Exelixis (EXEL) to Release Earnings on Tuesday

Exelixis (NASDAQ:EXEL) will likely be posting its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect Exelixis to post earnings of $0.74 per share and revenue of $609.1710 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

Exelixis (NASDAQ:EXEL) last issued its quarterly earnings data on Tuesday, November 4th. The biotechnology company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.10. Exelixis had a return on equity of 31.06% and a net margin of 29.63%.The firm had revenue of $597.76 million during the quarter, compared to analysts’ expectations of $590.04 million. During the same period in the prior year, the business posted $0.47 EPS. The firm’s quarterly revenue was up 10.8% on a year-over-year basis. On average, analysts expect Exelixis to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Exelixis Price Performance

Shares of EXEL stock opened at $42.81 on Tuesday. The stock’s 50-day moving average is $43.77 and its 200 day moving average is $41.00. Exelixis has a 1-year low of $32.38 and a 1-year high of $49.62. The company has a market cap of $11.48 billion, a P/E ratio of 18.06, a PEG ratio of 0.75 and a beta of 0.40.

Insider Activity at Exelixis

In related news, Director Stelios Papadopoulos sold 100,000 shares of the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $43.55, for a total value of $4,355,000.00. Following the transaction, the director directly owned 1,189,228 shares of the company’s stock, valued at $51,790,879.40. This represents a 7.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Patrick J. Haley sold 28,043 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $42.58, for a total value of $1,194,070.94. Following the completion of the transaction, the executive vice president owned 374,029 shares of the company’s stock, valued at $15,926,154.82. This trade represents a 6.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 245,235 shares of company stock valued at $10,490,600 over the last three months. 2.82% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Exelixis

Hedge funds and other institutional investors have recently bought and sold shares of the business. CIBC Private Wealth Group LLC lifted its stake in Exelixis by 9.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 6,065 shares of the biotechnology company’s stock valued at $250,000 after acquiring an additional 508 shares during the period. CIBC Bancorp USA Inc. acquired a new position in Exelixis during the third quarter valued at $357,000. Captrust Financial Advisors boosted its holdings in Exelixis by 6.4% in the third quarter. Captrust Financial Advisors now owns 75,293 shares of the biotechnology company’s stock valued at $3,110,000 after purchasing an additional 4,547 shares during the last quarter. Danske Bank A S acquired a new stake in Exelixis during the 3rd quarter worth about $9,749,000. Finally, Advisory Services Network LLC grew its position in Exelixis by 15.6% during the 3rd quarter. Advisory Services Network LLC now owns 47,043 shares of the biotechnology company’s stock worth $1,943,000 after purchasing an additional 6,345 shares during the period. Institutional investors and hedge funds own 85.27% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Oppenheimer restated a “market perform” rating and issued a $36.00 price target on shares of Exelixis in a report on Wednesday, November 5th. Wolfe Research started coverage on shares of Exelixis in a research report on Tuesday, November 18th. They set a “peer perform” rating for the company. Guggenheim downgraded shares of Exelixis from a “buy” rating to a “neutral” rating in a research note on Monday, November 3rd. Citigroup downgraded Exelixis from a “market outperform” rating to an “underperform” rating in a research report on Monday, January 5th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $45.00 price objective on shares of Exelixis in a report on Tuesday, October 21st. Eleven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $46.00.

About Exelixis

Exelixis, Inc is a biotechnology company specializing in the discovery, development and commercialization of small molecule therapies primarily for the treatment of cancer. Building on a platform that leverages model organism genetics and high-throughput screening, the company focuses its research on kinase inhibitors that modulate critical signaling pathways involved in tumor growth and metastasis. Exelixis’s translational research approach aims to advance novel compounds from early-stage discovery through clinical development and regulatory approval.

The company’s most recognized products include CABOMETYX® (cabozantinib), approved for the treatment of advanced renal cell carcinoma and hepatocellular carcinoma, and COMETRIQ® (cabozantinib) for metastatic medullary thyroid cancer.