Nisa Investment Advisors LLC Has $6.16 Million Holdings in Exelixis, Inc. $EXEL
Nisa Investment Advisors LLC significantly increased its stake in Exelixis, Inc. by 692.3% in Q4, now holding 140,446 shares valued at $6.16 million. Exelixis reported strong Q4 earnings, beating EPS estimates, though revenue slightly missed. Despite insider selling, institutional ownership remains high, and analysts have a consensus "Hold" rating with a target price of $46.94.
Here's why Exelixis (EXEL) is a strong growth stock
This article from MSN discusses why Exelixis (EXEL) is considered a strong growth stock. It likely details factors contributing to its growth potential, such as financial performance, product pipeline, or market position.
Allspring Global Investments Holdings LLC Has $60.31 Million Position in Exelixis, Inc. $EXEL
Allspring Global Investments Holdings LLC increased its stake in Exelixis, Inc. (NASDAQ:EXEL) by 18.5% in the fourth quarter, now holding 1,383,820 shares valued at approximately $60.31 million. Despite this, company insiders have been net sellers, with Director Bob Oliver and CFO Christopher J. Senner selling a combined 64,528 shares in February. Exelixis exceeded EPS estimates but slightly missed revenue expectations, and currently carries a "Hold" consensus analyst rating with a target price of $46.94.
Exelixis: A Strong Contender in the Cancer Drug Market
This article highlights Exelixis (NASDAQ: EXEL) as a strong contender in the cancer drug market, referencing insights from a Motley Fool Scoreboard episode. It encourages potential investors to consider the company's prospects, while also noting that Exelixis was not among the "10 best stocks to buy now" identified by The Motley Fool Stock Advisor analyst team. The article also touches upon the past success of Stock Advisor recommendations like Netflix and Nvidia.
Exelixis: A Strong Contender in the Cancer Drug Market
This article highlights Exelixis (NASDAQ: EXEL) as a strong contender in the cancer drug market, based on analysis from Motley Fool experts. It encourages investors to explore insights from a video (published March 31, 2026) regarding market trends and investment opportunities for the company. However, The Motley Fool's Stock Advisor team did not include Exelixis in their top 10 stock picks, emphasizing other potential "monster returns" from different companies.
Kidney Cancer Drugs Market to Grow by $2 Billion During
The global kidney cancer drugs market is projected to grow from $8.53 billion in 2025 to $10.82 billion by 2030, driven by advancements in therapies, R&D investments, and rising renal cancer incidence. Key trends include targeted therapies, immunotherapies, and combination strategies, with major players like Pfizer, Novartis, and Exelixis leading innovations and strategic acquisitions. North America currently leads the market, while the Middle East is expected to be the fastest-growing region.
Exelixis, Inc. (NASDAQ:EXEL) Receives Consensus Recommendation of "Hold" from Analysts
Exelixis, Inc. (NASDAQ:EXEL) has received a consensus "Hold" rating from 23 analysts, with an average 12-month price target of $46.94. This comes despite recent insider selling totaling $15.9 million and the company beating quarterly EPS estimates while slightly missing revenue expectations. Institutional investors have been increasing their stakes in the biotechnology company.
Exelixis (MIC:EXEL-RM) NonCurrent Deferred Revenue : ₽0.00 Mil (As of Dec. 2025)
This article reports that Exelixis's NonCurrent Deferred Revenue is ₽0.00 Mil as of December 2025. GuruFocus rates Exelixis with a GF Score™ of 96/100, but identifies one warning sign for investors to review. The article defines non-current deferred revenue as a liability for which revenue has not yet been recognized and is not expected to be recognized within the next twelve months.
RBC Capital Lowers Exelixis (EXEL) Price Target to $43
RBC Capital has reduced its price target for Exelixis (EXEL) from $46 to $43, maintaining a Sector Perform rating, citing potential competitive pressures from Merck's HIF-2alpha inhibitors study data. Conversely, H.C. Wainwright raised its price target for EXEL to $54 with a Buy rating. Exelixis, an oncology-focused biotechnology company, currently holds a Buy rating from 45% of analysts, with an average upside potential of 15.47%.
