Insider buying last 90 days
No open-market insider purchases were filed for EXEL in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every EXEL insider filing, plotted on the chart in Gekko.Open EXEL in Gekko
NASDAQ: EXEL
Exelixis (EXEL) Stock Analysis & Forecast
Sep 28 close
$58.37+0.21 (+0.4%)
Gekko Brief
AI summaryThis week's news centers on Exelixis' zanzalintinib, its investigational treatment being developed with atezolizumab for metastatic colorectal cancer. The FDA extended its review of the NDA by three months after the company submitted new safety and efficacy data, pushing the target action date to March 3, 2027. Coverage has framed this as a delay to the drug's growth timeline, alongside separate commentary describing Exelixis as a momentum and value stock.
Exelixis closed at $58.37, up 0.4%, sitting above both its 50-day average of $55.61 and its 200-day average of $48.73, with the 50-day above the 200-day. The stock has returned 5.6% over one month, 7.5% over three months, and 40.5% over six months, and trades near its 52-week high of $59.72. The GekkoIndex reads 54.5, placing it in the Neutral zone, while Gekko Fair Value stands at $85.03, putting the current price 31.4% below that level.
The next earnings report is scheduled for 3 November 2026 after the close, 35 days out and beyond a typical 20-trading-day holding window; the prior report on 5 August 2026 beat estimates ($0.82 versus $0.75) yet the stock reacted -6.8%. Seasonality data shows the next 20 trading days have averaged a 0.9% return over 5 years, rising in 3 of them. No insider, Congress, or unusual options activity appears in the current windows, though one trailblazer holder is noted.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Exelixis price vs fair value
Close $58.37200-day averageGekko Fair Value $85.03
Exelixis quick facts
- Market cap
- $14.67B
- P/E ratio
- 18.3
- Forward P/E
- 13.6
- EPS, TTM
- $3.18
- Revenue, TTM
- $2.44B
- Profit margin
- 35.3%
- Dividend yield
- —
- Beta
- 0.42
- Volume
- 1.25M avg 2.13M
- 1-year return
- +50.9%
- Typical daily move
- ±2.8%
- Typical 20-day move
- ±6.1%
- 50-day average
- $55.61
- 200-day average
- $48.73
- Next earnings
- Nov 3 after close
- Shares outstanding
- 247.8M
Exelixis swing-trade checklist
Exelixis scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed0 headwinds
- Trendsupportive
Above 50 and 200-day
Close $58.37 is above the 50-day ($55.61) and 200-day ($48.73) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
54.5, Neutral
Reading 54.5 is in the Neutral zone.
See the GekkoIndex - Fair valuesupportive
31.4% below
Price is 31.4% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 35 days
Next report Nov 3, 2026, 35 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+0.9% on average
From this point in the calendar, the next 20 trading days averaged +0.9% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Exelixis stock chart and price history
Exelixis closed at $58.37 on Sep 28, 2026, +50.9% over the past year, inside a 52-week range of $33.76 to $59.72.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +5.6%
- 3 months
- +7.5%
- 6 months
- +40.5%
- 1 year
- +50.9%
The full EXEL chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open EXEL in Gekko
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About Exelixis
Exelixis works in cancer treatment, developing and selling drugs aimed at fighting the disease within the United States. It markets CABOMETYX for advanced kidney cancer patients who have already had anti-angiogenic therapy, and COMETRIQ for a form of metastatic thyroid cancer; both draw on the same underlying compound, cabozantinib, which blocks several kinases tied to tumor growth. The company also sells COTELLIC, used alongside other treatments for advanced melanoma, and MINNEBRO, a blood pressure medication cleared for use in Japan. Beyond these approved products, Exelixis is advancing several experimental compounds targeting solid tumors and blood cancers through its research pipeline.
The company relies heavily on collaboration, holding research and licensing agreements with a range of pharmaceutical and biotech partners that support both its marketed drugs and its pipeline candidates. These partnerships span companies involved in drug discovery, antibody technology, and manufacturing, reflecting a business model built around shared development efforts rather than working in isolation.
Exelixis traces its origins to 1994, when it was founded under the name Exelixis Pharmaceuticals, Inc., before adopting its current name in February 2000. The company is headquartered in Alameda, California, and its shares are listed on the NASDAQ under the ticker EXEL.
- Listed
- NASDAQ
- Sector
- Health technology
- Industry
- Pharmaceuticals: major
- Website
- exelixis.com
Exelixis GekkoIndex: the smart money zone
Exelixis’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 54.5, in the Neutral zone, up 1.1 points over five sessions.
