Exelixis (EXEL) Projected to Post Earnings on Tuesday

Exelixis (NASDAQ:EXEL) is expected to be releasing 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 can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

Exelixis Stock Up 3.6%

NASDAQ EXEL opened at $43.90 on Friday. The firm has a market cap of $11.77 billion, a P/E ratio of 18.52, a price-to-earnings-growth ratio of 0.75 and a beta of 0.42. The company’s 50 day moving average is $43.69 and its 200-day moving average is $40.98. Exelixis has a 12-month low of $32.38 and a 12-month high of $49.62.

Insider Buying and Selling at Exelixis

In related news, EVP Dana Aftab sold 48,383 shares of Exelixis stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $42.50, for a total value of $2,056,277.50. Following the transaction, the executive vice president owned 664,778 shares in the company, valued at $28,253,065. This trade represents a 6.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Stelios Papadopoulos sold 100,000 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $43.55, for a total transaction of $4,355,000.00. Following the sale, the director owned 1,189,228 shares of the company’s stock, valued at approximately $51,790,879.40. The trade was a 7.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 245,235 shares of company stock valued at $10,490,600 over the last ninety days. Insiders own 2.82% of the company’s stock.

Institutional Investors Weigh In On Exelixis

Institutional investors have recently bought and sold shares of the stock. Sivia Capital Partners LLC increased its stake in shares of Exelixis by 23.8% in the second quarter. Sivia Capital Partners LLC now owns 14,362 shares of the biotechnology company’s stock worth $633,000 after buying an additional 2,764 shares during the period. Virtus Advisers LLC bought a new stake in Exelixis in the 3rd quarter worth $537,000. Hilltop Holdings Inc. purchased a new position in shares of Exelixis in the third quarter valued at about $457,000. Equitable Holdings Inc. bought a new position in shares of Exelixis during the third quarter valued at about $505,000. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of Exelixis by 73.1% during the third quarter. Tower Research Capital LLC TRC now owns 12,130 shares of the biotechnology company’s stock worth $501,000 after purchasing an additional 5,121 shares during the period. 85.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Oppenheimer reaffirmed a “market perform” rating and issued a $36.00 price target on shares of Exelixis in a report on Wednesday, November 5th. Leerink Partners upgraded Exelixis from a “market perform” rating to an “outperform” rating and set a $48.00 target price for the company in a research note on Tuesday, October 21st. Wolfe Research started coverage on Exelixis in a report on Tuesday, November 18th. They set a “peer perform” rating for the company. UBS Group set a $41.00 price target on shares of Exelixis in a report on Monday, January 5th. Finally, HC Wainwright reaffirmed a “buy” rating and set a $52.00 price objective on shares of Exelixis in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $46.16.

Key Stories Impacting Exelixis

Here are the key news stories impacting Exelixis this week:

• Positive Sentiment: Zacks Research upgraded Exelixis from a “hold” to a “strong‑buy,” signaling increased analyst conviction that the company’s growth story is improving. Read More.
• Positive Sentiment: Zacks issued broad upward revisions to Exelixis’ earnings outlook — raising FY2026 to $2.76 from $2.34 and FY2027 to $3.65 (previously $3.30), and lifting several quarterly estimates (e.g., Q1‑Q4 2026 and Q1‑Q4 2027). These higher forward EPS forecasts support a re‑rating and provide a clearer path to earnings growth. Read More.
• Positive Sentiment: Zacks published a bullish write‑up, “3 Reasons Why Growth Investors Shouldn’t Overlook Exelixis,” highlighting growth attributes that could help EXEL outperform — a narrative that can attract growth‑oriented buyers. Read More.
• Positive Sentiment: HC Wainwright reaffirmed its “Buy” rating on EXEL, providing additional sell‑side support that may encourage institutional interest. Read More.
• Neutral Sentiment: Note that Zacks’ upgraded forecasts exceed the current broader consensus (the entries cite a consensus near $2.04 for the current year). The market may await confirmation from Exelixis’ upcoming results/sales trends before other analysts materially follow, which could create short‑term volatility. Read More.

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.