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Zai Lab (DE:1ZL)
FRANKFURT:1ZL

Zai Lab (1ZL) Price & Analysis

1 Followers

1ZL Stock Chart & Stats

€22.00
-€0.90(-5.14%)
At close: 4:00 PM EDT
€22.00
-€0.90(-5.14%)

Bulls Say, Bears Say

Bulls Say
Strong Cash PositionThe substantial cash balance gives Zai Lab capacity to fund clinical development, regulatory work and commercialization without immediate dependence on external financing, supporting execution across its pipeline and preserving strategic flexibility.
Commercial Portfolio MomentumSequential sales growth and commercial profitability indicate that Zai Lab's marketed portfolio is beginning to generate operating leverage. VYVGART, XACDURO and KarXT provide multiple products that can support broader revenue growth as launches and market access develop.
Pipeline Advancement And Zoci EfficacyRapid progression into registrational development and differentiated early efficacy strengthen the prospect of future product launches. Multiple pivotal programs and planned regulatory milestones could diversify revenue beyond the current commercial portfolio.
Bears Say
Persistent Operating LossesZai Lab remains materially loss-making despite narrowing losses, while negative operating and free cash flow show that the business is not yet self-funding. Continued investment in trials and commercialization could require substantial cash resources before profitability is durable.
Revenue Durability RiskThe sharp TTM revenue contraction creates uncertainty around the durability of the commercial platform and complicates operating leverage. Management expects stabilization in H2 2026 and meaningful growth in 2027, but that recovery remains dependent on execution and product timing.
Clinical And Commercial Execution RiskSupply limitations can restrict sales even when demand is healthy, while intensifying competition may reduce the opportunity for newer programs. Combination safety risks and possible toxicities could delay trials, narrow labels or increase development costs.

Zai Lab News

1ZL FAQ

What was Zai Lab’s price range in the past 12 months?
Zai Lab lowest stock price was €13.20 and its highest was €29.40 in the past 12 months.
    What is Zai Lab’s market cap?
    Zai Lab’s market cap is €2.50B.
      When is Zai Lab’s upcoming earnings report date?
      Zai Lab’s upcoming earnings report date is Nov 10, 2026 which is in 74 days.
        How were Zai Lab’s earnings last quarter?
        Zai Lab released its earnings results on Aug 06, 2026. The company reported -€0.429 earnings per share for the quarter, beating the consensus estimate of -€0.582 by €0.154.
          Is Zai Lab overvalued?
          According to Wall Street analysts Zai Lab’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zai Lab pay dividends?
            Zai Lab does not currently pay dividends.
            What is Zai Lab’s EPS estimate?
            Zai Lab’s EPS estimate is -0.48.
              How many shares outstanding does Zai Lab have?
              Zai Lab has 113,782,810 shares outstanding.
                What happened to Zai Lab’s price movement after its last earnings report?
                Zai Lab reported an EPS of -€0.429 in its last earnings report, beating expectations of -€0.582. Following the earnings report the stock price went down -1.274%.
                  Which hedge fund is a major shareholder of Zai Lab?
                  Currently, no hedge funds are holding shares in DE:1ZL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Zai Lab

                    Operating primarily in Mainland China and Hong Kong, Zai Lab Limited is a biopharmaceutical company focused on the discovery, development, and commercialization of innovative medical treatments. Their therapeutic portfolio spans oncology, autoimmune conditions, infectious diseases, and neurological disorders. Currently available products in their portfolio include Zejula, a once-daily small-molecule PARP 1/2 inhibitor; Optune, a medical device leveraging tumor treating fields; NUZYRA, an antimicrobial agent for specific acute bacterial skin and skin structure infections and community-acquired bacterial pneumonia; and Qinlock, indicated for gastrointestinal stromal tumors. Beyond its commercial offerings, Zai Lab boasts an extensive pipeline of investigational therapies. These include Odronextamab for various B-cell lymphomas; Repotrectinib, a tyrosine kinase inhibitor targeting ROS1 and TRK pathways in both TKI-naïve and pretreated cancer patients; Margetuximab for breast and gastroesophageal cancers; Adagrasib for KRAS-G12C-mutated solid tumors like NSCLC, colorectal, and pancreatic cancers; and Bemarituzumab for gastric and gastroesophageal junction cancers. Further pipeline candidates encompass CLN-081 for EGFR exon 20 insertion NSCLC; Elzovantinib, an orally available multi-targeted kinase inhibitor; Tebotelimab, a tetravalent IgG4 monoclonal antibody; Retifanlimab, designed to block PD-1 interactions with its ligands; ZL-2309, an orally active and selective CDC7 kinase inhibitor; ZL-1201, a humanized IgG4 monoclonal antibody; Efgartigimod, aimed at reducing pathogenic immunoglobulin G antibodies; ZL-1102, a human nanobody against interleukin-17A; KarXT for psychiatric and neurological conditions; ZL-2313 and ZL-2314, both investigational EGFR inhibitors targeting specific mutations; and Sulbactam/durlobactam, intended for serious infections caused by Acinetobacter. Established in 2013, Zai Lab Limited maintains its corporate headquarters in Shanghai, China.

                    Zai Lab (1ZL) Earnings & Revenues

                    1ZL Company Deck

                    1ZL Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple near-term and medium-term positive catalysts: sequential revenue growth (11% QoQ to $105.8M), a commercially profitable business, a strong cash balance ($717.5M), rapid advancement of Zoci into global registrational trials with notable efficacy signals (38.2% ORR vs ~18% comparator in neuroendocrine carcinoma), and a busy pipeline with several upcoming data milestones (ESMO presentation, ZL-1503 healthy volunteer data H2 2026, ZL-6201 initial data H1 2027, ZL-1311 IND by year-end). Management also highlighted disciplined spending and productivity efforts. Counterbalancing these positives are supply constraints, near-term revenue timing issues related to NRDL and formulation transitions, increasing competition in the IL-13/IL-31 AD space, clinical safety/combination risks, and some ambiguity around the timing of profitability and key readouts. Overall, the positives — particularly pipeline momentum, commercial profitability, and cash runway — outweigh the operational and timing uncertainties.View all DE:1ZL earnings summaries

                    1ZL Stock 12 Month Forecast

                    Average Price Target

                    €33.74
                    ▲(53.37% Upside)
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4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":14.6,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":13.2,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n         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