54.5Neutral
Up 1.1 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 22 | +0.3% | +5.9% | ||
| Accumulation | 147 | +2.0% | +5.4% | ||
| Neutral (current zone) | 464 | +0.6% | +2.9% | ||
| Distribution | 37 | 0.0% | +1.0% | ||
| Selling | 2 | Too few readings yet | |||
Average EXEL share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the EXEL price, zone by zone.Track EXEL in Gekko
Is Exelixis stock overvalued? Gekko Fair Value
Exelixis trades 31.4% below Gekko Fair Value of $85.03, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Exelixis shares are worth, recalculated every trading day.
$85.03
Gekko Fair Value, Sep 29, 2026
31.4% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open EXEL in Gekko
Exelixis insider and Congress trading
No open-market insider purchases were filed for Exelixis, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in EXEL were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for EXEL, plotted on the chart in Gekko.Open EXEL in Gekko
Buybacks
Exelixis has been buying back its own shares.
- Latest authorization
- $750.0M, May 5, 2026
- Bought back, quarter ended Jul 3, 2026
- $323.0M
- As a share of market cap
- 2.20%
- Trailing four quarters
- $1.11B
From company filings.
Hedge funds and billionaires quarter ended Dec 31
1of the funds Gekko tracks holds EXEL.
0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Exelixis earnings: next date and track record
Exelixis reports on Nov 3, 2026, after the close (35 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Nov 3, 2026
Expected after the close, 35 days away
- EPS estimate
- $0.89
- Revenue estimate
- $649.6M
8 of 8reports beat the EPS estimate
±10.1%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- Exelixis reported solid Q2 2026 results driven by the cabozantinib (cabo) franchise, with total revenues of approximately $629 million and cabozantinib franchise net product revenues of $573 million. CABOMETYX net product revenue grew 10% year-over-year and TRx volume grew 12% versus Q2 2025. GAAP net income was approximately $212 million ($0.85 basic, $0.82 diluted). Management reiterated confidence in cabozantinib’s long-term trajectory while prioritizing zanzalintinib (zanza) as the company’s next franchise opportunity, highlighting seven ongoing/imminent pivotal trials and an NDA under regulatory review for zanza plus atezo in colorectal cancer with a PDUFA target in early December. The company updated its estimate for full-year 2026 gross-to-net deductions for the cabozantinib franchise to 30%-31% and noted modestly slower growth in 2026 driven by a more gradual ramp in the NET indication. Management emphasized execution, ongoing trial initiations (e.g., STELLAR-316, STELLAR-311, STELLAR-201), potential second-wave trials in 2027, and continued share repurchases.
- Guidance
- Updated financial guidance reflects modestly slower growth in 2026 due to a more gradual NET ramp. The company updated its estimate for full-year 2026 gross-to-net deductions for the cabozantinib franchise to between 30% and 31%. Zanzalintinib NDA (STELLAR-303) review with a PDUFA target in early December 2026. No explicit numeric revenue or EPS guidance provided on the call beyond these updates.
- Risks flagged
- Risks discussed or noted include clinical and regulatory risk (ongoing NDA review, potential non-significant endpoints—non-liver mets subgroup in STELLAR-303), enrollment and event-rate variability in clinical trials, potential cannibalization of commercial patients by trials in smaller tumor types, ANDA and 505(b)(2) regulatory/IP challenges related to generic/alternative formulations, gross-to-net pressure (higher deductions, co-pay assistance changes, 340B utilization), and competitive dynamics in oncology.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $0.82 est $0.75 | $628.7M est $636.4M | −6.8% |
| May 5, 2026 | $0.87 est $0.77 | $610.8M est $607.5M | +10.3% |
| Feb 10, 2026 | $0.94 est $0.77 | $598.7M est $596.5M | −2.3% |
| Nov 4, 2025 | $0.78 est $0.69 | $597.8M est $590.2M | +6.1% |
| Jul 28, 2025 | $0.75 est $0.65 | $568.3M est $594.9M | −19.0% |
| May 13, 2025 | $0.62 est $0.37 | $555.4M est $499.6M | +20.7% |
| Feb 11, 2025 | $0.55 est $0.49 | $566.8M est $563.2M | −2.1% |
| Oct 29, 2024 | $0.40 est $0.35 | $539.5M est $556.6M | +13.8% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Exelixis stock forecast and analyst price targets
Analysts’ average 12-month price target for Exelixis is $53.69, −8.0% from the last close, from 15 firms rating the stock in the last 90 days.
