US · Healthcare · Biotechnology
EPS came in at 0.82 against a street estimate of 0.75 — a beat of 9.3%.
Analysts rate Exelixis Inc a buy (10 buy, 9 hold, 1 sell out of 20) with an average price target of $53.69.
CONFIDENT Exelixis posted 10% YoY cabo growth to $573M US revenue; guided FY26 lower due to gradual NET ramp. Zanzalintinib STELLAR-303 CRC NDA under review (PDUFA December); 7 pivotal trials active, next wave pending 2027. Pipeline depth expanding. Q2 2026 Cabo growth driven by RCC leadership and NET market share gains. Global growth via Ipsen/Takeda partnerships contributed $53M royalties Q2. Analysts pressed STELLAR-304 timing, LITESPARK-022 impact on first-line TAM, and zanza CRC label expectations. Management deferred specifics on data timing and label; emphasized ongoing FDA engagement, patient kinetics headwinds in NET, and confidence in long-term franchise potential. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.44% |
| Renaissance Technologies Corp | 5.54% |
| Farallon Capital Management, L.L.C. | 5.29% |
| AQR Capital Management LLC | 5.29% |
| Vanguard Portfolio Management, LLC | 4.88% |
| Vanguard Capital Management, LLC | 4.54% |
| State Street Corp | 4.16% |
| Fuller & Thaler Asset Management Inc | 3.45% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q2 FY2027 EXELIXIS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $610.8 million (Q1 2026) vs. $555.4 million (Q1 2025) — increase of 9. | 2026-05-05 |
| Proxy statement · Q2 FY2027 EXELIXIS, INC. — 2026 PROXY SUMMARY CEO TOTAL COMPENSATION • No specific CEO compensation figure is disclosed in the document excerpt provided. The | 2026-04-15 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Board authorizes $750 million stock repurchase program through December 2026 Exelixis, a biopharmaceutical company, reported Q3 2025 financial results on November 4, 2025. While the 8-K filing itself doesn't include specific financial figures, it references a press r | 2025-11-04 |
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Google PlayApp StoreData updated 2026-09-18.