Mkt Cap $12B
P/E 16.4 fwd 12.2
52wk $33.76 - $50.48
1h ago
Insider selling: $90,493,024 sold by 17 insiders (30d)
Est. revisions:
+5.6%
(9 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.5)
Factor Model
net +0.5
Est. Revisions
+0.4
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
TD Cowen hikes EXEL price target to $55
Watch: FDA decision on zanzalintinib approval will be key catalyst for pipeline validation and share price reaction.
EXEL insider David Edward Johnson purchased nearly $10M in shares at $20.32-$43.12 between two transactions, signaling confidence amid broader insider selling. TD Cowen raised its price target to $55 from $51 and reaffirmed a Buy rating, citing strong pipeline prospects and confirmed fiscal 2026 revenue guidance of $2.525B to $2.625B. EXEL’s main revenue driver remains cabozantinib, with FDA approval pending for zanzalintinib in metastatic colorectal cancer.
Rising insider buying combined with analyst target upgrades and stable revenue guidance supports a bullish outlook for EXEL's growth and valuation despite recent insider selling trends.
Evidence
1d ago
Insider buy by JOHNSON DAVID EDWARD (EXEL): $1,187,235
1d ago
Insider buy by JOHNSON DAVID EDWARD (EXEL): $8,733,955
1d ago
TD Cowen Sees Pipeline Growth Opportunities Supporting Exelixis, Inc. (EXEL) Outlook
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Fundamentals & Data ▾
Exelixis, Inc.
Healthcare · Biotechnology
Mkt Cap
$12B
P/E
16.4 fwd 12.2
Beta
0.39
52w Range
$33.76 - $50.48
Short Interest
30.0M 16.24%
Days to Cover
13.1 +10%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+5.3%
Insiders
selling
0B / 5S
EPS Estimate
$0.86
+5.6% 30d
9up / 1dn
Est. Dispersion
18%
9 analysts
Analyst Target
$49
$40 - $60
Options P/C
0.18
Insider Cluster
strong sell
1B / 13S
Fund Convergence
strong
Renaissance, Bridgewater, Citadel, Two Sigma, D.E. Shaw
Financials
Revenue
$611M +10% YoY
FCF
$250M
Gross Margin
97%
Op Margin
41%
Momentum:
accelerating
Top Holders
Renaissance
$610M
Bridgewater
$41M
Citadel
$29M
Two Sigma
$10M
D.E. Shaw
$4M
Recent Filings & Data
insider trade
149
net selling
· $90,493,024 sold
· $9,921,190 bought
17 insiders · 149 transactions (30d)
Recent transactions
BECKERLE MARY C · sell · $373,646
FREIRE MARIA C · sell · $949,164
POSTE GEORGE H · sell · $2,742,600
BECKERLE MARY C · exercise · $89,613
FREIRE MARIA C · exercise · $407,934
HALEY PATRICK JOSEPH · award
AFTAB T DANA · award
HEFTI BRENDA · award
SENNER CHRISTOPHER J. · award
MORRISSEY MICHAEL M · award
MORRISSEY MICHAEL M · other
AFTAB T DANA · sell · $2,132,351
AFTAB T DANA · sell · $1,324,868
MORRISSEY MICHAEL M · other
HEFTI BRENDA · sell · $821,623
SMITH JULIE ANNE · sell · $4,687,346
WYSZOMIERSKI JACK L · sell · $4,382,252
SMITH JULIE ANNE · exercise · $2,060,954
WYSZOMIERSKI JACK L · exercise · $407,934
SENNER CHRISTOPHER J. · sell · $2,810,998
HALEY PATRICK JOSEPH · sell · $2,950,941
OLIVER ROBERT LEE JR. · sell · $1,325,339
ECKHARDT SUE GAIL · sell · $168,854
OLIVER ROBERT LEE JR. · exercise · $175,217
MORRISSEY MICHAEL M · exercise · $10,542,057
HALEY PATRICK JOSEPH · award
AFTAB T DANA · award
SENNER CHRISTOPHER J. · award
MORRISSEY MICHAEL M · award
HEFTI BRENDA · award
JOHNSON DAVID EDWARD · buy · $1,187,235
AFTAB T DANA · other
HALEY PATRICK JOSEPH · sell · $3,046,928
OLIVER ROBERT LEE JR. · other
MORRISSEY MICHAEL M · other
PAPADOPOULOS STELIOS B · sell · $4,355,000
BECKERLE MARY C · sell · $1,032,414
AFTAB T DANA · sell · $2,056,278
BECKERLE MARY C · exercise · $134,420
AFTAB T DANA · award
WYSZOMIERSKI JACK L · sell · $324,683
ECKHARDT SUE GAIL · sell · $805,140
HEYMAN TOMAS J. · award
ECKHARDT SUE GAIL · award
