Market Cap
$14.5B
EXEL
EXELIXIS, INC.
$58.38 ▲ +0.76%
Prev close $57.94Market cap$14.5B
ConsensusHold
12-mo target$53.93 (-7.6%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on EXEL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$10.8B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $19.0M sell
Insider Net $
-$19.0M
Social Sentiment
75° Bullish
SEC Reports
12
Price chart 30d -0.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Dec 3, 2026 fda_pdufa
Sep 11, 2026 SEC 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
Exelixis disclosed that the FDA extended the review period for its NDA for zanzalintinib (in combination with atezolizum
8-K — Impact 6/10
Levi & Korsinsky announced an investigation into Exelixis (EXEL) regarding potentially misleading statements about full-
PRESS-RELEASE — Impact 7/10
Aug 10, 2026 Insider
Beckerle Mary C sold 9,812 shares
Director @ $53.66 ($526.5K)
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
5,551,747 shares ($302.1M)
Jun 30, 2026 Inst.
Jun 3, 2026 SEC UBS Group AG — ADD
3,167,890 shares ($172.4M)
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
WYSZOMIERSKI JACK L sold 3,925 shares
Director @ $50.55 ($198.4K)
Analyst ratings buy % -25.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 6, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 2, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 2, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 14 | 1 | 0 | 44% | |
| Aug 1, 2026 | 5 | 8 | 12 | 1 | 0 | 50% | |
| Jul 1, 2026 | 5 | 8 | 11 | 1 | 0 | 52% | |
| 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% |
Price targets
Where 15 covering analysts think EXEL trades over the next 12 months.
$53.93 -7.6% upside Sell
Current$58.34 Low$41.00 Median$53.00 High$66.00 15 analysts
$41.00$66.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 9 neutral · avg impact 3.8/10.
BEARISH8-K6/10
Exelixis disclosed that the FDA extended the review period for its NDA for zanzalintinib (in combina
Sep 11, 2026
BEARISHPRESS-RELEASE7/10
Levi & Korsinsky announced an investigation into Exelixis (EXEL) regarding potentially misleading st
Aug 10, 2026
NEUTRALCLUSTER2/10
Two Exelixis directors sold a total of ~$690K in open-market transactions over a 7-day window, repre
Jun 3, 2026
NEUTRALCLUSTER3/10
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, while seven directors
May 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
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
Oct 1, 2026
short_volume
Short Volume: EXEL — 64.1% short (0.4M / 0.6M)
Short: 364,084 | Exempt: 21 | TRF Vol: 568,258 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: EXEL — 62.8% short (0.7M / 1.2M)
Short: 748,726 | Exempt: 183 | TRF Vol: 1,192,247 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: EXEL — 59.4% short (0.4M / 0.7M)
Short: 422,760 | Exempt: 10 | TRF Vol: 711,848 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
Clinical Trial
Study of XL092 + Nivolumab vs Sunitinib in Subjects With Advanced or Metastatic Non-Clear Cell Renal Cell Carcinoma
Phase Phase 3 — ACTIVE_NOT_RECRUITING
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.90 | $0.79–$0.96 | 15.4% | -0.7% | 6↑ 3↓ | $0.7B | 9 |
| Next Q | $0.90 | $0.65–$1.02 | -4.5% | +1.1% | 4↑ 7↓ | $0.7B | 9 |
| Current FY | $3.59 | $3.18–$3.77 | 16.5% | +0.2% | 5↑ 4↓ | $2.6B | 10 |
| Next FY | $4.25 | $3.57–$5.41 | 18.6% | -0.1% | 5↑ 6↓ | $2.9B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.900 | — |
| 7d ago | $0.906 | -0.006 |
| 30d ago | $0.906 | -0.006 |
| 60d ago | $0.888 | +0.012 |
| 90d ago | $0.893 | +0.007 |
Institutional ownership
Which big funds own EXEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.8B total value (198,889,945 shares) as of 2026-Q2. Top holders: BlackRock,, FARALLON, RENAISSANCE. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,075,377 | $1.6B | 14.6% | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 13,468,010 | $732.8M | 6.8% | — |
| RENAISSANCE TECHNOLOGIES LLC | 13,427,993 | $730.6M | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,043,122 | $655.3M | 6.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 11,023,943 | $598.6M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,950,997 | $595.8M | 5.5% | — |
| STATE STREET CORP | 9,970,071 | $542.5M | 5.0% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 8,929,389 | $485.8M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,650,316 | $416.3M | 3.8% | — |
| D. E. Shaw & Co., Inc. | 5,551,747 | $302.1M | 2.8% | ADD +54.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 3,603,063 | 5,551,747 | +54.1% | $302.1M |
| UBS Group AG | ADD | 2,393,513 | 3,167,890 | +32.4% | $172.4M |
| GOLDMAN SACHS GROUP INC | ADD | 2,118,574 | 2,690,489 | +27.0% | $146.4M |
| NORGES BANK | NEW | — | 2,688,866 | — | $146.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,644,737 | 2,149,397 | +30.7% | $116.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,272,244 | 1,791,664 | +40.8% | $97.5M |
| JANE STREET GROUP, LLC | ADD | 1,087,030 | 1,402,438 | +29.0% | $76.3M |
| JPMORGAN CHASE & CO | ADD | 810,849 | 1,298,907 | +60.2% | $71.1M |
| MILLENNIUM MANAGEMENT LLC | ADD | 934,809 | 1,218,706 | +30.4% | $66.3M |
| SEI INVESTMENTS CO | TRIM | 1,629,670 | 1,166,715 | -28.4% | $63.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 39 transactions. Net -$19.0M — $0.00 bought, $19.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Beckerle Mary C | Director | SELL | 9,812 | $53.66 | $526.5K |
| Jun 1, 2026 | WYSZOMIERSKI JACK L | Director | SELL | 3,925 | $50.55 | $198.4K |
| Jun 1, 2026 | Eckhardt Sue Gail | Director | SELL | 9,812 | $50.14 | $492.0K |
| May 27, 2026 | JOHNSON DAVID EDWARD | Director | AWARD | 19,133 | — | — |
| May 27, 2026 | Freire Maria C | Director | AWARD | 8,367 | — | — |
| May 27, 2026 | POSTE GEORGE | Director | AWARD | 8,367 | — | — |
| May 27, 2026 | WYSZOMIERSKI JACK L | Director | AWARD | 8,367 | — | — |
| May 27, 2026 | Oliver Bob | Director | AWARD | 8,367 | — | — |
| May 27, 2026 | Beckerle Mary C | Director | AWARD | 8,367 | — | — |
| May 27, 2026 | Smith Julie | Director | AWARD | 8,367 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EXEL.
Shares short
26,400,456
Settlement Sep 15, 2026
Change vs prior
-7.9%
Semi-monthly cycle
Days to cover
12.4
At avg daily volume
Of shares outstanding
≈10.7%
Estimate — not % of float
All EXEL filing & press-release reports (12)
- 8-K reportSep 11, 2026
- PRESS-RELEASE reportAug 10, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportMay 29, 2026
- CLUSTER reportMay 29, 2026
- 8-K reportMay 29, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 8, 2026
- DEFA14A reportApr 17, 2026
- INST-CLUSTER reportFeb 28, 2026