EXEL
EXELIXIS, INC.
$51.74
-1.82%
$13.3B
No data for this timeframe.
Vol
Market Cap$13.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (58%)
Inst. Holders9 funds
Inst. Value$2.3B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 12S
Insider Net $-$18.5M
SEC Reports10
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0000939767·Prev Close $52.70
Recent Activity
Dec 3, 2026
fda_pdufa
PDUFA: EXEL — zanzalintinib in previously treated metastatic CRC — 2026-12-03
FDA target action date 2026-12-03 for EXEL (EXELIXIS, INC.). Drug: zanzalintinib. Indication: previo
Jun 3, 2026
SEC
Two Exelixis directors sold a total of ~$690K in open-market transactions over a 7-day window, representing ~0.006% of t
CLUSTER — Impact 2/10
Jun 1, 2026
Insider
Eckhardt Sue Gail sold 9,812 shares
Director @ $50.14 ($492.0K)
Jun 1, 2026
Insider
WYSZOMIERSKI JACK L sold 3,925 shares
Director @ $50.55 ($198.4K)
May 29, 2026
SEC
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, while seven directors received non-cash st
CLUSTER — Impact 3/10
May 29, 2026
SEC
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, with no insider buying. The sales are mode
CLUSTER — Impact 3/10
May 27, 2026
Insider
JOHNSON DAVID EDWARD sold 19,133 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
4,206,656 shares ($184.4M)
Price Targets
$49.65
-6.3% upside
Sell
Current $52.99
Low $40.00
Median $50.00
High $62.00
17 analysts
$40.00
$62.00
Analyst Ratings
6Strong Buy
9Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 6, 2026 | Stifel | MAINTAIN | Hold → Hold |
| May 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.86 ▲ +5.6% | $0.77 — $0.92 | 14% YoY | 9 |
| Next Q | $0.90 ▲ +3.3% | $0.76 — $0.95 | 16% YoY | 9 |
| Current FY | $3.57 ▲ +3.9% | $3.18 — $3.72 | 16% YoY | 11 |
| Next FY | $4.05 ▲ +3.0% | $2.99 — $4.94 | 13% YoY | 11 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two Exelixis directors sold a total of ~$690K in open-market transactions over a 7-day window, representing ~0.006% of t
Jun 3, 2026
NEUTRAL
CLUSTER
3/10
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, while seven directors received non-cash st
May 29, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.1B | — |
| RENAISSANCE TECHNOLOGIES LLC | $609.9M | — |
| MORGAN STANLEY | $184.4M | ADD |
| NORGES BANK | $106.5M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $98.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Eckhardt Sue | SELL | $492.0K |
| Jun 1, 2026 | WYSZOMIERSKI JACK | SELL | $198.4K |
| May 27, 2026 | JOHNSON DAVID | A | $0.00 |
| May 27, 2026 | Freire Maria | A | $0.00 |
| May 27, 2026 | POSTE GEORGE | A | $0.00 |
9 institutional holders with $2.3B total value (53,607,461 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 25,490,449 | $1.1B | 47.6% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 13,914,043 | $609.9M | 26.0% | — |
| 3 | MORGAN STANLEY | 4,206,656 | $184.4M | 7.8% | ADD +31.0% |
| 4 | NORGES BANK | 2,428,922 | $106.5M | 4.5% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,236,638 | $98.0M | 4.2% | TRIM -30.5% |
| 6 | BANK OF AMERICA CORP /DE/ | 2,222,918 | $97.4M | 4.1% | ADD +38.2% |
| 7 | FMR LLC | 2,159,603 | $94.7M | 4.0% | TRIM -33.9% |
| 8 | WELLS FARGO & COMPANY/MN | 674,441 | $29.6M | 1.3% | TRIM -28.8% |
| 9 | TWO SIGMA INVESTMENTS, LP | 273,791 | $12.0M | 0.5% | DOUBLED +596.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 3,210,707 | 4,206,656 | +31.0% | $184.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 2,428,922 | — | $106.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 39,309 | 273,791 | +596.5% | $12.0M | 2025-Q4 |
