The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 57 | 16.8x | 20.8x | Around median | |
Growth | 75 | 3.3% | 6.1% | Top tier | |
Quality | 94 | 38.8% | 6.6% | Top tier | |
Safety | 91 | — | 0.7x | Top tier | |
Capital Return | 78 | — | 2.02% | Top tier | |
Momentum | 80 | 16.3% | 4.1% | Top tier | |
Sentiment | 47 | 11 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Exelixis, Inc. is a biotechnology company specialized in oncology, focusing on the discovery, development, and commercialization of new therapies for difficult-to-treat solid tumors. The company generates its revenue primarily from the sales of its proprietary commercial products, led by cabozantinib (commercially known as CABOMETYX), in addition to earning royalties and milestone payments from its global partners such as Ipsen and Takeda, who market the drug in regions outside the United States. The company is currently working on building a multi-franchise platform by expanding the use of cabozantinib and developing next-generation therapies such as zanzalitinib (known as ZANZA).
During the first quarter of 2026, Exelixis, Inc. achieved strong financial results, with total revenues reaching $610.8 million and gross profit reaching $590.9 million. The company recorded a net income of $210.5 million, with diluted earnings per share of $0.79. These results were driven by the outstanding operational performance of the cabozantinib product family, which achieved net sales of $555 million in the United States, while royalties from international partners contributed $45.9 million to total quarterly revenues.
Exelixis, Inc. (EXEL) stock is currently trading below the analysts' average target price of $47.33, giving it room to grow toward the high end of the targets at $54, while the low end of the targets stands at $41. The stock has a general analyst consensus of a Buy recommendation, supported by a 52-week trading range of $33.76 to $53.93 and a market capitalization of $13.3 billion, reflecting a balanced valuation that combines the strength of current cash flows with future pipeline potential.
Figures in the text are as of 2026-06-24; the live price is shown at the top of the page.
The company achieved total revenues of approximately $611 million in the first quarter of 2026, which included $555 million in net product revenues for the cabozantinib family. The company recorded GAAP net income of $210.5 million, or $0.79 per diluted share, compared to net income of $193.6 million in the third quarter of 2025. Additionally, cash and marketable securities reached approximately $1.4 billion by the end of the first quarter of 2026.
The New Drug Application (NDA) for the combination of zanzalitinib with atezolizumab for the treatment of third-line and beyond colorectal cancer is currently under review by the U.S. Food and Drug Administration. The target PDUFA action date has been set for early December 2026, and this review is based on the results of the STELLAR-303 study, which showed a 20% reduction in the risk of death in the overall target population. The company's sales teams are actively preparing for an immediate commercial launch once regulatory approval is obtained.
CABOMETYX continues its leadership as the most prescribed tyrosine kinase inhibitor (TKI) for the treatment of renal cell carcinoma (RCC) and neuroendocrine tumors in the United States. The first quarter of 2026 saw the highest number of new patients starting treatment with the drug in its history, with total prescription volume growing by 14% compared to the same period of the previous year. Additionally, the drug's market share within its therapeutic class rose from 44% in the first quarter of 2025 to 47% in the first quarter of 2026.
Automated analysis for informational purposes only — not investment advice.
The company repurchased common stock valued at approximately $430.8 million during the first quarter of 2026, resulting in the retirement of about 10 million shares at an average price of $42.99 per share. With only about $159.4 million remaining under the October 2025 program, management expected to fully conclude this program in May 2026. Consequently, in May 2026, the Board of Directors approved a new $750 million share buyback program running through the end of 2027.
The company has several pivotal studies for zanzalitinib, most notably the STELLAR-304 study for the treatment of non-clear cell renal cell carcinoma, which has completed patient enrollment with initial results expected in the second half of 2026. The company also plans to launch the STELLAR-316 study in mid-2026 in collaboration with Natera to detect minimal residual disease (MRD) using the Signatera test. Additionally, the Phase 2 STELLAR-201 study was launched for the treatment of recurrent meningioma, with expectations of rapid patient enrollment given the current lack of approved therapies.