Q3 Earnings Estimate for Zai Lab Issued By Leerink Partnrs

Key Points

• Leerink Partners has reduced its Q3 2025 earnings per share estimate for Zai Lab from ($0.21) to ($0.28), with a full-year estimate of ($2.58) per share.
• Despite the lowered projections, Citigroup maintains a "buy" rating on Zai Lab, raising its price target to $69 from $66, while Leerink Partners set a price objective of $75.
• In recent insider trading, Rafael Amado sold 3,000 shares, whereas Joshua L. Smiley acquired 10,000 shares, signaling differing confidence levels among executives.

Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB - Free Report) - Equities researchers at Leerink Partnrs decreased their Q3 2025 EPS estimates for shares of Zai Lab in a research report issued to clients and investors on Monday, October 20th. Leerink Partnrs analyst J. Chang now anticipates that the company will post earnings of ($0.28) per share for the quarter, down from their previous estimate of ($0.21). The consensus estimate for Zai Lab's current full-year earnings is ($2.58) per share. Leerink Partnrs also issued estimates for Zai Lab's Q4 2025 earnings at ($0.01) EPS, FY2025 earnings at ($1.11) EPS and FY2026 earnings at $0.31 EPS.

Several other research firms have also commented on ZLAB. Citigroup reiterated a "buy" rating and set a $69.00 price objective (up previously from $66.00) on shares of Zai Lab in a research note on Monday, August 11th. Leerink Partners set a $75.00 price objective on shares of Zai Lab and gave the stock an "outperform" rating in a research note on Monday, June 30th. Weiss Ratings reiterated a "sell (d-)" rating on shares of Zai Lab in a research note on Wednesday, October 8th. Wall Street Zen lowered shares of Zai Lab from a "buy" rating to a "hold" rating in a research note on Friday, June 27th. Finally, Jefferies Financial Group started coverage on shares of Zai Lab in a research note on Monday, August 25th. They set a "buy" rating and a $52.00 price objective for the company. Six research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Zai Lab has a consensus rating of "Moderate Buy" and an average target price of $56.35.

Zai Lab Stock Performance

NASDAQ:ZLAB opened at $29.09 on Thursday. The firm has a market cap of $3.25 billion, a P/E ratio of -14.26 and a beta of 1.08. The firm has a 50-day simple moving average of $32.29 and a 200-day simple moving average of $33.24. Zai Lab has a one year low of $23.82 and a one year high of $44.34.

Zai Lab (NASDAQ:ZLAB - Get Free Report) last posted its quarterly earnings results on Thursday, August 7th. The company reported ($0.37) EPS for the quarter, meeting the consensus estimate of ($0.37). Zai Lab had a negative net margin of 49.68% and a negative return on equity of 27.32%. The business had revenue of $109.98 million during the quarter, compared to analyst estimates of $125.66 million. Zai Lab has set its FY 2025 guidance at EPS.

Insider Activity at Zai Lab

In other Zai Lab news, insider Rafael Amado sold 3,000 shares of the business's stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $35.00, for a total transaction of $105,000.00. Following the sale, the insider owned 42,178 shares of the company's stock, valued at approximately $1,476,230. The trade was a 6.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Joshua L. Smiley bought 10,000 shares of the company's stock in a transaction on Wednesday, September 10th. The shares were bought at an average cost of $28.91 per share, for a total transaction of $289,100.00. Following the transaction, the insider owned 86,604 shares in the company, valued at $2,503,721.64. The trade was a 13.05% increase in their position. The disclosure for this purchase can be found here. Insiders sold a total of 161,562 shares of company stock worth $5,650,256 in the last quarter. 4.96% of the stock is currently owned by company insiders.

Institutional Trading of Zai Lab

Several large investors have recently made changes to their positions in the business. Acadian Asset Management LLC purchased a new stake in shares of Zai Lab in the 1st quarter valued at $1,073,000. MPM Bioimpact LLC boosted its holdings in shares of Zai Lab by 4.2% in the 1st quarter. MPM Bioimpact LLC now owns 833,659 shares of the company's stock valued at $30,128,000 after acquiring an additional 33,659 shares during the last quarter. Frazier Life Sciences Management L.P. purchased a new stake in shares of Zai Lab in the 1st quarter valued at $12,649,000. Cubist Systematic Strategies LLC boosted its holdings in shares of Zai Lab by 29.0% in the 1st quarter. Cubist Systematic Strategies LLC now owns 93,645 shares of the company's stock valued at $3,384,000 after acquiring an additional 21,026 shares during the last quarter. Finally, Royal Bank of Canada boosted its holdings in shares of Zai Lab by 214.3% in the 1st quarter. Royal Bank of Canada now owns 13,771 shares of the company's stock valued at $498,000 after acquiring an additional 9,390 shares during the last quarter. 41.65% of the stock is owned by hedge funds and other institutional investors.

Zai Lab Company Profile

Zai Lab Limited develops and commercializes therapies to treat oncology, autoimmune disorders, infectious diseases, and neuroscience. Its commercial products include Zejula, an orally administered poly polymerase 1/2 inhibitor; Optune, a cancer therapy that uses electric fields tuned to specific frequencies to kill tumor cells; NUZYRA for acute bacterial skin and skin structure infections, and community acquired bacterial pneumonia; Qinlock to treat gastrointestinal stromal tumors, and VYVGART, a human IgG1 antibody fragment for myesthenia gravis.

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