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Exclusive Article from MarketBeat Media Exelixis Reports Solid Earnings—Are New Highs Back on the Table?Authored by Chris Markoch. Originally 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 consensus and 95% higher year over year. The profit improved operating margin, which Exelixis plans to reinvest in R&D for its franchise strategy. The company also repurchased $264.5 million of its stock. I Called Black Monday. Now I'm Calling March 26!
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Today, I'll show you how to get in before the big announcement. Click Here to See How to Secure Your "SpaceX Access Code" The revenue picture was mixed. Revenue of $598.66 million missed the consensus of $609.17 million, but was up 5% from $566.76 million in the same quarter a year earlier. That growth was largely driven by Cabometyx, the company's branded formulation of cabozantinib used across multiple cancer types. Exelixis forecasts 2026 revenue of $2.52 billion to $2.62 billion. That outlook excludes potential sales from zanzalintinib — the company's colorectal cancer candidate — should it receive regulatory approval. What Makes Exelixis Different? Exelixis shares the typical risk-reward profile of other biotech companies, but its franchise strategy deserves closer attention. At a high level, Exelixis is building treatment ecosystems around specific molecules, aiming to develop deep tumor-type expertise with multiple lines and combination regimens physicians can use at different stages of disease. Put simply, Exelixis is trying to field multiple "arrows" for particular cancers — first-line, second-line and combination therapies — to become a go-to option for oncologists treating kidney, colorectal and neuroendocrine cancers. Two key takeaways from the fourth-quarter report: - Cabozantinib is effective in kidney cancer both as monotherapy and combined with immunotherapy — and it remains the primary revenue driver today.
- Zanzalintinib is positioned as "the foundation of future oncology franchises," with a potential peak annual sales opportunity of about $5 billion.
Consolidation Now, Growth Later Trading at about 18x trailing twelve-month earnings and 21x forward earnings, EXEL carries a modest premium to the broader biotechnology sector. The company's franchise model and deep pipeline, however, help justify that premium for expected growth. The EXEL chart looks constructive: the stock sits just below the 50-day simple moving average (SMA), which recently acted as support. Momentum indicators were neutral heading into earnings, and the stock traded about 8.6% below the consensus price target of $46.12. The day after earnings, Wells Fargo reiterated an Equal Weight rating on EXEL and raised its price target to $35 from $30. Barclays also lifted its target to $44 from $41 on Feb. 4. While EXEL is in a consolidation pattern for now, if the company's growth materializes it could reach all-time highs within the next 12 months.   Exelixis Is at an Inflection Point
The story isn't just about beating earnings expectations. Exelixis is transitioning from a single-product company to a multi-franchise oncology player, and 2026 is shaping up as the year that transition becomes tangible. The FDA decision on zanzalintinib in colorectal cancer (PDUFA date: Dec. 3, 2026) would mark the company's first major expansion beyond cabozantinib. If approved, zanzalintinib could unlock the roughly $5 billion peak sales opportunity and validate the franchise approach Exelixis has been building toward. The clearest signal is the company's R&D commitment. Despite improved profitability, Exelixis is maintaining roughly $1 billion in annual R&D while continuing share buybacks — a sign of confidence in its pipeline. The company is balancing investor returns with aggressive development: seven pivotal trials for zanzalintinib plus four early-stage programs advancing toward full development. For context, the expanded GI sales team isn't just about net growth; it's pre-positioning for a potential zanzalintinib launch later this year. The pieces are moving into 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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