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Wednesday's Exclusive Article Exelixis Reports Solid Earnings—Are New Highs Back on the Table?Submitted by Chris Markoch. Article Published: 2/12/2026. 
Exelixis Inc. (NASDAQ: EXEL) stock is down about 2% in early trading the day after the company delivered a solid, but mixed earnings report. The company reported earnings per share (EPS) of $0.94, which was 27% above the consensus estimate and 95% higher year over year. That improvement also showed up in operating margin, and Exelixis plans to reinvest those gains into research and development as part of its franchise strategy. The company also repurchased $264.5 million of its stock. Do you own the worst stock of 2026? [Name + Ticker]
He issued warnings for RNG before it crashed 89%, BYND before it crashed 90%, TDOC before it crashed 84%, and FVRR before it crashed 86%. Now, he's stepping forward to name the popular stock that could go down as one of the worst-performing tickers of the year. It could be the most dangerous stock of 2026. Click here for its name and ticker, 100% free. The revenue picture was mixed. Revenue of $598.66 million missed expectations of $609.17 million but was 5% above the $566.76 million reported in the same quarter a year earlier. Revenue was largely driven by Cabometyx, the company's branded formulation of cabozantinib used across multiple cancer types. Exelixis forecasts revenue between $2.52 billion and $2.62 billion for 2026, but that guidance comes with an important caveat: it does not include potential revenue from zanzalintinib, the pipeline candidate for colorectal cancer, should it receive regulatory approval. What Makes Exelixis Different? On one level, Exelixis offers investors the same risk-reward profile as other biotech companies. But investors should take a closer look at the company's franchise strategy. Exelixis is building comprehensive treatment ecosystems around specific molecules. The goal is to develop deep expertise in particular tumor types with multiple treatment lines and combination options that physicians can deploy at different stages. Put simply, Exelixis aims to have multiple arrows in its quiver for specific cancers—first-line, second-line, and combination therapies—so it can be a go-to choice for oncologists treating kidney cancer, colorectal cancer, and neuroendocrine cancers. Two key takeaways from the fourth-quarter report: - Cabozantinib is effective in kidney cancer, both as monotherapy and in combination with immunotherapy, and it remains the primary revenue driver today.
- Zanzalintinib is described as "the foundation of future oncology franchises" and has the potential to reach $5 billion in peak annual sales.
Consolidation Now, Growth Later At about 18x trailing twelve‑month (TTM) earnings and 21x forward earnings, EXEL stock trades at a modest premium to the broader biotech sector. The company's franchise model and deep pipeline, however, may justify that premium for expected growth. The EXEL chart looks constructive, with the stock price sitting just below the 50‑day simple moving average (SMA), which recently served as support. Momentum indicators were largely neutral heading into the report; the stock was roughly 8.6% below the consensus price target of $46.12. The day after earnings, Wells Fargo & Company reiterated an Equal Weight rating on EXEL and raised its price target to $35 from $30. Barclays had previously raised its target to $44 from $41 on Feb. 4. While EXEL is in a consolidation pattern for now, if the company's growth materializes, new all‑time highs could be achievable within the next 12 months.   Exelixis Is at an Inflection Point
The story is not just about beating earnings expectations or hitting revenue milestones. Exelixis is transitioning from a single‑product company to a multi‑franchise oncology player, and 2026 is the year that transition begins to materialize. The FDA decision on zanzalintinib in colorectal cancer (PDUFA date: Dec. 3, 2026) represents the company's first major expansion beyond cabozantinib. An approval would open the door to a potential $5 billion peak sales opportunity and validate the franchise strategy the company has been building toward. But the real signal is in R&D spending. Despite strong profitability, Exelixis is maintaining roughly $1 billion in annual R&D spending while also executing share buybacks. That balance suggests confidence in the pipeline and in the math behind it. Management is simultaneously funding seven pivotal trials for zanzalintinib and advancing four early‑stage programs toward full development—an aggressive slate that underscores the company's commitment to growth while returning capital to shareholders. For context, the expanded gastrointestinal (GI) and neuroendocrine tumor (NET) sales teams aren't just aimed at NET growth; they are positioning the company for a potential zanzalintinib launch later this year. The pieces are being put in place for a different kind of biotech story: sustainable, multi‑product growth anchored in deep tumor expertise rather than a series of binary drug bets.
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