Zai Lab (ZLAB) Aperçu de l'action
Zai Lab Limited, une société biopharmaceutique, se concentre sur la découverte, le développement et la commercialisation de produits qui traitent des conditions médicales dans les domaines de l'oncologie, de l'immunologie, des neurosciences et des maladies infectieuses. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
ZLAB Community Fair Values
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Analyst Price Targets
Zai Lab Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$26.01 |
| Plus haut sur 52 semaines | US$35.45 |
| Plus bas sur 52 semaines | US$15.96 |
| Bêta | 0.78 |
| Variation sur 1 mois | 35.33% |
| Variation sur 3 mois | 39.76% |
| Variation sur 1 an | -25.77% |
| Variation sur 3 ans | 8.19% |
| Variation sur 5 ans | -81.05% |
| Évolution depuis l'introduction en bourse | 44.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 22
ZLAB: Global Immunology And Oncology Pipeline Progress Will Support Future Upside
Analysts have trimmed their fair value estimate for Zai Lab to about $48 from $55. Some Street research points to a higher $45 price target that reflects a shift in focus toward a broader global innovation story.Seeking Alpha • Aug 19
Zai Lab: Revenue Growth And Zoci's Upside Optionality
Summary ZLAB has grown from a Greater China licensing platform into a dual-engine biopharma. They have a growing proprietary global pipeline with KarXT and TIVDAK. And management expects product sales to stabilize during 2H2026. Zoci's SCLC and NEC activity looks promising, while their other partnered combo therapies could expand their indications across other treatments. The main caveat is that ZLAB is already trading at higher valuation multiples compared to its peers. However, in the long run, ZLAB's growth should help justify its current premium, which is why I remain bullish on the shares despite their inherent clinical risks. Read the full article on Seeking AlphaArticle d’analyse • Aug 10
Zai Lab Limited (NASDAQ:ZLAB) Just Reported And Analysts Have Been Cutting Their Estimates
Zai Lab Limited ( NASDAQ:ZLAB ) just released its quarterly report and things are looking bullish. Results overall were...
Mise à jour du récit • Aug 07
ZLAB: Global Pipeline Progress And Regulatory Milestones Will Shape A Measured Re Rating
Zai Lab’s updated analyst price target has moved from $21.80 to $24.25. Analysts cite the company’s shift from a China-focused commercial story to a broader global innovation profile as a key driver in their revised view.Recent updates
Mise à jour du récit • Aug 22
ZLAB: Global Immunology And Oncology Pipeline Progress Will Support Future Upside
Analysts have trimmed their fair value estimate for Zai Lab to about $48 from $55. Some Street research points to a higher $45 price target that reflects a shift in focus toward a broader global innovation story.Seeking Alpha • Aug 19
Zai Lab: Revenue Growth And Zoci's Upside Optionality
Summary ZLAB has grown from a Greater China licensing platform into a dual-engine biopharma. They have a growing proprietary global pipeline with KarXT and TIVDAK. And management expects product sales to stabilize during 2H2026. Zoci's SCLC and NEC activity looks promising, while their other partnered combo therapies could expand their indications across other treatments. The main caveat is that ZLAB is already trading at higher valuation multiples compared to its peers. However, in the long run, ZLAB's growth should help justify its current premium, which is why I remain bullish on the shares despite their inherent clinical risks. Read the full article on Seeking AlphaArticle d’analyse • Aug 10
Zai Lab Limited (NASDAQ:ZLAB) Just Reported And Analysts Have Been Cutting Their Estimates
Zai Lab Limited ( NASDAQ:ZLAB ) just released its quarterly report and things are looking bullish. Results overall were...Mise à jour du récit • Aug 07
ZLAB: Global Pipeline Progress And Regulatory Milestones Will Shape A Measured Re Rating
Zai Lab’s updated analyst price target has moved from $21.80 to $24.25. Analysts cite the company’s shift from a China-focused commercial story to a broader global innovation profile as a key driver in their revised view.