| UBS Group AG | DOUBLED | 1,326,982 | 2,655,069 | +100.1% | $109.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 3,236,075 | 2,249,807 | -30.5% | $92.9M | 2025-Q3 |
| FMR LLC | TRIM | 2,700,317 | 1,785,413 | -33.9% | $73.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 885,000 | 630,352 | -28.8% | $26.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 641,299 | 39,309 | -93.9% | $1.6M | 2025-Q3 |
| NORGES BANK | EXIT | 2,770,260 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 2,511,368 | 3,578,675 | +42.5% | $157.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 2,770,260 | — | $122.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,909,710 | 2,638,666 | +38.2% | $116.3M | 2025-Q2 |
| UBS Group AG | TRIM | 2,038,032 | 1,326,982 | -34.9% | $58.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 1,599,283 | 641,299 | -59.9% | $28.3M | 2025-Q2 |
| UBS Group AG | DOUBLED | 977,920 | 2,038,032 | +108.4% | $75.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 467,263 | 236,500 | -49.4% | $8.7M | 2025-Q1 |
| NORGES BANK | EXIT | 2,848,870 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 2,132,364 | 2,752,573 | +29.1% | $91.7M | 2024-Q4 |
| UBS Group AG | ADD | 576,709 | 977,920 | +69.6% | $32.6M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 42,943 | 746,286 | +1637.9% | $24.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 872,901 | 467,263 | -46.5% | $15.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 3,273,620 | — | $85.0M | 2024-Q3 |
15 unique insiders with 12 transactions. Net insider value: -$18.5M ($0.00 bought, $18.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Eckhardt Sue Gail | Director | SELL | 9,812 | $50.14 | $492.0K |
| Jun 1, 2026 | WYSZOMIERSKI JACK L | Director | SELL | 3,925 | $50.55 | $198.4K |
| May 27, 2026 | JOHNSON DAVID EDWARD | Director | A | 19,133 | $0.00 | $0.00 |
| May 27, 2026 | Freire Maria C | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | POSTE GEORGE | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | WYSZOMIERSKI JACK L | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | Oliver Bob | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | Beckerle Mary C | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | Smith Julie | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | Heyman Tomas J. | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | Eckhardt Sue Gail | Director | A | 8,367 | $0.00 | $0.00 |
| May 27, 2026 | PAPADOPOULOS STELIOS | Director | A | 8,367 | $0.00 | $0.00 |
| May 26, 2026 | Aftab Dana | EVP, Research and Development | SELL | 43,451 | $50.35 | $2.2M |
| May 20, 2026 | Haley Patrick J. | EVP, Commercial | SELL | 32,110 | $49.81 | $1.6M |
| May 18, 2026 | Hefti Brenda | SVP and General Counsel | SELL | 6,625 | $50.21 | $332.6K |
| May 18, 2026 | Senner Christopher J. | EVP and CFO | SELL | 34,901 | $50.00 | $1.7M |
| May 18, 2026 | MORRISSEY MICHAEL | President and CEO | G | 124,047 | $0.00 | $0.00 |
| May 15, 2026 | Aftab Dana | EVP, Research and Development | F | 30,578 | $51.10 | $1.6M |
| May 15, 2026 | Haley Patrick J. | EVP, Commercial | F | 33,265 | $51.10 | $1.7M |
| May 15, 2026 | Hefti Brenda | SVP and General Counsel | F | 6,411 | $51.10 | $327.6K |
| May 15, 2026 | Senner Christopher J. | EVP and CFO | F | 40,892 | $51.10 | $2.1M |
| May 15, 2026 | MORRISSEY MICHAEL | President and CEO | F | 128,497 | $51.10 | $6.6M |
| May 7, 2026 | POSTE GEORGE | Director | SELL | 60,000 | $45.71 | $2.7M |
