Exelixis Q2 2025 Earnings Preview: Revenue Down 9.2% YoY, EPS Down 23.8% YoY

Sunday, Jul 27, 2025 12:59 am ET1min read

Exelixis is set to announce Q2 2025 earnings on July 28th, after market close. The consensus EPS estimate is $0.64, down 23.8% YoY, and revenue is expected to be $578.31M, a 9.2% YoY decline. Over the past two years, Exelixis has outperformed its peers in terms of revenue growth, and its stock has consistently beaten analyst expectations.

Exelixis Inc. (EXEL), a biopharmaceutical company, is set to release its Q2 2025 earnings on July 28th, after market close. The consensus earnings per share (EPS) estimate is $0.64, representing a year-over-year (YoY) decline of 23.8%, while revenue is expected 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].

Exelixis' stock has been performing well, with a 21% increase over the past three months. The company's return on equity (ROE) is 30%, which is higher than the industry average of 16% [3]. This high ROE, combined with the company's impressive earnings growth of 22% over the past five years, indicates that Exelixis is efficiently utilizing its shareholders' capital.

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://www.ainvest.com/news/exelixis-q2-2025-earnings-preview-expectations-performance-2507/
[2] https://www.benzinga.com/insights/earnings/25/07/46633993/uncovering-potential-exelixiss-earnings-preview
[3] https://finance.yahoo.com/news/exelixis-inc-nasdaq-exel-stocks-181743783.html

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