Mise à jour du récit • Jun 18
ZLAB: DLL3 Program And China Approval Will Drive Long-Term Upside
The analyst price target for Zai Lab has been adjusted slightly lower to $33.30 from $33.78, with analysts citing incremental updates to fair value estimates, the discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Zai Lab Zai Lab received approval from China’s National Medical Products Administration for TIVDAK to treat adult patients with recurrent or metastatic cervical cancer whose disease progressed after chemotherapy, supported by overall survival data from the Phase 3 innovaTV 301 trial (primary news, NMPA filing).Article d’analyse • Jun 16
Zai Lab (ZLAB) Stock Could Be 47.5% Undervalued After China Approved TIVDAK
Zai Lab (ZLAB) stock is in focus after China’s National Medical Products Administration approved TIVDAK for adults with recurrent or metastatic cervical cancer whose disease progressed on or after chemotherapy. See our latest analysis for Zai Lab. The NMPA approval for TIVDAK comes after a mixed stretch for Zai Lab, with the stock showing a 1-day share price return of 3.87% and a 7-day share price return of 7.58%, yet a 1-year total shareholder return that declined 56.36%. This suggests...Mise à jour du récit • Jun 03
ZLAB: DLL3 Combinations And Fast Track Designation Will Support Long-Term Expansion
Analysts have reduced their price target on Zai Lab by $7, reflecting updated views on fair value, discount rates, growth assumptions, margins, and future P/E expectations following recent research. What's in the News President and COO Josh Smiley plans to leave Zai Lab effective May 22, 2026, as part of a broader leadership reshuffle related to operational efficiency efforts and preparations for the launch of COBENFY in China and several oncology data readouts in 2026, according to recent company announcements.Article d’analyse • May 11
Zai Lab Limited (NASDAQ:ZLAB) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
It's been a sad week for Zai Lab Limited ( NASDAQ:ZLAB ), who've watched their investment drop 12% to US$18.60 in the...Mise à jour du récit • May 01
ZLAB: Diversified Pipeline And DLL3 Partnerships Will Support Long-Term Expansion
The analyst price target for Zai Lab has been reduced by about $14 to $35, with analysts citing lower modeled revenue growth, modestly higher discount rates, and management's commentary on more modest 2026 top line expectations given pricing pressures and competition in China. Analyst Commentary Recent Street research on Zai Lab points to a more cautious stance on revenue growth and valuation, with several firms trimming their price targets while still recognizing areas of execution strength and pipeline potential.Mise à jour du récit • Apr 16
ZLAB: Cautious China Outlook And Pipeline Progress Will Shape A Measured Re Rating
Analysts have lowered their average price targets on Zai Lab by several dollars, citing more cautious expectations for 2026 revenue growth. Management anticipates modest top line trends with pricing pressure and rising competition in China, which is reflected in slightly adjusted P/E assumptions and growth inputs.Mise à jour du récit • Apr 02
ZLAB: Mixed Coverage And Pipeline Progress Will Shape A Measured Re Rating
Analysts have trimmed their price targets on Zai Lab, and the model update now points to a fair value of $21.80. This reflects expectations for more modest revenue growth and profit margins, along with a higher future P/E multiple.Mise à jour du récit • Mar 19
ZLAB: China Approvals And Oncology Pipeline Progress Will Support Future Upside Potential
Analysts have trimmed their price targets on Zai Lab by up to $18, reflecting more cautious assumptions on revenue growth and competitive pressures. At the same time, updated models incorporate a higher projected profit margin and a lower future P/E multiple.Mise à jour du récit • Mar 04
ZLAB: China Approvals And Pipeline Execution Will Support Future Upside Potential
Narrative Update The updated analyst price target for Zai Lab has moved down from $67.22 to $55.00 as analysts factor in more modest projected revenue growth, lower profit margins, a higher assumed discount rate, and recent Street research pointing to pricing pressure, competition in China, and adjustments to company models following management commentary. Analyst Commentary Recent Street research on Zai Lab shows a mix of recalibrated price targets and ongoing constructive views on execution and longer term growth prospects.Mise à jour du récit • Feb 17
ZLAB: Mixed Coverage And New Approvals Will Shape A Measured Re Rating
Analysts trimmed their price targets on Zai Lab by $3.03, reflecting updated fair value and P/E assumptions, as well as fresh views on the company following recent research coverage changes. Analyst Commentary Recent Street research on Zai Lab has sent a mixed message, with some optimism around longer term potential but also fresh caution on how the current share price lines up with execution risks and valuation assumptions.Mise à jour du récit • Feb 03
