EXELHealthcare · BiotechnologyThe 18 Wall Street analysts covering Exelixis, Inc. hold a median 12-month price target of $54 — -17.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 26 Oct 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Exelixis, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (99): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Revisions (52): Analysts have, on balance, been cutting their forecasts.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on EXEL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −17.4% from it.
Of the 20 most recent actions, 8 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Citizens | Maintains | Market Outperform | $55 → $65 |
| 9 Oct 2026 | RBC Capital | Maintains | Sector Perform | $45 → $51 |
| 9 Oct 2026 | RBC Capital | Maintains | Sector Perform | — |
| 8 Oct 2026 | RBC Capital | Maintains | Sector Perform | $46 → $45 |
| 8 Oct 2026 | RBC Capital | Maintains | Sector Perform | — |
| 7 Oct 2026 | Truist Securities | Maintains | Hold | $52 → $54 |
| 7 Oct 2026 | Truist Securities | Maintains | Hold | — |
| 19 Aug 2026 | BMO Capital | Initiates | Market Perform | $54 |
| 19 Aug 2026 | BMO Capital | Initiates | Market Perform | — |
| 6 Aug 2026 | Stifel | Maintains | Hold | $47 → $51 |
| 6 Aug 2026 | Stifel | Maintains | Hold | — |
| 6 Aug 2026 | Truist Securities | Maintains | Hold | $56 → $52 |
| 6 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $50 → $53 |
| 14 July 2026 | Barclays | Maintains | Equal-Weight | $45 → $49 |
| 14 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 13 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 13 July 2026 | Wells Fargo | Maintains | Equal-Weight | $40 → $49 |
| 7 July 2026 | RBC Capital | Maintains | Sector Perform | $43 → $46 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
EXEL appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 27 Oct 2026, Exelixis, Inc. returned +63.4% against +13.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 37% of US stocks
Cheaper than 19% of US stocks
Cheaper than 10% of US stocks
Cheaper than 23% of US stocks
Higher than 54% of US stocks
Higher than 53% of US stocks
Higher than 99% of US stocks
Higher than 92% of US stocks
Higher than 92% of US stocks
Higher than 92% of US stocks
Higher than 99% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Exelixis, Inc. has a market value of $16.0B and an enterprise value of $15.3B.
Revenue in the twelve months to 30 June 2026: $2.4B. The latest quarter grew 10.6% year on year.
Net income over the same four quarters: $860.6M, a 35.3% net margin.
Diluted earnings per share, trailing twelve months: $3.18.
Free cash flow in the twelve months to 30 June 2026: $1.2B.
Exelixis, Inc. spent $1.1B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 20.4×; forward P/E: 15.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Exelixis, Inc. employs 1,077 people — $2.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Exelixis, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Riverwater Partners’ Sustainable Value Strategy trailed the Russell 2500 Value Index in the third quarter. The update named Exelixis among the strategy’s top contributors, alongside InterDigital and Stevanato Group.
Why it matters — The update identifies Exelixis as a top contributor to the strategy’s portfolio performance during the quarter.
MarketBeat says oncology is heating up and that a cancer breakthrough at Bristol Myers Squibb could have implications beyond the company. The excerpt gives no details about the breakthrough or its wider effects.
Why it matters — Exelixis watchers may note broader developments in oncology, though the excerpt does not describe a direct impact on Exelixis.
The FDA extended its review period for Exelixis’ request to approve a new cancer drug. The article notes that the company’s most important medicine is performing well and has several years before generic competition.
Why it matters — EXEL watchers may weigh the regulatory delay against the continued performance and remaining growth runway of the company’s key medicine.
Exelixis shares are higher by 177% since 2017, with earnings upcoming.
Why it matters — The report notes a long-term share-price gain and upcoming earnings, both relevant context for EXEL watchers.
Zacks Investment Research says Exelixis has two key ingredients associated with a likely earnings beat ahead of its upcoming report, and outlines key expectations.
Why it matters — The item previews the upcoming earnings release and highlights Zacks' expectation of a possible earnings beat.
The 18 Wall Street analysts covering Exelixis, Inc. have a median 12-month price target of $54, with estimates ranging from $41 to $70. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering Exelixis, Inc., 7 rate it a Buy, 10 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Exelixis, Inc. 98 out of 100 across roughly 4,600 US stocks as at 26 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 26 Oct 2026, Exelixis, Inc. ranks 98 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (99 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies -17.4% from the last close, and Ticker Nerd's factor model ranks Exelixis, Inc. 98 out of 100 as at 26 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Exelixis, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EXEL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $41 to $70 over the next 12 months.
Exelixis, Inc. returned +63.4% over the 12 months to 27 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Exelixis Inc. is an oncology-focused biopharmaceutical company that discovers, develops, and commercializes medicines for difficult-to-treat cancers.
The most recent item we track (Seeking Alpha, 27 Oct 2026): "Riverwater Partners Sustainable Value Strategy Q3 2026 Portfolio Update". Riverwater Partners’ Sustainable Value Strategy trailed the Russell 2500 Value Index in the third quarter. The update named Exelixis among the strategy’s top contributors, alongside InterDigital and Stevanato Group.
Exelixis Inc. is an oncology-focused biopharmaceutical company that discovers, develops, and commercializes medicines for difficult-to-treat cancers. The company’s current portfolio centers on cancer therapies built around cabozantinib, including CABOMETYX and COMETRIQ, which are used across multiple tumor types in clinical practice. Exelixis also advances a broader pipeline of small-molecule and biotherapeutic candidates aimed at expanding treatment options in solid tumors and other oncology settings. In addition to internal drug development, the company works through collaborations to support research, development, and commercialization activities. Based in Alameda, California, Exelixis plays a significant role in the cancer treatment market by combining approved products with an active development pipeline focused on targeted oncology medicines.
CEO Dr. Michael M. Morrissey Ph.D. · 1,077 employees · United States · https://www.exelixis.com
