Exelixis (EXEL): Earnings Growth Accelerates to 72%, Reinforcing Bullish Market Narratives

Simply Wall St.11-06

Exelixis (EXEL) posted another strong quarter, with revenue forecast to grow at 11.1% per year, outpacing the US market average of 10.4%. EPS is set to rise at a robust 22.3% annual rate, faster than ...

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EPS is set to rise at a robust 22.3% annual rate, faster than ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-exel/exelixis/news/exelixis-exel-earnings-growth-accelerates-to-72-reinforcing\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Exelixis (EXEL): Earnings Growth Accelerates to 72%, Reinforcing Bullish Market Narratives</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExelixis (EXEL): Earnings Growth Accelerates to 72%, Reinforcing Bullish Market Narratives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-exel/exelixis/news/exelixis-exel-earnings-growth-accelerates-to-72-reinforcing><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exelixis (EXEL) posted another strong quarter, with revenue forecast to grow at 11.1% per year, outpacing the US market average of 10.4%. EPS is set to rise at a robust 22.3% annual rate, faster than ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-exel/exelixis/news/exelixis-exel-earnings-growth-accelerates-to-72-reinforcing\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EXEL","symbol_name":"伊克力西斯","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-exel/exelixis/news/exelixis-exel-earnings-growth-accelerates-to-72-reinforcing","article_id":"2581096416","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/28338-main-header/1585188087119"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-exel/exelixis/news/exelixis-exel-earnings-growth-accelerates-to-72-reinforcing","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2581096416","pubTimestamp":1762419040,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Exelixis (EXEL) posted another strong quarter, with revenue forecast to grow at 11.1% per year, outpacing the US market average of 10.4%. EPS is set to rise at a robust 22.3% annual rate, faster than the broader market’s 15.8% pace. Net profit margins jumped from 17.4% last year to 27%. Earnings growth accelerated to an impressive 72.1% over the past year compared to a five-year average of 33.1% per year. With these numbers, investors are looking at a setup defined by multiple growth rewards...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"EXEL":"伊克力西斯","BLSH":"Bullish"},"translate_title":"Exelixis(EXEL)：盈利增长加速至72%，强化看涨市场叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EXEL":1.5,"BLSH":1.5},"content_text":"Exelixis (EXEL) posted another strong quarter, with revenue forecast to grow at 11.1% per year, outpacing the US market average of 10.4%. EPS is set to rise at a robust 22.3% annual rate, faster than the broader market’s 15.8% pace. Net profit margins jumped from 17.4% last year to 27%. Earnings growth accelerated to an impressive 72.1% over the past year compared to a five-year average of 33.1% per year. With these numbers, investors are looking at a setup defined by multiple growth rewards and no flagged risks, which could fuel positive sentiment throughout earnings season. See our full analysis for Exelixis. Next up, we’re weighing these headline numbers against the popular narratives on Simply Wall St to see which stories hold up and which could be up for debate. See what the community is saying about Exelixis NasdaqGS:EXEL Earnings & Revenue History as at Nov 2025 AdvertisementPersistent Single-Drug Dependence  More than 90% of Exelixis' total revenue still comes from Cabozantinib (CABOMETYX), highlighting the company's ongoing reliance on one product for almost all sales. Analysts' consensus view highlights bullish claims about portfolio expansion but contrasts this with major concerns:\n     Dependence on a single drug exposes Exelixis to risk if exclusivity is lost or generics enter, which could cause sharp drops in both revenue and net margins. While the recent launch success in neuroendocrine tumors and continued leadership in renal cell carcinoma bode well, pipeline setbacks such as deciding not to advance STELLAR-305 reinforce worries about whether diversification beyond CABOMETYX will materialize.    Profit Margins Hit 27% as Discounts Rise  Net profit margins have reached 27%, up significantly from 17.4% a year ago, even as 340B sales (which are deeply discounted) jumped to over 24% of total product volume. This rise of 4 points year-over-year continues to put pressure on gross-to-net revenue. According to the analysts' consensus view, margin resilience supports the optimism for earnings growth but two substantial tensions remain:\n     Strategic discipline in capital allocation, backed by robust free cash flow and share repurchase, enables further investment in innovation and partnerships while supporting long-term margin improvement. Heightened competition and regulatory headwinds may curb pricing power and profitability, as gross-to-net deductions continue to climb in an environment of government negotiations and changes to reimbursement models.    Valuation Suggests Room for Upside  Exelixis trades at a Price-To-Earnings Ratio of 18x, below the peer group average of 21.6x but slightly above the broader US Biotechs average of 17.5x. With a current share price of $40.37, this represents a roughly 8% gap to the analyst consensus price target of $44.16. Analysts' consensus view notes that this valuation, paired with above-market earnings and revenue growth forecasts, reinforces the constructive case:\n     Analysts expect annual revenue increases of 11.7% for three years, margin expansion to 36.7%, and earnings per share growth to $4.13 by September 2028. The required Price-To-Earnings multiple for hitting consensus targets in 2028 is 10.6x, much lower than both the current level and the industry norm, leaving ample valuation headroom if Exelixis delivers as projected.   Curious how fundamentals, growth, and risks all shape the consensus? See what Wall Street and the analyst community expect for Exelixis in the full narrative. 📊 Read the full Exelixis Consensus Narrative.   Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Exelixis on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. Got a unique angle on the data? Share your insights by creating a narrative of your own in just a few minutes: Do it your way A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Exelixis. See What Else Is Out There Despite rapid earnings growth, Exelixis remains exposed due to its heavy reliance on a single product pipeline. This makes future results sensitive to setbacks. Reduce concentration risk by checking out stable growth stocks screener (2074 results) offering companies delivering consistent, diversified growth with momentum that is built to last when others face headwinds.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Exelixis might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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