ZLAB: Fresh Coverage And Pipeline Progress Will Support A Re Rating
The updated analyst price target for Zai Lab moves to about US$23.45 from about US$28.14, as analysts factor in lower revenue growth assumptions and a lower future P/E multiple, partly offset by higher projected profit margins and supported by fresh coverage and a US$35 target from recent Street research. Analyst Commentary While the updated blended price target for Zai Lab sits around US$23.45, investor sentiment is being pulled in different directions.Mise à jour du récit • Jan 20
ZLAB: Pipeline And New China Approvals Will Drive Future Upside Potential
Analysts have nudged their fair value estimate for Zai Lab to US$67.22 per share, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E following fresh coverage initiation and list changes in recent Street research. Analyst Commentary Street research on Zai Lab has been mixed recently, but the latest fair value update and fresh coverage suggest that some bullish analysts still see room for upside relative to current pricing.Mise à jour du récit • Jan 06
ZLAB: Pipeline Execution After Conviction List Removal Will Drive Upside Potential
Analysts have trimmed their fair value estimate for Zai Lab from US$74.00 to US$67.22, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples following its removal from a regional conviction list by a major broker. Analyst Commentary Goldman Sachs removed Zai Lab from its APAC Conviction List as part of a broader monthly review, which has prompted some investors to reassess expectations and risk appetite around the stock.Mise à jour du récit • Dec 20
ZLAB Removed From Conviction List Yet Future Pipeline Progress May Re-Rate Shares
Analysts have cut their price target on Zai Lab from approximately $39 to about $28, reflecting a materially lower growth outlook and higher perceived risk, as evidenced by its recent removal from a major APAC conviction list. Analyst Commentary Bearish analysts have interpreted the removal of Zai Lab from a major APAC conviction list as a signal that the company may face a more challenging path to justifying a premium valuation, particularly given rising competition and execution uncertainties in its pipeline and commercialization strategy.Mise à jour du récit • Dec 06
ZLAB: Diversified Pipeline Is Expected To Drive Long-Term Market Expansion
Narrative Update on Zai Lab Analysts have moderately lowered their price target on Zai Lab to approximately $49.49, reflecting more conservative assumptions for revenue growth and profit margins, along with the stock’s recent removal from a key regional conviction list. Analyst Commentary Recent research updates on Zai Lab have prompted a more nuanced view of the company’s risk and reward profile, with analysts highlighting both supportive fundamentals and execution challenges that could influence the stock’s re-rating trajectory.Mise à jour du récit • Nov 22
ZLAB: Pipeline Diversification And Ongoing Partnerships Will Support Long-Term Market Expansion
Zai Lab's analyst price target has been revised downward from approximately $53.40 to $49.49. Analysts cite concerns over slowing revenue growth and narrowing profit margins.Article d’analyse • Nov 09
Zai Lab Limited (NASDAQ:ZLAB) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Zai Lab Limited ( NASDAQ:ZLAB ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...Article d’analyse • Nov 07
Analyst Forecasts Just Became More Bearish On Zai Lab Limited (NASDAQ:ZLAB)
Market forces rained on the parade of Zai Lab Limited ( NASDAQ:ZLAB ) shareholders today, when the analysts downgraded...Mise à jour du récit • Nov 07
ZLAB: Future Product Launches Will Drive Broader Market Reach And Patient Access
Analysts have lowered their price target for Zai Lab from approximately $55.41 to $53.40. They cite adjustments in key financial projections and the company's recent removal from a major conviction list as supporting factors.Article d’analyse • Nov 06
Revenues Working Against Zai Lab Limited's (NASDAQ:ZLAB) Share Price Following 26% Dive
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders that were waiting for something to happen have been dealt a blow with a...Article d’analyse • Oct 05
Is Zai Lab (NASDAQ:ZLAB) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Mise à jour du récit • Sep 23
Expanding China Healthcare And Global Pipelines Will Broaden Patient Options
Despite encouraging Phase III trial data for bemarituzumab in gastric cancer, which bolsters near-term commercial outlooks and regulatory momentum in China, Zai Lab’s consensus analyst price target saw only a slight downward adjustment from $56.31 to $55.41. Analyst Commentary Positive Phase III FORTITUDE-101 trial data for bemarituzumab in first-line FGFR2b+ gastric cancer.Article d’analyse • Jun 16
Revenues Not Telling The Story For Zai Lab Limited (NASDAQ:ZLAB) After Shares Rise 33%
Zai Lab Limited ( NASDAQ:ZLAB ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...
