| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| Piper Sandler | – | – | – | $320.00 | – | – | −2% | Sep 9 |
| Raymond James | – | Outperform · Mar 2026 | Market Perform | $641.00 | $160.00 | +301% | +97% | Aug 25 |
| Rosenblatt Securities | Kevin Cassidy | Buy | Buy | $250.00 | $180.00 | +39% | −23% | Jul 31 |
| Guggenheim | John DiFucci | Buy | Buy | $255.00 | – | – | −22% | Jul 30 |
| Morgan Stanley | – | Equal Weight | Equal Weight | – | – | – | – | Jul 30 |
| Needham | Charles Shi | Buy | Buy | $400.00 | – | – | +23% | Jul 30 |
| New Street | – | Neutral · Jun 2026 | Buy | $260.00 | – | – | −20% | Jul 30 |
| RBC Capital | Srini Pajjuri | Outperform | Outperform | $130.00 | $140.00 | −7% | −60% | Jul 30 |
| TD Cowen | – | Buy | Buy | – | – | – | – | Jul 30 |
| UBS | Timothy Arcuri | Buy | Buy | $470.00 | $170.00 | +176% | +44% | Jul 30 |
| Wells Fargo | Joe Quatrochi | Overweight | Overweight | $280.00 | $70.00 | +300% | −14% | Jul 30 |
| Susquehanna | – | Positive | Positive | $210.00 | $150.00 | +40% | −36% | Jul 21 |
| Jefferies | Janardan Menon | Buy · Feb 2025 | Buy | $320.00 | $290.00 | +10% | −2% | Jul 20 |
| HSBC | Frank Lee | Hold | Buy | $315.00 | – | – | −3% | Jul 14 |
| Keybanc | – | Overweight | Overweight | $170.00 | $190.00 | −11% | −48% | Jul 14 |
| B of A Securities | – | Neutral | Neutral | – | – | – | – | Jun 23 |
| Bernstein | David Dai | Underperform · Oct 2024 | Market Perform | $500.00 | $300.00 | +67% | +53% | Jun 17 |
| Mizuho Securities | Vijay Rakesh | Outperform · Jun 2026 | Outperform | $500.00 | $425.00 | +18% | +53% | Jun 8 |
| Barclays | – | Overweight | Overweight | – | – | – | – | Jun 1 |
| Evercore ISI Group | – | Outperform | Outperform | $170.00 | $145.00 | +17% | −48% | May 7 |
| Goldman Sachs | – | Sell | Sell | $120.00 | $144.00 | −17% | −63% | May 7 |
| Deutsche Bank | – | Hold | Hold | – | – | – | – | Mar 25 |
| Benchmark | – | Hold | Hold | – | – | – | – | Feb 5 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Feb 5 |
| Oddo BHF | Stephanie Houri | – | – | $170.00 | – | – | −48% | Jan 5 |
| Loop Capital | – | Buy | Buy | – | – | – | – | Nov 12, 2025 |