Exelixis Inc. (EXEL) reported fourth-quarter 2025 total revenue of $598.7 million, up 5.6% year‑over‑year, with gross profit of $572.2 million (+4.6% YoY).
Cash flow and balance sheet highlights include strong operating cash generation and a larger cash position. Cash from operating activities was $333.5 million (+38.8% YoY), capital expenditures amounted to $1.2 million (down 70.9% YoY), and cash and cash equivalents rose to $482.5 million (+122.0% YoY). Total liabilities decreased to $683.1 million (down 2.9% YoY).
The company beat on earnings, reporting diluted EPS of $0.88 versus an estimate of $0.81, while revenue came in below consensus at $598.7 million versus an estimate of $616.2 million.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Exelixis Inc. Insider Trading Activity
Exelixis Inc. insiders have traded $EXEL stock on the open market 9 times in the past 6 months. Of those trades, 1 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $EXEL stock by insiders over the last 6 months:
- STELIOS PAPADOPOULOS sold 100,000 shares for an estimated $4,355,000
- PATRICK J. HALEY (EVP, Commercial) has made 0 purchases and 4 sales selling 72,230 shares for an estimated $3,046,928.
- DANA AFTAB (EVP, Research and Development) sold 48,383 shares for an estimated $2,056,277
- DAVID EDWARD JOHNSON purchased 27,532 shares for an estimated $1,187,234
- MARY C BECKERLE has made 0 purchases and 2 sales selling 24,622 shares for an estimated $1,032,413.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Exelixis Inc. Hedge Fund Activity
We have seen 322 institutional investors add shares of Exelixis Inc. stock to their portfolio, and 336 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FARALLON CAPITAL MANAGEMENT LLC added 3,466,000 shares (+21.6%) to their portfolio in Q3 2025, for an estimated $143,145,800
- AQR CAPITAL MANAGEMENT LLC added 1,575,280 shares (+20.7%) to their portfolio in Q3 2025, for an estimated $65,059,063
- ALLIANZ ASSET MANAGEMENT GMBH added 1,490,520 shares (+153.3%) to their portfolio in Q3 2025, for an estimated $61,558,475
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,394,104 shares (-45.7%) from their portfolio in Q3 2025, for an estimated $57,576,495
- PACER ADVISORS, INC. removed 1,304,111 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $57,159,185
- THRIVENT FINANCIAL FOR LUTHERANS added 1,126,256 shares (+1821.0%) to their portfolio in Q4 2025, for an estimated $49,363,800
- GOLDMAN SACHS GROUP INC added 1,113,916 shares (+111.2%) to their portfolio in Q4 2025, for an estimated $48,822,938
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Exelixis Inc. Analyst Ratings
Wall Street analysts have issued reports on $EXEL in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 01/08/2026
- TD Cowen issued a "Buy" rating on 11/05/2025
- Leerink Partners issued a "Outperform" rating on 10/21/2025
- Goldman Sachs issued a "Buy" rating on 09/17/2025
To track analyst ratings and price targets for Exelixis Inc., check out Quiver Quantitative's $EXEL forecast page.
Exelixis Inc. Price Targets
Multiple analysts have issued price targets for $EXEL recently. We have seen 9 analysts offer price targets for $EXEL in the last 6 months, with a median target of $47.0.
Here are some recent targets:
- Etzer Darout from Barclays set a target price of $44.0 on 02/04/2026
- Robert Burns from HC Wainwright & Co. set a target price of $52.0 on 02/03/2026
- Sean Laaman from Morgan Stanley set a target price of $49.0 on 02/02/2026
- Ashwani Verma from UBS set a target price of $40.0 on 11/06/2025
- Yaron Werber from TD Cowen set a target price of $51.0 on 11/05/2025
- Christopher Liu from Leerink Partners set a target price of $48.0 on 10/21/2025
- Derek Archila from Wells Fargo set a target price of $30.0 on 10/21/2025
