EXEL Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

609.25M

+7.5%

0.644

+34.23%

624.59M

+12.45%

0.750

+36.36%

652.69M

+14.86%

0.748

+15.08%

Estimates Revision

The market is revising Upward the revenue expectations for Exelixis, Inc. (EXEL) for FY2025, with the revenue forecasts being adjusted by 0.57% over the past three months. During the same period, the stock price has changed by 14.18%.

Revenue Estimates for FY2025

Revise Upward

+0.57%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+5.78%

In Past 3 Month

Stock Price

Go Up

+14.18%

In Past 3 Month

17 Analyst Rating

Wall Street analysts forecast EXEL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EXEL is 45.33 USD with a low forecast of 30.00 USD and a high forecast of 56.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

9 Buy

8 Hold

0 Sell

Moderate Buy

Current: 0.000

Low

30.00

Averages

45.33

High

56.00

Current: 0.000

Low

30.00

Averages

45.33

High

56.00

H.C. Wainwright

Robert Burns

Buy

maintain

$49 -> $52

2026-01-08

New

Reason

H.C. Wainwright

Robert Burns

Price Target

$49 -> $52

2026-01-08

New

maintain

Buy

Reason

H.C. Wainwright analyst Robert Burns raised the firm's price target on Exelixis (EXEL) to $52 from $49 and keeps a Buy rating on the shares after the company announced a strategic collaboration with Natera (NTRA). The firm believes the key value driver for the near- to medium-term will be sentiment on the commercial future of zanzalintinib across various tumor types.

Morgan Stanley

Overweight -> Equal Weight

downgrade

$45 -> $48

2026-01-08

New

Reason

Morgan Stanley

Price Target

$45 -> $48

2026-01-08

New

downgrade

Overweight -> Equal Weight

Reason

Morgan Stanley downgraded Exelixis to Equal Weight from Overweight with a price target of $48, up from $45. Following 28% share price appreciation over the past 12 months, shares now trades only about 10% below the firm's new price target, the analyst noted. The firm sees 2026 as the first year towards commercialization of Zanzalitinib across multiple oncology indications and while it also models "Zanza"-associated catalysts events, these are factored already into its price target, the analyst added.

BofA

Neutral -> Underperform

downgrade

$43 -> $41

2026-01-05

New

Reason

BofA

Price Target

$43 -> $41

2026-01-05

New

downgrade

Neutral -> Underperform

Reason

BofA downgraded Exelixis to Underperform from Neutral with a price target of $41, down from $43, citing valuation and limited high-impact catalysts seen in 2026. The company has limited patent life on Cabometyx with loss of exclusivity by 2031 and has yet to de-risk meaningful peak sales for a follow-on asset, the analyst tells investors.

Wolfe Research

Kalpit Patel

Peer Perform

initiated

2025-11-17

Reason

Wolfe Research

Kalpit Patel

Price Target

2025-11-17

initiated

Peer Perform

Reason

Wolfe Research analyst Kalpit Patel initiated coverage of Exelixis with a Peer Perform rating and no price target. Zanzalintinib is unlikely to fully replenish cabozantinib's potential lost revenues, the analyst tells investors.

Morgan Stanley

Overweight

maintain

$44 -> $45

2025-11-07

Reason

Morgan Stanley

Price Target

$44 -> $45

2025-11-07

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on Exelixis to $45 from $44 and keeps an Overweight rating on the shares. Cabo continues to demonstrate sustained demand and the NET launch progresses well with roughly $100M expected in contribution to 2025 net product revenue, the analyst tells investors in a research note. The firm added the company expects to submit the NDA in previously treated mCRC in December 2025, pending the U.S. government re-opening.

UBS

Neutral

maintain

$35 -> $40

2025-11-06

Reason

UBS

Price Target

$35 -> $40

2025-11-06

maintain

Neutral

Reason

UBS raised the firm's price target on Exelixis to $40 from $35 and keeps a Neutral rating on the shares.

Valuation Metrics

The current forward P/E ratio for Exelixis Inc (EXEL.O) is 14.86, compared to its 5-year average forward P/E of 27.02. For a more detailed relative valuation and DCF analysis to assess Exelixis Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

27.02

Current PE

14.86

Overvalued PE

40.09

Undervalued PE

13.95

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

16.72

Current EV/EBITDA

10.68

Overvalued EV/EBITDA

26.34

Undervalued EV/EBITDA

7.10

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

3.93

Current PS

4.55

Overvalued PS

4.65

Undervalued PS

3.22

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders areSelling! The selling amount has increased 828.52% over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders areSelling! The selling amount has increased 828.52% over the last month.

Sold

Bought

EXEL News & Events

Events Timeline

No data

News

5.0

01-09Barron's

Activist Investors Target Signet Jewelers, Natural Gas Services, and Other Stocks

2.0

01-08NASDAQ.COM

Exelixis Collaborates with Natera for STELLAR-316 CRC Study

7.5

01-08Fool

Axsome and Exelixis: New Investment Opportunities in Biotech

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Frequently Asked Questions

What is Exelixis Inc (EXEL) stock price today?

The current price of EXEL is 44.04 USD — it has decreased -0.25 % in the last trading day.

What is Exelixis Inc (EXEL)'s business?

Exelixis, Inc. is an oncology company. The Company has produced four marketed pharmaceutical products, two of which are formulations of its flagship molecule, cabozantinib. It is also advancing and evolving its product pipeline portfolio, including its lead investigational asset, zanzalintinib. Cabozantinib is an inhibitor of multiple tyrosine kinases, including MET, AXL, VEGF receptors and RET and has been also approved as CABOMETYX tablets for advanced renal cell carcinoma, for previously treated hepatocellular carcinoma and for previously treated, radioactive iodine-refractory differentiated thyroid cancer, and as COMETRIQ capsules for progressive, metastatic medullary thyroid cancer. The Company's other two products are COTELLIC, an inhibitor of MEK approved as part of multiple combination regimens to treat specific forms of advanced melanoma and MINNEBRO an oral, non-steroidal, selective blocker of the mineralocorticoid receptor approved the treatment of hypertension in Japan.

What is the price predicton of EXEL Stock?

What is Exelixis Inc (EXEL)'s revenue for the last quarter?

Exelixis Inc revenue for the last quarter amounts to 597.76M USD, increased 10.79 % YoY.

What is Exelixis Inc (EXEL)'s earnings per share (EPS) for the last quarter?

Exelixis Inc. EPS for the last quarter amounts to 0.69 USD, increased 72.50 % YoY.

What changes have occurred in the market's expectations for Exelixis Inc (EXEL)'s fundamentals?

How many employees does Exelixis Inc (EXEL). have?

Exelixis Inc (EXEL) has 1147 emplpoyees as of January 10 2026.

What is Exelixis Inc (EXEL) market cap?

Today EXEL has the market capitalization of 11.81B USD.