Stock AnalizExelixis (EXEL) earnings for the quarter ended September 2026: EPS beats estimates
Exelixis reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $0.94 against the analysts’ average forecast of $0.90, a beat of 4.0%.
Revenue for the quarter was $659 million, up 10.2% from $598 million in the same quarter a year earlier.
The market’s verdict: the stock rose 4.7% on the first trading day after the report.
The last four quarters
Exelixis has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.94 | $0.90 | +4.0% | +10% | +4.7% |
| Jun 2026 | $0.91 | $0.86 | +5.9% | +11% | −6.8% |
| Mar 2026 | $0.87 | $0.76 | +14.0% | +10% | +10.3% |
| Sep 2025 | $0.78 | $0.67 | +16.2% | +11% | +6.1% |
What comes next
Analysts expect EPS of $1.03 for the next quarter on average and $3.75 for the fiscal year ending December 31, 2026.
The average analyst price target is $61.57, 11% below the current price of $69.00.
Valuation and score
Exelixis scores 4.4 out of 5 overall on Stock Analiz (a strong company), trades at a trailing P/E of about 20.7, and its intrinsic value under moderate assumptions is about 14% above the current market value. Full Exelixis analysis with 10 years of financials
Frequently asked questions
What was Exelixis’s EPS for the quarter ended September 2026?
$0.94 adjusted per share, against an analyst consensus of $0.90.
How much revenue did Exelixis report?
$659 million, up 10.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.