| May 7, 2026 | Beckerle Mary C | Director | M | 3,856 | $23.24 | $89.6K |
| May 7, 2026 | Beckerle Mary C | Director | SELL | 7,712 | $48.45 | $373.6K |
| May 7, 2026 | Beckerle Mary C | Director | M | 3,856 | $0.00 | $0.00 |
| May 7, 2026 | Freire Maria C | Director | M | 20,634 | $19.77 | $407.9K |
| May 7, 2026 | Freire Maria C | Director | SELL | 20,634 | $46.00 | $949.2K |
| May 7, 2026 | Freire Maria C | Director | M | 20,634 | $0.00 | $0.00 |
| May 6, 2026 | MORRISSEY MICHAEL | President and CEO | G | 109,676 | $0.00 | $0.00 |
| Feb 26, 2026 | Haley Patrick J. | EVP, Commercial | A | 40,459 | $0.00 | $0.00 |
| Feb 26, 2026 | MORRISSEY MICHAEL | President and CEO | A | 160,437 | $0.00 | $0.00 |
| Feb 26, 2026 | Hefti Brenda | SVP and General Counsel | A | 23,119 | $0.00 | $0.00 |
| Feb 26, 2026 | Aftab Dana | EVP, Research and Development | A | 52,018 | $0.00 | $0.00 |
| Feb 26, 2026 | Senner Christopher J. | EVP and CFO | A | 52,018 | $0.00 | $0.00 |
| Feb 24, 2026 | MORRISSEY MICHAEL | President and CEO | G | 100,278 | $0.00 | $0.00 |
| Feb 24, 2026 | Aftab Dana | EVP, Research and Development | SELL | 47,918 | $44.50 | $2.1M |
| Feb 19, 2026 | Aftab Dana | EVP, Research and Development | SELL | 29,873 | $44.35 | $1.3M |
| Feb 18, 2026 | WYSZOMIERSKI JACK L | Director | M | 20,634 | $19.77 | $407.9K |
| Feb 18, 2026 | WYSZOMIERSKI JACK L | Director | SELL | 99,574 | $44.01 | $4.4M |
| Feb 18, 2026 | WYSZOMIERSKI JACK L | Director | M | 20,634 | $0.00 | $0.00 |
10 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 9 neutral. Avg impact: 3.2/10.
NEUTRAL
CLUSTER
2/10
Two Exelixis directors sold a total of ~$690K in open-market transactions over a 7-day window, repre
Jun 3, 2026
NEUTRAL
CLUSTER
3/10
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, while seven directors
May 29, 2026
NEUTRAL
CLUSTER
3/10
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, with no insider buying
May 29, 2026
NEUTRAL
8-K
3/10
Exelixis held its 2026 Annual Meeting on May 26, 2026, where stockholders approved the amendment and
May 29, 2026
NEUTRAL
CLUSTER
3/10
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a one-week window. The sales t
May 28, 2026
NEUTRAL
CLUSTER
3/10
Three senior executives at Exelixis (CFO, EVP Commercial, SVP/GC) collectively sold $3.68M in open-m
May 22, 2026
NEUTRAL
CLUSTER
3/10
Exelixis CFO and General Counsel sold a combined ~$2.08M in open-market shares on May 18, 2026, alon
May 19, 2026
NEUTRAL
CLUSTER
2/10
Two Exelixis directors sold a combined $3.12M in open-market transactions following a strong Q1 2026
May 8, 2026
NEUTRAL
DEFA14A
3/10
Exelixis, Inc. filed a supplement to its definitive proxy statement to clarify the voting standard f
Apr 17, 2026
BULLISH
INST-CLUSTER
7/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (58% buy). Based on 26 analysts: 6 strong buy, 9 buy, 10 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$49.65 mean target
-6.3% upside
Sell (2.10)
$40.00 Low
$62.00 High
| Metric | Value |
|---|---|
| Current Price | $52.99 |
| Target Low | $40.00 |
| Target Mean | $49.65 |
| Target Median | $50.00 |
| Target High | $62.00 |
| # Analysts | 17 |
| Recommendation | Sell (2.10) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.86 | $0.77 | $0.92 | 14.4% | +5.6% | 9↑ 1↓ | $0.6B | 11.2% | 9 |
| Next Q 2026-09-30 |
$0.90 | $0.76 | $0.95 | 16.0% | +3.3% | 7↑ 3↓ | $0.7B | 10.5% | 9 |
| Current FY 2026-12-31 |
$3.57 | $3.18 | $3.72 | 15.9% | +3.9% | 9↑ 2↓ | $2.6B | 11.8% | 11 |
| Next FY 2027-12-31 |