Vanguard disaggregates holdings; Exelixis (NASDAQ: EXEL) shows 0 shares
The Vanguard Group has filed an amended Schedule 13G/A for Exelixis Inc (NASDAQ: EXEL), indicating they now beneficially own 0 shares, representing 0% of the class. This change is due to an internal realignment on January 12, 2026, where certain subsidiaries or business divisions will report their beneficial ownership separately. The filing clarifies that Vanguard no longer holds voting or dispositive power over these securities.
Exelixis (NASDAQ:EXEL) Raised to Strong-Buy at Truist Financial
Truist Financial upgraded Exelixis (NASDAQ: EXEL) to a "strong-buy" rating, despite the analyst consensus remaining a "Hold" with a $46.94 average price target. The company significantly exceeded EPS estimates ($0.94 vs $0.74 expected) and reported strong profitability, though revenue was slightly below forecasts. Insider selling has occurred, but institutional ownership remains high at 85.27%, with the stock currently trading around $42.78.
EXEL: Former Executive Joins Recursion Pharmaceuticals as New CM
Vicki Goodman, former executive vice president for product development and medical affairs and chief medical officer at Exelixis (EXEL), has been appointed as the new Chief Medical Officer at Recursion Pharmaceuticals, effective April 6. Exelixis continues to demonstrate strong financial health with robust revenue growth, profitability metrics, and a solid balance sheet, making it a potentially attractive investment in the biotechnology sector. The company's valuation metrics suggest a moderate buy consensus, despite some insider selling activity.
EXEL Stock Price, Quote & Chart | EXELIXIS INC (NASDAQ:EXEL)
This article provides a detailed overview of EXELIXIS INC (NASDAQ:EXEL) stock performance, financial data, and analyst ratings. It highlights the current stock price, recent price movements, key statistics including market cap and P/E ratio, and ChartMill's technical and fundamental analysis. The report also includes earnings history, future estimates, company profile, and comparisons with competitors in the biotechnology sector.
Private Client Services LLC Takes $1.99 Million Position in Exelixis, Inc. $EXEL
Private Client Services LLC recently purchased a new stake of 45,451 shares, valued at approximately $1.99 million, in Exelixis, Inc. during the fourth quarter. This acquisition comes as institutional investors now hold 85.27% of the biotechnology company's stock, despite some insider selling activity worth about $15.9 million in the last quarter. Exelixis ($EXEL) recently surpassed EPS estimates but slightly missed revenue expectations, with analysts maintaining an average "Hold" rating and a consensus price target of $46.94.
Strategic Investment Advisors MI Buys 27,659 Shares of Exelixis, Inc. $EXEL
Strategic Investment Advisors MI significantly increased its stake in Exelixis, Inc. (NASDAQ:EXEL) by 486.6%, purchasing 27,659 shares to hold a total of 33,343 shares valued at approximately $1.38 million. This investment comes amidst mixed analyst ratings, with a consensus "Hold" but a high target price, and despite recent insider selling totaling $15.9 million. The biotechnology company recently surpassed EPS estimates while slightly missing revenue targets, reporting strong financial performance.
Exelixis, Inc. $EXEL Shares Acquired by Clark Capital Management Group Inc.
Clark Capital Management Group Inc. significantly increased its stake in Exelixis, Inc. (NASDAQ:EXEL) by 14.3% in the third quarter, bringing their total holdings to 291,617 shares worth approximately $12.04 million. Institutional investors now own about 85.27% of the biotechnology company. Exelixis recently exceeded EPS expectations but slightly missed on revenue, while insiders sold a notable amount of shares in the last quarter, reducing their ownership to 2.85%.
Pharma Stocks Analysis 2026: Pfizer & Novo Nordisk Rebound, Exelixis Growth - News and Statistics
This article analyzes the 2026 investment prospects for Pfizer, Novo Nordisk, and Exelixis in the pharmaceutical sector. Pfizer and Novo Nordisk, despite facing challenges like inconsistent sales and market share loss, show potential for rebound due to strong pipelines in oncology, weight management, and leading positions in the weight-loss market, respectively. Exelixis, a biotech company, demonstrates strong growth in oncology with its liver and kidney cancer therapy.
