Exelixis (EXEL) Aperçu de l'action
Exelixis, Inc. est une société d'oncologie qui se concentre sur la découverte, le développement et la commercialisation de nouveaux médicaments pour les cancers difficiles à traiter aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
EXEL ont passé avec succès nos contrôles de risques.
EXEL Community Fair Values
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Analyst Price Targets
Exelixis, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$50.15 |
| Plus haut sur 52 semaines | US$51.63 |
| Plus bas sur 52 semaines | US$33.76 |
| Bêta | 0.38 |
| Variation sur 1 mois | 11.59% |
| Variation sur 3 mois | 11.10% |
| Variation sur 1 an | 18.31% |
| Variation sur 3 ans | 162.15% |
| Variation sur 5 ans | 122.39% |
| Évolution depuis l'introduction en bourse | 230.21% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • May 23
Exelixis: Financial Performance Improves Faster Than Market Expectations
Summary Exelixis remains undervalued despite a 13%+ rally post-Q1, supported by robust double-digit growth, sector-leading profitability, and strong free cash flow. Q1 revenue grew 10% year-over-year, driven almost entirely by CABOMETYX demand; operating margin expanded to 41.1% as costs fell. I maintain a Buy rating with a $57 target, reflecting 13% upside; DCF and peer multiples confirm the valuation gap persists. Key risk: EXEL's revenue is ~90% dependent on CABOMETYX, heightening volatility and underscoring urgent need for pipeline diversification. Read the full article on Seeking Alpha
Mise à jour du récit • May 01
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Guide Upside Potential
Analysts have nudged their average price target on Exelixis higher by about $1, citing updated models that reflect slightly different assumptions for long term growth, profitability, and future P/E multiples, following recent research from firms including Barclays, Morgan Stanley, H.C. Wainwright, and RBC Capital. Analyst Commentary Recent research on Exelixis shows a mix of optimism and caution, with several firms fine tuning their price targets and assumptions instead of making sweeping changes.Mise à jour du récit • Apr 16
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Shape Upside Potential
Exelixis' analyst price targets have adjusted in a tight range, with some firms trimming estimates by a few dollars to reflect heightened competitive pressure from Merck's HIF-2alpha data, while others nudged targets higher by $1 to $3 as they updated models and assumptions on the company. Analyst Commentary Recent commentary on Exelixis reflects a mix of cautious and constructive views, with modest price target adjustments rather than sweeping changes.
Mise à jour du récit • Apr 02
EXEL: Future Returns Will Depend On Competitive Pressures In Key Oncology Categories
Exelixis' fair value estimate has been updated to $35.00 from $32.08 as analysts incorporate recent price target changes and adjust assumptions around revenue growth, profit margins, discount rate, and future P/E levels. Analyst Commentary Recent Street research on Exelixis points to a mixed setup.Mise à jour du récit • Mar 19
EXEL: Future Colorectal Cancer Data Will Shape Upside Potential
Analysts have fine tuned Exelixis's price targets in recent weeks, with cuts such as the move from $46 to $43 at RBC Capital balancing earlier increases as they factor in competitive pressures around HIF 2alpha data and updated views on the commercial potential of key pipeline assets like zanzalintinib. Analyst Commentary Recent research on Exelixis shows a split between bullish analysts who highlight pipeline optionality and cautious voices who focus on competitive pressure around HIF 2alpha data and existing oncology franchises.Mise à jour du récit • Mar 05
EXEL: Future Colorectal Cancer Readouts And Buybacks Will Shape Upside Potential
Analysts have trimmed their average price target on Exelixis by about $0.33 to reflect slightly lower fair value assumptions and modestly softer long term growth and profitability expectations, influenced in part by renewed competitive concerns highlighted in recent research. Analyst Commentary Recent research on Exelixis reflects a mix of optimism around the company specific pipeline and partnerships, alongside caution around competitive risks and valuation sensitivity to clinical outcomes.Mise à jour du récit • Feb 19
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their average price target on Exelixis higher by about $1.33 to $47.17. The revision reflects updated views on slightly faster revenue growth, a modestly lower discount rate, and a small adjustment to expected profit margins and future P/E multiples following recent research commentary.Mise à jour du récit • Feb 04
EXEL: Pipeline Sentiment And Buybacks Will Guide A Balanced Forward View
Analysts have nudged their price targets on Exelixis higher by a few dollars, citing recent research that highlights a modestly higher fair value estimate around $45.83. This figure is supported by updated views on discount rate, revenue growth, profit margin, and future P/E assumptions tied to the commercial potential of zanzalintinib.Mise à jour du récit • Jan 21
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their price targets for Exelixis higher by about $0.61, reflecting refreshed models that incorporate updated revenue growth assumptions, slightly adjusted discount rates and profit margins, and revised future P/E expectations following recent research updates that highlight sentiment around zanzalintinib across multiple tumor types. Analyst Commentary Recent research on Exelixis has been clustered around fresh modeling after the Q3 report and the Natera collaboration, with most of the discussion centering on how much value to ascribe to zanzalintinib across different tumor types and how that feeds into updated price targets.
