clinical signal is specific: HERIZON-GEA-01 Phase 3 showed statistically significant OS improvement with the Ziihera triplet, ASCO guidelines incorporated Ziihera, and NCCN Compendium Category 1 listing is expected in weeks — tangible regulatory and physician-adoption catalysts.
  • 52-week range position is 76% with volume at 76% of average — the chart is in the upper range on quiet volume, which is accumulation around the next earnings print.

Nov 4 Q3 is the gate — any continued Ziihera uptake plus guideline-driven payer-coverage updates extends the move. A commercial-launch slowdown or a competitive data update from a competing HER2+ regimen and the stock gives back some of the YTD gain.

Agrees with X sentimentThe thread has substantively grounded drivers — HERIZON-GEA-01 Phase 3 statistically significant OS, ASCO guidelines incorporation, NCCN Category 1 expected in weeks, second interim analysis reinforcing the triplet and doublet regimens — all specific clinical and regulatory signals.

What to watch: Nov 4 Q3 — Ziihera commercial launch metrics, NCCN Compendium listing confirmation, Xywav / Xyrem revenue trajectory, and FY27 guide. A commercial-launch slowdown or competitive HER2+ data miss is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $JAZZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Ireland-based specialty pharma focused on sleep disorder drugs (Xywav/Xyrem) and oncology enzyme therapy (Rylaze).

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $JAZZ.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $JAZZ

Partial — Ireland-based specialty pharma focused on sleep disorder drugs (Xywav/Xyrem) and oncology enzyme therapy (Rylaze).

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
84.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$5.71$6.18-7.6%
Q1 2026May 5, 2026$6.34$4.64+36.6%
Q4 2025Feb 24, 2026$6.64$6.52+1.8%
Q3 2025Nov 5, 2025$8.13$5.95+36.6%
Next earningsWed, Nov 4·consensus EPS $6.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.2B+15.5%90.4%20.5%$3.05$397.6M
Q1 FY26$1.1B+19.1%71.3%20.0%$4.73$388.5M
Q4 FY25$1.2B+10.1%97.9%75.9%$3.28$296.8M
Q3 FY25$1.1B+6.7%77.1%5.1%$4.14$459.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.7B – $4.8B$24.95$23.74 – $26.4416
FY27$5.0B$4.8B – $5.1B$25.90$23.13 – $30.9316
FY28$5.4B$4.7B – $6.2B$28.91$22.94 – $36.4416
FY29$6.0B$5.7B – $6.3B$32.76$30.48 – $34.9014
FY30$6.2B$5.9B – $6.5B$34.52$32.12 – $36.7814

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 6Renee D GalaCEO2.0K sh$473KSellOct 1Bruce C CozaddDirector6.0K sh$1.4MSellSep 10Neena M PatilEVP & Chief Legal Officer1.2K sh$289KSellSep 8Renee D GalaCEO2.0K sh$486KSellSep 1Bruce C CozaddDirector6.0K sh$1.5MSellAug 27Robert IannoneEVP, Global Head of R&D & CMO76.9K sh$19.2MSellAug 3Bruce C CozaddDirector6.0K sh$1.5MSellJul 1Bruce C CozaddDirector6.0K sh$1.4MSellJun 15Smith Mark DouglasDirector1.2K sh$267KSellJun 10Neena M PatilEVP & Chief Legal Officer1.2K sh$278K
1–10 of 15
+ 35 other (19 inkinds · 11 awards · 4 exempts · 1 gift) in window

See when $JAZZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change
8-KMaterial agreementSep 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Jazz Pharmaceuticals (JAZZ) entered into Amendment No. 4 to its Credit Agreement on September 23, 2026, converting outstanding Tranche B-2 Dollar Term Loans into a new Tranche B-3 class with a new maturity and lower rate; Jazz Lux also borrowed an additional $273.3 million in Tranche B-3 loans to repay unconverted Tranche B-2 amounts. The new tranche retains substantially the same security, covenants, and events of default. This is a routine term loan repricing and maturity extension — a liability management exercise that reduces near-term interest expense with no net new leverage.

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

Jazz Pharmaceuticals plc (JAZZ) announced on September 15, 2026 the completion of its acquisition of Actio Biosciences, Inc. (Delaware), which became a wholly-owned subsidiary. No acquisition price or Actio business details are disclosed in the filing body. This acquisition adds to Jazz's neuroscience and oncology pipeline; the 8-K Reg FD item confirms deal close but omits financial terms, which would have been disclosed in prior definitive agreement filings.

8-KMaterial agreementAug 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Jazz Pharmaceuticals plc closed a $1.25 billion private offering of 1.875% exchangeable senior notes due 2032, issued through its subsidiary Jazz Investments I Limited on August 31, 2026. The offering included the full exercise of the $150 million greenshoe option and was placed under an exemption from Securities Act registration (Section 4(a)(2)). The notes represent a material new debt obligation (Item 2.03) issued pursuant to a material definitive agreement (Item 1.01). The multi-item 8-K also covers related changes in the registrant's securities (Item 3.02) and other events (Item 8.01) associated with the note issuance.

8-KMaterial agreementAug 108-K — Item 1.01: Material agreement
AI summary

Jazz Pharmaceuticals signed an Agreement and Plan of Merger to acquire Actio Biosciences, Inc. (private) for an upfront aggregate consideration of approximately $820 million (subject to customary adjustments for cash, debt, transaction expenses, and tax liabilities). The deal is structured as a merger of a Jazz subsidiary with Actio surviving as a wholly owned subsidiary of Jazz. This is a material, transformative acquisition expanding Jazz's pharmaceutical pipeline; the approximately $820M upfront value signals significant pipeline or commercial value attributed to Actio's assets.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Jazz Pharmaceuticals and Actio Biosciences jointly furnished a Reg FD press release on August 10, 2026, announcing the merger agreement (see companion 8-K Item 1.01 filed concurrently). The press release is Exhibit 99.1 to this filing; no additional substantive terms beyond the merger announcement are disclosed here. This is a routine companion Reg FD disclosure for the simultaneously reported approximately $820M merger transaction.

8-KShareholder voteJul 248-K — Item 5.07: Shareholder vote
AI summary

At Jazz Pharmaceuticals' 2026 Annual General Meeting (July 23, 2026, with 57.8M of 62.8M entitled shares voting), shareholders elected three directors (Bruce Cozadd, Heather Ann McSharry, Rick Winningham to 2029 terms), ratified KPMG as auditor for fiscal 2026, and approved executive compensation on a non-binding advisory basis (50.6M for vs. 3.3M against). This is a standard annual governance meeting with no contested proposals.

8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change
+ 13 other (3 proxys · 2 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is JAZZ Stock Still a Smart Way to Play Medical Cannabis?zacks.com·1d agoJazz Pharmaceuticals: Ziihera And Portfolio Diversification Are Changing The Earnings Storyseekingalpha.com·2d agoHere's Why Jazz Pharmaceuticals (JAZZ) is a Strong Value Stockzacks.com·11d agoFinancial Comparison: Jazz Pharmaceuticals (NASDAQ:JAZZ) vs. vTv Therapeutics (NASDAQ:VTVT)defenseworld.net·12d agoJazz Pharmaceuticals Sees $3B-$5B Ziihera Opportunity as Pipeline Expandsdefenseworld.net·27d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MRNA$ALEC$NWBO$DNA$NVAX$CAI$IBRX$RXRX
Voices on X · last 7 days

No standout posts about $JAZZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport