Exelixis Inc. (EXEL) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (96% profit margin, 35% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.
Exelixis Inc. (EXEL) slipped -0.12% to $66.20 as options desks priced 54% call premium vs. 46% put protection around the $65 max-pain magnet. High-quality cash engine (96% profit margin, 35% return on capital) with steady institutional support.
Exelixis reported third quarter 2026 revenue of US$658.7 million and net income of US$218.1 million, with earnings per share above Wall Street expectations and full year revenue guidance maintained at US$2.5b to US$2.55b
Exelixis (EXEL) is back in focus after its third quarter 2026 earnings, where revenue reached US$658.7 million and net income came in at US$218.1 million, both above last year’s levels. The earnings beat and steady 2026
Exelixis tops Q3 2026 earnings and revenue estimates as Cabometyx sales grow, share repurchases accelerate and its zanzalintinib pipeline advances.
Cabozantinib sales grew 11% year over year as zanzalintinib advances toward FDA decisions.
TD Cowen analyst Yaron Werber maintains Exelixis (NASDAQ:EXEL) with a Buy and raises the price target from $55 to $76.
Morgan Stanley analyst Sean Laaman maintains Exelixis (NASDAQ:EXEL) with a Equal-Weight and raises the price target from $53 to $60.
RBC Capital analyst Leonid Timashev maintains Exelixis (NASDAQ:EXEL) with a Sector Perform and raises the price target from $51 to $58.
Truist Securities analyst Gregory Renza maintains Exelixis (NASDAQ:EXEL) with a Hold and raises the price target from $54 to $60.
Barclays analyst Etzer Darout maintains Exelixis (NASDAQ:EXEL) with a Equal-Weight and raises the price target from $49 to $54.
U.S. stocks fell Friday, but AutoNation jumped 8% after beating Q3 estimates; OneSpan, Grid Dynamics and others posted double-digit gains.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +7.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on EXEL today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for EXEL. Explore sector supply chains on /butterfly.
Why EXEL Stock slipped -0.12% Today — RQD Quant Desk Flash. High-quality cash engine (96% profit margin, 35% return on capital) with steady institutional support.