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Bonus News from MarketBeat Exelixis Reports Solid Earnings—Are New Highs Back on the Table?Written 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 posted earnings per share (EPS) of $0.94, 27% above the consensus estimate and 95% higher year over year. The stronger profit improved operating margins, which Exelixis plans to reinvest in research and development to support its franchise strategy. The company also repurchased $264.5 million of its stock. Watch Now! Porter Stansberry & Luke Lango join forces to unveil:
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"We have never seen wealth created at this size and speed" MIT Researcher Click here for the stocks to buy and sell now Revenue was mixed. Reported revenue of $598.66 million missed expectations of $609.17 million but was up 5% from $566.76 million in the same quarter a year earlier. Revenue was largely driven by Cabometyx, the company's branded formulation of cabozantinib used across several cancer types. Exelixis forecasts 2026 revenue between $2.52 billion and $2.62 billion. That outlook, however, excludes any potential sales from zanzalintinib, the pipeline candidate for colorectal cancer, should it gain regulatory approval. What Makes Exelixis Different? On one level, Exelixis presents a similar risk-reward profile to other biotech companies. The difference is its franchise strategy. Exelixis is building comprehensive treatment ecosystems around specific drug molecules, aiming to develop deep expertise in particular tumor types with multiple treatment lines and combination options physicians can use at different stages. In plain terms, the company is working to field multiple therapeutic "arrows" for specific cancers — first-line, second-line and combination therapies — to become a go-to choice for oncologists treating kidney, colorectal and neuroendocrine cancers. Two key takeaways from the fourth-quarter report: - Cabozantinib is effective in kidney cancer both as a monotherapy and combined with immunotherapy and is the primary revenue driver today.
- Zanzalintinib is positioned as "the foundation of future oncology franchises," with management projecting a potential $5 billion peak annual sales opportunity.
Consolidation Now, Growth Later At roughly 18x trailing twelve-month earnings and 21x forward earnings, EXEL trades at a slight premium to the broader biotechnology sector. Exelixis's franchise model and deep pipeline help justify that premium for investors expecting growth. The EXEL chart looks constructive, with the stock sitting just below the 50-day simple moving average (SMA), which recently served as support. Momentum indicators were neutral heading into earnings; the stock remained about 8.6% below its consensus price target of $46.12. The day after earnings, Wells Fargo reiterated an Equal Weight rating and raised its price target to $35 from $30. Barclays likewise raised its price target to $44 from $41 on Feb. 4. While EXEL is in a consolidation pattern now, if the company's growth initiatives play out, all-time highs could be within reach over the next 12 months.   Exelixis Is at an Inflection Point
The story is not just about beating earnings or hitting revenue milestones. Exelixis is transitioning from a single-product company to a multi-franchise oncology player, and 2026 is when that shift could become tangible. The FDA decision on zanzalintinib in colorectal cancer (PDUFA date: Dec. 3, 2026) represents the company's first major expansion beyond cabozantinib. Approval would unlock a potential $5 billion peak sales opportunity and validate the franchise strategy management has been building toward. The real signal is in R&D spending. Despite improved profitability, Exelixis is maintaining roughly $1 billion in annual R&D while also buying back shares. That balance suggests confidence in the pipeline: the company is pursuing seven pivotal trials for zanzalintinib alone, plus four early-stage programs advancing toward full development. For context, the expanded gastrointestinal and neuroendocrine tumor (NET) sales teams are not just chasing incremental growth — they are preparing 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 binary drug bets.
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