Nouveau récit • Apr 30
New VYVGART And Pipeline Advances Will Expand Global Markets
Strong revenue growth is expected due to robust product launches and pipeline innovations, with profitability anticipated through cost optimization and operational efficiencies.Seeking Alpha • Mar 20
Zai Lab: Still Attractive Despite Higher Costs And Added Trade War Risks
Summary ZLAB’s Vyvgart revenue has been impressive, rising from roughly $93.6 million in 2024. I now consider this IP one of ZLAB’s main growth drivers. ZLAB’s ongoing strategy of focusing on Chinese approvals continues to pay off with Vyvgart Hytrulo, Xacduro, and Augtyro in oncology and autoimmune diseases. They also have late-stage assets like Bemarituzumab (gastric cancer), KarXT (schizophrenia), and Optune (pancreatic/lung cancer) that could become major revenue verticals in China. ZLAB’s balance sheet is pretty solid, with close to 2.4 years of runway, and aiming towards profitability by yearend 2025. ZLAB’s valuation is higher than when I first covered it. New trade risks between the US and China also exist, but I remain bullish at these levels. Read the full article on Seeking AlphaArticle d’analyse • Mar 06
Zai Lab Limited's (NASDAQ:ZLAB) 31% Share Price Surge Not Quite Adding Up
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders have had their patience rewarded with a 31% share price jump in the last...Article d’analyse • Jan 20
Investors Don't See Light At End Of Zai Lab Limited's (NASDAQ:ZLAB) Tunnel
You may think that with a price-to-sales (or "P/S") ratio of 7.9x Zai Lab Limited ( NASDAQ:ZLAB ) is a stock worth...Seeking Alpha • Dec 26
Zai Lab: Rapidly Improving Outlook Bodes Well For The Future
Summary Zai Lab Limited is transitioning from a "Hold" to a "Buy" rating due to rapid revenue growth and upcoming potential approvals. ZLAB's strategy involves in-licensing U.S.-approved drugs for the Chinese market, with key products like Zejula, Qinlock, Nuzyra, Vyvgart, and Optune driving revenue. Despite high costs, ZLAB's consistent quarterly revenue growth and a strong cash position indicate a promising future. Zai Lab's unique market position and strong pipeline make it a compelling investment for those with high risk tolerance. Read the full article on Seeking AlphaArticle d’analyse • Nov 15
The Zai Lab Limited (NASDAQ:ZLAB) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
There's been a notable change in appetite for Zai Lab Limited ( NASDAQ:ZLAB ) shares in the week since its...Article d’analyse • Sep 28
Zai Lab Limited (NASDAQ:ZLAB) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
Zai Lab Limited ( NASDAQ:ZLAB ) shares have continued their recent momentum with a 26% gain in the last month alone...Article d’analyse • Sep 23
Zai Lab (NASDAQ:ZLAB) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Jun 12
Shareholders May Not Be So Generous With Zai Lab Limited's (NASDAQ:ZLAB) CEO Compensation And Here's Why
Key Insights Zai Lab will host its Annual General Meeting on 18th of June Salary of US$868.5k is part of CEO Samantha...Rendement pour les actionnaires
| ZLAB | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | 0.4% | 7.1% | -1.5% |
| 1Y | -25.8% | 45.3% | 17.8% |
Rendement vs Industrie: ZLAB a sous-performé le secteur US Biotechs qui a rapporté 45.3 % au cours de l'année écoulée.
Rendement vs marché: ZLAB a sous-performé le marché US qui a rapporté 17.8 % au cours de l'année écoulée.
Volatilité des prix
| ZLAB volatility | |
|---|---|
| ZLAB Average Weekly Movement | 7.5% |
| Biotechs Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ZLAB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ZLAB ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | 1,784 | Samantha Du | www.zailaboratory.com |
Zai Lab Limited, société biopharmaceutique, se concentre sur la découverte, le développement et la commercialisation de produits destinés à traiter des problèmes médicaux dans les domaines de l'oncologie, de l'immunologie, des neurosciences et des maladies infectieuses. Ses produits commerciaux comprennent Zejula, un inhibiteur de la poly (ADP-ribose) polymérase 1/2 administré par voie orale pour le traitement du cancer de l'ovaire ; VYVGART, un fragment d'anticorps IgG1 humain pour la myasthénie grave généralisée et la polyneuropathie inflammatoire démyélinisante chronique ; NUZYRA pour la pneumonie bactérienne communautaire et les infections bactériennes aiguës de la peau et des structures cutanées ; Optune pour le glioblastome multiforme ; Qinlock pour les tumeurs stromales gastro-intestinales ; Xacduro pour le traitement de la pneumonie bactérienne acquise à l'hôpital et sous ventilation assistée causée par un complexe cinetobacter baumannii-calcoaceticus ; et Augtyro pour le traitement du proto-oncogène ROS 1 et du cancer du poumon non à petites cellules. La société a une collaboration stratégique avec Tesaro, Inc, NovoCure Ltd, Deciphera Pharmaceuticals, LLC, Paratek Bermuda Ltd, argent BV, Turning Point Therapeutics, Inc, Entasis Therapeutics Holdings Inc, Karuna Therapeutics, Inc, Pfizer Inc, Amgen Inc, et avec Boehringer Ingelheim GmbH.
Zai Lab Limited Résumé des fondamentaux
| ZLAB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.92b |
| Bénéfices(TTM) | -US$188.21m |
| Recettes(TTM) | US$449.61m |
6.5x
Ratio P/S-15.5x
Ratio P/ELe site ZLAB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ZLAB compte de résultat (TTM) | |
|---|---|
| Recettes | US$449.61m |
| Coût des recettes | US$432.63m |
| Marge brute | US$16.99m |
| Autres dépenses | US$205.20m |
| Les revenus | -US$188.21m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.68 |
| Marge brute | 3.78% |
| Marge bénéficiaire nette | -41.86% |
| Ratio dettes/capitaux propres | 39.2% |
Quelles ont été les performances à long terme de ZLAB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/23 10:06 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Zai Lab Limited est couverte par 36 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Rebecca Liang | Bernstein |
| Bo Li | BofA Global Research |
| Louise Chen | Cantor Fitzgerald & Co. |