How Exelixis Inc. (EXEL) Affects Rotational Strategy Timing
Exelixis Inc. (NASDAQ: EXEL) is exhibiting neutral sentiment in the near term, which could mitigate mid-term weakness. The article highlights an exceptional 37.7:1 risk-reward setup, targeting a 10.6% gain against a 0.3% risk. AI-generated strategies for position trading, momentum breakout, and risk hedging are provided, along with a multi-timeframe signal analysis.
Exelixis Inc Stock (ISIN: US30161Q1040) Gains Momentum on Earnings Beat and Zanzalintinib FDA Milestone
Exelixis Inc. (US30161Q1040) stock is gaining momentum following a strong quarterly earnings report, driven by robust Cabometyx sales and efficient cost management. A significant catalyst is the FDA's acceptance of zanzalintinib's New Drug Application for metastatic colorectal cancer, with a PDUFA date set for December 2026, which is expected to diversify the company's revenue streams. Analysts have reacted positively, revising earnings estimates upward and highlighting the company's solid financial health and strategic pipeline advancements.
Exelixis, Inc. $EXEL Stake Raised by South Street Advisors LLC
South Street Advisors LLC significantly increased its stake in Exelixis, Inc. by 127.9% in Q3, now owning 426,181 shares valued at $17.6 million. This makes Exelixis the fund's 21st biggest holding. The biotechnology company recently reported strong earnings, beating EPS expectations with $0.94, though revenue was slightly below estimates.
How Exelixis’ Earnings Beat and FDA Zanzalintinib Milestone Will Impact Exelixis (EXEL) Investors
Exelixis (EXEL) recently surpassed adjusted earnings expectations and received FDA acceptance for zanzalintinib's New Drug Application in metastatic colorectal cancer, with a target action date in December 2026. These developments, along with analyst estimate revisions, reinforce the company's oncology strategy and disciplined cost control. While the FDA milestone could reduce reliance on Cabometyx, the core challenges of Cabometyx concentration and future pricing pressures remain significant risks for investors.
EXEL SEC Filings - Exelixis Inc 10-K, 10-Q, 8-K Forms
This page provides access to Exelixis Inc.'s official regulatory disclosures, including 10-K, 10-Q, and 8-K filings, which are crucial for investors and traders. It highlights recent Form 144 filings detailing planned share sales by various stakeholders and an overview of Exelixis' 2025 performance, emphasizing its cabozantinib franchise and pipeline expansion. The platform also offers AI-powered summaries to simplify complex documents for quick understanding.
Assessing Exelixis (EXEL) Valuation After Analysts Lift 2026 Earnings Forecasts
Analysts have raised their 2026 earnings forecasts for Exelixis (EXEL) due to the company's oncology pipeline and growth expectations. Despite this optimism, the stock has seen a slight decline recently, yet maintains strong long-term shareholder returns. The company is currently considered undervalued with a narrative fair value of $46.83 against its closing price of $41.17, supported by strong fundamentals and strategic investments, though it faces risks related to its reliance on CABOMETYX and potential competitive pressures.
EXEL Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Exelixis Inc (EXEL), presenting its income statement, balance sheet, and cash flow statement. It highlights key financial metrics for fiscal year 2026, including revenue of $2.3B, net income of $782.6M, and free cash flow of $875.8M, along with year-over-year growth rates and compound annual growth rates. The report also addresses financial health signals, such as a strong cash-backed earnings quality ratio of 1.13x, and answers frequently asked questions regarding the company's financial performance.
Assessing Exelixis (EXEL) Valuation After Analysts Lift 2026 Earnings Forecasts
Analysts have raised their earnings forecasts for Exelixis (EXEL) for fiscal 2026 due to the company's oncology pipeline and growth expectations. Despite this optimism, the stock has seen a slight decline recently, though longer-term returns remain positive. The article suggests that Exelixis might be undervalued, with a narrative fair value of $46.83 compared to its current price of $41.17, supported by strong fundamentals but acknowledging risks related to its reliance on CABOMETYX.
