Zentalis Pharmaceuticals

ZNTL · NASDAQ

$2.39+$0.09 (+3.91%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $2.30

ZNTL analyst rating

BuyConsensus of 7 analysts over the last 12 months. 86% rate it a buy.

Strong buy0
Buy6
Hold1
Underperform0
Sell0

12-month price target · 11 analysts

Average $7.03 (+194.0% upside)

Low: $4.04
Now: $2.39
High: $10.50

Upgrades and downgrades

The latest rating actions, newest first

ZNTL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
HC Wainwright & Co.	Oct 19, 2026	Maintains	Buy	$10.00	41%
Leerink Partners	Oct 5, 2026	Initiates	Market Perform → Outperform	$4.00 → $8.00	41%
William Blair	Sep 16, 2026	Initiates	Outperform	—	35%
Rodman & Renshaw	Jul 23, 2026	Initiates	Buy	$11.00	—
Mizuho	Jul 17, 2026	Initiates	Outperform	$8.00	54%
Guggenheim	Apr 10, 2026	Maintains	Buy	$6.00 → $10.00	62%
Guggenheim	Mar 27, 2026	Maintains	Buy	$6.00	62%
Morgan Stanley	Nov 12, 2025	Maintains	Equal-Weight	$8.00 → $4.00	51%

The case for and against

Updated Jul 17, 2025

Bull case

Zentalis Pharmaceuticals Inc. has demonstrated significant efficacy with its investigational drug, azenosertib, showing tumor growth inhibition rates of 96-98% in combination therapies for ovarian and urothelial cancers, indicating a promising potential for improved outcomes in its upcoming Phase 3 trials. The company's strategy includes a biomarker-driven approach to patient selection, with recent data affirming the predictive value of Cyclin E1 overexpression for therapeutic benefits, suggesting strong alignment with successful benchmarks seen in similar treatments. Additionally, management's focus on enhancing patient monitoring and supportive care is expected to reduce dropout rates and improve overall trial outcomes, reinforcing a solid foundation for the company’s continued progress and potential market success.

Bear case

Zentalis Pharmaceuticals Inc. has recently adjusted its price target downward from $20 to $10, reflecting concerns over the company's financial outlook as it relies heavily on future earnings projected for FY34, which may be overly optimistic given its early-stage development status. High rates of treatment discontinuation among trial participants, particularly due to voluntary withdrawals and adverse events, signal potential challenges in the effectiveness and acceptability of its lead drug, azenosertib, which could hinder future revenue generation and overall market confidence. Additionally, the company's reliance on cyclin E1 as a biomarker is met with caution, as patients with cyclin E1 overexpression historically demonstrate poor prognoses and limited responses to existing therapies, raising further doubts about market acceptance and long-term viability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.