Key Stats for Jazz Pharmaceuticals Stock
- Earnings Reaction: +13.2%
- Current Price: $196.83
- Valuation Model Target: $245.27
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What Happened?
Jazz Pharmaceuticals (JAZZ) is experiencing a massive breakout, with shares trading near $196.83 after the biopharmaceutical company reported its 21st consecutive year of top-line revenue growth.
The company delivered a record-breaking 2025, generating $4.3 billion in total revenue, driven by a highly lucrative fourth quarter that saw sales jump 10% year over year to $1.2 billion.
Management announced a sharpened strategic focus entirely dedicated to rare diseases across oncology, sleep, and epilepsy.
The most significant catalyst in the quarter was the presentation of practice-changing clinical data for zanidatamab (Zani) in first-line HER2-positive metastatic gastroesophageal adenocarcinoma (GEA).
Chief Medical Officer Rob Iannone detailed exactly why this drug is poised to completely disrupt the oncology landscape.
Iannone stated verbatim: “Our data firmly positions zanidatamab as the HER2-targeted agent of choice in first-line GEA replacing trastuzumab as the standard of care, offering unprecedented durability and survival benefits.”
The trial demonstrated a clinically meaningful survival benefit with a median overall survival exceeding two years.
Jazz expects to complete its supplemental biologics license application (sBLA) for zanidatamab in the first quarter, setting the stage for a massive commercial launch in the second half of 2026.
See analysts’ growth forecasts and price targets for Jazz Pharmaceuticals stock (It’s free!) >>>
Is Jazz Pharmaceuticals Undervalued Today?
The TIKR Model indicates that Wall Street is hyper-focused on the impending loss of exclusivity for the legacy sleep drug Xyrem while completely underestimating the explosive growth potential of the broader rare disease pipeline.
The model projects a robust target price of $245.27, representing an attractive 24.6% potential total return from current levels.
Despite generic high-sodium oxybate entering the market, Jazz has successfully transitioned its patient base to Xywav, its proprietary low-sodium alternative. Xywav revenue grew 12% to an incredible $1.7 billion in 2025.
Simultaneously, the epilepsy treatment Epidiolex officially reached blockbuster status, generating $1.1 billion in revenue. The company also secured patent settlements that extend Epidiolex’s runway into the late 2030s.
Furthermore, Jazz’s recent acquisition of Chimerix is already paying off. The newly launched brain cancer therapy Modeyso generated $48 million in its first four and a half months on the market.
CEO Renee Gala explained exactly how this acquisition was highly accretive to the balance sheet.
Gala stated verbatim: “With the Chimerix acquisition, in addition to securing Modeyso, we generated significant financial value by recognizing a deferred tax asset that will reduce our future cash taxes by over $200 million.”
Read the full Jazz Pharmaceuticals Transcript on TIKR to see the 2026 guidance breakdown >>>
Valuation Deep Dive
The TIKR Advanced Valuation Model identifies Jazz Pharmaceuticals as a cash-generating biotech powerhouse that is successfully replacing its legacy revenue streams with highly differentiated rare disease assets.
- Target Price: $245.27
- Current Price: $196.83
- Annualized Return (IRR): 4.6%
The Zanidatamab Mega Pipeline: Jazz is aggressively expanding zanidatamab far beyond GEA. The company is currently enrolling patients in the EmpowHER Phase III trial, testing the drug in metastatic breast cancer patients who have progressed on existing HER2 therapies. Because there are roughly 150,000 patients with HER2-positive breast cancer in Jazz’s addressable markets, a successful readout in late 2027 could transform zanidatamab into a multi-billion-dollar franchise.
Elite Cash Generation and Margins: Jazz operates an incredibly high-margin business model. According to the TIKR Historical Breakdown, the company delivered a massive 33.7% Net Income Margin over the last year. This structural profitability allowed Jazz to generate approximately $1.4 billion in cash from operations in 2025. With $2.4 billion in cash and investments currently on the balance sheet, management has the dry powder necessary to pursue additional aggressive business development transactions in the rare disease space without excessively leveraging the company.
Conclusion: A highly profitable biopharmaceutical leader successfully pivoting toward a blockbuster oncology pipeline. Jazz Pharmaceuticals offers an attractive 24.6% projected total return potential. The path to the $245.27 target is paved by the impending zanidatamab launch, the durability of Xywav, and massive operational cash flows.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
