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Jazz Pharmaceuticals

JAZZ Healthcare Unknown Updated July 31, 2026
$252.54
52W $105.00 – $261.30
53/100
$15.88B
616.7
0.32
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
-12.6%
Contested

Is JAZZ Bullish or Bearish?

Mixed. Innellis AI committee rates Jazz Pharmaceuticals (JAZZ) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.21 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.79 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Value Analyst remains cautious — p/e of 539.7 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 539.7 is expensive by classic value standards — Value
  • ROE of only 0.7% -- cheap may mean cheap for a reason — Value
  • EPS declining -98.6% YoY despite any revenue growth — Growth
  • Weekly RSI at 82 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 67%
of 93 Healthcare peers
Value Analyst bearish
35 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 539.7 is expensive by classic value standards
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -98.6% YoY despite any revenue growth
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Weekly RSI at 82 -- overbought on the larger timeframe too
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score weakened significantly from 65.1 to 52.8.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 85->48 (-37); +1 bearish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).
  • Value Analyst joined: bearish at 35.

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
53.1
Neutral
MACD Histogram
0.297
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.65
Inside Bands
Price vs Moving Averages
EMA 9
$253.39 Below
EMA 21
$248.37 Above
EMA 50
$238.30 Above
EMA 200
$197.82 Above

Fundamental Analysis

Valuation
57
Growth
70
Profitability
0
Financial Health
83
Cash Flow
37
Valuation
P/E Ratio 616.7×
P/B Ratio 3.45×
PEG Ratio -2.09
Dividend Yield 0.00%
52W High $261.30
52W Low $105.00
Quality & Growth
ROE -8.2%
ROA -3.0%
Gross Margin 84.1%
Operating Margin 11.1%
Revenue Growth YoY
Debt / Equity 1.20
AI Fundamental Assessment
P/E ratio of 616.7 (rich relative to a 15-40x range); Price-to-book of 3.5x; PEG ratio of -2.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.1%; Return on assets of -0.0%; Net margin of 0.0%; Gross margin of 0.8%; Current ratio of 2.04 (healthy short-term liquidity); Debt-to-equity of 1.20; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (20.12); Most recent quarter beat estimates by 36.1%; EPS growth accelerating (-18.3% -> -4.5% QoQ); Analyst estimates falling over recent quarters
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Explore JAZZ Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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