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Exelixis, Inc.

EXEL Health Care Biotechnology: Biological Products (No Diagnostic Substances)
$65.31
▲ +1.4% Today
as of Oct 22, 16:48 ET
Last 30 days +16.19% Sep 14 → Oct 22
$55.48 $58.12 $60.76 $63.40 $66.04 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$64.75
High
$65.50
Low
$64.33
Volume
$2M
Avg Vol
$3M
Mkt Cap
$14.5B
P/E (TTM)
27.06
Beta
—
52w High
$65.50
52w Low
$36.00
Div Yield
—
Shares Out
$249M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 13:00 Zacks
Exelixis (EXEL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Oct 15 · 20:05 PR Business Wire
Exelixis to Release Third Quarter 2026 Financial Results on Thursday, October 29, 2026
Oct 15 · 15:10 Zacks
Why Exelixis (EXEL) is Poised to Beat Earnings Estimates Again
▸ Show all 25 press releases & news Free account →

EXEL earnings at a glance

Exelixis, Inc. (EXEL) is scheduled to report earnings on Tuesday, November 3, 2026 — in 11 days. Analysts expect earnings per share of $0.79, compared with $0.67 in the same quarter last year (+18%). The options market is pricing a move of about ±4.9% after the report, a range of roughly $62.09 to $68.53 from today's $65.31. Over its last 6 reports the stock rose the next day 3 times and fell 3, moving ±10.3% on average; after the most recent report on Aug 5, 2026 it moved -7.9%. That means options currently expect less movement than EXEL has typically delivered. EXEL beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 42%. The share price of $65.31 sits near its 52-week high.

More Health Care stocks · All stocks · Earnings calendar

Overview

52-week range
$36
$66
99% of range
Avg surprise (last 6)
+22.3%
Avg reaction (last 6)
+2.0%
50% positive
Latest IV / EM
42%
EM ±4.9% · $60 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.12$0.31$0.50$0.69$0.88 Actual $0.12Actual $0.25Actual $0.12Actual $0.77Actual $0.40Actual $0.53Est $0.35Actual $0.65Est $0.58Actual $0.67Est $0.59Actual $0.88Est $0.68Actual $0.79Est $0.67Actual $0.82Est $0.75 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258KMar/2026Jun/2026
Revenue vs Net Income Revenue Net income
$0$165M$330M$495M$660M Sep 24Apr 25Jul 25Oct 25Apr 26Jul 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Aug 5, 2026Jun/2026 $0.82 $0.75 +9.3% +15.4% -7.9% earnings
Tue May 5, 2026Mar/2026 $0.79 $0.67 +17.9% +49.1% +9.6% earnings
Tue Feb 10, 20268K 2026-02-10 $0.88 $0.68 +29.4% — -0.1% earnings
Tue Nov 4, 2025Sep/2025 $0.67 $0.59 +13.6% — +6.5% earnings
Mon Jul 28, 2025Jun/2025 $0.65 $0.58 +12.1% — -16.8% earnings
Tue May 13, 2025Mar/2025 $0.53 $0.35 +51.4% — +20.8% earnings
Fri Sep 27, 2024Sep 2024 $0.40 — — — — financials
Fri Jun 28, 2024Jun 2024 $0.77 — — — — financials
Fri Mar 29, 2024Mar 2024 $0.12 — — — — financials
Fri Sep 29, 2023Sep 2023 — — — — — financials
Fri Jun 30, 2023Jun 2023 $0.25 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.12 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Tue Nov 3, 2026Sep/2026OTHER $0.79$0.67 +17.9%

Financials

Income statement (quarterly)

MetricJul 2026Apr 2026Jan 2026Oct 2025Jul 2025Apr 2025Jan 2025Sep 2024
Revenue$629M$611M—$598M$568M$555M—$540M
Cost of revenue$21M$20M—$19M$19M$19M—$17M
Gross profit————————
Operating income$248M$251M—$237M$214M$187M—$136M
Net income$212M$210M—$194M$185M$160M—$118M
EPS (diluted)$0.82$0.79—$0.69$0.65$0.55—$0.40

Balance sheet (quarterly)

MetricJul 2026Apr 2026Jan 2026Oct 2025Jul 2025Apr 2025Jan 2025Sep 2024
Cash & equivalents$281M$226M$482M$376M$164M$184M$217M$258M
Inventory$29M$27M$22M$27M$23M$25M$22M$21M
Total current assets$1.25B$1.21B$1.44B$1.40B$1.18B$1.40B$1.47B$1.55B
Total assets$2.49B$2.59B$2.84B$2.82B$2.68B$2.84B$2.95B$2.96B
Long-term debt————————
Total liabilities$650M$658M$683M$663M$645M$706M$703M$685M
Total equity$1.84B$1.94B$2.16B$2.16B$2.03B$2.13B$2.24B$2.28B

