Jazz Pharmaceuticals (NASDAQ:JAZZ) Releases Quarterly Earnings Results, Beats Estimates By $1.67 EPS

Jazz Pharmaceuticals (NASDAQ:JAZZ) announced its earnings results on Tuesday. The specialty pharmaceutical company reported $6.34 EPS for the quarter, topping the consensus estimate of $4.67 by $1.67, FiscalAI reports. The firm had revenue of $974.98 million for the quarter, compared to the consensus estimate of $978.46 million. Jazz Pharmaceuticals had a negative net margin of 8.35% and a positive return on equity of 6.87%. The business’s quarterly revenue was up 19.1% on a year-over-year basis. During the same period last year, the company posted $1.68 EPS.

Here are the key takeaways from Jazz Pharmaceuticals’ conference call:

• Record Q1 results — total revenue of $1.07B (+19% YoY), non-GAAP adjusted EPS of $6.34 and $408M cash from operations, and management reaffirmed full‑year revenue guidance of $4.25–4.5B.
• Ziihera (zanidatamab) sBLA accepted under Real‑Time Oncology Review with priority review and a PDUFA date of August 25, 2026; company highlights HERIZON‑GEA‑01 data (triplet median OS 26.4 months) and plans to launch immediately on approval.
• Broad commercial momentum — XYWAV $408M (18% growth, ~16,600 active patients), Epidiolex $250M (15% growth, 16% volume growth), Zepzelca $101M (60% growth) and Modeyso $41M with ~500 patients treated and a stated ~$500M peak potential.
• Multiple upcoming clinical catalysts that could drive value — mid‑year second interim OS readout for zanidatamab in GEA, ACTION (Modeyso) topline expected late‑2026/early‑2027, and EmpowHER (breast cancer) enrollment on track for top‑line in late‑2027/early‑2028.
• Management cautions on second‑half headwinds — anticipated growth of high‑sodium oxybate generics and possible new wake‑promoting entrants (and declining XYREM/authorized generic sales) could pressure the oxybate franchise, and Zepzelca second‑line use is expected to decline.

Jazz Pharmaceuticals Trading Up 6.1%

Shares of NASDAQ:JAZZ traded up $12.92 during trading on Wednesday, hitting $225.18. The company had a trading volume of 678,868 shares, compared to its average volume of 995,963. Jazz Pharmaceuticals has a one year low of $97.50 and a one year high of $230.40. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.86 and a quick ratio of 1.67. The stock has a market cap of $14.13 billion, a price-to-earnings ratio of -38.28, a price-to-earnings-growth ratio of 0.36 and a beta of 0.27. The company has a fifty day simple moving average of $190.45 and a two-hundred day simple moving average of $171.65.

Analysts Set New Price Targets

Several research analysts have recently issued reports on JAZZ shares. Raymond James Financial reaffirmed an “outperform” rating on shares of Jazz Pharmaceuticals in a research note on Wednesday. Bank of America increased their price target on Jazz Pharmaceuticals from $263.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, February 25th. Piper Sandler increased their price target on Jazz Pharmaceuticals from $219.00 to $232.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. TD Cowen reissued a “buy” rating on shares of Jazz Pharmaceuticals in a research report on Wednesday. Finally, Leerink Partners lifted their price objective on Jazz Pharmaceuticals from $215.00 to $225.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Jazz Pharmaceuticals presently has an average rating of “Moderate Buy” and a consensus target price of $221.33.

