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Exelixis (EXEL)
:EXEL

Exelixis (EXEL) Price & Analysis

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3,122 Followers

EXEL Stock Chart & Stats

$40.88
$0.17(0.50%)
At close: 4:00 PM EST
$40.88
$0.17(0.50%)

Bulls Say, Bears Say

Bulls Say
Financial PerformanceExelixis generated $597.8M in revenue for 2Q25, with cabozantinib sales of $542.9M, vs. prior estimate of $571.5M and $526.5M, respectively.
Market ExpansionEncroaching on thoracic, head and neck, and gynecologic cancers, along with expanding the modality toolkit, will allow Exelixis to serve up to half a million new U.S. patients a year, from 50,000 patients currently addressed by Cabometyx.
Revenue GrowthZanzalintinib is expected to hold increasing responsibility for driving revenue growth, beginning with third-line metastatic colorectal cancer and later with non-clear cell renal cell carcinoma, pending positive data.
Bears Say
Commercial RisksRisks include commercial risk with respect to Cabometyx (cabozantinib) and failure to generate favorable data from ongoing clinical programs, particularly those involving zanzalintinib.
Patient Tolerance ConcernsThe KOL is cautious on the adoption of the zanza combo given the comparable overall survival to LONSURF + bevacizumab but raised concerns around patient tolerance.
Toxicity And Safety IssuesThe 60% grade 3 and 4 treatment-related adverse event frequency is potentially burdensome for patients.

Exelixis News

EXEL FAQ

What was Exelixis’s price range in the past 12 months?
Exelixis lowest stock price was $31.90 and its highest was $49.62 in the past 12 months.
    What is Exelixis’s market cap?
    Exelixis’s market cap is $11.10B.
      When is Exelixis’s upcoming earnings report date?
      Exelixis’s upcoming earnings report date is Feb 10, 2026 which is in 58 days.
        How were Exelixis’s earnings last quarter?
        Exelixis released its earnings results on Nov 04, 2025. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.685 by $0.095.
          Is Exelixis overvalued?
          According to Wall Street analysts Exelixis’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Exelixis pay dividends?
            Exelixis does not currently pay dividends.
            What is Exelixis’s EPS estimate?
            Exelixis’s EPS estimate is 0.76.
              How many shares outstanding does Exelixis have?
              Exelixis has 268,112,150 shares outstanding.
                What happened to Exelixis’s price movement after its last earnings report?
                Exelixis reported an EPS of $0.78 in its last earnings report, beating expectations of $0.685. Following the earnings report the stock price went up 6.517%.
                  Which hedge fund is a major shareholder of Exelixis?
                  Currently, no hedge funds are holding shares in EXEL

                  Company Description

                  Exelixis

                  Exelixis, Inc., an oncology-focused biotechnology company, focuses on the discovery, development, and commercialization of new medicines to treat cancers in the United States. The company's products include CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of patients with progressive and metastatic medullary thyroid cancer. Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors. The company also offers COTELLIC, an inhibitor of MEK as a combination regimen to treat advanced melanoma; and MINNEBRO, an oral non-steroidal selective blocker of the mineralocorticoid receptor for the treatment of hypertension in Japan. In addition, it is developing XL092, an oral tyrosine kinase inhibitor that targets VEGF receptors, MET, AXL, MER, and other kinases implicated in growth and spread of cancer; XB002, an antibody-drug conjugate composed of human mAb against tissue factor (TF) for the treatment of advanced solid tumors; XL102, an orally bioavailable cyclin-dependent kinase 7 (CDK7) inhibitor for the treatment of advanced or metastatic solid tumors; and XB002 for the treatment of non-hodgkin's lymphoma. Exelixis, Inc. has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Redwood Bioscience, Inc.; R.P. Scherer Technologies, LLC; Catalent Pharma Solutions, Inc.; NBE Therapeutics AG; Aurigene Discovery Technologies Limited; Iconic Therapeutics, Inc.; Invenra, Inc.; StemSynergy Therapeutics, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited. The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was incorporated in 1994 and is headquartered in Alameda, California.

                  Exelixis (EXEL) Earnings & Revenues

                  EXEL Company Deck

                  EXEL Earnings Call

                  Q3 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The earnings call highlighted strong financial performance and successful market penetration of new treatments, particularly in the oncology segment. The advancement of zanzalintinib in clinical trials and its potential new indications were key positives. However, restructuring charges and potential regulatory delays posed challenges. Overall, the positive aspects outweigh the negatives, indicating a favorable outlook.View all EXEL earnings summaries

                  EXEL Revenue Breakdown

                  89.92%89.92%7.92%2.16%
                  89.92% U.S.
                  7.92% Europe
                  2.16% Japan
                  tipranks

                  EXEL Stock 12 Month Forecast

                  Average Price Target

                  $44.09
                  ▲(7.85% 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 35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":33.3,"date":1735689600000,"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 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":33.15,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.89,"date":1746057600000,"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 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":42.88,"date":1748736000000,"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 34,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n 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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":37.18,"date":1756684800000,"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 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":41.2,"date":1759276800000,"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 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.67,"date":1761955200000,"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 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":43.43,"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 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                  Ownership Overview

                  3.70%25.62%14.23%28.34%
                  14.23% Other Institutional Investors
                  28.34% Public Companies and Individual Investors
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