EXEL SEC Filings - Exelixis Inc 10-K, 10-Q, 8-K Forms
This page provides access to Exelixis Inc.'s (EXEL) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event reports, with AI-powered summaries to help investors quickly understand key points. Recent filings highlight strong 2025 financial results driven by the cabozantinib franchise, progress in zanzalintinib clinical trials, and details of executive equity compensation and insider trading. The platform offers a comprehensive resource for tracking the biopharmaceutical company's financial performance, corporate actions, and regulatory disclosures.
Here’s What Makes Exelixis (EXEL) a Top Growth Stock
Exelixis (EXEL) is highlighted as a top growth stock due to its strong financial prospects and high Zacks Style Scores. The biotechnology company, specializing in oncology, has a Zacks Rank #3 (Hold) but boasts an "A" Growth Style Score and a "A" VGM Score, with projected 10.7% earnings growth for the current fiscal period. Analysts have recently raised earnings estimates for fiscal 2026, and EXEL has consistently delivered positive earnings surprises.
EXEL: Zanzalintinib and CABOMETYX anchor growth in GI/GU oncology, with robust pipeline momentum
Exelixis, Inc. (EXEL) is focusing on GI/GU oncology with CABOMETYX driving strong sales and Zanzalintinib advancing through pivotal studies towards a December PDUFA. The company is expanding into CRC and NET, employing disciplined business development, and leveraging an innovative pipeline to position itself for continued growth. This information is based on an audio transcript from the Barclays 28th Annual Global Healthcare Conference held on March 11, 2026.
EXEL SEC Filings - Exelixis Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Exelixis Inc. (EXEL) SEC filings, including annual reports (10-K), quarterly reports (10-Q), material event reports (8-K), and insider trading forms (Form 4). It highlights recent insider transactions, leadership changes within the company, and financial results, all presented with AI-powered summaries for quick understanding. The page serves as a central point for investors to track EXEL's regulatory disclosures and significant corporate actions.
EXEL: Zanza and new indications drive growth, targeting $2.4B revenue and leadership in key oncology markets
Exelixis, Inc. (EXEL) is projecting revenue of $2.4 billion in 2026, up from $2.123 billion, driven by successful launches in RCC and NET. The company's drug Zanza is expected to be a major growth driver with over $5 billion potential and is currently in seven pivotal studies. Additionally, new studies like STELLAR-303 and -304 aim to advance standards in colorectal cancer and non-clear cell renal cell carcinoma.
First Trust Advisors LP Has $59.35 Million Holdings in Exelixis, Inc. $EXEL
First Trust Advisors LP reduced its stake in Exelixis, Inc. by 23.2% in the third quarter, now owning 1,436,977 shares valued at approximately $59.35 million. Despite this reduction, other institutional investors have either increased their holdings or acquired new stakes in the biotechnology company. Exelixis reported solid earnings for the last quarter, beating analyst estimates, and has a consensus "Hold" rating from analysts with an average price target of $46.94.
Victory Capital Management Inc. Acquires 187,034 Shares of Exelixis, Inc. $EXEL
Victory Capital Management Inc. significantly increased its stake in Exelixis, Inc. by purchasing an additional 187,034 shares, bringing its total holdings to 527,135 shares valued at $21.77 million. This comes as Exelixis reported strong quarterly earnings, beating EPS estimates, though revenue slightly missed forecasts. Analysts generally hold a "Hold" rating on the stock with a consensus price target of $46.94, despite recent insider share sales.
Dimensional Fund Advisors LP Grows Holdings in Exelixis, Inc. $EXEL
Dimensional Fund Advisors LP increased its stake in Exelixis, Inc. by 11.2% in the third quarter, now owning 4.18 million shares valued at approximately $172.66 million. Institutional investors collectively hold about 85.27% of the company's stock. Despite a recent EPS beat, the company has seen net insider selling, with executives disposing of a significant number of shares in the last three months.
