| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| Evercore ISI | – | Outperform | Outperform | $380.00 | $365.00 | +4% | +12% | Sep 18 |
| Loop Capital Markets | Ananda Baruah | Buy · Dec 2025 | Buy | $380.00 | $325.00 | +17% | +12% | Sep 18 |
| B of A Securities | – | Buy | Buy | – | – | – | – | Sep 17 |
| Rosenblatt | – | Neutral | Neutral | – | – | – | – | Sep 10 |
| TD Cowen | – | Buy | Buy | – | – | – | – | Sep 10 |
| HSBC | – | Buy | Buy | $366.00 | $220.00 | +66% | +8% | Sep 8 |
| MoffettNathanson | – | Neutral · Sep 2025 | Sell | $304.00 | $225.00 | +35% | −10% | Sep 8 |
| Needham | – | Hold | Hold | – | – | – | – | Sep 8 |
| DA Davidson | – | Neutral | Neutral | $270.00 | $250.00 | +8% | −20% | Sep 2 |
| Morgan Stanley | Erik Woodring | Overweight | Overweight | $364.00 | $325.00 | +12% | +7% | Sep 2 |
| Redburn Partners | Timm Schulze-Melander | Neutral · Jan 2024 · not counted | Buy | $400.00 | $230.00 | +74% | +18% | Aug 17 |
| Rothschild & Co | – | Buy | Neutral | – | – | – | – | Aug 17 |
| Jefferies | Edison Lee | Underperform | Hold | $263.66 | $330.00 | −20% | −22% | Aug 10 |
| China Renaissance | – | Hold | Buy | – | – | – | – | Aug 4 |
| Barclays | Tim Long | Underweight | Underweight | $245.00 | $253.00 | −3% | −28% | Jul 31 |
| Goldman Sachs | Michael Ng | Buy | Buy | $360.00 | $330.00 | +9% | +6% | Jul 31 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Jul 31 |
| Wells Fargo | Aaron Rakers | Overweight | Overweight | $350.00 | $310.00 | +13% | +3% | Jul 31 |
| Argus Research | – | Buy | Buy | $325.00 | $165.00 | +97% | −4% | Jul 30 |
| Baird | William Power | Outperform | Outperform | $330.00 | $310.00 | +6% | −3% | Jul 30 |
| KeyBanc | Brandon Nispel | Underweight · Jul 2026 | Sector Weight | $250.00 | $200.00 | +25% | −26% | Jul 28 |
| UBS | – | Neutral · May 2026 | Neutral | $365.00 | $250.00 | +46% | +8% | Jul 21 |
| Raymond James | – | Outperform · Aug 2025 | Outperform | $380.00 | $250.00 | +52% | +12% | Jul 20 |
| Bernstein | – | Buy | Buy | $325.00 | $290.00 | +12% | −4% | Jul 15 |
| RBC Capital | – | Outperform · Jan 2021 · not counted | Outperform | $365.00 | $325.00 | +12% | +8% | Jul 15 |
| Citigroup | – | Buy | Buy | – | – | – | – | Jul 13 |
| Wedbush | Daniel Ives | Outperform | Outperform | $400.00 | $350.00 | +14% | +18% | Jun 25 |
| KGI Securities | Rob Chang | Hold | Outperform | $315.00 | $306.00 | +3% | −7% | Jun 22 |
| Maxim Group | Tom Forte | Buy | Buy | $350.00 | $300.00 | +17% | +3% | Jun 9 |
| Tigress Financial | – | Strong Buy | Strong Buy | $375.00 | $295.00 | +27% | +11% | May 14 |
| BNP Paribas | – | Outperform | Neutral | $300.00 | $140.00 | +114% | −11% | Apr 17 |
| Stifel Nicolaus | – | Hold · Oct 2016 · not counted | Buy | $330.00 | – | – | −3% | Mar 2 |
| Scotiabank | – | Perform · Sep 2020 · not counted | Outperform | $330.00 | – | – | −3% | Feb 2 |
| Stephens | – | – | – | $315.00 | – | – | −7% | Jan 26 |
| CLSA | Bhavtosh Vajpayee | Outperform | Outperform | $330.00 | – | – | −3% | Dec 5, 2025 |
| Melius Research | Ben Reitzes | Buy · Sep 2025 | Buy | $345.00 | $290.00 | +19% | +2% | Oct 31, 2025 |
| Seaport Global | Jay Goldberg | – | – | $310.00 | – | – | −9% | Oct 1, 2025 |