Consensus mean of analyst estimates. EPS is adjusted (street) EPS, the basis analysts forecast; annual actuals are the sum of the four reported quarters. Growth compares with the same period a year earlier; n/m where the prior period was a loss.
Brokers
38 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Bernstein
–
Buy
Buy
–
–
–
–
Nov 4
Goldman Sachs
Michael Ng
Buy · Jul 2026
Buy
$380.00
$360.00
+6%
+9%
Nov 4
UBS
David Vogt
Neutral · Nov 2026
Neutral
$380.00
$340.00
+12%
+9%
Nov 4
Argus Research
–
Buy
Buy
–
–
–
–
Nov 3
Barclays
Tim Long
Underweight
Underweight
$245.00
$253.00
−3%
−30%
Nov 3
D.A. Davidson
Gil Luria
Neutral
Neutral
$295.00
$270.00
+9%
−15%
Nov 3
Guggenheim
–
Neutral · Nov 2018 · not counted
Buy
$400.00
–
–
+15%
Nov 3
JP Morgan
–
Overweight
Overweight
–
–
–
–
Nov 3
Keybanc
Brandon Nispel
Underweight
Underweight
$250.00
$200.00
+25%
−28%
Nov 3
Melius Research
Ben Reitzes
Buy · Sep 2025
Buy
$370.00
$345.00
+7%
+6%
Nov 3
Morgan Stanley
Erik Woodring
Overweight
Overweight
$350.00
$355.00
−1%
+1%
Nov 3
Robert W. Baird
William Power
Outperform
Outperform
$340.00
$330.00
+3%
−2%
Nov 3
Rosenblatt
–
Neutral
Neutral
–
–
–
–
Nov 3
TD Cowen
–
Buy
Buy
–
–
–
–
Nov 3
Monness
Brian White
Buy · Jun 2023 · not counted
Buy
$355.00
$199.00
+78%
+2%
Oct 28
Loop Capital Markets
–
Hold
Buy
$330.00
$380.00
−13%
−5%
Oct 20
MoffettNathanson
–
Neutral
Neutral
$283.00
$304.00
−7%
−19%
Oct 20
Needham
–
Hold
Hold
–
–
–
–
Oct 1
B of A Securities
–
Buy
Buy
–
–
–
–
Sep 23
Evercore ISI
–
Outperform
Outperform
$380.00
$365.00
+4%
+9%
Sep 18
HSBC
–
Buy
Buy
$366.00
$220.00
+66%
+5%
Sep 8
Redburn Partners
Timm Schulze-Melander
Neutral · Jan 2024 · not counted
Buy
$400.00
$230.00
+74%
+15%
Aug 17
Rothschild & Co
–
Buy
Neutral
–
–
–
–
Aug 17
Jefferies
Edison Lee
Underperform
Hold
$263.66
$330.00
−20%
−24%
Aug 10
China Renaissance
–
Hold
Buy
–
–
–
–
Aug 4
Wells Fargo
Aaron Rakers
Overweight
Overweight
$350.00
$310.00
+13%
+1%
Jul 31
Raymond James
–
Outperform · Aug 2025
Outperform
$380.00
$250.00
+52%
+9%
Jul 20
RBC Capital
–
Outperform · Jan 2021 · not counted
Outperform
$365.00
$325.00
+12%
+5%
Jul 15
Citigroup
–
Buy
Buy
–
–
–
–
Jul 13
Wedbush
Daniel Ives
Outperform
Outperform
$400.00
$350.00
+14%
+15%
Jun 25
KGI Securities
Rob Chang
Hold
Outperform
$315.00
$306.00
+3%
−10%
Jun 22
Maxim Group
Tom Forte
Buy
Buy
$350.00
$300.00
+17%
+1%
Jun 9
Tigress Financial
–
Strong Buy
Strong Buy
$375.00
$295.00
+27%
+8%
May 14
BNP Paribas
–
Outperform
Neutral
$300.00
$140.00
+114%
−14%
Apr 17
Stifel Nicolaus
–
Hold · Oct 2016 · not counted
Buy
$330.00
–
–
−5%
Mar 2
Scotiabank
–
Perform · Sep 2020 · not counted
Outperform
$330.00
–
–
−5%
Feb 2
Stephens
–
–
–
$315.00
–
–
−10%
Jan 26
CLSA
Bhavtosh Vajpayee
Outperform
Outperform
$330.00
–
–
−5%
Dec 5, 2025
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