Exelixis Performance degli utili passati
Criteri Il passato verificati 5/6
Exelixis ha registrato una crescita degli utili a un tasso medio annuo di 36.6%, mentre il settore Biotechs ha registrato utili in crescita a un tasso medio annuo di 34.1%. I ricavi sono stati in crescita a un tasso medio annuo di 13%. Il ritorno sul capitale proprio di Exelixis è 46.7% e ha margini netti di 35.3%.
Informazioni chiave
36.58%
Tasso di crescita degli utili
40.79%
Tasso di crescita dell'EPS
| Biotechs Crescita del settore | 17.04% |
| Tasso di crescita dei ricavi | 13.03% |
| Rendimento del capitale proprio | 46.68% |
| Margine netto | 35.33% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Aug 07
EXEL: Future Colorectal Cancer Data And Pipeline Execution Will Drive Share Sentiment
Exelixis' analyst fair value estimate has shifted to $66 from $62, as analysts factor in slightly lower modeled revenue growth, a modestly higher discount rate, improved profit margin assumptions, and updated P/E expectations following a mix of recent price target increases and more cautious ratings tied to Q2 performance and the Cabometyx and zanzalintinib outlook. Analyst Commentary Recent Street research on Exelixis presents a mixed picture.
Aggiornamento narrativa • Jul 24
EXEL: Future Returns Will Depend On Colorectal Cancer Drug Regulatory Outcome
The analyst price target for Exelixis has been raised by $1 to $41. Analysts attribute this change to updated Q2 earnings previews and refreshed models that place more weight on company specific execution, sector momentum, and a slightly refined outlook for revenue growth, profit margins, and future P/E assumptions.Aggiornamento narrativa • Jul 09
EXEL: Future Catalyst Calendar And Pipeline Risks Will Shape Share Sentiment
The analyst price target for Exelixis has moved higher to $62.00 from $58.74, with analysts pointing to refreshed Q2 earnings models, a stronger sector backdrop, and a fuller catalyst calendar as key reasons for the updated view. Analyst Commentary Recent research commentary on Exelixis points to a mix of optimism around the updated Q2 earnings outlook and caution around clinical risk, providing a fuller picture of how Wall Street is framing the stock right now.Seeking Alpha • Jul 09
Exelixis: STELLAR-303 Results Mixed, STELLAR-304 Success Likely
Summary The final analysis of STELLAR-303, a trial of zanzalintinib in colorectal cancer, underwhelmed in the non-liver metastases patients, raising doubts about the drug’s commercial potential. Approval of zanzalintinib in the colorectal cancer indication is still possible come December 2026, when an FDA decision is expected. While STELLAR-304 may deliver positive PFS results in renal cell carcinoma, skepticism persists regarding real-world uptake. EXEL's Board has approved another $750M share repurchase program, which could help limit downside in the stock. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 25
EXEL: Future Returns Will Hinge On Post Cabometyx Pipeline Execution Risk
Exelixis' analyst fair value estimate has shifted from $35.00 to $40.00 as analysts factor in revised assumptions on revenue growth, profit margins and future P/E expectations, while also weighing recent pipeline risks and the changing mix of Street price targets. Analyst Commentary Recent Street research on Exelixis reflects a more cautious tone, with some bearish analysts focusing on pipeline uncertainty and the maturation of existing products when assessing the stock's valuation and risk profile.
