Exelixis, Inc.

NasdaqGS:EXEL Stok Raporu

Piyasa değeri: US$12.6b

Exelixis Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Exelixis kazanç ve gelirin sırasıyla yıllık 12.3% ve 7.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 26.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

12.3%

Kazanç büyüme oranı

13.74%

EPS büyüme oranı

Biotechs kazanç büyümesi25.2%
Gelir büyüme oranı7.3%
Gelecekteki özkaynak getirisi26.51%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • 23h

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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:EXEL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: EXEL 'nin tahmini kazanç büyümesi (yıllık 12.3% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: EXEL şirketinin kazançlarının (yıllık 12.3% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: EXEL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: EXEL şirketinin gelirinin (yıllık 7.3% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: EXEL şirketinin gelirinin (yıllık 7.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: EXEL 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 26.5 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 17:30
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Exelixis, Inc. 41 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Etzer DaroutBarclays
Peter LawsonBarclays
Jason Matthew GerberryBofA Global Research