| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| Jefferies | Q3 EPS | Hold · Dec 2025 | Hold | $80.00 | $85.00 | −6% | +5% | Sep 1 |
| UBS | Gavin Parsons | Neutral | Neutral | $78.00 | $83.00 | −6% | +2% | Jul 27 |
| Cantor Fitzgerald | – | Overweight | Overweight | $140.00 | – | – | +83% | Jul 23 |
| B of A Securities | – | Underperform | Underperform | – | – | – | – | Jul 20 |
| Goldman Sachs | Noah Poponak | Sell | Sell | $65.00 | $80.00 | −19% | −15% | Jul 14 |
| Truist Financial | Tobey Sommer | Hold | Hold | $70.00 | $98.00 | −29% | −8% | Jul 10 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Jul 7 |
| Citigroup | – | Neutral | Neutral | – | – | – | – | Jul 1 |
| BNP Paribas | – | – | – | $80.00 | – | – | +5% | May 27 |
| JP Morgan | – | Underweight | Underweight | – | – | – | – | May 26 |
| Stifel Nicolaus | – | Buy | Hold | $110.00 | $115.00 | −4% | +44% | May 26 |
| D.A. Davidson | Jeff Rulis | – | – | $81.00 | – | – | +6% | Jan 27 |