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JAJAZZ

Jazz Pharmaceuticals plc

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthBullish-leaning chatter
$JAZZ·$15B·Biotechnology·Healthcare
$232.35-2.5%YTD+37.1%1Y+80.1%
Price updated 3h ago·X counts updated 2d ago
JAJAZZ
$JAZZJazz Pharmaceuticals plc
$232.35-2.49%98 posts53×
AI analysisFundamentalsVoices on X
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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.

98X posts · last 7 days
Sep 12Sep 27
Chatter Meter
53×
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 running louder than usual, louder than 100% of tracked names.

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
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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.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

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

Jazz just delivered a Phase 3 HERIZON-GEA-01 OS win with Ziihera plus a $3B-$5B opportunity target — the oncology story is landing.

Jazz Pharmaceuticals is a mid-cap specialty pharma with sleep-disorder (Xyrem franchise) and oncology (Zepzelca, Rylaze, Ziihera) — a business the market is now rerating as the Ziihera commercial ramp accelerates. The stock is up 40% YTD and 86% over 12 months.

  • The revenue trajectory is compounding: Q2 revenue grew 15.5% YoY to $1.21B at 21% operating margin — this is what a commercial oncology franchise looks like when the pipeline actually converts.
  • The HERIZON-GEA-01 Phase 3 OS win is the specific fresh catalyst: statistically significant survival benefit in 1L HER2+ GEA with the Ziihera triplet, and ASCO guidelines already incorporating Ziihera plus NCCN Category 1 listing expected in weeks — this is exactly the regulatory-and-clinical validation the $3B-$5B opportunity math needs.
  • Insider selling is meaningful: chairman Bruce Cozadd sold $1.5M on Sept 2 plus multiple officer clips totaling ~$1.2M — coordinated senior-team trims near 80% of the 52-week range are the honest counter.

Q3 earnings on Nov 4 is the confirmation — a beat plus firm Ziihera oncology-revenue attribution extends the leg; a soft sleep-disorder franchise print or a competitive-share commentary and the stock cools without needing to break.

Agrees with X sentimentX bulls call the HERIZON-GEA-01 OS win, ASCO guideline incorporation, NCCN Category 1 pending, and the second interim analysis reinforcement — every one is real and dated. Clean agreement, with the insider selling as the honest counter the crowd isn't naming.

What to watch: Q3 earnings on Nov 4 — a beat plus firm Ziihera oncology-revenue attribution extends the leg; a soft sleep-disorder franchise print or a competitive-share commentary and the stock cools.

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

herizon os wininsider selling clusternccn pending

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
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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

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
+24.4%YTD
+48.0%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 $6.44

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$23.81 – $26.5216
FY27$5.0B$4.7B – $5.1B$25.74$22.99 – $30.7416
FY28$5.4B$4.7B – $6.2B$28.83$22.87 – $36.3316
FY29$6.0B$5.7B – $6.3B$32.76$30.48 – $34.9114
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.80%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.-4.2%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.+13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellSep 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$278KSellMay 28Neena M PatilEVP & Chief Legal Officer1.2K sh$282KSellMay 28Samantha PearceEVP, Chief Commercial Officer6.9K sh$1.6M
1–10 of 13
+ 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
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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 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.

Jazz Pharmaceuticals Sees $3B-$5B Ziihera Opportunity as Pipeline Expandsdefenseworld.net·9d agoJazz Pharmaceuticals Targets $5B Zanidatamab Opportunity as Oncology Revenue Tops $1Bdefenseworld.net·9d agoJazz Pharmaceuticals Targets $5B Zanidatamab Opportunity as Oncology Revenue Tops $1Bmarketbeat.com·9d agoJazz Pharmaceuticals Sees $3B-$5B Ziihera Opportunity as Pipeline Expandsmarketbeat.com·9d agoShould You Buy Jazz Pharmaceuticals Stock After Its Actio Acquisition?fool.com·12d ago

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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.

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