Exelixis 향후 성장

Future 기준 점검 3/6

Exelixis (는) 각각 연간 19.1% 및 10.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.5% 로 예상됩니다.

핵심 정보

19.1%

이익 성장률

20.27%

EPS 성장률

Biotechs 이익 성장	23.8%
매출 성장률	10.4%
향후 자기자본이익률	23.55%
애널리스트 커버리지	Good
마지막 업데이트	18 Dec 2025

최근 향후 성장 업데이트

Recent updates

Exelixis: Bullish On Cabo, Not So Convinced By It's Long-Term Replacement, Zanza

Jan 09

Exelixis: Cabometyx Drives Revenue While Zanzalintinib Emerges As Future Growth Engine

Oct 31

Cabozantinib's Momentum And Tactical Growth Amid Market Challenges Propel Biotech Innovation

Aug 27 Strong commercial performance of the cabozantinib franchise, indicating sustained revenue growth through market penetration and diversification into new indications.

Exelixis Comes Up Aces

Aug 08

Exelixis: With Patent Litigation Decision Due Soon, There Are Options

May 02

Exelixis: Patent Woes And Challenging Market Dynamics Make For A Testy 2024

Mar 28

이익 및 매출 성장 예측

NasdaqGS:EXEL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	3,004	1,034	1,013	1,438	16
12/31/2026	2,614	776	804	1,095	19
12/31/2025	2,335	716	656	756	19
9/30/2025	2,288	678	744	791	N/A
6/30/2025	2,230	602	723	772	N/A
3/31/2025	2,299	644	772	843	N/A
12/31/2024	2,169	521	634	700	N/A
9/30/2024	2,082	467	405	470	N/A
6/30/2024	2,014	350	166	316	N/A
3/31/2024	1,847	205	185	318	N/A
12/31/2023	1,830	208	170	333	N/A
9/30/2023	1,774	92	134	396	N/A
6/30/2023	1,714	164	213	389	N/A
3/31/2023	1,664	154	118	299	N/A
12/31/2022	1,611	182	224	363	N/A
9/30/2022	1,638	308	343	385	N/A
6/30/2022	1,555	273	310	359	N/A
3/31/2022	1,521	298	453	509	N/A
12/31/2021	1,435	231	337	401	N/A
9/30/2021	1,254	164	275	338	N/A
6/30/2021	1,157	94	218	272	N/A
3/31/2021	1,031	65	152	192	N/A
12/31/2020	988	112	179	209	N/A
9/30/2020	958	152	310	334	N/A
6/30/2020	998	282	372	391	N/A
3/31/2020	979	294	408	421	N/A
12/31/2019	968	321	514	527	N/A
9/30/2019	956	612	465	474	N/A
6/30/2019	910	642	N/A	563	N/A
3/31/2019	856	650	N/A	506	N/A
12/31/2018	854	690	N/A	416	N/A
9/30/2018	745	368	N/A	364	N/A
6/30/2018	672	323	N/A	237	N/A
3/31/2018	585	253	N/A	169	N/A
12/31/2017	452	154	N/A	166	N/A
9/30/2017	410	150	N/A	197	N/A
6/30/2017	320	58	N/A	154	N/A
3/31/2017	257	6	N/A	122	N/A
12/31/2016	191	-70	N/A	210	N/A
9/30/2016	124	-147	N/A	90	N/A
6/30/2016	71	-181	N/A	61	N/A
3/31/2016	43	-186	N/A	60	N/A
12/31/2015	37	-162	N/A	-141	N/A
9/30/2015	35	-178	N/A	-156	N/A
6/30/2015	31	-195	N/A	-180	N/A
3/31/2015	30	-229	N/A	-208	N/A
12/31/2014	25	-261	N/A	-235	N/A

애널리스트 향후 성장 전망

수입 대 저축률: EXEL 의 연간 예상 수익 증가율(19.1%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: EXEL 의 연간 수익(19.1%)이 US 시장(16.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: EXEL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: EXEL 의 수익(연간 10.4%)이 US 시장(연간 10.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: EXEL 의 수익(연간 10.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EXEL의 자본 수익률은 3년 후 23.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/12/26 19:55
종가	2025/12/26 00:00
수익	2025/09/30
연간 수익	2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Exelixis, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Peter Lawson	Barclays
Etzer Darout	Barclays
Jason Matthew Gerberry	BofA Global Research

Exelixis 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Exelixis, Inc. Updates Earnings Guidance for Fiscal Year 2025

Exelixis, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

Price target increased by 7.6% to US$44.47

Price target increased by 7.2% to US$40.78

Exelixis, Inc. Updates Earnings Guidance for the Fiscal Year 2025

Exelixis, Inc. Maintains Earnings Guidance for the Fiscal Year 2025

Recent updates

Executive Vice President of Commercial recently sold US$3.0m worth of stock

Key Executive recently sold US$4.4m worth of stock

Key Executive notifies of intention to sell stock

Exelixis, Inc. Announces Executive Changes, Effective November 7, 2025

Exelixis: The STELLAR Win Is A Mixed Bag, But Things Look Positive Still

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Exelixis, Inc. (NasdaqGS:EXEL) announces an Equity Buyback for $750 million worth of its shares.

