Exelixis (EXEL) Expected to Announce Quarterly Earnings on Tuesday

Exelixis (NASDAQ:EXEL) is expected to be announcing its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.74 per share and revenue of $609.1710 million for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

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

Exelixis Stock Performance

NASDAQ EXEL opened at $42.81 on Tuesday. The stock has a 50 day moving average price of $43.77 and a 200-day moving average price of $41.00. Exelixis has a one year low of $32.38 and a one year high of $49.62. The company has a market capitalization of $11.48 billion, a P/E ratio of 18.06, a P/E/G ratio of 0.75 and a beta of 0.40.

Analyst Upgrades and Downgrades

Several equities analysts have commented on EXEL shares. HC Wainwright increased their price objective on shares of Exelixis from $49.00 to $52.00 and gave the company a “buy” rating in a research report on Tuesday, January 27th. Stifel Nicolaus set a $43.00 price target on shares of Exelixis in a report on Wednesday, November 5th. Oppenheimer reiterated a “market perform” rating and issued a $36.00 price target on shares of Exelixis in a research report on Wednesday, November 5th. Truist Financial set a $51.00 price objective on Exelixis in a research report on Wednesday, January 14th. Finally, Morgan Stanley raised their price objective on Exelixis from $48.00 to $49.00 and gave the company an “equal weight” rating in a research note on Monday. Eleven research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $46.00.

Insiders Place Their Bets

In other news, Director Stelios Papadopoulos sold 100,000 shares of Exelixis stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $43.55, for a total transaction of $4,355,000.00. Following the completion of the sale, the director directly owned 1,189,228 shares in the company, valued at approximately $51,790,879.40. This trade represents a 7.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Patrick J. Haley sold 28,043 shares of the business’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $42.58, for a total transaction of $1,194,070.94. Following the sale, the executive vice president directly owned 374,029 shares of the company’s stock, valued at $15,926,154.82. This represents a 6.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 245,235 shares of company stock valued at $10,490,600 over the last quarter. 2.82% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Exelixis

Several large investors have recently added to or reduced their stakes in EXEL. Sivia Capital Partners LLC raised its holdings 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 valued at $633,000 after acquiring an additional 2,764 shares in the last quarter. Virtus Advisers LLC purchased a new position in Exelixis during the 3rd quarter valued at about $537,000. Hilltop Holdings Inc. bought a new stake in shares of Exelixis in the 3rd quarter valued at about $457,000. Equitable Holdings Inc. purchased a new stake in shares of Exelixis in the 3rd quarter worth approximately $505,000. Finally, Tower Research Capital LLC TRC boosted its stake 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 valued at $501,000 after purchasing an additional 5,121 shares in the last quarter. 85.27% of the stock is owned by hedge funds and other institutional investors.

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.