Exelixis, Inc.

NasdaqGS:EXEL Aktierapport

Börsvärde: US$11.3b

Exelixis Förvaltning

Förvaltning kriterier kontrolleras 2/4

Exelixis VD är Mike Morrissey, utsedd i Jul 2010, har en mandatperiod på 15.83 år. totala årliga ersättningen är $ 33.24M, bestående av 3.9% lön 96.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.79% av företagets aktier, värda $ 89.26M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 10.7 år respektive 8.9 år.

Viktig information

Mike Morrissey

Verkställande direktör

US$33.2m

Total ersättning

VD-lön i procent3.93%
Anställning som VD15.8yrs
Ägande av VD0.8%
Ledningens genomsnittliga anställningstid10.7yrs
Styrelsens genomsnittliga mandatperiod8.9yrs

Senaste uppdateringar av ledningen

Recent updates

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.

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.

Exelixis: Stable Demand And High Margins With Undervalued Shares

Apr 15

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

May 09
With EPS Growth And More, Exelixis (NASDAQ:EXEL) Makes An Interesting Case

Exelixis: Pinning Hopes On Cracking One Of The Toughest Nuts

Mar 13

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
User avatar

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

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

Analys av ersättningar till VD

Hur har Mike Morrissey:s ersättning förändrats jämfört med Exelixis:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

US$783m

Sep 30 2025n/an/a

US$678m

Jun 30 2025n/an/a

US$602m

Mar 31 2025n/an/a

US$644m

Dec 31 2024n/an/a

US$521m

Sep 30 2024n/an/a

US$467m

Jun 30 2024n/an/a

US$350m

Mar 31 2024n/an/a

US$205m

Dec 31 2023n/an/a

US$208m

Sep 30 2023n/an/a

US$92m

Jun 30 2023n/an/a

US$164m

Mar 31 2023n/an/a

US$154m

Dec 31 2022US$17mUS$1m

US$182m

Sep 30 2022n/an/a

US$308m

Jun 30 2022n/an/a

US$273m

Mar 31 2022n/an/a

US$298m

Dec 31 2021US$8mUS$1m

US$231m

Sep 30 2021n/an/a

US$164m

Jun 30 2021n/an/a

US$94m

Mar 31 2021n/an/a

US$65m

Dec 31 2020n/an/a

US$112m

Sep 30 2020n/an/a

US$152m

Jun 30 2020n/an/a

US$282m

Mar 31 2020n/an/a

US$294m

Ersättning vs marknad: Mike s total kompensation ($USD 33.24M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.57M ).

Ersättning vs inkomst: Ersättningen för Mike har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Mike Morrissey (64 yo)

15.8yrs
Anställning
US$33,239,183
Kompensation

Dr. Michael M. Morrissey, Ph.D. also known as Mike, serves as Independent Director at XW Laboratories Inc. Dr. Morrissey serves as Independent Chairman of the Board at Vera Therapeutics, Inc since May 24,...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Stelios Papadopoulos
Co-Founder & Independent Chair of the Board31.4yrsUS$555.74k0.46%
$ 52.4m
Michael Morrissey
CEO, President & Director15.8yrsUS$33.24m0.79%
$ 89.3m
Christopher Senner
Executive VP & CFO10.8yrsUS$10.65m0.22%
$ 24.5m
Brenda Hefti
Senior VP & General Counselless than a yearUS$6.39m0.0024%
$ 269.9k
Dana Aftab
Executive Vice President of Research & Developmentless than a yearUS$10.55m0.082%
$ 9.2m
Patrick Haley
Executive Vice President of Commercial9.4yrsUS$9.02m0%
$ 0
William Berg
Senior Vice President of Medical Affairs10.7yrsinga uppgifteringa uppgifter
Stefan Krauss
VP & Head of Business Developmentno datainga uppgifteringa uppgifter
Andrew Peters
Senior Vice President of Strategyno datainga uppgifteringa uppgifter
Deborah Burke
Senior VP of Finance & Controller10.8yrsUS$951.13kinga uppgifter
10.7yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren ledning: EXEL s ledningsgrupp är erfaren och erfaren ( 10.7 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Stelios Papadopoulos
Co-Founder & Independent Chair of the Board31.4yrsUS$555.74k0.46%
$ 52.4m
Michael Morrissey
CEO, President & Director15.8yrsUS$33.24m0.79%
$ 89.3m
Jack Wyszomierski
Independent Director22.3yrsUS$519.99k0.11%
$ 12.0m
George Poste
Independent Director21.8yrsUS$514.99k0.059%
$ 6.7m
Charles Sawyers
Member of the Scientific Advisory Boardno datainga uppgifteringa uppgifter
Ronald Evans
Member of the Scientific Advisory Boardno datainga uppgifteringa uppgifter
Sue Eckhardt
Independent Director2.3yrsUS$504.49kinga uppgifter
Mary Beckerle
Independent Director2.3yrsUS$513.49k0%
$ 0
Julie Smith
Independent Director9.7yrsUS$520.49k0.0042%
$ 478.8k
Maria Freire
Independent Director8.1yrsUS$517.49k0.028%
$ 3.2m
Robert Oliver
Independent Director3yrsUS$501.99k0.00087%
$ 98.3k
Tomas Heyman
Independent Director3yrsUS$517.49kinga uppgifter
8.9yrs
Genomsnittlig anställningstid
69yo
Genomsnittlig ålder

Erfaren styrelse: EXEL s styrelse anses vara erfaren ( 8.9 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 03:19
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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 42 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
Peter LawsonBarclays
Etzer DaroutBarclays
Jason Matthew GerberryBofA Global Research