Exelixis, Inc.

NasdaqGS:EXEL Aktierapport

Börsvärde: US$14.0b

Exelixis Framtida tillväxt

Future kriterier kontrolleras 2/6

Exelixis förväntas öka intäkter och intäkter med 10.6% respektive 6.9% per år. EPS förväntas tillväxt med 12.5% per år. Avkastningen på eget kapital förväntas bli 26.5% om 3 år.

Viktig information

10.6%

Tillväxttakt i vinsten

12.51%

Tillväxttakt för EPS

Biotechs vinsttillväxt25.2%
Intäkternas tillväxttakt6.9%
Framtida avkastning på eget kapital26.49%
Bevakning av analytiker

Good

Senast uppdaterad15 Jul 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • 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 Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:EXEL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20283,2451,1261,4501,28514
12/31/20272,9309459331,22217
12/31/20262,6008197901,10718
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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: EXEL s prognostiserade vinsttillväxt ( 10.6% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: EXEL s intäkter ( 10.6% per år) förväntas växa långsammare än marknaden för US ( 18.1% per år).

Höga tillväxtresultat: EXEL s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: EXEL s intäkter ( 6.9% per år) förväntas växa långsammare än marknaden för US ( 12.9% per år).

Hög tillväxtintäkter: EXEL s intäkter ( 6.9% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: EXEL s avkastning på eget kapital förväntas bli hög om 3 år ( 26.5 %)

Upptäck tillväxtföretag

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/15 11:38
Aktiekurs vid dagens slut2026/07/15 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Exelixis, Inc. bevakas av 41 analytiker. 18 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Etzer DaroutBarclays
Peter LawsonBarclays
Jason Matthew GerberryBofA Global Research