$JAZZ

Analysts made several calls: UBS kept Apple neutral citing stable iPhone wait times. Wells Fargo upgraded Pinnacle Financial and downgraded Ally Financial. Deutsche Bank initiated FormFactor as buy. William Blair initiated CoreWeave and Nebius Group as outperform. Bank of America reiterated Nvidia, Intel, Marvell, Micron, and Lam Research as buy. Citi initiated Nuvation Bio as buy and downgraded Moderna to sell. HSBC upgraded Target to buy. Morgan Stanley reiterated Tesla as equal weight.

Citigroup initiated coverage of Jazz Pharmaceuticals with a 'Buy' rating and a $325 price target. The stock is currently trading at $232.35, down 2.49% over five days and 3.42% year-to-date, but up 36.68% over a longer period. The rating is based on a weighted average of various composite ratings.

Analysts made several rating changes and price target adjustments. JPMorgan upgraded CoreWeave, Welltower, and Macerich, while Citi downgraded Dropbox. Bernstein upgraded Quanta Services, and Morgan Stanley initiated Imax and Nvidia with overweight ratings. Other notable moves include upgrades for Arcturus Therapeutics, Dollar General, and The Brink's Company, and initiations for NeOnc Technologies, Energy Services of America, BayCom, Avidbank, and SpaceX.

Goldman Sachs initiated coverage on Jazz Pharmaceuticals (JAZZ) with a buy rating and a $337 price target. The stock has gained 81% over the past year, trading at $234.88 with a $15.25B market cap. Analysts highlight growth potential from Ziihera and Modeyso, with multiple firms raising price targets following recent approvals and positive trial results.

Jazz Pharmaceuticals extended and repriced its $1.9B loan, pushing the maturity date to 2033 and reducing the interest rate by 50 basis points. The company borrowed an additional $273.3M to refinance existing debt, with the new tranche amortizing over 25 years.

Jazz Pharmaceuticals plc (JAZZ) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. For the purpose of extending the maturity date and repricing the outstanding U.S. dollar term loan B-2 facility incurred on July 19, 2024 (the “ Tranche B-2 Dollar Term Loans ”), on September 23, 2026, Jazz Financing Lux S.à

Jazz Pharmaceuticals presented data at SLEEP 2026 showing Xywav's dosing flexibility for narcolepsy and idiopathic hypersomnia, with stable regimens achievable in ~42 days. Real-world data indicates 91% use twice-nightly regimens, but clinicians often customize doses. Studies also show cardiovascular benefits of low-sodium oxybate. According to Jazz, Xywav's individualized dosing can improve patient outcomes.

Jazz Pharmaceuticals (JAZZ) targets $5B opportunity for zanidatamab, with oncology revenue exceeding $1B. The company expects strong adoption of the triplet regimen and sees limited near-term competition. Jazz also reported 40% growth for Zepzelca and strong early adoption for Modeyso. The company generated $824M cash in H1 and raised $1B through a convertible offering, with plans for further investments and acquisitions.

Jazz Pharmaceuticals (JAZZ) raised its revenue estimate for Ziihera to $3B-$5B, citing potential expansion in multiple cancer types. The company expects Ziihera to become a first-line standard of care for HER2-positive gastroesophageal adenocarcinoma. Jazz also announced pipeline expansions in epilepsy and sleep-wake disorders, including new clinical trials and formulations.

Jazz Pharmaceuticals (JAZZ) acquired Actio Biosciences for $820M, adding epilepsy drug ABS-1230 to its pipeline. Jazz reported record Q2 revenue of $1.2B and raised 2026 guidance to $4.6B-$4.75B. The deal adds to existing debt, and ABS-1230 is in early clinical stages. Jazz's shares trade at a forward P/E of 11.03.