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BMO Capital Starts Exelixis (EXEL) at Market Perform

Wed, 19 Aug 2026 05:31:44 -0400

(Updated - August 19, 2026 5:31 AM EDT)

BMO Capital analyst David Lebowitz initiates coverage on Exelixis (NASDAQ: EXEL) with a Market Perform rating, PT $54.00.

The analyst comments "We initiate coverage of Exelixis (EXEL) with a Market Perform rating and a $54 target price. Exelixis is a commercial-stage oncology company anchored by cabozantinib, which generated ~$2.12 billion in FY25. The franchise is durable, high margin, and cash generative. However, the drug is proceeding toward a patent cliff in early 2030. While follow-up drug zanzalintinib offers a potentially promising bridge forward, it is not fully de-risked and its future stream does not

BMO Capital Starts Exelixis (EXEL) at Market Perform

Wed, 19 Aug 2026 05:31:44 -0400

(Updated - August 19, 2026 5:31 AM EDT)

BMO Capital analyst David Lebowitz initiates coverage on Exelixis (NASDAQ: EXEL) with a Market Perform rating, PT $54.00.

Form SCHEDULE 13D/A EXELIXIS, INC. Filed by: FARALLON CAPITAL MANAGEMENT, L.L.C.

Fri, 14 Aug 2026 08:21:00 -0400

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Form SCHEDULE 13D/A EXELIXIS, INC. Filed by: FARALLON CAPITAL MANAGEMENT, L.L.C.

Fri, 14 Aug 2026 08:21:00 -0400

si-local-file:///var/storage/secattach/20260814/26925018.html

Form 4 EXELIXIS, INC. For: Aug 10 Filed by: Beckerle Mary C

Wed, 12 Aug 2026 19:34:00 -0400

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Form 4 EXELIXIS, INC. For: Aug 10 Filed by: Beckerle Mary C

Wed, 12 Aug 2026 19:34:00 -0400

si-local-file:///var/storage/secattach/20260812/26914809.html

Form SCHEDULE 13G/A EXELIXIS, INC. Filed by: AQR CAPITAL MANAGEMENT LLC

Wed, 12 Aug 2026 07:18:00 -0400

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Form SCHEDULE 13G/A EXELIXIS, INC. Filed by: AQR CAPITAL MANAGEMENT LLC

Wed, 12 Aug 2026 07:18:00 -0400

si-local-file:///var/storage/secattach/20260812/26908874.html

Form 144 EXELIXIS, INC. Filed by: Beckerle Mary C

Mon, 10 Aug 2026 16:15:00 -0400

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Form 144 EXELIXIS, INC. Filed by: Beckerle Mary C

Mon, 10 Aug 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20260810/26898115.html

Leerink Downgrades Exelixis (EXEL) to Market Perform

Thu, 06 Aug 2026 13:39:00 -0400

Leerink analyst Christopher Liu downgraded Exelixis (NASDAQ: EXEL) from Outperform to Market Perform, PT $52.00.

For an analyst ratings summary and ratings history on Exelixis click here. For more ratings news on Exelixis click here.

Shares of Exelixis closed at $56.70 yesterday.

Exelixis (EXEL) PT Raised to $51 at Stifel

Thu, 06 Aug 2026 08:09:27 -0400

Stifel analyst Stephen Willey raised the price target on Exelixis (NASDAQ: EXEL) to $51.00 (from $47.00) while maintaining a Hold rating.

Exelixis (EXEL) PT Lowered to $52 at Truist Securities

Thu, 06 Aug 2026 07:22:20 -0400

Truist Securities analyst Gregory Renza lowered the price target on Exelixis (NASDAQ: EXEL) to $52.00 (from $56.00) while maintaining a Hold rating.

Exelixis (EXEL) PT Raised to $50 at Wells Fargo

Thu, 06 Aug 2026 06:38:46 -0400

Wells Fargo analyst Eva Fortea Verdejo raised the price target on Exelixis (NASDAQ: EXEL) to $50.00 (from $49.00) while maintaining a Equal Weight rating.