$53.69consensus 12-month target, −8.0% from the last close
Now $58.37Avg $53.69
Low $41High $64
Each firm’s latest rating in the last 90 days: 15 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 14 | Truist Financial | — | — |
| Sep 11 | BMO Capital | $54 | −7.5% |
| Sep 11 | William Blair | — | — |
| Sep 11 | Bank of America Securities | $41 | −29.8% |
| Sep 11 | Stifel Nicolaus | — | — |
+2.9%average 20-day move after past Neutral readings
+0.9%average move over the next 20 trading days in the last 5 years
±2.8%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Exelixis seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Exelixis averaged +0.9% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.6% | 3 of 5 |
| Next 10 trading days | −0.7% | 2 of 5 |
| Next 15 trading days | 0.0% | 3 of 5 |
| Next 20 trading days | +0.9% | 3 of 5 |
| Next 30 trading days | +6.7% | 3 of 5 |
For scale, EXEL’s typical 20-trading-day move in either direction is about 6.1%.
Exelixis market cap and key statistics
Exelixis’s market cap is $14.67B, with a P/E ratio of 18.3 and revenue of $2.44B over the last twelve months.
Valuation
- Market cap
- $14.67B
- P/E ratio
- 18.3
- Forward P/E
- 13.6
- EPS, TTM
- $3.18
- Gekko Fair Value
- $85.03
Trading
- Volume
- 1.25M
- Avg volume, 20 days
- 2.13M
- 52-week high
- $59.72
- 52-week low
- $33.76
- Shares outstanding
- 247.8M
Financials
- Revenue, TTM
- $2.44B
- Profit margin
- 35.3%
- Return on equity
- 44.4%
- Quarterly earnings growth, YoY
- +26.2%
Risk and income
- Beta
- 0.42
- Typical daily move
- ±2.8%
- Typical 20-day move
- ±6.1%
Exelixis stock news this week
Coverage of Exelixis this week reads negative: 0 positive, 0 neutral and 3 negative headlines.
- How Investors Are Reacting To Exelixis (EXEL) FDA Review ExtensionWebull, Sep 25
- Could Zanzalintinib's FDA Delay Affect Exelixis' Growth Plans?TradingView, Sep 24
- Here's Why Exelixis (EXEL) is a Strong Momentum StockZacks Investment Research, Sep 23
- Exelixis (EXEL) Gets FDA Review Extension For Zanzalintinib განაცხად tometastatic Colorectal CancerYahoo Finance, Sep 21
- Why Exelixis (EXEL) is a Top Value Stock for the Long-TermZacks Investment Research, Sep 21
Exelixis peers
Exelixis’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| LLYEli Lilly | Neutral | 17.9% above |
| JNJJohnson & Johnson | Neutral | 0.5% above |
| ABBVAbbVie | Neutral | 23.3% above |
| MRKMerck | Neutral | 4.2% below |
| AZNAstraZeneca | Neutral | 39.9% below |
| PFEPfizer | Neutral | 4.0% below |
A peer links to its own page where one exists.
Exelixis stock FAQ
What is Exelixis’s market cap?
Exelixis’s market cap is $14.67B at the Sep 28, 2026 close of $58.37, with 247.8M shares outstanding. The shares trade on a P/E ratio of 18.3.
What is the Exelixis stock forecast?
The consensus analyst 12-month price target for Exelixis is $53.69, −8.0% from the last close. Of the 15 firms that rated the stock in the last 90 days, 4 rate it a buy, 10 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is Exelixis stock overvalued or undervalued?
On Gekko’s estimate Exelixis is undervalued: the Sep 28, 2026 close of $58.37 is 31.4% below Gekko Fair Value of $85.03. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Exelixis report earnings next?
Exelixis is expected to report on Nov 3, 2026, after the market closes (35 days away). Analysts expect earnings of $0.89 per share on revenue of $649.6M. Exelixis beat the earnings estimate in 8 of its last 8 reports, moving 10.1% on average across the report.
What is Exelixis’s 52-week high and low?
Exelixis’s 52-week high is $59.72 and its 52-week low is $33.76; it closed at $58.37 on Sep 28, 2026, +50.9% over the past year.
Is Exelixis stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (trend, fair value, earnings risk and seasonality), 1 as mixed (gekkoindex). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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