EXELHealthcare · BiotechnologyThe 19 Wall Street analysts covering Exelixis, Inc. hold a median 12-month price target of $52 — +1.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 15 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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 (100): 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 (62): Analysts have, on balance, been cutting their forecasts.
Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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.
The green dot is the last close — the median target sits +1.5% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Stifel | Maintains | Hold | $47 → $51 |
| 6 Aug 2026 | Truist Securities | Maintains | Hold | $56 → $52 |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $50 → $53 |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 14 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 14 July 2026 | Barclays | Maintains | Equal-Weight | $45 → $49 |
| 13 July 2026 | Wells Fargo | Maintains | Equal-Weight | $40 → $49 |
| 13 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 7 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 7 July 2026 | RBC Capital | Maintains | Sector Perform | $43 → $46 |
| 7 July 2026 | Truist Securities | Maintains | Hold | $54 → $56 |
| 7 July 2026 | Truist Securities | Maintains | Hold | — |
| 2 July 2026 | HC Wainwright & Co. | Reiterates | Buy | — |
| 2 July 2026 | UBS | Maintains | Neutral | — |
| 25 June 2026 | Truist Securities | Downgrade | Hold | — |
| 24 June 2026 | Citizens | Maintains | Market Outperform | — |
| 7 May 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 6 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 6 May 2026 | Stifel | Maintains | Hold | — |
| 6 May 2026 | TD Cowen | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EXEL appears on the weeks it earns a place.
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 46% of US stocks
Cheaper than 24% of US stocks
Cheaper than 16% of US stocks
Cheaper than 33% 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 93% of US stocks
Higher than 92% of US stocks
Higher than 99% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
SBS Law announced that Exelixis, Inc. investors have the opportunity to join a securities fraud investigation involving the company. The firm issued a notice inviting eligible investors to participate in the probe.
Why it matters — An active securities fraud investigation raises potential legal and reputational concerns that Exelixis watchers would want to monitor.
Levi & Korsinsky notified investors of an investigation into Exelixis after the company reported Q2 revenue of approximately $628.7 million, missing consensus estimates, and lowered and narrowed its full-year 2026 revenue outlook, causing shares to drop in after-hours trading.
Why it matters — Exelixis watchers would care because the revenue shortfall and lowered full-year 2026 guidance, along with the subsequent investor investigation, represent significant adverse developments for the company.
Levi & Korsinsky has notified investors of a pending investigation into Exelixis. This follows the company reiterating its full-year 2026 financial guidance on May 5, 2026, and then later lowering and narrowing that revenue outlook, after which the stock declined.
Why it matters — An investor investigation and a lowered revenue outlook could signal concerns for EXEL shareholders about the company's performance and disclosure.
Exelixis beat EPS estimates for the second quarter but missed on revenue and lowered its 2026 outlook, citing a slower-than-expected launch of its neuroendocrine tumor (NET) therapy.
Why it matters — The lowered 2026 guidance and weaker-than-expected NET launch suggest softer near-term growth prospects for the company.
Exelixis reported second-quarter 2026 revenue of approximately $629 million, including $573 million in cabozantinib franchise net product revenue. The company is preparing for a potential late-year launch of zanzalintinib in colorectal cancer and advancing a broader development program for the drug candidate.
Why it matters — A EXEL watcher would care because the quarterly results show the performance of the core cabozantinib franchise and because a potential late-year zanzalintinib launch in colorectal cancer represents a significant near-term pipeline milestone.
The 19 Wall Street analysts covering Exelixis, Inc. have a median 12-month price target of $52, with estimates ranging from $41 to $66. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Exelixis, Inc., 7 rate it a Buy, 11 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 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 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 (100 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +1.5% from the last close, and Ticker Nerd's factor model ranks Exelixis, Inc. 98 out of 100 as at 15 Aug 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 $66 over the next 12 months.
Exelixis, Inc. returned +33.2% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Exelixis Inc. is an oncology-focused biopharmaceutical company specializing in the discovery, development, and commercialization of targeted cancer therapies.
The most recent item we track (Business Wire, 16 Aug 2026): "EXEL Investors Have Opportunity to Join Exelixis, Inc. Fraud Investigation with SBS Law". SBS Law announced that Exelixis, Inc. investors have the opportunity to join a securities fraud investigation involving the company. The firm issued a notice inviting eligible investors to participate in the probe.
Exelixis Inc. is an oncology-focused biopharmaceutical company specializing in the discovery, development, and commercialization of targeted cancer therapies. Based in Alameda, California and founded in 1994, the company operates as a single business segment dedicated to difficult-to-treat cancers. Exelixis’ portfolio centers on cabozantinib, a multikinase inhibitor marketed in different formulations, which serves as its flagship medicine for various solid tumor indications. In addition, the company has brought to market other oncology and cardiovascular products, including COTELLIC and MINNEBRO, through partnerships with larger pharmaceutical firms. Exelixis runs a broad pipeline of small-molecule and biologic candidates, advancing internally discovered assets and externally sourced programs across multiple mechanisms of action. The company commercializes products directly in the United States and relies on strategic alliances to reach international markets, positioning Exelixis as a significant player in the global market for innovative cancer treatments.
CEO Dr. Michael M. Morrissey Ph.D. · 1,077 employees · United States · https://www.exelixis.com