Exelixis, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Exelixis, Inc. has seen a revision in its stock evaluation, with the stock currently priced at $41.28. The company has underperformed the S&P 500 over the past year, returning 6.80% compared to 18.89%, and technical indicators show mixed to mildly bearish trends. These dynamics highlight a challenging market environment for the small-cap pharmaceuticals and biotechnology player.
(EXEL) and the Role of Price-Sensitive Allocations
This article provides an AI-driven analysis for Exelixis Inc. (NASDAQ: EXEL), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It details three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths and key support and resistance levels.
Exelixis, Inc. (NASDAQ:EXEL) Given Average Recommendation of "Hold" by Analysts
Exelixis, Inc. (NASDAQ:EXEL) has received a "Hold" consensus rating from 23 brokerages, with an average 12-month target price of $46.94. The company recently reported quarterly EPS of $0.94, surpassing analyst estimates, though revenue of $598.66 million was slightly below expectations. Insider selling accounted for 362,849 shares valued at approximately $15.9 million in the last quarter, reducing insider ownership to 2.82%.
A Look At Exelixis (EXEL) Valuation As Analyst Optimism Builds Around Its Oncology Pipeline
Analyst optimism is increasing for Exelixis (EXEL) due to progress in its oncology pipeline, with firms updating ratings and earnings forecasts. The stock shows fading short-term momentum but strong long-term returns. While some models suggest it's undervalued by about 20% and trades below average price targets, the company's valuation still heavily relies on its key product CABOMETYX and faces inherent trial and competition risks.
Exelixis (NASDAQ: EXEL) CEO granted RSUs, gifts 100K shares
Exelixis (NASDAQ: EXEL) CEO Michael Morrissey received a grant of 160,437 restricted stock units (RSUs) on February 26, 2026, which will vest quarterly starting May 15, 2027. Separately, on February 24, 2026, the Morrissey Family Living Trust made a charitable gift of 100,278 shares of Exelixis common stock to the Bombora Rise Foundation. Following these transactions, Morrissey is scheduled to receive 1,614,552 shares upon vesting of RSUs and a performance-based restricted stock unit award, and holds 17,728 shares in the Exelixis 401(k) Plan.
EXEL: Zanzalintinib advances toward launch as pivotal trials and franchise expansion drive future growth
Exelixis (EXEL) is strategically shifting towards building multiple oncology franchises, with zanzalintinib nearing launch and pivotal trials underway. The company continues to see strong commercial growth, particularly in RCC and NET, and is exploring new combinations and indications for sustained long-term relevance. This information was based on an audio transcript from the TD Cowen 46th Annual Health Care Conference held on March 3, 2026.
Exelixis (EXEL) EVP Haley granted 40,459 RSUs vesting from 2027
Exelixis (EXEL) Executive Vice President, Commercial, Patrick J. Haley, was granted 40,459 Restricted Stock Units (RSUs). These RSUs, awarded under the company's 2017 Equity Incentive Plan, will vest in four equal installments starting May 15, 2027, and continuing annually thereafter. Following this grant, Haley is set to receive a total of 422,367 shares of common stock upon the full vesting of his RSU awards and a performance-based RSU award from March 2025.
Forecasting The Future: 11 Analyst Projections For Exelixis
This article summarizes recent analyst ratings for Exelixis (NASDAQ: EXEL), revealing diverse sentiments, with an average 12-month price target of $47.18, representing a 3.81% increase from the previous average. It details individual analyst actions, including rating changes and price target adjustments, and provides key insights into Exelixis's financial performance, such as its revenue growth, net margin, return on equity, return on assets, and debt management. The article concludes with a brief explanation of how analyst ratings are generated.
Is Improving Analyst Sentiment Reframing Exelixis (EXEL) Oncology Pipeline As A Core Valuation Anchor?
Analyst sentiment for Exelixis (EXEL) is becoming more optimistic, driven by its oncology pipeline, stronger earnings forecasts, and appealing valuation, despite its current reliance on CABOMETYX. The FDA's acceptance of zanzalintinib's NDA with a PDUFA date of December 3, 2026, is a key near-term diversification catalyst mentioned by analysts. While optimism is growing, the company's dependency on CABOMETYX and evolving drug pricing policies remain important considerations for investors.
