| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| J.P. Morgan Doug Anmuth / Ryan Brinkman | TARGET REV | STRONG BUY | $478.33 | $435.28 | 2026-07-24 | $313.03 | +29.0% | 91% | A+ |
| Evercore ISI Mark Mahaney / Chris McNally | REITERATE | STRONG BUY | $483.98 | $440.42 | 2026-08-07 | $328.58 | +22.9% | 84% | A |
| Jefferies Brent Thill | UPGRADE | OUTPERFORM | $458.94 | $417.64 | 2026-04-02 | $360.59 | +12.0% | 75% | B |
| Bank of America Securities John Murphy | UPGRADE | STRONG BUY | $490.44 | $446.30 | 2026-09-04 | $354.08 | +14.1% | 73% | B |
| Morgan Stanley Adam Jonas / Simeon Gutman | UPGRADE | STRONG BUY | $476.71 | $433.81 | 2026-09-18 | $364.27 | +10.9% | 72% | B |
| Goldman Sachs Mark Delaney | TARGET REV | STRONG BUY | $507.40 | $461.73 | 2026-08-21 | $362.86 | +11.3% | 72% | B |
| UBS Joseph Spak | UPGRADE | BUY | $442.79 | $402.94 | 2026-05-01 | $390.82 | +3.3% | 68% | C |
| Bernstein SocGen Group Toni Sacconaghi / Nikhil Devnani | REITERATE | BUY | $441.18 | $401.47 | 2026-06-26 | $379.71 | +6.3% | 68% | C |
| Barclays Dan Levy | TARGET REV | BUY | $423.41 | $385.30 | 2026-03-06 | $396.73 | +1.8% | 65% | C |
| Citigroup Ronald Josey / Itay Michaeli | UPGRADE | STRONG BUY | $480.75 | $514.40 | 2026-05-29 | $435.79 | -7.3% | 58% | C |