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Exelixis Reports Solid Earnings—Are New Highs Back on the Table?
Reported by Chris Markoch. Article Published: 2/12/2026.
Key Points
- Exelixis delivered a major EPS beat driven by strong Cabometyx demand, highlighting the company’s profitability and continued leadership in kidney cancer treatments.
- The biotech is transitioning to a multi-franchise oncology model, with zanzalintinib targeting colorectal cancer and representing a potential $5 billion peak-sales opportunity pending FDA review.
- Heavy R&D investment alongside share buybacks signals confidence in the pipeline, positioning Exelixis for sustained growth beyond its current single-drug revenue base.
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 (YoY).
The improved profitability widened operating margins, and management said it will reinvest those gains into research and development to support its franchise strategy. Exelixis also repurchased $264.5 million of its common stock.
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The revenue picture was mixed. Revenue of $598.66 million missed expectations of $609.17 million but was 5% higher than the $566.76 million reported in the same quarter last year. That performance 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 guidance does not include potential sales from zanzalintinib, the company's pipeline candidate for colorectal cancer, which would add to revenue if it receives regulatory approval.
What Makes Exelixis Different?
On one level, Exelixis offers investors a similar risk-reward profile to other biotech companies. The distinguishing feature is its franchise strategy.
Exelixis is building comprehensive treatment ecosystems around specific molecules, aiming to develop deep expertise in particular tumor types with multiple lines of therapy and combination regimens physicians can use at different stages of care.
In plain terms, the company is working to have multiple "arrows in its quiver" for specific cancers—first-line, second-line, and combination options—so it becomes a go-to choice for oncologists treating kidney cancer, colorectal cancer, and neuroendocrine cancers.
Two key takeaways from the fourth-quarter results:
- Cabozantinib (branded as Cabometyx) is effective in kidney cancer both as monotherapy and in combination with immunotherapy, and it remains the primary revenue driver today.
- Zanzalintinib is being positioned as "the foundation of future oncology franchises," with management projecting the potential to reach roughly $5 billion in peak annual sales if approved and commercialized successfully.
Consolidation Now, Growth Later
Trading at roughly 18x trailing twelve-month earnings and 21x forward earnings, EXEL shares command a slight premium to the broader biotech sector. The company's franchise model and deep pipeline may justify that premium if growth materializes.
The EXEL chart looks constructive: the stock price sits just below the 50-day simple moving average (SMA), which had recently served as support. Momentum indicators were neutral heading into the report, and the stock was about 8.6% below the consensus price target of $46.12.
After the report, 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 delivers the expected top-line and pipeline growth, new all-time highs could be attainable within the next 12 months.
Exelixis Is at an Inflection Point
The story isn't just about beating quarterly expectations. Exelixis is shifting from a single-product company to a multi-franchise oncology player, and 2026 is shaping up to be the year that transition becomes tangible.
The FDA decision on zanzalintinib in colorectal cancer (PDUFA date: Dec. 3, 2026) represents the company's first major expansion beyond cabozantinib. If approved, zanzalintinib could unlock a potential $5 billion peak sales opportunity and validate the franchise strategy management has pursued.
Crucially, Exelixis is maintaining roughly $1 billion in annual R&D spending even as it executes share buybacks — a sign of confidence in its pipeline. Management is balancing shareholder returns with aggressive development across seven pivotal trials for zanzalintinib plus four early-stage programs advancing toward full development.
For context, the expanded gastrointestinal sales team isn't just about growth in neuroendocrine tumors (NETs); it's also pre-positioning for a possible 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 single-drug bets.
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