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Exelixis, Inc. Stock Price

NasdaqGS:EXEL Community·US$14.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 207 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

EXEL Share Price Performance

US$57.43
18.36 (46.99%)
​
US$53.00
Fair Value
US$57.43
18.36 (46.99%)
8.4% overvalued intrinsic discount
US$53.00
Fair Value
Price US$57.43
AnalystConsensusTarget US$53.00
AnalystHighTarget US$66.00
AnalystLowTarget US$41.00
Fri, 21 Aug 26
Fair ValueUS$53.00
Share Pricen/a

EXEL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$53 8.4% overvalued intrinsic discount

Expanding Global Oncology Markets Will Broaden Patient Access

0users have liked this narrative
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67users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$66 13.0% undervalued intrinsic discount

Aging Demographics And Precision Medicine Will Transform Global Oncology

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$41 40.1% overvalued intrinsic discount

Regulatory Uncertainty And 340B Pressures Will Erode Oncology Margins

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
EXEL logo
Exelixis
8.4% overvalued intrinsic discount

Expanding Global Oncology Markets Will Broaden Patient Access

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
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EXEL logo
Exelixis
13.0% undervalued intrinsic discount

Aging Demographics And Precision Medicine Will Transform Global Oncology

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
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EXEL logo
Exelixis
40.1% overvalued intrinsic discount

Regulatory Uncertainty And 340B Pressures Will Erode Oncology Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 24 Jul
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
EXEL logo

EXEL: Colorectal Cancer Decision And Neuroendocrine Trends Will Shape Balanced Outlook

Fair Value: US$53 8.4% overvalued intrinsic discount
67 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
EXEL logo

EXEL: Future Colorectal Cancer Data And Pipeline Execution Will Drive Share Sentiment

Fair Value: US$66 13.0% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
EXEL logo

EXEL: Future Returns Will Depend On Colorectal Cancer Drug Regulatory Outcome

Fair Value: US$41 40.1% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

0 Risks
3 Rewards
View Full Analysis

Exelixis, Inc. Key Details

US$2.4b

Revenue

US$85.7m

Cost of Revenue

US$2.4b

Gross Profit

US$1.5b

Other Expenses

US$860.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.47
96.48%
35.33%
0%
View Full Analysis

About EXEL

Founded
1994
Employees
1077
CEO
Michael Morrissey
WebsiteView website
www.exelixis.com

Exelixis, Inc., an oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States. The company offers CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of progressive and metastatic medullary thyroid cancer. Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors. The company also offers COTELLIC, an inhibitor of MEK as a combination regimen to treat specific forms of advanced melanoma; and MINNEBRO, an oral non-steroidal selective blocker of the mineralocorticoid receptor for the treatment of hypertension in Japan. It develops zanzalintinib, a novel, potent oral inhibitor of kinases, including the TAM kinases, MET, and VEGF receptors; XL309, a small molecule inhibitor of USP1, a synthetic lethal target in the context of BRCA-mutated tumors; XB010, an antibody-drug conjugates (ADC) consisting of a MMAE payload conjugated to a monoclonal antibody targeting the tumor antigen 5T4; XB628, a first-in-class bispecific antibody that targets programmed cell death ligand 1and natural killer cell receptor group 2A; and XB371, a next-generation tissue factor targeting ADC with a topoisomerase inhibitor payload. It has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Catalent, Inc.; Iconic Therapeutics, Inc.; Adagene Inc.; Invenra, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited, as well as business development activities and other collaborations. The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was incorporated in 1994 and is headquartered in Alameda, California.

Recent EXEL News & Updates

Seeking Alpha • Sep 01

Exelixis: 'Hold' On Zanzalintinib Subpopulation Miss And STELLAR-304 H2 2026 Data

Summary Exelixis is downgraded from "Strong Buy" to "Hold" due to lowered 2026 revenue guidance and mixed clinical trial outcomes. Zanzalintinib + TECENTRIQ achieved an overall survival benefit in mCRC but missed the non-liver metastases subgroup endpoint; the FDA PDUFA date is set for December 3, 2026. Q2 2026 revenues rose to $628.7M, but future sales growth is uncertain, and full-year guidance was cut to $2.500–$2.550B. STELLAR-304 phase 3 data in 1st-line nccRCC, expected in 2H 2026, is a key catalyst; cash burn and R&D ramp present funding risks. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 21

EXEL: Colorectal Cancer Decision And Neuroendocrine Trends Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Exelixis from $49.65 to $53.00, reflecting updated assumptions that include a slightly higher discount rate, more conservative revenue growth, stronger profit margins, and a modestly lower future P/E multiple following recent research that highlights both cabozantinib's high margin profile and the longer term patent and pipeline uncertainties. Analyst Commentary Recent research on Exelixis shows a more balanced tone as analysts weigh the strength of the cabozantinib franchise against upcoming patent and pipeline questions.

Recent updates

No updates

Exelixis, Inc. Competitors

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Market cap: US$44.5b
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