Exelixis Q2 2025 Earnings Preview: Expectations and Performance

Exelixis (EXEL) is set to announce Q2 2025 earnings on July 28th. The consensus EPS estimate is $0.64, a 23.8% YoY decline, while revenue is expected to be $578.31M, down 9.2% YoY. Over the last 2 years, EXEL has beaten EPS estimates 50% of the time, and revenue estimates 67% of the time.

Exelixis Inc. (EXEL), a biopharmaceutical company, is set to release its Q2 2025 earnings on July 28. Analysts are expecting the company to report an earnings per share (EPS) of $0.64, representing a year-over-year (YoY) decline of 23.8%. Revenue is anticipated to be $578.31 million, down 9.2% YoY [1].

Over the past two years, Exelixis has consistently outperformed EPS estimates 50% of the time and revenue estimates 67% of the time [2]. This historical performance suggests that the company may be able to beat the consensus EPS estimate once again. However, investors should remain cautious, as the actual earnings report could still impact the stock price.

Analysts are optimistic about Exelixis's prospects, with a consensus rating of "Buy" and an average one-year price target of $48.5, indicating a potential 8.28% upside [2]. The company's strong revenue growth and gross profit margins have positioned it favorably compared to its peers, although its return on equity is relatively low [2].

Investors should closely monitor Exelixis's earnings call for any updates on business conditions and future guidance. The company's ability to exceed earnings estimates and provide positive forward-looking statements could drive the stock price higher. Conversely, any disappointments could lead to a decrease in the stock price.

References:
[1] https://finance.yahoo.com/news/exelixis-exel-expected-beat-earnings-140004898.html
[2] https://www.benzinga.com/insights/earnings/25/07/46633993/uncovering-potential-exelixiss-earnings-preview