EXELIXIS INC (EXEL) Forecast, Price Target & Analyst Ratings

NASDAQ:EXELUS30161Q1040

Current stock price

44.28 USD
-1.58 (-3.45%)
At close:
44.28 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for EXELIXIS INC (EXEL).

Forecast Snapshot

Consensus Price Target

Price Target
$47.77
+ 7.88% Upside

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.73
Revenue Estimate
619.87M

ChartMill Buy Consensus

Rating
74.81%
Weighted Analyst Rating Score

Price Target Details & History

Consensus Price Target and Range

Mean target
$47.77
Upside
+ 7.88%
From current price of $44.28 to mean target of $47.77, Based on 27 analyst forecasts
Low
$35.35
Median
$48.96
High
$63.00

Price Target Revisions

1 Month
-0.71%
3 Months
3.44%

Price Target Summary

27 Wall Street analysts provided a forecast for the next 12 months for EXEL. The average price target is 47.77 USD. This implies a price increase of 7.88% is expected in the next year compared to the current price of 44.28.
The average price target has been revised upward by 3.44% in the past 3 months.

Analyst Ratings & History

Current Analyst Ratings

EXEL Current Analyst RatingEXEL Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

EXEL Historical Analyst RatingsEXEL Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
74.81%
EXEL was analyzed by 27 analysts. The buy percentage consensus is at 75. So analysts seem to be have mildly positive about EXEL.
In the previous month the buy percentage consensus was at a similar level.
EXEL was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-02RBC CapitalMaintains Sector Perform -> Sector Perform
2026-02-12HC Wainwright & Co.Maintains Buy -> Buy
2026-02-11RBC CapitalMaintains Sector Perform -> Sector Perform
2026-02-11StifelMaintains Hold -> Hold
2026-02-11Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-04BarclaysMaintains Equal-Weight -> Equal-Weight
2026-02-03HC Wainwright & Co.Reiterate Buy -> Buy
2026-02-02Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-01-27HC Wainwright & Co.Maintains Buy -> Buy
2026-01-08Morgan StanleyDowngrade Overweight -> Equal-Weight
2026-01-08HC Wainwright & Co.Maintains Buy -> Buy
2025-11-06UBSMaintains Neutral -> Neutral
2025-11-05TD CowenMaintains Buy -> Buy
2025-11-05BarclaysMaintains Equal-Weight -> Equal-Weight
2025-11-05Morgan StanleyMaintains Overweight -> Overweight
2025-11-05HC Wainwright & Co.Maintains Buy -> Buy
2025-11-03GuggenheimDowngrade Buy -> Neutral
2025-10-21Leerink PartnersUpgrade Market Perform -> Outperform
2025-10-21RBC CapitalReiterate Sector Perform -> Sector Perform
2025-10-21Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-10-21Morgan StanleyMaintains Overweight -> Overweight
2025-09-17BarclaysInitiate Equal-Weight
2025-09-17Goldman SachsInitiate Buy
2025-09-17Morgan StanleyMaintains Overweight -> Overweight
2025-08-12HC Wainwright & Co.Maintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.73
Revenue Estimate
619.87M
Revenue Q2Q
11.60%
EPS Q2Q
33.56%
Number of Analysts
21

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
-3.30%
EPS (1 Month)
0.65%
EPS (3 Months)
-5.40%

Next Earnings Summary

EXEL is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.73 USD and the consensus revenue estimate is 619.87M USD.
The next earnings revenue estimate has been revised downward by 3.3% in the past 3 months.

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
EXEL revenue by date.EXEL revenue by date.
1.83B
13.60%
2.169B
18.49%
2.32B
6.98%
2.637B
13.66%
2.99B
13.39%
3.324B
11.17%
3.551B
6.83%
3.231B
-9.01%
2.988B
-7.52%
3.019B
1.04%
3.184B
5.47%
EBITDA
YoY % growth
EXEL ebitda by date.EXEL ebitda by date.
196.602M
-11.60%
718.752M
265.59%
921.756M
28.24%
1.107B
20.10%
1.272B
14.91%
1.569B
23.35%
652.8M
-58.39%
672.18M
2.97%
679.32M
1.06%
N/AN/A
EBIT
YoY % growth
EXEL ebit by date.EXEL ebit by date.
170.885M
-15.19%
689.949M
303.75%
892.701M
29.39%
1.019B
14.15%
1.209B
18.65%
1.451B
20.02%
1.787B
23.16%
1.674B
-6.32%
1.33B
-20.55%
1.38B
3.76%
1.687B
22.25%
Operating Margin
EXEL operating margin by date.EXEL operating margin by date.
9.34%31.81%38.48%38.64%40.43%43.65%50.32%51.81%44.51%45.71%52.98%
EPS
YoY % growth
EXEL eps by date.EXEL eps by date.
0.64
12.28%
1.85
189.06%
2.77
49.73%
3.20
15.38%
3.89
21.75%
4.95
27.11%
5.40
9.14%
4.47
-17.20%
1.78
-60.22%
1.97
10.71%
2.35
19.17%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28
EPS
Q2Q % growth
0.73
33.56%
0.77
18.37%
0.82
18.92%
0.86
-2.07%
0.92
24.97%
1.06
37.87%
1.20
46.68%
0.28
-68.04%
1.06
15.56%
1.09
2.88%
1.13
-5.93%
Revenue
Q2Q % growth
619.87M
11.60%
643.22M
13.19%
668.62M
11.86%
698.35M
16.65%
708.05M
14.23%
745.71M
15.93%
794.03M
18.76%
829.22M
18.74%
881.22M
24.46%
906.88M
21.61%
939.36M
18.30%
EBITDA
Q2Q % growth
237.7M
22.40%
262.02M
14.79%
297.64M
6.89%
301.75M
13.88%
N/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth
232.23M
24.28%
246.9M
15.60%
261.1M
1.85%
266.3M
12.88%
N/AN/AN/AN/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

EXEL Yearly Revenue VS EstimatesEXEL Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
EXEL Yearly EPS VS EstimatesEXEL Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 2 4

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
21.32%
EPS Next 5 Year
10.04%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
11.89%
Revenue Next 5 Year
6.37%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
20.09%
EBIT Next 5 Year
-5.79%

EXELIXIS INC / EXEL Forecast FAQ

Can you provide the average price target for EXELIXIS INC stock?

27 analysts have analysed EXEL and the average price target is 47.77 USD. This implies a price increase of 7.88% is expected in the next year compared to the current price of 44.28.

When does EXELIXIS INC (EXEL) report earnings?

EXELIXIS INC (EXEL) will report earnings on 2026-05-06, after the market close.

What are the consensus estimates for EXELIXIS INC (EXEL) next earnings?

The consensus EPS estimate for the next earnings of EXELIXIS INC (EXEL) is 0.73 USD and the consensus revenue estimate is 619.87M USD.

What is the number of analysts for EXEL stock?

The number of analysts covering EXELIXIS INC (EXEL) is 27.