Trending Headlines about Jazz Pharmaceuticals

Here are the key news stories impacting Jazz Pharmaceuticals this week:

• Positive Sentiment: Large EPS beat – Jazz reported $6.34 EPS vs. consensus ~$4.67, a sizeable upside that drove investor enthusiasm for profitability and cash-generation potential. Jazz Pharmaceuticals (JAZZ) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Pipeline catalyst — zanidatamab (HER2+ 1L GEA) received Priority Review with a PDUFA date of Aug 25, 2026, creating a clear near-term binary that could materially affect long-term revenues if approved. Jazz Pharmaceuticals Announces First Quarter 2026 Financial Results
• Positive Sentiment: Commercial growth — management highlighted ~19% YoY revenue growth and product-level strength (Xywav and Epidiolex growth; net patient adds), supporting the view that core franchises are expanding. Jazz Pharmaceuticals Announces First Quarter 2026 Financial Results
• Neutral Sentiment: Guidance reaffirmed — the company reiterated 2026 revenue and expense guidance, which reduces uncertainty but leaves investors waiting for full-year detail and cadence. Jazz Pharmaceuticals Announces First Quarter 2026 Financial Results
• Neutral Sentiment: More detail available — the earnings call transcript and slide deck provide management color on growth drivers and cost assumptions for 2026; useful for modeling but not an immediate directional news item. Jazz Pharmaceuticals plc (JAZZ) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Top-line slightly missed Street revenue consensus (reported ~$975M vs. ~$978M estimate), which tempers the beat and suggests some near-term sales variability. Jazz Pharmaceuticals Q1 Results Summary
• Negative Sentiment: GAAP profitability and margins — the company still reported a negative net margin and modest ROE; investors should watch how one-time items, R&D and SG&A trends affect sustained profitability. Jazz Pharmaceuticals Q1 Results Summary

Insider Activity

In other Jazz Pharmaceuticals news, Director Bruce C. Cozadd sold 6,000 shares of Jazz Pharmaceuticals stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $190.50, for a total transaction of $1,143,000.00. Following the completion of the sale, the director directly owned 384,682 shares of the company’s stock, valued at $73,281,921. The trade was a 1.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Carr sold 1,287 shares of Jazz Pharmaceuticals stock in a transaction on Monday, March 9th. The shares were sold at an average price of $182.94, for a total value of $235,443.78. Following the sale, the chief accounting officer directly owned 6,512 shares of the company’s stock, valued at approximately $1,191,305.28. This trade represents a 16.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 74,015 shares of company stock worth $14,180,486 in the last three months. Corporate insiders own 4.30% of the company’s stock.

Hedge Funds Weigh In On Jazz Pharmaceuticals

Hedge funds have recently made changes to their positions in the company. Danske Bank A S acquired a new stake in shares of Jazz Pharmaceuticals in the third quarter valued at approximately $40,000. Caitong International Asset Management Co. Ltd grew its position in Jazz Pharmaceuticals by 1,383.3% in the third quarter. Caitong International Asset Management Co. Ltd now owns 356 shares of the specialty pharmaceutical company’s stock worth $47,000 after acquiring an additional 332 shares during the period. Geneos Wealth Management Inc. grew its position in Jazz Pharmaceuticals by 57.6% in the first quarter. Geneos Wealth Management Inc. now owns 375 shares of the specialty pharmaceutical company’s stock worth $47,000 after acquiring an additional 137 shares during the period. Sunbelt Securities Inc. purchased a new position in Jazz Pharmaceuticals in the third quarter worth approximately $53,000. Finally, Kestra Advisory Services LLC purchased a new position in Jazz Pharmaceuticals in the fourth quarter worth approximately $63,000. Institutional investors and hedge funds own 89.14% of the company’s stock.

Jazz Pharmaceuticals Company Profile

Jazz Pharmaceuticals plc is a global biopharmaceutical company focused on developing and commercializing therapies in neuroscience and oncology. The company’s research and development efforts target unmet medical needs in sleep disorders, hematologic malignancies, rare neurological conditions and solid tumors. Jazz’s product portfolio includes therapies for narcolepsy, hepatic veno-occlusive disease, acute myeloid leukemia and other serious disorders.

Flagship products from Jazz Pharmaceuticals include Xyrem® (sodium oxybate) and Xywav® (calcium, magnesium, potassium, and sodium oxybates) for the treatment of cataplexy and excessive daytime sleepiness in patients with narcolepsy.