Mise à jour du récit • Jan 06
EXEL: Future Pipeline Execution Will Shape Sentiment On Lead Oncology Candidate
Analysts have nudged their implied price target for Exelixis higher, reflecting updated models that incorporate recent Q3 results, a higher assumed profit margin of about 57%, and ongoing debate around zanzalintinib's commercial potential across tumor types. Analyst Commentary Recent Street research on Exelixis has centered on updated models after the Q3 report and how much value investors may ascribe to zanzalintinib across multiple tumor types.Mise à jour du récit • Dec 14
EXEL: Future Returns Will Depend On Oncology Pipeline Execution Risk
Exelixis' analyst price target has been revised modestly higher, with the Street now generally looking for shares to move into the mid to high $40s. This is driven by updated post Q3 models that factor in improving long term profitability, slightly faster revenue growth, and growing confidence in the commercial potential of zanzalintinib across multiple tumor types, even as some analysts trim colorectal cancer assumptions.Mise à jour du récit • Nov 30
EXEL: Positive Trial Data And Share Buybacks Will Shape A Balanced Outlook
The analyst price target for Exelixis has increased modestly, with the consensus now approaching $45. Analysts cite improving profit margins and positive commercial prospects for zanzalintinib following the latest quarterly results.Mise à jour du récit • Nov 16
EXEL: Momentum From Key Readouts And Share Buybacks Will Support Balanced Outlook
Exelixis' analyst price target increased modestly to approximately $44.61. A generally positive outlook from analysts reflects confidence in future revenue growth and improved profit margins, although this is offset slightly by conservative updates to market share assumptions.Mise à jour du récit • Sep 08
Expanding Global Oncology Markets Will Broaden Patient Access
Exelixis’ consensus price target saw a marginal decrease to $44.06 as enthusiasm for positive Phase 3 colorectal cancer trial results and potential new revenue from zanzalintinib was offset by revenue model reductions from the discontinuation of head and neck cancer development and ongoing concerns about long-term growth beyond the Cabometyx 2031 patent expiry. Analyst Commentary Bullish analysts raised price targets due to positive topline results from the STELLAR-303 Phase 3 trial, where zanzalintinib in combination with atezolizumab showed a statistically significant improvement in overall survival in metastatic colorectal cancer, paving the way for potential regulatory approval.Seeking Alpha • Mar 13
Exelixis: Pinning Hopes On Cracking One Of The Toughest Nuts
Summary Exelixis relies heavily on cabozantinib, with potential growth from its NETs approval, but faces patent expiration (after 2030). Zanzalintinib shows promise in ongoing trials but lacks definitive data; 2025 will be pivotal for its success. Despite strong cabozantinib sales, EXEL's current valuation is high, making it a cautious investment; better entry points may arise. I hold a "Sell" sentiment due to high valuation and uncertain future growth, though holding shares would not be something I recommend against. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Exelixis: Bullish On Cabo, Not So Convinced By It's Long-Term Replacement, Zanza
Summary Exelixis' stock has surged over 45% since my "Sell" rating given in March last year, driven by strong performance of cabozantinib, which remains a leading TKI for various cancers. Despite concerns over cabozantinib's patent expiry, Exelixis projects robust future revenues, with lead pipeline candidate zanzalintinib showing potential to offset future revenue losses. Exelixis is optimistic about new approvals for cabozantinib in neuroendocrine tumors and has promising pipeline assets besides zanzalintinib in various cancer indications. While cautious about zanzalintinib's clinical data, I remain bullish on Exelixis due to cabozantinib's continued success and potential short-term gains, e.g. driven by a potential new approval in NET. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Exelixis: Cabometyx Drives Revenue While Zanzalintinib Emerges As Future Growth Engine
Summary Exelixis’s Cabometyx continues to drive revenue growth, prompting a raised 2024 forecast to $2.15–$2.2 billion. EXEL plans to diversify its oncology portfolio by launching one new indication for Zanzalintinib annually. Zanzalintinib could also grow into a $5 billion yearly revenue asset by 2033, potentially surpassing Cabometyx as Exelixis’s primary revenue source. The company has repurchased $462.4 million in shares this year, showcasing it's a shareholder-friendly company as well. Its relative valuation multiples and upside potential suggest EXEL still trades at a compelling price despite its recent appreciation. Thus, I maintain a “Buy” rating for Exelixis, as I believe Cabometyx’s revenue and Zanzalintinib’s long-term potential support robust long-term growth. Read the full article on Seeking AlphaRendement pour les actionnaires
| EXEL | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | 0.6% | 2.4% | 1.1% |
| 1Y | 18.3% | 34.6% | 28.7% |
Rendement vs Industrie: EXEL a sous-performé le secteur US Biotechs qui a rapporté 34.6 % au cours de l'année écoulée.
Rendement vs marché: EXEL a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.
Volatilité des prix
| EXEL volatility | |
|---|---|
| EXEL Average Weekly Movement | 5.5% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: EXEL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de EXEL ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1994 | 1,077 | Mike Morrissey | www.exelixis.com |
Exelixis, Inc. est une société d'oncologie qui se concentre sur la découverte, le développement et la commercialisation de nouveaux médicaments pour les cancers difficiles à traiter aux États-Unis. La société propose les comprimés CABOMETYX pour le traitement des patients atteints d'un carcinome rénal avancé ayant reçu une thérapie anti-angiogénique antérieure, et les capsules COMETRIQ pour le traitement du cancer médullaire de la thyroïde progressif et métastatique. CABOMETYX et COMETRIQ sont dérivés du cabozantinib, un inhibiteur de plusieurs tyrosines kinases, dont les récepteurs MET, AXL, RET et VEGF.
Exelixis, Inc. Résumé des fondamentaux
| EXEL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$12.61b |
| Bénéfices(TTM) | US$833.42m |
| Recettes(TTM) | US$2.38b |
15.1x
Ratio P/E5.3x
Ratio P/SLe site EXEL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| EXEL compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.38b |
| Coût des recettes | US$84.48m |
| Marge brute | US$2.29b |
| Autres dépenses | US$1.46b |
| Les revenus | US$833.42m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.32 |
| Marge brute | 96.44% |
| Marge bénéficiaire nette | 35.08% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de EXEL?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/25 13:40 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Exelixis, Inc. est couverte par 41 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Etzer Darout | Barclays |
| Peter Lawson | Barclays |
| Jason Matthew Gerberry | BofA Global Research |