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

715 Followers

ZLAB Stock Chart & Stats

$24.19
-$1.34(-5.19%)
At close: 4:00 PM EST
$24.19
-$1.34(-5.19%)

Bulls Say, Bears Say

Bulls Say
Registrational Plan And Strategic Partnerships For ZociBest-in-class intracranial and extrapulmonary signals plus a defined DLLEVATE registrational path and collaborations with Amgen and Boehringer Ingelheim materially de-risk global development. These elements increase the odds of regulatory filings and partner-enabled combination strategies that can sustainably expand indications and market access.
Strong Cash RunwayA cash balance of ~$761M provides a durable funding runway to progress multiple clinical programs, support near-term launches, and manage manufacturing transitions. This reduces near-term financing risk, enabling the company to sustain R&D, complete registrational trials and invest in local manufacturing without immediate capital markets reliance.
Commercial Infrastructure And Upcoming LaunchesAn established regional commercial organization, upcoming product launches and submitted MAAs create multiple revenue expansion opportunities. Leveraging existing sales and hospital relationships supports more efficient launches and recurring sales growth as biologics penetration and new indications increase over several years.
Bears Say
Persistent Operating LossesConsistent operating losses and cumulative negative margins (TTM roughly -39%) indicate the business is not yet self-sustaining. Over time this pressures equity, can force dilution or restrictive financing, and limits discretionary investment into commercialization or pipeline expansion until material profitability or stronger cash generation is achieved.
Weak Cash Generation And Volatile Free Cash FlowNegative operating and free cash flow in all reported periods, with TTM free cash flow sharply negative, signal unstable cash conversion. Even with a large cash balance, ongoing negative FCF raises the probability of financing needs and constrains long-term reinvestment, making sustained self-funded growth uncertain.
Near-term Commercial Pressures: Sales, Pricing, SupplyDeclining product revenue, reimbursement-driven price discounts and persistent supply constraints for key products reduce near-term revenue stability and margin sustainability. Structural pricing/reimbursement dynamics and manufacturing gaps can delay commercialization scale and prolong reliance on cash and partner support before steady revenue growth resumes.

Zai Lab News

ZLAB FAQ

What was Zai Lab Ltd’s price range in the past 12 months?
Zai Lab Ltd lowest stock price was $15.96 and its highest was $41.20 in the past 12 months.
    What is Zai Lab Ltd’s market cap?
    Zai Lab Ltd’s market cap is $2.31B.
      When is Zai Lab Ltd’s upcoming earnings report date?
      Zai Lab Ltd’s upcoming earnings report date is Aug 06, 2026 which is in 13 days.
        How were Zai Lab Ltd’s earnings last quarter?
        Zai Lab Ltd released its earnings results on May 07, 2026. The company reported -$0.46 earnings per share for the quarter, beating the consensus estimate of -$0.526 by $0.066.
          Is Zai Lab Ltd overvalued?
          According to Wall Street analysts Zai Lab Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zai Lab Ltd pay dividends?
            Zai Lab Ltd does not currently pay dividends.
            What is Zai Lab Ltd’s EPS estimate?
            Zai Lab Ltd’s EPS estimate is -0.67.
              How many shares outstanding does Zai Lab Ltd have?
              Zai Lab Ltd has 113,782,810 shares outstanding.
                What happened to Zai Lab Ltd’s price movement after its last earnings report?
                Zai Lab Ltd reported an EPS of -$0.46 in its last earnings report, beating expectations of -$0.526. Following the earnings report the stock price went down -5.926%.
                  Which hedge fund is a major shareholder of Zai Lab Ltd?
                  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 Ltd

                    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 Stock 12 Month Forecast

                    Average Price Target

                    $32.40
                    ▲(33.94% Upside)
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<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 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":36.82,"date":1754006400000,"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 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":33.34,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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8,\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":19.88,"date":1764547200000,"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":17.64,"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       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                    Ownership Overview

                    2.16%3.08%0.48%93.29%
                    0.48% Other Institutional Investors
                    93.29% Public Companies and
                    Individual Investors
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