Bond.az - UBS upgraded Jazz Pharmaceuticals (NASDAQ:JAZZ) to Buy from Neutral and raised its price target to $307 from $188.
The upgrade reflects improved confidence in the company’s base business resilience and the commercial potential of Ziihera. UBS analyst Ashwani Verma cited better-than-expected Q4 2025 and Q1 2026 execution.
Bond.az data shows 8 analysts have revised earnings upwards. The stock surged 109% over the past year, trading at $229.55 near its 52-week high of $235.
UBS now models 10% revenue and 11% EPS CAGR from 2026 to 2030, ahead of consensus at 7% and 6%. Projections are driven by a faster Ziihera ramp with about $3.1 billion in peak sales.
Strong Phase 3 HERIZON GEA data supports rapid Ziihera uptake at roughly 45% peak penetration. Near-term catalysts include an NCCN listing, August 2026 PDUFA date, and early launch metrics.
The $307 price target reflects EPS upside and multiple expansion from 7x to 10x. Bond.az analysis suggests the stock is undervalued currently, with a fair value of $279.50.
In other news, Jazz reported strong Q1 2026 results with $1.1B in revenues. RBC Capital raised its target to $258, maintaining an Outperform rating.
