January 12, 2026
Finance

Exelixis Leads Declines as Major US Stocks Slide in Early Monday Trading

Pre-Market Pressure Mounts on Financial and Biotech Shares Amid Preliminary Earnings and Study Updates

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Summary

U.S. stock futures experienced notable declines in early Monday trading, driven by significant drops in shares of Exelixis following preliminary fiscal year 2025 revenue announcements. Additional heavyweight names including Synchrony Financial, Capital One, and Citigroup also faced considerable pre-market losses. Market participants are closely monitoring upcoming earnings releases and clinical study updates shaping current equity movements.

Key Points

Exelixis announced preliminary 2025 U.S. net product revenue of $2.123 billion and expects 2026 revenue between $2.325 billion and $2.425 billion, leading to a 4.6% pre-market stock decline.
Financial sector names Synchrony Financial, Capital One, Bread Financial Holdings, and Citigroup experienced significant share price drops ranging from 4% to 9.5% in early trading.
Biotech company Stoke Therapeutics updated timelines for completion of patient enrollment and Phase 3 data for its EMPEROR study on zorevunersen, which contributed to an 8.7% pre-market share decrease.
American Express, Lumentum Holdings, Himalaya Shipping, Mesoblast, and WPP also faced pre-market sell-offs amid market-wide downward pressure.

In early trading activity Monday morning, U.S. stock futures reflected broad declines with the Dow futures contracting more than 300 points ahead of the opening bell. Market focus centers on a series of company-specific developments that triggered significant pre-market price adjustments across a range of sectors.

Biotechnology firm Exelixis Inc (NASDAQ:EXEL) saw its shares retreat sharply after unveiling preliminary fiscal year 2025 financial projections. The company reported estimated U.S. net product revenue for 2025 at approximately $2.123 billion. Furthermore, Exelixis outlined expectations for 2026 net product revenue to range between $2.325 billion and $2.425 billion. Following these disclosures, Exelixis stock dropped 4.6% to $42.01 in the pre-market arena.

Similarly, Synchrony Financial (NYSE:SYF), a consumer financial services firm, recorded a notable dip of 9.5%, pulling its price to $78.61 before regular trading commenced. The decline extends broader pressure within the financial sector, as fellow lenders Capital One Financial Corp (NYSE:COF) and Bread Financial Holdings Inc (NYSE:BFH) also faced steep pre-market losses of 8.4% and 8.3% respectively, with their shares trading at $228.35 and $73.72.

Stoke Therapeutics Inc (NASDAQ:STOK), another biotechnology entity, experienced an 8.7% share price reduction to $30.00. This movement followed updates on the progression timelines for patient enrollment and subsequent Phase 3 data dissemination concerning its EMPEROR study of the investigational drug zorevunersen, targeting Dravet syndrome.

Further declines affected Himalaya Shipping Ltd (NYSE:HSHP), whose shares fell 5.7% to $8.72, and Mesoblast Ltd (NASDAQ:MESO), which lost 5.1%, closing the pre-market session at $19.90 despite recent positive sales trends noted in December figures for its Ryoncil therapeutic.

Prominent multinational American Express Co (NYSE:AXP) also encountered early trades 5% lower, settling at $357.00. Lumentum Holdings Inc (NASDAQ:LITE) and global advertising giant WPP PLC (NYSE:WPP) shared similar pre-market pressures, retreating 4.7% and 4.5% to $335.00 and $22.63 respectively.

Citigroup Inc (NYSE:C), positioned to release its fourth-quarter earnings report before the market opening on Wednesday, January 14, saw a 4% decrease in its share value to $116.50. Investor attention ahead of this announcement has contributed to the recent pre-market volatility.

Overall, these price movements underscore investor caution amid forthcoming earnings reports and product development milestones, reflective of the broader economic undertones impacting financial services, biotechnology, and shipping sectors.

Risks
  • Outcomes of preliminary and upcoming financial results may impact investor confidence and stock prices.
  • Delays or changes in clinical trial progress and data release schedules pose uncertainties for biotech firms including Stoke Therapeutics.
  • Volatility in financial stocks ahead of earnings releases, such as Citigroup's upcoming report, introduces risk for short-term trading positions.
  • Sector-wide market pressures and external economic dynamics could further influence stock performance across varied industries.
Disclosure
Education only / not financial advice
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Ticker Sentiment
EXEL - negative SYF - negative STOK - negative COF - negative BFH - negative
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