Implied volatility — last 90 days

28%78%128%178%228% Jun 07 — IV 58% · EM ±8.0%Jun 08 — IV 87% · EM ±11.5%Jun 09 — IV 66% · EM ±8.2%Jun 10 — IV 59% · EM ±7.0%Jun 11 — IV 47% · EM ±5.1%Jun 12 — IV 45% · EM ±4.6%Jun 15 — IV 136% · EM ±9.8%Jun 16 — IV 159% · EM ±9.4%Jun 17 — IV 228% · EM ±9.5%Jun 19 — IV 41% · EM ±9.2%Jun 22 — IV 41% · EM ±8.6%Jun 23 — IV 46% · EM ±9.3%Jun 24 — IV 38% · EM ±7.7%Jun 25 — IV 41% · EM ±8.1%Jun 26 — IV 31% · EM ±5.9%Jun 29 — IV 37% · EM ±6.5%Jun 30 — IV 33% · EM ±5.7%Jul 01 — IV 38% · EM ±6.3%Jul 02 — IV 42% · EM ±6.7%Jul 03 — IV 43% · EM ±6.7%Jul 06 — IV 43% · EM ±5.9%Jul 07 — IV 53% · EM ±7.0%Jul 08 — IV 42% · EM ±5.2%Jul 09 — IV 72% · EM ±8.5%Jul 10 — IV 45% · EM ±5.0%Jul 13 — IV 57% · EM ±4.7%Jul 14 — IV 38% · EM ±2.8%Jul 15 — IV 54% · EM ±3.2%Jul 16 — IV 97% · EM ±4.0%Jul 20 — IV 39% · EM ±9.3%Jul 21 — IV 51% · EM ±11.8%Jul 22 — IV 39% · EM ±9.0%Jul 23 — IV 39% · EM ±8.7%Jul 24 — IV 34% · EM ±7.4%Jul 27 — IV 45% · EM ±9.5%Jul 28 — IV 41% · EM ±8.3%Jul 29 — IV 42% · EM ±8.3%Jul 30 — IV 40% · EM ±7.9%Jul 31 — IV 50% · EM ±9.6%Aug 03 — IV 57% · EM ±10.1%Aug 04 — IV 53% · EM ±9.1%Aug 05 — IV 56% · EM ±9.3%Aug 06 — IV 47% · EM ±7.6%Aug 07 — IV 31% · EM ±4.9%Aug 10 — IV 44% · EM ±6.0%Aug 11 — IV 38% · EM ±5.0%Aug 12 — IV 29% · EM ±3.6%Aug 13 — IV 55% · EM ±6.5%Aug 14 — IV 55% · EM ±6.1%Aug 17 — IV 85% · EM ±7.1%Aug 18 — IV 69% · EM ±5.0%Aug 19 — IV 36% · EM ±2.1%Aug 20 — IV 189% · EM ±7.9%Aug 24 — IV 36% · EM ±7.4%Aug 25 — IV 48% · EM ±9.8%Aug 26 — IV 30% · EM ±6.1%Aug 27 — IV 33% · EM ±6.5%Aug 28 — IV 35% · EM ±6.7%Aug 31 — IV 29% · EM ±5.1%Sep 01 — IV 45% · EM ±7.8%Sep 02 — IV 33% · EM ±5.5%Sep 03 — IV 28% · EM ±4.6%Sep 04 — IV 36% · EM ±5.6%Sep 07 — IV 40% · EM ±5.6%Sep 08 — IV 39% · EM ±5.2%Sep 09 — IV 50% · EM ±6.3%Sep 10 — IV 111% · EM ±13.1%Sep 11 — IV 55% · EM ±6.1%Sep 14 — IV 68% · EM ±5.7%Sep 15 — IV 114% · EM ±8.3%Sep 16 — IV 137% · EM ±8.1%Sep 17 — IV 96% · EM ±4.0%Sep 21 — IV 41% · EM ±8.5%Sep 22 — IV 35% · EM ±7.1%Sep 23 — IV 40% · EM ±8.1%Sep 24 — IV 43% · EM ±8.4%Sep 25 — IV 35% · EM ±6.6%Sep 28 — IV 33% · EM ±5.9%Sep 29 — IV 37% · EM ±6.4%Sep 30 — IV 39% · EM ±6.6%Oct 01 — IV 41% · EM ±6.6%Oct 02 — IV 37% · EM ±5.7%Oct 06 — IV 42% · EM ±5.5%Oct 07 — IV 41% · EM ±5.1%Oct 08 — IV 42% · EM ±4.9%

Sector peers

NBIX
Neurocrine Biosciences, Inc.
$14.6B $143.29+0.9%
HALO
Halozyme Therapeutics, Inc.
$12.6B $124.54+0.1%
TWST
Twist Bioscience Corporation
$12.5B $135.47-5.1%
TECH
Bio-Techne Corp
$11.4B $72.62+0.1%
IBRX
ImmunityBio, Inc.
$10.3B $8.31-5.2%
APGE
Apogee Therapeutics, Inc.
$10.2B $135.07

EXEL earnings FAQ

When is EXEL's next earnings date?

Exelixis, Inc. is expected to report on November 3, 2026.

What is EXEL's expected move for earnings?

Options currently price a move of about ±4.9%, or $3.22 per share either way from $65.31.

How does EXEL stock usually react to earnings?

Across the last 6 reports the average next-day move was ±10.3%, up 3 times and down 3 times.

What EPS are analysts expecting from Exelixis, Inc.?

The consensus estimate is $0.79 per share, versus $0.67 a year ago.

What is EXEL's implied volatility?

EXEL's at-the-money implied volatility is about 42% based on the latest options snapshot.

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