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Exclusive Article from MarketBeat.com 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 (YoY). The stronger profit improved the company's operating margin; management said it will reinvest those gains into research and development to support its franchise strategy. Exelixis also repurchased $264.5 million of its stock. There are 90 paper gold claims for every real ounce in COMEX vaults. Ninety promises, one ounce of metal. It's like musical chairs with 90 players and one chair. COMEX gold inventory dropped 25 percent last year alone as gold flows East to Shanghai, Mumbai, and Moscow. On March 31st, contract holders can demand delivery. When similar situations arose in the past, markets closed and rules changed. Paper holders got crushed while mining stock holders made fortunes. One stock sits at the center of this crisis. Get the full story on this opportunity now. The revenue picture was mixed. Revenue of $598.66 million missed the consensus of $609.17 million, but was 5% above the $566.76 million reported in the same quarter last year. That 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. An important caveat: that range does not include potential revenue from zanzalintinib, the company's pipeline candidate for colorectal cancer, should it receive regulatory approval. What Makes Exelixis Different? On one level, Exelixis offers investors a similar risk-reward profile to other biotech companies. The key distinction is its franchise strategy. At a high level, Exelixis is building comprehensive treatment ecosystems around specific drug molecules. The goal is to develop deep expertise in particular tumor types with multiple lines of treatment and combinations that physicians can deploy at different stages of care. In plain terms, Exelixis aims to have multiple arrows in its quiver for specific cancers — first-line, second-line, and combination therapies — to become a preferred choice for oncologists treating kidney cancer, colorectal cancer, and neuroendocrine cancers. Two takeaways from the fourth-quarter report: - Cabozantinib works in kidney cancer both as monotherapy and combined with immunotherapy — the current key revenue driver.
- Zanzalintinib is positioned as "the foundation of future oncology franchises," with management citing a potential $5 billion peak annual sales opportunity.
Consolidation Now, Growth Later Trading at roughly 18x trailing twelve-month earnings and 21x forward earnings, EXEL shares carry a slight premium to the broader biotechnology sector. The company's franchise model and deep pipeline may justify that premium if the expected growth materializes. The EXEL chart looks constructive: the stock price sits just below the 50-day simple moving average (SMA), which has recently acted as support. Momentum indicators were neutral heading into earnings, and the stock was about 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. That follows Barclays, which raised its price target to $44 from $41 on Feb. 4. While EXEL is in a consolidation pattern now, sustained execution on its growth drivers could push the stock to all-time highs within the next 12 months.   Exelixis Is at an Inflection Point
The story isn't just about beating earnings expectations or hitting revenue milestones. Exelixis appears to be transitioning from a single-product company to a multi-franchise oncology player, and 2026 is shaping up as a pivotal year. The FDA decision on zanzalintinib in colorectal cancer (PDUFA date: Dec. 3, 2026) would mark the company's first major expansion beyond cabozantinib. Approval could validate the franchise strategy and unlock a potential $5 billion peak-sales opportunity. R&D spending is the real tell. Despite improving profitability, Exelixis is maintaining roughly $1 billion in annual R&D while continuing share repurchases — a sign of confidence in its pipeline. The company is balancing investor returns with aggressive development: 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 aren't just chasing near-term growth; they're positioning the company for a potential zanzalintinib launch later this year. The pieces are coming together 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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