Exelixis (NASDAQ: EXEL) GC awarded 23,119 RSU-based common shares
Exelixis (NASDAQ: EXEL) General Counsel, Brenda Hefti, was awarded 23,119 restricted stock units (RSUs) as an equity award. These RSUs, tied to the company’s common stock, will vest over time, with one-quarter vesting annually starting May 15, 2027. Following this grant, Hefti directly owns 119,631 shares and indirectly owns 5,527 shares through the company’s 401(k) plan.
Exelixis stock falls after rival Merck trial shows better results
Exelixis Inc. shares fell on Monday after Merck announced that its combination therapy, WELIREG and LENVIMA, outperformed Exelixis' monotherapy Cabometyx in a late-stage kidney cancer trial, reducing the risk of disease progression or death by 30%. Analysts from UBS, RBC Capital Markets, and Stifel all noted the superior efficacy of Merck's treatment, expecting it to pressure Exelixis' Cabometyx franchise and potentially lead to a reduction in its market share for second-line renal cell carcinoma. RBC Capital Markets lowered its price target for Exelixis from $46 to $43 following the news.
Exelixis stock falls after rival Merck trial shows better results
Exelixis Inc. (NASDAQ:EXEL) shares dropped significantly after Merck announced its combination therapy for kidney cancer outperformed Exelixis's monotherapy Cabometyx in a late-stage trial. Merck's LITESPARK-011 trial showed its dual oral regimen reduced the risk of disease progression or death by 30% compared to Cabometyx. Analysts from UBS, RBC Capital Markets, and Stifel commented on the competitive data, suggesting potential downside for Exelixis's Cabometyx franchise and a reduction in its market share for renal cell carcinoma.
Forecasting The Future: 11 Analyst Projections For Exelixis
Over the last three months, 11 analysts have provided varied outlooks on Exelixis (NASDAQ: EXEL). The average 12-month price target has increased by 3.81% to $47.18, with a high of $54.00 and a low of $35.00. The article also delves into Exelixis's financial performance, highlighting its impressive revenue growth, net margin, and return on equity, while noting its conservative debt management.
Royal Bank Of Canada Issues Pessimistic Forecast for Exelixis (NASDAQ:EXEL) Stock Price
Royal Bank of Canada has reduced its price target for Exelixis (NASDAQ:EXEL) from $46 to $43, maintaining a "sector perform" rating, despite the company beating EPS estimates but missing revenue expectations. The stock saw a decline to $40.59 on heavy trading. Notably, company insiders sold a significant amount of stock last quarter, though institutional ownership remains high.
RBC Capital Lowers Exelixis (EXEL) Price Target to $43 | EXEL St
RBC Capital has lowered its price target for Exelixis (EXEL) to $43 from $46 while maintaining a "Sector Perform" rating. This adjustment reflects a 6.52% decrease in the price target. Other analysts have recently given varying ratings and price targets for Exelixis, which specializes in cancer treatments.
Exelixis (NASDAQ:EXEL) Shares Down 9.4% After Analyst Downgrade
Exelixis (NASDAQ:EXEL) shares dropped 9.4% after Wall Street Zen downgraded the stock from a "strong-buy" to a "buy" rating. Despite the downgrade, analysts show mixed sentiment with a consensus "Hold" rating and an average target price of $47.11. Insider selling indicates a net outflow of 362,849 shares valued at approximately $15.9 million in the last quarter, even as the company reported strong EPS but slightly missed revenue estimates.
Exelixis (EXEL) EVP awarded 52,018 RSUs vesting annually from May 2027
Exelixis (EXEL) Executive Vice President of Research and Development, Dana Aftab, was granted 52,018 Restricted Stock Units (RSUs) under the company's 2017 Equity Incentive Plan. These RSUs will vest in annual installments, starting with one-quarter on May 15, 2027, and continuing each subsequent May 15 until fully vested. Following this grant, Aftab's total directly held common stock, including unvested RSUs and a prior performance-based award, amounts to 668,124 shares, with an additional 5,835 shares held indirectly through the Exelixis 401(k) Plan.
