| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Jefferies Brent Thill / James Heaney | UPGRADE | OUTPERFORM | $321.02 | $292.13 | 2026-03-27 | $274.34 | +2.0% | 65% | C |
| Barclays Ross Sandler | UPGRADE | BUY | $296.39 | $317.14 | 2026-02-27 | $311.76 | -10.2% | 56% | C |
| Goldman Sachs Eric Sheridan | UPGRADE | STRONG BUY | $347.88 | $372.23 | 2026-08-14 | $345.90 | -19.1% | 49% | D |
| Morgan Stanley Brian Nowak | UPGRADE | STRONG BUY | $337.81 | $361.46 | 2026-09-11 | $338.50 | -17.3% | 48% | D |
| Bank of America Securities Justin Post | UPGRADE | STRONG BUY | $354.04 | $378.82 | 2026-08-28 | $346.59 | -19.3% | 48% | D |
| J.P. Morgan Doug Anmuth | TARGET REV | STRONG BUY | $347.88 | $372.23 | 2026-07-17 | $346.77 | -19.3% | 46% | D |
| Bernstein SocGen Group Mark Shmulik / Laurent Yoon | REITERATE | OUTPERFORM | $322.14 | $344.69 | 2026-06-18 | $368.03 | -24.0% | 46% | D |
| UBS Stephen Ju | UPGRADE | BUY | $305.35 | $326.72 | 2026-04-24 | $344.40 | -18.8% | 45% | D |
| Evercore ISI Mark Mahaney | TARGET REV | STRONG BUY | $354.04 | $378.82 | 2026-07-31 | $356.13 | -21.4% | 45% | D |
| Citigroup Ronald Josey | UPGRADE | STRONG BUY | $347.32 | $371.63 | 2026-05-22 | $382.97 | -26.9% | 38% | F |