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JAJAZZ

Jazz Pharmaceuticals plc

$JAZZ·$16B·Biotechnology·Healthcare
$245.57+0.8%1Y+88.0%
Mentions · last 7 days
2026-08-26: 4 posts2026-08-27: 12 posts2026-08-28: 7 posts2026-08-29: 0 posts2026-08-30: 3 posts2026-08-31: 23 posts2026-09-01: 2 posts51
Price updated 2h ago·X counts updated 4h ago
JAJAZZ
$JAZZJazz Pharmaceuticals plc
$245.57+0.76%51 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JAZZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Specialty pharma with Ziihera FDA nod + $1.1B exchangeable notes + share repurchases + M&A hints; 9.8% FCF yield.

Jazz Pharmaceuticals is a $15.77B specialty pharma (Xywav narcolepsy, Rylaze ALL, Ziihera HER2-positive gastric cancer, Zepzelca SCLC + Epidiolex partnership) at $244.54 — sitting at 85% of 52w range.

  • Q2 EPS $5.71 vs $6.18 (-7.6% miss), Q1 $6.34 vs $4.64 (+36.6% beat), Q4 2025 $6.64 vs $6.52 (+1.8%) — Q1 was massive, Q2 slight miss.
  • Q1 revenue $1.07B (+19.1% YoY), Q2 $1.21B (+15.5%) — real double-digit revenue growth.
  • Cash economics: PE 16.5 (attractive), PS 3.43, ROIC 14.5%, ROE 21.4%, gross margin 85% (specialty pharma quality), op-margin 31%, D/E 0.92, EV/EBITDA 12.6 (attractive), FCF yield 9.8% (attractive).
  • Analyst path FY26 EPS $25.05 → FY27 $25.93 (+3.5% modest growth) — steady.
  • Recent: Jazz Pharmaceuticals Launches Ziihera After FDA Nod in HER2-Positive GEA + Jazz Announces Pricing of Upsized Private Offering of $1.1B of 1.875% Exchangeable Senior Notes due 2032 + Concurrent Share Repurchases — real capital-structure action + Ziihera FDA approval.
  • Sentiment (5 posts): bullish following $1.0B private offering of exchangeable senior notes due 2032 with concurrent share repurchases hinting at potential M&A. FDA approved Ziihera cancer drug. Traders cite synergy between new dordaviprone/imipridone and pharmamar's lurbinectedin in SCLC.

Read as a specialty pharma with Ziihera FDA approval + $1.1B exchangeable notes + concurrent share repurchases + M&A hints + 9.8% FCF yield; the debated question is whether Q3 confirms Ziihera commercial launch traction or whether Xywav LOE risks emerge.

Agrees with X sentimentX is bullish on the $1B offering + share repurchases + FDA Ziihera + dordaviprone/lurbinectedin synergy; verdict aligns.

What to watch: Ziihera commercial launch metrics, any M&A announcement, and dordaviprone development on the Nov 4 print.

On the calendar: 2026-11-04 Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-09-01

Sentiment is bullish after the second interim analysis from the Phase 3 HERIZON-GEA-01 trial showed Ziihera plus chemotherapy delivered a statistically significant, clinically meaningful overall survival improvement over trastuzumab plus chemo in first-line HER2-positive advanced GEA, with full data slated for Q4 2026. Preclinical synergy between Jazz's imipridone/dordaviprone and PharmaMar's lurbinectedin in SCLC adds pipeline optionality. The one caveat is a $1B private offering of exchangeable senior notes due 2032 plus up to $225M of concurrent share buybacks, which posters read as leaving M&A speculation open.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $JAZZ

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+50.1%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 $6.47

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.7B – $4.8B$25.05$23.71 – $26.9114
FY27$5.0B$4.8B – $5.2B$25.93$23.12 – $30.0415
FY28$5.5B$4.7B – $6.3B$29.96$21.80 – $38.5617
FY29$6.0B$5.7B – $6.3B$33.99$31.64 – $36.2713
FY30$6.2B$5.9B – $6.6B$35.45$33.00 – $37.838

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.1.1×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.84%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.-1.7%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.+19.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 62.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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

SellAug 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$278KSellMay 28Neena M PatilEVP & Chief Legal Officer1.2K sh$282KSellMay 28Samantha PearceEVP, Chief Commercial Officer6.9K sh$1.6MSellMay 22Rick E WinninghamDirector2.7K sh$662KSellMay 22Mcsharry Heather AnnDirector2.0K sh$482KSellMay 1Bruce C CozaddDirector6.0K sh$1.2MSellApr 1Bruce C CozaddDirector6.0K sh$1.1M
1–10 of 11
+ 21 other (11 awards · 6 inkinds · 3 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-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
+ 14 other (3 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

JAZZ Rises on Updated OS Results From Gastric Cancer Studyzacks.com·1d agoZiihera® (zanidatamab-hrii) plus Chemotherapy Demonstrates Statistically Significant Overall Survival Benefit Versus Trastuzumab plus Chemotherapy in First-Line HER2+ Advanced GEAprnewswire.com·3d agoJazz Pharmaceuticals Launches Ziihera After FDA Nod in HER2-Positive GEAdefenseworld.net·7d agoJazz Pharmaceuticals Announces Pricing of Upsized Private Offering of $1.1 Billion of 1.875% Exchangeable Senior Notes due 2032 and Concurrent Ordinary Share Repurchasesprnewswire.com·7d agoJAZZ Secures FDA Nod for Expanded Use of Ziihera in Gastric Cancerzacks.com·7d ago

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