$4.05 | $2.99 | $4.94 | 13.4% | +3.0% | 8↑ 3↓ | $2.9B | 12.4% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.858 | |
| 7d ago | $0.825 | +0.033 |
| 30d ago | $0.813 | +0.045 |
| 60d ago | $0.813 | +0.044 |
| 90d ago | $0.833 | +0.025 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 6, 2026 | Stifel | MAINTAIN | Hold | Hold |
| May 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 20, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 2, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Feb 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 11, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 4, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Feb 2, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 27, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 9 | 10 | 1 | 0 | 58% | |
| May 1, 2026 | 6 | 9 | 10 | 1 | 0 | 58% | |
| Apr 1, 2026 | 6 | 9 | 11 | 1 | 0 | 56% | |
| Mar 1, 2026 | 6 | 9 | 11 | 1 | 0 | 56% | |
| Feb 1, 2026 | 6 | 9 | 11 | 1 | 0 | 56% | |
| Jan 1, 2026 | 6 | 10 | 11 | 0 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Dec 3, 2026
fda_pdufa
PDUFA: EXEL — zanzalintinib in previously treated metastatic CRC — 2026-12-03
FDA target action date 2026-12-03 for EXEL (EXELIXIS, INC.). Drug: zanzalintinib. Indication: previously treated metastatic CRC. PDUFA target action d
Jun 5, 2026
short_volume
Short Volume: EXEL — 65.7% short (0.6M / 0.9M)
Short: 595,121 | Exempt: 1,576 | TRF Vol: 906,273 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: EXEL — 63.5% short (0.6M / 1.0M)
Short: 633,321 | Exempt: 643 | TRF Vol: 996,732 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: EXEL — 61.8% short (0.8M / 1.3M)
Short: 808,965 | Exempt: 1,364 | TRF Vol: 1,308,110 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: EXEL — 3.0M shares, 54,514 trades
Week starting 2026-05-18. Total ATS volume: 3,002,307 shares across 54,514 trades.
May 11, 2026
dark_pool
Dark Pool: EXEL — 3.6M shares, 67,956 trades
Week starting 2026-05-11. Total ATS volume: 3,601,538 shares across 67,956 trades.
May 6, 2026
short_volume
Short Volume: EXEL — 65.4% short (1.5M / 2.3M)
Short: 1,527,715 | Exempt: 4,960 | TRF Vol: 2,336,060 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
EXEL Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: EXEL — 4.5M shares, 85,197 trades
Week starting 2026-05-04. Total ATS volume: 4,521,332 shares across 85,197 trades.
May 2, 2026
Clinical Trial
Cabozantinib in Patients With Metastatic Castrate Resistant Prostate Cancer (mCRPC)
Phase Phase 2 — TERMINATED
Apr 29, 2026
short_volume
Short Volume: EXEL — 63.8% short (0.4M / 0.6M)
Short: 361,057 | Exempt: 0 | TRF Vol: 566,078 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: EXEL — 63.7% short (0.4M / 0.6M)
Short: 383,300 | Exempt: 200 | TRF Vol: 601,298 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: EXEL — 2.6M shares, 58,888 trades
Week starting 2026-04-27. Total ATS volume: 2,618,286 shares across 58,888 trades.
Apr 27, 2026
short_volume
Short Volume: EXEL — 62.1% short (0.5M / 0.8M)
Short: 480,341 | Exempt: 400 | TRF Vol: 773,494 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: EXEL — 74.2% short (0.6M / 0.8M)
Short: 578,795 | Exempt: 95 | TRF Vol: 780,169 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: EXEL — 66.5% short (0.6M / 0.8M)
Short: 560,398 | Exempt: 0 | TRF Vol: 842,418 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
Clinical Trial
Multiple Doses and Regimens of Cabozantinib in Subjects With Grade IV Astrocytic Tumors in First or Second Relapse
Phase Phase 2 — TERMINATED