EXEL Exelixis Inc

$EXEL reports earnings today after the close. I’m bullish heading into the report: EXEL has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.

$EXEL tomorrow should be up by 0.60, not sure why it’s-0.40 after hours? It has all positive as per the earnings.

$EXEL Figured there would be at least some AH action following the Q3 release. Nadda so far...

$EXEL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.94 up 20.51% YoY • Reported revenue of $658.7M up 10.20% YoY • Exelixis FY2026 guidance maintains total revenues of $2.5B - $2.55B and net product revenues of $2.3B - $2.35B; effective tax rate is 16% - 18%, versus 21% - 23% previously.

$EXEL Google AI is showing a beat expectations. Q3 2026 Financial Results vs. Expectations MetricWall Street ConsensusExelixis Actual PerformanceVerdict Non-GAAP Diluted EPS $0.87 to $0.89 $0.94 BEAT (+$0.05) Total Revenue $646.5M to $653.0M$658.7M ($604.9M net product + $53.8M collaboration) BEAT GAAP Diluted EPSN/A$0.85—

$EXEL Friday pop to $70+ on results and buyback??? Then next week a fade back to the $50s? Possibly the low 50s based on a price to sales of 5x?

🧬 NEW ALERT · CATALYST RUN-UP $EXEL · EXELIXIS, INC. 📈 BUY SHARES $EXEL Entry: $62.65 (OK up to $63.59) Stop: $59.27 (-5.4%) Target 1: $67.71 (+8.1%) · trim half, stop to break-even Target 2: $72.78 (+16.2%) Exit by: Wed, Dec 2 close (day before the event — no binary risk) Why • PDUFA Dec 3 (45d out) • RS vs XBI +16% (20d) • above 20/50-day • RSI 69 Size: risking 1% of account = ~19% position (stop is 5.4% away) Score 75/100 · Biotech regime: Risk-off Educational alert, not personalized advice. Manage your own risk. $XBI

CABOMETYX did the heavy lifting again imo $EXEL up about 8% to near 71.70 off a 66.20 close Q3 printed 94 cents vs 89 expected, revenue 658.7 million up about 10% from a year ago and the next franchise clock is already set, zanzalintinib PDUFA March 3 2027

43 days out and $EXEL is sitting at highs for a reason nobody is shouting about Dec 3 PDUFA on zanzalintinib plus atezolizumab in previously treated metastatic colorectal cancer. STELLAR 303 beat regorafenib on overall survival in Phase 3, and this is the shot at a second franchise beyond CABOMETYX. trading around 64.27 today imo