Jazz Pharmaceuticals plc (JAZZ) AI Stock Analysis
JAZZ AI stock analysis summary
AI ResearchJazz Pharmaceuticals plc is a biopharmaceutical company focused on neuroscience and oncology with a market cap of $13.65B. Over the trailing twelve months, the company generated $4.60B in revenue with an operating margin of 26.9%. While net income dipped to -$356.1M in FY2025, annual free cash flow remained robust at $1.15B.
- Market cap
- $13.65B
- Revenue (TTM)
- $4.60B
- P/E
- 14.4x fwd 10.9x
- 1Y return
- 56.6% S&P 500 16.8%
- Avg. target
- $294.64 40.1% vs last close
Bull case
- JAZZ shares gained 56.6% over the past year, outperforming the S&P 500 return of 16.8%.
- The stock trades at a forward P/E of 10.9x and a PEG ratio of 0.96, both below the US-listed Healthcare peer median forward P/E of 17.3x.
- Wall Street analysts maintain a mean price target of $294.64, indicating potential upside of 40.1% from the close of $210.23.
Bear case
- Jazz Pharmaceuticals reported a net loss of -$356.1M in FY2025 as its operating margin fell to 5.3%.
- The company maintains total debt of $4.41B, resulting in net debt of $2.21B and a debt-to-equity ratio of 0.92.
- Over a 5-year period, JAZZ returned 49.4%, underperforming the S&P 500 return of 83.0%.
What Jazz Pharmaceuticals does
Jazz Pharmaceuticals plc is a biopharmaceutical company specializing in neuroscience and oncology therapies for unmet medical needs across the United States, Europe, and globally. Its commercial portfolio features treatments for sleep disorders and cancer, including Xyrem and Sunosi for narcolepsy and excessive daytime sleepiness, Erwinaze for acute lymphoblastic leukemia, Defitelio for hepatic veno-occlusive disease, Vyxeos liposome for therapy-related acute myeloid leukemia, and Zepzelca for metastatic small cell lung cancer. The company is advancing pipeline candidates including Xywav and JZP-324 for narcolepsy, JZP385 for essential tremor, JZP458 for pediatric and adult cancer therapy, and JZP150 for post-traumatic stress disorder.
Growth and profitability
Jazz Pharmaceuticals increased revenue from $3.09B in FY2021 to $4.27B in FY2025, recording a 5-year revenue CAGR of 12.5%. Annual revenue growth moderated from 30.9% in FY2021 and 18.3% in FY2022 to 4.9% in FY2025. Gross margin has remained elevated, reaching 88.2% in FY2025. Operating margin was 5.3% in FY2025 compared to 17.6% in FY2024, resulting in a net loss of -$356.1M. Over the trailing twelve months, revenue totaled $4.60B with an operating margin of 26.9% and a profit margin of 20.4%. In the latest quarter ending June 30, 2026, quarterly revenue grew 15.5% year-over-year, while quarterly earnings increased 3.2%.
Balance sheet and cash flow
As of June 30, 2026, Jazz Pharmaceuticals held $2.20B in cash and short-term investments alongside total debt of $4.41B, resulting in net debt of $2.21B. Total assets stood at $11.08B and shareholders' equity reached $4.80B, supporting a current ratio of 1.78 and a debt-to-equity ratio of 0.92. During FY2025, operating cash flow reached $1.36B and free cash flow was $1.15B. Capital allocation for FY2025 included $209.8M in capital expenditures and $125.0M in share buybacks.
Valuation and performance
JAZZ closed at $210.23 on October 16, 2026, trading at a trailing P/E of 14.4x and a forward P/E of 10.9x. Both valuation multiples sit below the median of its US-listed Healthcare peers, which have a trailing P/E of 24.6x and a forward P/E of 17.3x. The stock carries an EV/EBITDA of 11.0x versus the peer median of 12.0x, and a price-to-sales ratio of 3.0x compared to 4.1x. Over the past year, JAZZ gained 56.6%, outperforming the S&P 500 (SPY) return of 16.8%, although its 5-year return of 49.4% trailed the index's 83.0%.
What analysts expect
Wall Street analysts hold 13 Strong Buy, 7 Buy, and 2 Hold ratings on JAZZ, with zero Sell or Strong Sell ratings. The mean price target is $294.64, representing a 40.1% upside against the last close of $210.23. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $4.72B and EPS of $21.12, reflecting expected EPS growth of 152.0%. For the following fiscal year, 19 analysts estimate revenue of $4.99B and EPS of $26.05. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 4, 2026.
Key risks and what to watch
- Annual operating margins showed volatility, moving from 17.6% in FY2024 to 5.3% in FY2025 before rebounding to 26.9% on a trailing twelve-month basis.
- Total debt of $4.41B exceeds cash and short-term investments of $2.20B, making debt service dependent on continuing free cash flow.
- Short interest accounts for 8.7% of the float, indicating a notable level of negative sentiment among market participants.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this JAZZ AI stock analysis
This page is an AI-written research summary of Jazz Pharmaceuticals plc (JAZZ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: JAZZ income statement, JAZZ balance sheet, JAZZ key metrics, JAZZ analyst forecast, JAZZ chart. See the JAZZ stock overview for the latest quote and news.
JAZZ AI stock analysis FAQ
What was Jazz Pharmaceuticals' revenue growth in the latest quarter?
For the quarter ended June 30, 2026, quarterly revenue increased 15.5% year-over-year, bringing trailing twelve months revenue to $4.60B.
What is the consensus analyst price target for JAZZ?
The mean analyst price target is $294.64, representing a 40.1% premium over the last close of $210.23.
How much cash and debt does Jazz Pharmaceuticals carry?
As of June 30, 2026, Jazz Pharmaceuticals held $2.20B in cash and short-term investments and $4.41B in total debt, resulting in net debt of $2.21B.
How does JAZZ's valuation compare to its sector peers?
JAZZ trades at a forward P/E of 10.9x and an EV/EBITDA of 11.0x, both below the median of its US-listed Healthcare peers of 17.3x and 12.0x, respectively.
When is Jazz Pharmaceuticals reporting its next earnings?
The company's next earnings date is scheduled for November 4, 2026.