B+
Bull case
30%
Probability
Target price
$255.00
+3.0% vs current
JAZZ
Jazz PublicCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$220.00
-11.1% vs current
B-
Bear case
25%
Probability
Target price
$185.00
-25.3% vs current
AI sentiment snapshot
Latest data as of 2026-06-20
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+35.8
Score
AI commentary
Headline flow turned busier in June 2026 with the AbCellera partnership, SLEEP 2026 Xywav data, and the negative LAGOON update, so buzz is high but net tone is mixed rather than clearly bullish. The strongest primary-source positives are the August 25, 2026 PDUFA catalyst and solid Q1 execution, while the most important new negative is the LAGOON miss. With no robust social packet and limited target-revision detail, conviction should stay moderate.
RankAlpha Sentiment Codex - 2026-06-20
Open full AI memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-08-25eventZiihera first-line GEA FDA decision on August 25, 2026High impact
Jazz said the FDA accepted the zanidatamab combination sBLA with Priority Review and set an August 25, 2026 PDUFA date; approval would add a new first-line GEA growth leg to the oncology portfolio [#IR-2026-04-27].
2026-09-30catalystLAGOON miss keeps Zepzelca second-line overhang in focusMedium impact
Jazz disclosed that the Phase 3 LAGOON trial did not meet its primary OS endpoint, said the result does not affect 2026 guidance, and plans FDA discussions on post-marketing requirements; that leaves a near-term risk that oncology sentiment stays capped despite first-line momentum [#IR-2026-06-12].
2027-06-30catalystCommercial execution and pipeline breadth need to offset portfolio agingMedium impact
Q1 showed 19% revenue growth, guidance reaffirmation, Xywav up 18%, Epidiolex up 15%, Zepzelca up 60%, and Modeyso launch progress, while Jazz also added a preclinical AbCellera T-cell engager collaboration that starts with two programs and a third within 12 months; the question is whether these offsets can outgrow Xyrem decline and royalty erosion over the next year [#IR-2026-05-05] [#IR-2026-06-17].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-20 • Updated nightlySource: Internal modelMethodology