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Exelixis Inc (EXEL)

US · Healthcare · Biotechnology

$69.57+1.25%
Last close · 2026-11-06

Latest quarter · ended 2026-09-30

Revenue
$658.7M
Revenue YoY
+10.2%
Net profit
$218.1M
Profit YoY
+12.7%
EPS
$0.85
EPS estimate
$0.79
Net margin
33.1%

EPS came in at 0.85 against a street estimate of 0.79 — a beat of 7.6%.

Key statistics

Market cap
$16.77B
P/E
20.6
Forward P/E
17.2
P/B
9.68
Book value
$7.50
EPS (TTM)
$3.34
52-week high
$73.69
52-week low
$39.71
50-day MA
$60.38
200-day MA
$51.32
Beta
0.42

Analyst view

Analysts rate Exelixis Inc a buy (7 buy, 10 hold, 1 sell out of 18) with an average price target of $61.36.

From the latest earnings call · 2026-10-29

CONFIDENT Exelixis reported strong Q3 growth, with CABOMETYX revenue up 12% year over year and zanzolintinib advancing toward multiple potential oncology indications. Q3 FY26 Worldwide cabozantinib franchise revenue generated by Exelixis and partners was approximately $818 million, up about 11% year over year. Analysts focused on 340B exposure, CABOMETYX demand, RCC opportunities, CRC commercialization and zanzolintinib trial expectations. Management emphasized limited 340B impact, strong cabo momentum and broad franchise potential while avoiding detailed speculation on ongoing studies. 2026-10-29…

Full summary in the app.

Shareholding

Insiders
1.87%
Institutions
108.89%

Largest institutional holders

FundStake
BlackRock Inc11.92%
Farallon Capital Management, L.L.C.5.52%
Renaissance Technologies Corp5.50%
Vanguard Portfolio Management, LLC4.94%
AQR Capital Management LLC4.52%
Vanguard Capital Management, LLC4.49%
State Street Corp4.09%
Fuller & Thaler Asset Management Inc3.66%

Recent filings & reports

DocumentDate
Quarterly report · Q3 FY2027
HEADLINE NUMBERS • Q3 2026 total revenue was $658.696 million, up from $597.755 million in Q3 2025. • Nine-month 2026 revenue was $1.898198 billion,
2026-10-29
Results announced · Q3 FY2027
HEADLINE NUMBERS • Q3 2026 total revenue was $658.7 million, up from $597.8 million in Q3 2025. • Net product revenue was $604.9 million, up from $5
2026-10-29
Company announcement · Q3 FY2027
EXELIXIS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Drug under review: Zanzalintinib in combination with atezolizumab for metastatic colorectal can
2026-09-11
Company announcement · Q3 FY2027
EXELIXIS, INC. - FORM 8-K SUMMARY Date of Report: August 31, 2026 --- HEADLINE NUMBERS • U.S. Court of Appeals for the Federal Circuit affirmed tha
2026-08-31
Quarterly report · Q2 FY2027
EXELIXIS, INC. — Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $212.0 million (vs. $184.8 million in Q2 2025, +14.7%) • H1 2026 N
2026-08-05
Results announced · Q3 FY2027
EXELIXIS Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Revenues Q2 2026: $628.7 million vs. $568.3 million in Q2 2025 (up 10.6%) • Net
2026-08-05
Board / officer change · Q2 FY2027
EXELIXIS, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 26, 2026 via live webcast • 11 directors elected to serve until 2027 an
2026-05-29
Quarterly report · Q1 FY2027
EXELIXIS, INC. — Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $210.5 million vs $159.6 million Q1 2025 (+32%) • Diluted EPS Q1 2026
2026-05-05

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Deals & corporate news

AnnouncementDate
Board authorizes $750 million stock repurchase program through December 2027
Exelixis, a pharmaceutical company, reported its Q2 2026 financial results on May 5, 2026. While the 8-K filing itself doesn't include specific financial figures (those are in the attached p
2026-05-05
FY2026 preliminary results and FY2027 financial guidance provided
Exelixis, Inc. announced preliminary unaudited financial results for the fiscal year ended January 2, 2026, along with guidance for the next fiscal year (ending January 1, 2027) on January 1
2026-01-12

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Data updated 2026-11-07.