Form S-8 EXELIXIS, INC.

Wed, 05 Aug 2026 16:26:00 -0400

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Form S-8 EXELIXIS, INC.

Wed, 05 Aug 2026 16:26:00 -0400

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Form 10-Q EXELIXIS, INC. For: Jul 03

Wed, 05 Aug 2026 16:14:00 -0400

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Form 10-Q EXELIXIS, INC. For: Jul 03

Wed, 05 Aug 2026 16:14:00 -0400

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Exelixis (EXEL) Tops Q2 EPS by 7c ; Offers Guidance

Wed, 05 Aug 2026 16:10:51 -0400

Exelixis (NASDAQ: EXEL) reported Q2 EPS of $0.91, $0.07 better than the analyst estimate of $0.84. Revenue for the quarter came in at $628.69 million versus the consensus estimate of $633.8 million.

GUIDANCE:

Exelixis sees FY2026 revenue of $2.5-2.55 billion, versus the consensus of $2.6 billion.

For earnings history and earnings-related data on Exelixis (EXEL) click here.

Exelixis (EXEL) Tops Q2 EPS by 7c ; Offers Guidance

Wed, 05 Aug 2026 16:10:51 -0400

Exelixis (NASDAQ: EXEL) reported Q2 EPS of $0.91, $0.07 better than the analyst estimate of $0.84. Revenue for the quarter came in at $628.69 million versus the consensus estimate of $633.8 million.

GUIDANCE:

Exelixis sees FY2026 revenue of $2.5-2.55 billion, versus the consensus of $2.6 billion.

For earnings history and earnings-related data on Exelixis (EXEL) click here.

Form 8-K EXELIXIS, INC. For: Aug 05

Wed, 05 Aug 2026 16:10:00 -0400

si-local-file:///var/storage/secattach/20260805/26874242.html

Form 8-K EXELIXIS, INC. For: Aug 05

Wed, 05 Aug 2026 16:10:00 -0400

si-local-file:///var/storage/secattach/20260805/26874242.html

Exelixis Announces Second Quarter 2026 Financial Results and Provides Corporate Update

Wed, 05 Aug 2026 16:05:00 -0400

- Total Revenues of $628.7 million, Cabozantinib Franchise U.S. Net Product Revenues of $573.0 million -

- GAAP Diluted EPS of $0.82, Non-GAAP Diluted EPS of $0.91 -

- Conference Call and Webcast Today at 5:00 PM ET -

ALAMEDA, Calif.--(BUSINESS WIRE)-- Exelixis, Inc. (Nasdaq: EXEL) today reported financial results for the second quarter of 2026, provided an update on progress toward achieving key corporate objectives, and outlined its commercial, clinical and pipeline development milestones.

“Exelixis continues to execute across the key pillars of our business, positioning the company to deliver on our strategic

Exelixis Announces Second Quarter 2026 Financial Results and Provides Corporate Update

Wed, 05 Aug 2026 16:05:00 -0400

- Total Revenues of $628.7 million, Cabozantinib Franchise U.S. Net Product Revenues of $573.0 million -

- GAAP Diluted EPS of $0.82, Non-GAAP Diluted EPS of $0.91 -

- Conference Call and Webcast Today at 5:00 PM ET -

“Exelixis continues to execute across the key pillars of our business, positioning the company to deliver on our strategic

Exelixis Announces Second Quarter 2026 Financial Results and Provides Corporate Update

Wed, 05 Aug 2026 16:05:00 -0400

- Total Revenues of $628.7 million, Cabozantinib Franchise U.S. Net Product Revenues of $573.0 million -

- GAAP Diluted EPS of $0.82, Non-GAAP Diluted EPS of $0.91 -

- Conference Call and Webcast Today at 5:00 PM ET -

“Exelixis continues to execute across the key pillars of our business, positioning the company to deliver on our strategic