| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| UBS | Timothy Arcuri | Buy | Buy | $695.00 | $850.00 | −18% | +50% | Sep 1 |
| Mizuho Securities | Vijay Rakesh | Outperform | Outperform | $590.00 | $650.00 | −9% | +27% | Aug 25 |
| Argus Research | Jim Kelleher | Buy | Buy | $600.00 | $500.00 | +20% | +29% | Aug 18 |
| B of A Securities | – | Buy | Buy | – | – | – | – | Aug 14 |
| B. Riley Securities | – | Buy | Buy | – | – | – | – | Aug 14 |
| Bernstein | Stacy Rasgon | Outperform | Outperform | $700.00 | $525.00 | +33% | +51% | Aug 14 |
| Cantor Fitzgerald | – | Overweight | Overweight | $850.00 | $650.00 | +31% | +83% | Aug 14 |
| Craig-Hallum | Christian Schwab | Buy | Buy | $585.00 | $450.00 | +30% | +26% | Aug 14 |
| Deutsche Bank | Melissa Weathers | Buy | Buy | $605.00 | $550.00 | +10% | +30% | Aug 14 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Aug 14 |
| Keybanc | Steve Barger | Overweight | Overweight | $750.00 | $550.00 | +36% | +62% | Aug 14 |
| Morgan Stanley | Shane Brett | Equal Weight | Equal Weight | $642.00 | $647.00 | −1% | +38% | Aug 14 |
| Needham | Charles Shi | Buy | Buy | $530.00 | $440.00 | +20% | +14% | Aug 14 |
| RBC Capital | Srini Pajjuri | Outperform | Outperform | $600.00 | $520.00 | +15% | +29% | Aug 14 |
| Seaport Global | Jay Goldberg | – | – | $575.00 | $500.00 | +15% | +24% | Aug 14 |
| Stifel | Brian Chin | Buy | Buy | $650.00 | $530.00 | +23% | +40% | Aug 14 |
| TD Cowen | – | Buy | Buy | – | – | – | – | Aug 14 |
| Erste Group | – | Hold | Buy | – | – | – | – | Aug 5 |
| Goldman Sachs | James Schneider | Buy · May 2026 | Buy | $645.00 | $520.00 | +24% | +39% | Aug 3 |
| HSBC | – | Buy | Buy | $683.00 | $517.00 | +32% | +47% | Jul 27 |
| Susquehanna | Mehdi Hosseini | Positive | Positive | $900.00 | $500.00 | +80% | +94% | Jun 30 |
| H.C. Wainwright | – | – | – | $850.00 | – | – | +83% | Jun 29 |
| Jefferies | – | Buy | Buy | $770.00 | $510.00 | +51% | +66% | Jun 26 |
| Wells Fargo | – | Overweight | Overweight | $740.00 | $715.00 | +3% | +59% | Jun 26 |
| Citigroup | – | Buy | Buy | – | – | – | – | Jun 17 |
| Barclays | Tom O'Malley | Overweight | Overweight | $590.00 | $500.00 | +18% | +27% | Jun 11 |
| Raymond James | – | Outperform · May 2025 | Outperform | $650.00 | $245.00 | +165% | +40% | Jun 10 |
| Truist Financial | – | – | – | $575.00 | – | – | +24% | May 28 |
| Evercore ISI Group | Mark Lipacis | Outperform | Outperform | $290.00 | $250.00 | +16% | −38% | May 15 |
| Wolfe Research | – | Outperform | Outperform | $550.00 | $230.00 | +139% | +18% | May 15 |
| KGI Securities | Leon Chen | – | – | $425.00 | – | – | −8% | Feb 13 |