OLIVER ROBERT LEE JR. · award
FREIRE MARIA C · award
SMITH JULIE ANNE · award
WYSZOMIERSKI JACK L · award
PAPADOPOULOS STELIOS B · award
POSTE GEORGE H · award
BECKERLE MARY C · award
HEYMAN TOMAS J. · sell · $201,254
HALEY PATRICK JOSEPH · sell · $1,515,091
MORRISSEY MICHAEL M · other
SENNER CHRISTOPHER J. · sell · $4,600,000
PETERSON AMY C · sell · $3,309,125
POSTE GEORGE H · sell · $948,958
SENNER CHRISTOPHER J. · exercise · $1,880,000
PETERSON AMY C · exercise · $870,000
POSTE GEORGE H · exercise · $407,934
HESSEKIEL JEFFREY J · sell · $1,154,500
HALEY PATRICK JOSEPH · sell · $6,488,503
PAPADOPOULOS STELIOS B · sell · $1,619,130
HALEY PATRICK JOSEPH · exercise · $2,188,000
PAPADOPOULOS STELIOS B · exercise · $733,351
MORRISSEY MICHAEL M · exercise · $5,797,262
AFTAB T DANA · sell · $58,812
PETERSON AMY C · award
HALEY PATRICK JOSEPH · award
AFTAB T DANA · award
HESSEKIEL JEFFREY J · award
SENNER CHRISTOPHER J. · award
MORRISSEY MICHAEL M · award
HALEY PATRICK JOSEPH · sell · $388,000
SMITH JULIE ANNE · sell · $2,804,459
WYSZOMIERSKI JACK L · sell · $331,430
SMITH JULIE ANNE · exercise · $1,481,936
WYSZOMIERSKI JACK L · exercise · $325,417
PETERSON AMY C · award
HALEY PATRICK JOSEPH · award
AFTAB T DANA · award
HESSEKIEL JEFFREY J · award
SENNER CHRISTOPHER J. · award
MORRISSEY MICHAEL M · award
OLIVER ROBERT LEE JR. · sell · $694,601
OLIVER ROBERT LEE JR. · exercise · $292,034
MORRISSEY MICHAEL M · other
AFTAB T DANA · sell · $991,772
SENNER CHRISTOPHER J. · sell · $1,059,408
HALEY PATRICK JOSEPH · sell · $1,946,479
SENNER CHRISTOPHER J. · exercise · $551,103
BECKERLE MARY C · sell · $425,878
FREIRE MARIA C · sell · $1,541,343
ECKHARDT SUE GAIL · sell · $405,111
POSTE GEORGE H · sell · $551,463
ECKHARDT SUE GAIL · exercise · $179,227
BECKERLE MARY C · exercise · $194,147
FREIRE MARIA C · exercise · $949,521
POSTE GEORGE H · exercise · $325,417
HALEY PATRICK JOSEPH · award
AFTAB T DANA · award
HESSEKIEL JEFFREY J · award
SENNER CHRISTOPHER J. · award
MORRISSEY MICHAEL M · award
MORRISSEY MICHAEL M · other
HESSEKIEL JEFFREY J · other
HESSEKIEL JEFFREY J · sell · $2,200,200
HESSEKIEL JEFFREY J · exercise · $2,431,103
HALEY PATRICK JOSEPH · sell · $352,700
HALEY PATRICK JOSEPH · sell · $1,428,822
AFTAB T DANA · sell · $3,394,510
AFTAB T DANA · exercise · $1,823,337
HESSEKIEL JEFFREY J · sell · $1,706,500
POSTE GEORGE H · sell · $1,020,000
MORRISSEY MICHAEL M · other
AFTAB T DANA · sell · $36,487
HESSEKIEL JEFFREY J · sell · $709,750
MORRISSEY MICHAEL M · other
HALEY PATRICK JOSEPH · exercise · $2,441,000
MORRISSEY MICHAEL M · exercise · $11,716,800
HESSEKIEL JEFFREY J · sell · $659,500
HESSEKIEL JEFFREY J · sell · $515,800
HESSEKIEL JEFFREY J · exercise · $488,200
FREIRE MARIA C · sell · $219,120
AFTAB T DANA · sell · $565,094
SENNER CHRISTOPHER J. · sell · $3,398,750
SENNER CHRISTOPHER J. · exercise · $3,051,250
POSTE GEORGE H · sell · $906,865
HESSEKIEL JEFFREY J · sell · $2,077,600
HALEY PATRICK JOSEPH · sell · $357,000
AFTAB T DANA · sell · $2,375,000
AFTAB T DANA · exercise · $2,318,950
HESSEKIEL JEFFREY J · exercise · $1,952,800
WYSZOMIERSKI JACK L · sell · $182,314
HEYMAN TOMAS J. · award
ECKHARDT SUE GAIL · award
OLIVER ROBERT LEE JR. · award
FREIRE MARIA C · award
SMITH JULIE ANNE · award
WYSZOMIERSKI JACK L · award
PAPADOPOULOS STELIOS B · award
POSTE GEORGE H · award
BECKERLE MARY C · award
JOHNSON DAVID EDWARD · buy · $8,733,955
SMITH JULIE ANNE · sell · $576,154
POSTE GEORGE H · sell · $244,939
POSTE GEORGE H · exercise · $228,695
PAPADOPOULOS STELIOS B · sell · $240,177
PAPADOPOULOS STELIOS B · exercise · $228,695
7 signals · latest 1d ago
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