| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| J.P. Morgan Doug Anmuth | REITERATE | STRONG BUY | $74.19 | $79.38 | 2026-07-17 | $68.95 | -10.0% | 58% | C |
| Evercore ISI Mark Mahaney | UPGRADE | STRONG BUY | $76.05 | $81.37 | 2026-07-31 | $71.71 | -13.4% | 55% | D |
| Goldman Sachs Eric Sheridan | UPGRADE | STRONG BUY | $75.18 | $80.44 | 2026-08-14 | $78.16 | -20.6% | 46% | D |
| Morgan Stanley Brian Nowak | UPGRADE | STRONG BUY | $77.91 | $83.36 | 2026-09-11 | $77.40 | -19.8% | 44% | D |
| Bernstein SocGen Group Mark Shmulik / Laurent Yoon | REITERATE | OUTPERFORM | $72.94 | $78.05 | 2026-06-18 | $77.38 | -19.8% | 44% | D |
| Bank of America Securities Justin Post | UPGRADE | STRONG BUY | $77.54 | $82.97 | 2026-08-28 | $81.72 | -24.0% | 44% | F |
| Citigroup Ronald Josey | UPGRADE | STRONG BUY | $74.56 | $79.78 | 2026-05-22 | $88.60 | -29.9% | 39% | F |
| Jefferies Brent Thill / James Heaney | TARGET REV | OUTPERFORM | $71.70 | $76.72 | 2026-03-27 | $93.43 | -33.5% | 38% | F |
| Barclays Ross Sandler | TARGET REV | BUY | $64.75 | $69.28 | 2026-02-27 | $96.24 | -35.5% | 35% | F |
| UBS Stephen Ju | REITERATE | BUY | $67.23 | $71.94 | 2026-04-24 | $92.44 | -32.8% | 34% | F |