EX
Exelixis Inc.
EXEL · Exelixis Inc. · Healthcare
Up next day
5/12
42%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±8.8%
typical swing on earnings
Price when beating
+3.1%
avg over 10 beats
Biggest single move
+20.8%
'25.4 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Moves in line with results — fairly predictable
Avg +3.1% on a beat, -5.4% on a miss
vs Healthcare sector avg (153 peers)
This
+1.7%
Sector
+0.4%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27After close
'26.10 expectedEst. EPS $0.91
Quarter ended 7/2026
Reported 2026-08-05
Next-day move
-7.9%
After 5 days -11.2%
vs Consensus$0.87→$0.91+4.8% beat
Beat by +4.8% but stock -7.9%
EPS
$0.91
YoY +21%
Revenue
$0.6B
YoY +11%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -7.8%p3.3x normal — unusual drop+28% run-up before
Earnings trend · last 12 quarters
EPS$0.91YoY +21%
'23.9'26.7
Revenue$0.6BYoY +11%
'23.9'26.7
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 5 of 12q (42%)
Community · EXEL
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