Exelixis, Inc. Updates Earnings Guidance for Fiscal Year 2025

Investor sentiment improves as stock rises 16%

Exelixis, Inc. to Report Q3, 2025 Results on Nov 04, 2025

Exelixis, Inc. Announces Detailed Results from Phase 3 STELLAR-303 Pivotal Trial Evaluating Zanzalintinib in Combination with an Immune Checkpoint Inhibitor in Metastatic Colorectal Cancer Presented at ESMO 2025

Exelixis, Inc. Announces Results from Subgroup Analysis of CABINET Phase 3 Pivotal Trial Evaluating Cabozantinib in Advanced Lung and Thymic Neuroendocrine Tumors at ESMO 2025

Exelixis, Inc. Appoints Dana T. Aftab as Its Executive Vice President, Research and Development

Investor sentiment deteriorates as stock falls 18%

Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Exelixis, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

Exelixis, Inc. to Report Q2, 2025 Results on Jul 28, 2025

Price target increased by 7.6% to US$44.47

Exelixis, Inc. Announces Zanzalintinib in Combination with an Immune Checkpoint Inhibitor Improved Overall Survival in Stell-303 Phase 3 Pivotal Trial in Patients with Metastatic Colorectal Cancer

Independent Director notifies of intention to sell stock

Exelixis, Inc. Announces Encouraging Results from Phase 1b/2 STELLAR-002 Trial Evaluating Zanzalintinib in Combination with Immune Checkpoint Inhibitors in Advanced Kidney Cancer at ASCO 2025

Investor sentiment improves as stock rises 21%

Insider recently sold US$1.5m worth of stock

Key Executive notifies of intention to sell stock

Price target increased by 7.2% to US$40.78

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Exelixis, Inc. Updates Earnings Guidance for the Fiscal Year 2025

With EPS Growth And More, Exelixis (NASDAQ:EXEL) Makes An Interesting Case

Exelixis, Inc. to Report Q1, 2025 Results on May 13, 2025

Exelixis, Inc., Annual General Meeting, May 28, 2025

Market Participants Recognise Exelixis, Inc.'s (NASDAQ:EXEL) Earnings

Exelixis Announces U.S. FDA Approval of Cabozantinib for Patients with Previously Treated Advanced Neuroendocrine Tumors

Exelixis: Pinning Hopes On Cracking One Of The Toughest Nuts

Executive Vice President of Commercial recently sold US$1.9m worth of stock

Executive Vice President of Commercial notifies of intention to sell stock

Exelixis' (NASDAQ:EXEL) Earnings May Just Be The Starting Point

Exelixis, Inc. (NasdaqGS:EXEL) announces an Equity Buyback for $500 million worth of its shares.

Independent Director notifies of intention to sell stock

Exelixis, Inc. Announces Final Five-Year Follow-Up Results from CheckMate -9ER Trial Evaluating Cabozantinib in Patients with Advanced Kidney Cancer at ASCO GU 2025

Full year 2024 earnings: EPS exceeds analyst expectations

Exelixis, Inc. Maintains Earnings Guidance for the Fiscal Year 2025

Exelixis, Inc. Announces Encouraging Results from Phase 1b/2 STELLAR-001 Trial Evaluating Zanzalintinib Alone or in Combination with an Immune Checkpoint Inhibitor in Metastatic Colorectal Cancer at ASCO GI 2025

Exelixis, Inc. Announces Results from Subgroup Analysis of Phase 3 Cabinet Pivotal Study Evaluating Cabozantinib in Advanced Gastrointestinal Neuroendocrine Tumors Presented At ASCO GI 2025

Exelixis, Inc. to Report Q4, 2024 Results on Feb 11, 2025

Exelixis: Bullish On Cabo, Not So Convinced By It's Long-Term Replacement, Zanza

Exelixis Inc. Provides Update on Oncologic Drugs Advisory Committee Meeting for Cabozantinib (Cabometyx®) for the Treatment of Patients with Previously Treated Advanced Neuroendocrine Tumors

Executive VP & General Counsel recently sold US$1.1m worth of stock

Exelixis Provides Regulatory Update Related to Supplemental New Drug Application for Cabozantinib (CABOMETYX®) for the Treatment of Patients with Previously Treated Advanced Neuroendocrine Tumors

Executive Vice President of Commercial recently sold US$667k worth of stock

Executive Vice President of Commercial notifies of intention to sell stock

Independent Director recently sold US$1.0m worth of stock

Investor sentiment improves as stock rises 20%

Independent Director notifies of intention to sell stock

Price target increased by 7.1% to US$31.60

Exelixis: Cabometyx Drives Revenue While Zanzalintinib Emerges As Future Growth Engine

Exelixis, Inc. Reports Impairment of Long-Lived Assets for the Third Quarter Ended September 30, 2024

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Exelixis, Inc. to Report Q3, 2024 Results on Oct 29, 2024

CEO, President & Director exercised options and sold US$479k worth of stock

Executive VP notifies of intention to sell stock

Exelixis, Inc Announces Final Results from Phase 3 Pivotal CABINET Study Evaluating Cabozantinib in Advanced Neuroendocrine Tumors Presented at ESMO 2024 and Published in New England Journal of Medicine

Cabozantinib's Momentum And Tactical Growth Amid Market Challenges Propel Biotech Innovation

Independent Director recently sold US$907k worth of stock

Consensus EPS estimates increase by 37%

Insider notifies of intention to sell stock

Exelixis Comes Up Aces

Exelixis, Inc. Announces Initiation of Phase 1 Clinical Trial Evaluating XB010 in Patients with Advanced Solid Tumors

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Exelixis, Inc. (NasdaqGS:EXEL) announces an Equity Buyback for $500 million worth of its shares.