Aggiornamento narrativa • Jun 11
EXEL: Colorectal Cancer Decision And Neuroendocrine Data Will Guide Fairly Balanced Outlook
Analysts have nudged their average price target for Exelixis higher by a few dollars into the mid $40s, citing slightly stronger long term revenue assumptions and a modestly higher future P/E multiple, while also acknowledging a small reduction in projected profit margins. Analyst Commentary Recent research on Exelixis reflects a mix of optimism and caution, with several firms adjusting price targets and assumptions rather than making wholesale shifts in their overall stance.Aggiornamento narrativa • May 28
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Exelixis higher. The updated analyst price target has moved from about $47.53 to roughly $49.65 as they factor in slightly lower discount assumptions, a modest adjustment to expected revenue growth, firmer profit margins, and a lower future P/E multiple.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Exelixis guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 2,436 | 861 | 534 | 824 |
| 31 Mar 26 | 2,375 | 833 | 521 | 813 |
| 31 Dec 25 | 2,320 | 783 | 519 | 825 |
| 30 Sep 25 | 2,288 | 678 | 530 | 861 |
| 30 Jun 25 | 2,230 | 602 | 518 | 884 |
| 31 Mar 25 | 2,299 | 644 | 515 | 895 |
| 31 Dec 24 | 2,169 | 521 | 492 | 910 |
| 30 Sep 24 | 2,082 | 467 | 489 | 906 |
| 30 Jun 24 | 2,014 | 350 | 516 | 1,016 |
| 31 Mar 24 | 1,847 | 205 | 525 | 1,038 |
| 31 Dec 23 | 1,830 | 208 | 543 | 1,044 |
| 30 Sep 23 | 1,774 | 92 | 531 | 1,136 |
| 30 Jun 23 | 1,714 | 164 | 507 | 1,002 |
| 31 Mar 23 | 1,664 | 154 | 488 | 969 |
| 31 Dec 22 | 1,611 | 182 | 460 | 892 |
| 30 Sep 22 | 1,638 | 308 | 440 | 777 |
| 30 Jun 22 | 1,555 | 273 | 426 | 742 |
| 31 Mar 22 | 1,521 | 298 | 402 | 691 |
| 31 Dec 21 | 1,435 | 231 | 402 | 694 |
| 30 Sep 21 | 1,254 | 164 | 385 | 626 |
| 30 Jun 21 | 1,157 | 94 | 371 | 639 |
| 31 Mar 21 | 1,031 | 65 | 333 | 605 |
| 31 Dec 20 | 988 | 112 | 293 | 548 |
| 30 Sep 20 | 958 | 152 | 269 | 488 |
| 30 Jun 20 | 998 | 282 | 232 | 409 |
| 31 Mar 20 | 979 | 294 | 231 | 376 |
| 31 Dec 19 | 968 | 321 | 228 | 337 |
| 30 Sep 19 | 956 | 612 | 223 | 300 |
| 30 Jun 19 | 910 | 642 | 219 | 247 |
| 31 Mar 19 | 856 | 650 | 212 | 208 |
| 31 Dec 18 | 854 | 690 | 206 | 182 |
| 30 Sep 18 | 745 | 368 | 200 | 157 |
| 30 Jun 18 | 672 | 323 | 190 | 141 |
| 31 Mar 18 | 585 | 253 | 179 | 127 |
| 31 Dec 17 | 452 | 154 | 159 | 112 |
| 30 Sep 17 | 410 | 150 | 126 | 104 |
| 30 Jun 17 | 320 | 58 | 120 | 95 |
| 31 Mar 17 | 257 | 6 | 116 | 90 |
| 31 Dec 16 | 191 | -70 | 116 | 96 |
| 30 Sep 16 | 124 | -147 | 120 | 96 |
| 30 Jun 16 | 71 | -181 | 106 | 101 |
| 31 Mar 16 | 43 | -186 | 83 | 103 |
| 31 Dec 15 | 37 | -162 | 57 | 96 |
| 30 Sep 15 | 35 | -178 | 50 | 113 |
Guadagni di qualità: EXEL ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di EXEL (35.3%) EXEL sono più alti rispetto allo scorso anno (27%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di EXEL sono cresciuti in modo significativo del 36.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di EXEL nell'ultimo anno ( 42.9% ) supera la media quinquennale ( 36.6% all'anno).
Guadagni vs Settore: La crescita degli utili EXEL nell'ultimo anno ( 42.9% ) non ha superato quella del settore Biotechs 64.6%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 46.7% ) di EXEL è considerato eccezionale.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/19 13:03 |
| Prezzo dell'azione a fine giornata | 2026/08/19 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Exelixis, Inc. è coperta da 42 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Jason Matthew Gerberry | BofA Global Research |