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Zai Lab (ZLAB)
NASDAQ:ZLAB
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Zai Lab (ZLAB) Price & Analysis

725 Followers

ZLAB Stock Chart & Stats

$26.82
-$0.56(-2.94%)
At close: 4:00 PM EDT
$26.82
-$0.56(-2.94%)

Bulls Say, Bears Say

Bulls Say
Commercial Profitability And Sequential GrowthSequential product growth alongside commercial profitability indicates that Zai Lab is converting its portfolio into a more productive operating base. If sustained, this combination can support reinvestment in launches and clinical programs while reducing dependence on external funding over time.
Funding For Global DevelopmentThe planned capital raise provides additional resources for advancing zoci through global development without relying solely on operating cash flow. Funding directed toward a lead program can extend execution capacity and support regulatory and clinical milestones over the next several quarters.
Promising Zoci Clinical ProfileEarly combination data show substantial response and disease-control signals with a reported tolerability profile, strengthening the case for zoci as a potentially important oncology backbone. The planned global Phase 3 trial creates a clear path toward testing whether these results can translate into durable commercial value.
Bears Say
Persistent Operating LossesZai Lab remains materially unprofitable at both operating and net-income levels, so portfolio growth has not yet translated into sustainable corporate earnings. Continued losses constrain internal funding capacity and make future profitability dependent on successful commercialization and disciplined expense management.
Ongoing Cash Burn And Equity ErosionNegative operating and free cash flow show that the business is still consuming capital rather than self-funding its pipeline. The decline in equity over time further reflects the cost of ongoing losses, increasing the importance of financing access and successful launches to preserve strategic flexibility.
Commercial Supply And Competitive Execution RisksSupply limitations can prevent demand from converting into reported sales, while intensifying competition raises the evidence bar for new products such as ZL-1503. Together, these issues could delay revenue scaling and require stronger execution, clinical differentiation, or additional commercial investment.

Zai Lab News

ZLAB FAQ

What was Zai Lab’s price range in the past 12 months?
Zai Lab lowest stock price was $15.96 and its highest was $28.11 in the past 12 months.
    What is Zai Lab’s market cap?
    Zai Lab’s market cap is $2.57B.
      When is Zai Lab’s upcoming earnings report date?
      Zai Lab’s upcoming earnings report date is Nov 05, 2026 which is in 12 days.
        How were Zai Lab’s earnings last quarter?
        Zai Lab released its earnings results on Aug 06, 2026. The company reported -$0.5 earnings per share for the quarter, beating the consensus estimate of -$0.679 by $0.179.
          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 -0.56.
              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 -$0.5 in its last earnings report, beating expectations of -$0.679. Following the earnings report the stock price went up 13.664%.
                  Which hedge fund is a major shareholder of Zai Lab?
                  Currently, no hedge funds are holding shares in ZLAB
                  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 (ZLAB) Earnings & Revenues

                    ZLAB Company Deck

                    ZLAB 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 ZLAB earnings summaries

                    ZLAB Stock 12 Month Forecast

                    Average Price Target

                    $39.33
                    ▲(46.66% Upside)
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                    Ownership Overview

                    2.15%3.08%0.54%93.10%
                    0.54% Other Institutional Investors
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