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
21 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Barclays
Tim Long
Overweight
Overweight
$289.00
$195.00
+48%
+40%
Nov 4
JP Morgan
–
Overweight
Overweight
–
–
–
–
Nov 4
Melius Research
Ben Reitzes
Buy · Sep 2025
Buy
$305.00
$300.00
+2%
+48%
Nov 4
Morgan Stanley
Meta Marshall
Overweight
Overweight
$230.00
$220.00
+5%
+11%
Nov 4
Needham
Alex Henderson
Buy
Buy
$260.00
$185.00
+41%
+26%
Nov 4
Piper Sandler
–
Overweight
Overweight
$181.00
$175.00
+3%
−12%
Nov 4
Rosenblatt
–
Buy
Buy
–
–
–
–
Nov 4
Truist Financial
Matthew Niknam
Buy
Buy
$240.00
$175.00
+37%
+16%
Nov 4
UBS
David Vogt
Buy
Buy
$291.00
$259.00
+12%
+41%
Nov 4
Wells Fargo
Aaron Rakers
Overweight
Overweight
$245.00
$250.00
−2%
+19%
Nov 4
TD Cowen
–
Buy
Buy
–
–
–
–
Oct 19
Citigroup
–
Buy
Buy
–
–
–
–
Oct 8
Bernstein
–
–
–
$250.00
–
–
+21%
Sep 30
Deutsche Bank
–
Buy
Hold
$220.00
–
–
+6%
Sep 1
B of A Securities
–
Buy
Buy
–
–
–
–
Aug 5
Evercore ISI Group
–
Outperform
Outperform
$200.00
$150.00
+33%
−3%
Aug 5
Goldman Sachs
Michael Ng
Buy · Feb 2026
Buy
$225.00
$188.00
+20%
+9%
Aug 5
Jefferies
–
Buy · Jul 2024 · not counted
Buy
$250.00
$380.00
−34%
+21%
Aug 5
KeyBanc
Brandon Nispel
Overweight
Overweight
$250.00
$200.00
+25%
+21%
Aug 5
Wolfe Research
George Notter
Outperform · Sep 2025
Outperform
$175.00
–
–
−15%
Jun 10
Raymond James
Simon Leopold
Perform · Jul 2014 · not counted
Market Perform
$164.00
–
–
−21%
May 15
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