Exelixis, Inc.

NasdaqGS:EXEL 주식 리포트

시가총액: US$12.6b

Exelixis 향후 성장

Future 기준 점검 2/6

Exelixis (는) 각각 연간 12.3% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.5% 로 예상됩니다.

핵심 정보

12.3%

이익 성장률

13.74%

EPS 성장률

Biotechs 이익 성장25.2%
매출 성장률7.3%
향후 자기자본이익률26.51%
애널리스트 커버리지

Good

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NasdaqGS:EXEL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,2541,1441,4311,28515
12/31/20272,9179479871,22218
12/31/20262,5948168461,10719
3/31/20262,375833905925N/A
12/31/20252,320783844884N/A
9/30/20252,288678744791N/A
6/30/20252,230602723772N/A
3/31/20252,299644772843N/A
12/31/20242,169521634700N/A
9/30/20242,082467405470N/A
6/30/20242,014350166316N/A
3/31/20241,847205185318N/A
12/31/20231,830208170333N/A
9/30/20231,77492134396N/A
6/30/20231,714164213389N/A
3/31/20231,664154118299N/A
12/31/20221,611182224363N/A
9/30/20221,638308343385N/A
6/30/20221,555273310359N/A
3/31/20221,521298453509N/A
12/31/20211,435231337401N/A
9/30/20211,254164275338N/A
6/30/20211,15794218272N/A
3/31/20211,03165152192N/A
12/31/2020988112179209N/A
9/30/2020958152310334N/A
6/30/2020998282372391N/A
3/31/2020979294408421N/A
12/31/2019968321N/A527N/A
9/30/2019956612N/A474N/A
6/30/2019910642N/A563N/A
3/31/2019856650N/A506N/A
12/31/2018854690N/A416N/A
9/30/2018745368N/A364N/A
6/30/2018672323N/A237N/A
3/31/2018585253N/A169N/A
12/31/2017452154N/A166N/A
9/30/2017410150N/A197N/A
6/30/201732058N/A154N/A
3/31/20172576N/A122N/A
12/31/2016191-70N/A210N/A
9/30/2016124-147N/A90N/A
6/30/201671-181N/A61N/A
3/31/201643-186N/A60N/A
12/31/201537-162N/A-141N/A
9/30/201535-178N/A-156N/A
6/30/201531-195N/A-180N/A

애널리스트 향후 성장 전망

수입 대 저축률: EXEL 의 연간 예상 수익 증가율(12.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: EXEL 의 연간 수익(12.3%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: EXEL 의 수익(연간 7.3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: EXEL 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EXEL의 자본 수익률은 3년 후 26.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 00:31
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Exelixis, Inc.는 41명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Etzer DaroutBarclays
Peter LawsonBarclays
Jason Matthew GerberryBofA Global Research