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Exelixis, Inc. Stock Price

NasdaqGS:EXEL Community·US$11.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 167 Fair Values set on narratives written by author

EXEL Share Price Performance

US$42.51
6.13 (16.85%)
US$44.61
Fair Value
US$42.51
6.13 (16.85%)
4.7% undervalued intrinsic discount
US$44.61
Fair Value
Price US$42.51
AnalystConsensusTarget US$44.61
AnalystHighTarget US$60.00
AnalystLowTarget US$36.00

EXEL Community Narratives

AnalystConsensusTarget·
Fair Value US$44.61 4.7% undervalued intrinsic discount

Expanding Global Oncology Markets Will Broaden Patient Access

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51users have followed this narrative
AnalystHighTarget·
Fair Value US$56.25 24.4% undervalued intrinsic discount

Aging Demographics And Precision Medicine Will Transform Global Oncology

0users have liked this narrative
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8users have followed this narrative
AnalystLowTarget·
Fair Value US$36 18.1% 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
US$56.25
24.4% undervalued intrinsic discount
Revenue growth
19.87% p.a.
Profit Margin
46.69%
Future PE
8.59x
Share price in 2028
US$68.32
US$36
18.1% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
4.52% p.a.
Profit Margin
26.46%
Future PE
14.7x
Share price in 2028
US$43.77

Updated Narratives

EXEL logo

Expanding Global Oncology Markets Will Broaden Patient Access

Fair Value: US$44.61 4.7% undervalued intrinsic discount
51 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
EXEL logo

Regulatory Uncertainty And 340B Pressures Will Erode Oncology Margins

Fair Value: US$36 18.1% overvalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
EXEL logo

Aging Demographics And Precision Medicine Will Transform Global Oncology

Fair Value: US$56.25 24.4% undervalued intrinsic discount
8 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
4 Rewards

Exelixis, Inc. Key Details

US$2.3b

Revenue

US$77.2m

Cost of Revenue

US$2.2b

Gross Profit

US$1.5b

Other Expenses

US$677.9m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
2.52
96.63%
29.63%
0%
View Full Analysis

About EXEL

Founded
1994
Employees
1147
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, next-generation oral tyrosine kinase inhibitor (TKI) that targets VEGF receptors, MET and the TAM kinases; XL309, a small molecule inhibitor of USP1, a synthetic lethal target in the context of BRCA-mutated tumors; XB010, an ADC consisting of a MMAE payload conjugated to a human mAb targeting the tumor antigen 5T4; and XL495, a small molecule inhibitor of PKMYT1. It has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Catalent Pharma Solutions, Inc.; Iconic Therapeutics, Inc.; Invenra, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited, as well as clinical development agreement and collaboration with Sairopa B.V. and Merck & Co., Inc. 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.

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