Biotechnology

Exelixis

Exelixis released FY2026 Q1 earnings on May 5 After-Market EST, actual revenue USD 610.81 M (forecast USD 604.87 M), actual EPS USD 0.79 (forecast USD 0.7035)

Exelixis to Release FY2026 Q1 Earnings on May 5 After-Market EST, Forecast Revenue USD 604.99 M, EPS USD 0.7168

Exelixis Outlines Commercial Growth and Pipeline Strategy at Barclays Meeting

Exelixis released FY2025 Q4 earnings on February 10 After-Market EST, actual revenue USD 598.66 M (forecast USD 598.68 M), actual EPS USD 0.8849 (forecast USD 0.7467)

Exelixis released FY2025 earnings on February 10 After-Market (EST), actual revenue USD 2.32 B (forecast USD 2.32 B), actual EPS USD 2.78 (forecast USD 2.6504)

Exelixis Reports Record 2025 Cabozantinib Product Line Revenue

Elixis Reports Q4 Net Income Exceeding Expectations

Exelixis to Release FY2025 Q4 Earnings on February 10 After-Market EST, Forecast Revenue USD 601.34 M, EPS USD 0.7363

Truist Financial Reiterates Buy Rating on Exelixis With a Price Target of $51.00

Exelixis Reports 2025 Preliminary Financial Results and Prepares for Zanzalintinib Launch

Exelixis Inc. Reports 2025 Preliminary Financial Results and Forecasts 2026 Revenue

Exelixis Inc. and Natera Collaborate on Zanzalintinib Phase 3 Trial

Inspire Investing LLC Increased Holdings in Ixcelis

Cim LLC Acquired Exelixis, Inc. Stock in Q2

AQR Capital Management LLC Increased Holdings in Exelixis, Inc.

Exelixis Maintains Buy Rating, Expanding Oncology Strategy and Pipeline Innovation

Exelixis Inc. to Hold Virtual R&D Day

Exelixis Inc. Director David Edward Johnson Buys Common Stock

Exelixis' EVP Patrick J. Haley Sells Shares

Intech Investment Management LLC Increases Holdings in Exelixis

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EXEL

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Thrivent Financial for Lutherans significantly increased its stake in Exelixis, Inc. by 1,821.0% during Q4, owning 1,188,105 shares valued at $52 million. Other institutional investors also raised their positions. Insiders sold shares totaling over $17 million recently. Analysts have mixed ratings on Exelixis, with target prices ranging from $40 to $55. The stock opened at $50.13, with a market cap of $12.60 billion.

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WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Thrivent Financial for Lutherans Increases Holdings in Exelixis, Inc. $EXEL

ARKG

Ameritas Advisory Services LLC acquired 34,270 shares of Exelixis, Inc. (NASDAQ:EXEL) valued at approximately $1.5 million during Q4. Other hedge funds also increased their positions in the company. Exelixis reported solid earnings, with a quarterly revenue of $610.81 million and an EPS of $0.87, surpassing estimates. Analysts have mixed ratings and target prices for the stock, reflecting varied outlooks on its performance.

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MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Ameritas Advisory Services LLC Purchases Shares of 34,270 Exelixis, Inc. $EXEL

Danske Bank A S has significantly reduced its stake in Exelixis, Inc. by 99.4%, now holding only 1,500 shares after selling 234,545 shares in the 4th quarter. Other institutional investors have also adjusted their positions, with notable increases in holdings by Richardson Financial Services and Northwestern Mutual Wealth Management. Insider transactions included significant sales by senior executives. Analysts have mixed ratings on Exelixis, with a consensus target price of $47.83. The company recently reported strong Q1 earnings and initiated a $750M share repurchase program.

Danske Bank

Barclays

Exelixis, Inc. $EXEL Position Trimmed by Danske Bank A S

Guggenheim has maintained a Hold rating on Exelixis (EXEL), with shares closing at $48.70. The analyst consensus suggests a Moderate Buy rating with an average price target of $48.00, indicating a potential downside of 1.44%. Barclays also holds a Hold rating with a price target of $45.00.

Tip Ranks

Guggenheim Remains a Hold on Exelixis (EXEL)

Stifel Nicolaus raised Exelixis' price target from $44.00 to $47.00, maintaining a "hold" rating. The new target suggests a potential downside of 0.98% from the previous close. Other brokerages have also adjusted their ratings, with a consensus rating of "Hold" and a target of $47.44. Exelixis reported solid earnings, exceeding estimates with $0.87 EPS and $610.81 million in revenue, a 10% increase year-over-year. Insider transactions included significant stock sales by executives. Exelixis' stock performance shows a one-year range of $33.76 to $49.62.

Exelixis (NASDAQ:EXEL) Price Target Raised to $47.00

Exelixis shares are trading higher after Wells Fargo raised its price target on the stock from $35 to $40.

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Earnings Watch

Exelixis | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 610.81 M

William Blair analyst Andy Hsieh has reiterated a Buy rating on Exelixis (EXEL) due to strong commercial performance and clinical momentum, particularly from the STELLAR-304 trial. He notes the encouraging event rate in the trial and the durability of the Cabometyx franchise, despite some temporary challenges. Hsieh also emphasizes the value from Exelixis's share repurchase program, which includes a new $750 million authorization through 2027. Goldman Sachs also maintains a Buy rating with a $50 price target.

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Analyst Reiterates Buy on Exelixis, Citing STELLAR-304 Momentum, Cabometyx Durability, and Share Repurchases

Exelixis(EXEL.US)