EXELIXIS, INC.
No SEC Form 4 filings for $EXEL in the last 30 days.
EXELIXIS, INC. (EXEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 5 exel20260630exhibit991.htm EX-99.1 Document Exhibit 99.1 Contacts: Chris Senner Chief Financial Officer Exelixis, Inc. 650-837-7240 csenner@exelixis.com Andrew Peters SVP, Strategy & Investor Relations Exelixis, Inc. 650-837-7248 apeters@exelixis.com Exelixis Announces
The article says U.S. healthcare stocks have held up in 2025 and highlights Krystal Biotech (KRYS), Exelixis (EXEL), and CVS Health (CVS) as outperformers. KRYS is driven by Vyjuvek and new approvals in Europe and Japan. EXEL’s focus is zanzalintinib for metastatic colorectal cancer. CVS cites health-insurance cost controls and a GLP-1 access platform. Market caps and gross margins are cited.
EXEL Industries reported Q3 FY2025-2026 revenue of €229.2m, down 18.7% year on year, or -18.0% at constant FX and scope, citing lower agricultural equipment volumes. Agricultural Spraying fell 17.1%, Sugar Beet Harvesting 35.6%, Leisure 14.2%, and Industry 16.7%. The company expects no significant cycle recovery before H2 FY2026-2027.
Over the past 7 days, alphai's AI scored 1 news story mentioning EXEL (EXELIXIS, INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent EXEL coverage spans insider activity, earnings and financial news.
The update is a direct earnings and guidance catalyst, with upside tied to an FDA review decision for zanzalintinib in metastatic colorectal cancer.
EXEL’s near-term valuation sensitivity is to zanzalintinib regulatory progress, especially given the Cabometyx generic-competition timeline.
Broad-based revenue contraction across segments suggests demand softness and likely continued margin pressure until cycle improves.
Raised target with maintained buy is a positive expectation update.
The downgrade centers on regulatory review progress for zanzalintinib but flags remaining uncertainty from pending broader program data.
alphai scores every news story that mentions EXEL with an AI model for sentiment and relevance, and aggregates insider trades from EXELIXIS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
EXELIXIS, INC. (EXEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 5 exel20260630exhibit991.htm EX-99.1 Document Exhibit 99.1 Contacts: Chris Senner Chief Financial Officer Exelixis, Inc. 650-837-7240 csenner@exelixis.com Andrew Peters SVP, Strategy & Investor Relations Exelixis, Inc. 650-837-7248 apeters@exelixis.com Exelixis Announces
8 min readThe article says U.S. healthcare stocks have held up in 2025 and highlights Krystal Biotech (KRYS), Exelixis (EXEL), and CVS Health (CVS) as outperformers. KRYS is driven by Vyjuvek and new approvals in Europe and Japan. EXEL’s focus is zanzalintinib for metastatic colorectal cancer. CVS cites health-insurance cost controls and a GLP-1 access platform. Market caps and gross margins are cited.
6 min readEXEL Industries reported Q3 FY2025-2026 revenue of €229.2m, down 18.7% year on year, or -18.0% at constant FX and scope, citing lower agricultural equipment volumes. Agricultural Spraying fell 17.1%, Sugar Beet Harvesting 35.6%, Leisure 14.2%, and Industry 16.7%. The company expects no significant cycle recovery before H2 FY2026-2027.
3 min readAnalyst rating and price-target changes were reported for Duke Energy (KeyBanc upgrades to overweight, target $139), JPMorgan Chase (Deutsche Bank raises to buy, target $375), M&T Bank (Deutsche Bank downgrades to hold, target $250), and others including Super Micro (Mizuho neutral, target $34) and Texas Instruments (JP Morgan overweight, target $340).
2 min readTruist analyst Gregory Renza downgraded Exelixis (EXEL) to Hold from Buy, raising his price target to $54 from $51. The change followed his resumption of coverage and cited pipeline uncertainty around zanzalintinib. The FDA is reviewing a zanzalintinib plus atezolizumab application for metastatic colorectal cancer, supported by Phase 3 STELLAR-303 data.
3 min readExelixis reported $611 million in quarterly revenue for Q1 2026, GAAP net income of $210.5 million ($0.79 per diluted share), and $1.4 billion in cash, according to the company. The firm also reported $430.8 million in share repurchases last quarter and $750 million more authorized. The article says EXEL shares are up 21% YTD, citing MoneyFlows data on institutional inflows.
4 min readWYSZOMIERSKI JACK L sold 3,925 shares of EXELIXIS, INC. (EXEL) at $50.55 ($0.20M total) on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readEckhardt Sue Gail sold 9,812 shares of EXELIXIS, INC. (EXEL) at $50.14 ($0.49M total) on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readBNP Paribas Financial Markets increased its Exelixis (NASDAQ:EXEL) stake by 79.5% in Q4, adding 495,247 shares to hold 1,117,936 shares worth about $49.0M, according to its latest SEC Form 13F. Other investors also adjusted positions. Exelixis reported Q results on May 5: EPS $0.87 vs $0.75 expected; revenue $610.81M vs $607.51M.
4 min readAftab Dana (EVP, Research and Development) sold 43,451 shares of EXELIXIS, INC. (EXEL) at $50.35 ($2.19M total) on 2026-05-26.
2 min read
