| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Jefferies Blayne Curtis / Brent Thill | UPGRADE | OUTPERFORM | $386.43 | $351.65 | 2026-03-27 | $248.80 | +38.5% | 96% | A+ |
| UBS Timothy Arcuri / Karl Keirstead | TARGET REV | BUY | $367.13 | $334.09 | 2026-04-24 | $271.06 | +27.1% | 84% | A |
| Bernstein SocGen Group Stacy Rasgon / Toni Sacconaghi | REITERATE | OUTPERFORM | $393.32 | $357.92 | 2026-06-18 | $298.01 | +15.6% | 77% | B |
| Goldman Sachs Toshiya Hari / Kash Rangan | UPGRADE | STRONG BUY | $436.05 | $396.81 | 2026-08-14 | $305.93 | +12.7% | 72% | B |
| Evercore ISI Mark Lipacis / Amit Daryanani | TARGET REV | STRONG BUY | $407.79 | $371.09 | 2026-07-31 | $308.91 | +11.6% | 72% | B |
| Citigroup Atif Malik / Tyler Radke | REITERATE | OUTPERFORM | $394.01 | $358.55 | 2026-05-22 | $308.82 | +11.6% | 72% | B |
| Bank of America Securities Vivek Arya / Brad Sills | UPGRADE | STRONG BUY | $438.12 | $398.69 | 2026-08-28 | $319.70 | +7.8% | 71% | B |
| J.P. Morgan Harlan Sur / Mark Murphy | UPGRADE | STRONG BUY | $414.00 | $376.74 | 2026-07-17 | $333.74 | +3.3% | 67% | C |
| Morgan Stanley Joseph Moore / Keith Weiss | UPGRADE | STRONG BUY | $423.65 | $385.52 | 2026-09-11 | $332.27 | +3.7% | 66% | C |
| Barclays Tom O’Malley / Raimo Lenschow | DOWNGRADE | UNDERPERFORM | $345.07 | $314.01 | 2026-02-27 | $264.18 | +30.4% | 38% | F |