| Stifel Nicolaus | Mark Kelley | Buy · Apr 2024 · not counted | Buy | $485.00 | $420.00 | +15% | +39% | Oct 8 |
| TD Cowen | – | Buy | Buy | – | – | – | – | Oct 8 |
| Wells Fargo | Ken Gawrelski | Equal Weight · Oct 2024 | Equal Weight | $417.00 | $416.00 | 0% | +20% | Oct 6 |
| KeyBanc | Justin Patterson | Overweight · Apr 2025 | Overweight | $435.00 | $445.00 | −2% | +25% | Oct 1 |
| HSBC | Paul Rossington | – | – | $515.00 | $335.00 | +54% | +48% | Aug 14 |
| Macquarie | – | Buy · Apr 2016 · not counted | Buy | $515.00 | – | – | +48% | Jul 24 |
| Canaccord Genuity | Maria Ripps | Buy · Oct 2024 | Buy | $450.00 | $330.00 | +36% | +29% | Jul 23 |
| Cantor Fitzgerald | Deepak Mathivanan | Buy · Apr 2016 · not counted | Buy | $420.00 | $310.00 | +35% | +20% | Jul 23 |
| D.A. Davidson | Gil Luria | – | – | $350.00 | $300.00 | +17% | 0% | Jul 23 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Jul 23 |
| Oppenheimer | Jason Helfstein | Outperform | Outperform | $400.00 | $445.00 | −10% | +15% | Jul 23 |
| Piper Sandler | Ross Sandler | Overweight · Oct 2023 · not counted | Overweight | $425.00 | $395.00 | +8% | +22% | Jul 23 |
| Rosenblatt Securities | Barton Crockett | Buy · Oct 2023 · not counted | Buy | $393.00 | $279.00 | +41% | +13% | Jul 23 |
| UBS | Stephen Ju | Neutral · Feb 2026 | Neutral | $379.00 | $430.00 | −12% | +9% | Jul 23 |
| Wolfe Research | Shweta Khajuria | Outperform · Jul 2023 · not counted | Outperform | $460.00 | – | – | +32% | Jul 23 |
| Truist Financial | Youssef Squali | Buy · Jun 2023 · not counted | Buy | $430.00 | $385.00 | +12% | +23% | Jun 1 |
| Goldman Sachs | Eric Sheridan | Buy · Jul 2023 · not counted | Buy | $450.00 | $220.00 | +105% | +29% | May 21 |
| Raymond James | Strong Buy | Strong Buy · Jan 2026 | Outperform | $425.00 | $400.00 | +6% | +22% | Apr 30 |
| Scotiabank | Nat Schindler | Sector Outperform | Sector Outperform | $450.00 | $400.00 | +13% | +29% | Apr 30 |
| Needham | Laura Martin | Buy · Oct 2023 · not counted | Buy | $400.00 | $210.00 | +90% | +15% | Mar 13 |
| Bernstein | Mark Shmulik | Outperform · Jun 2023 · not counted | Outperform | $345.00 | $125.00 | +176% | −1% | Feb 5 |
| BMO Capital | Brian Pitz | Outperform · Apr 2022 · not counted | Outperform | $400.00 | $340.00 | +18% | +15% | Feb 5 |
| Pivotal Research | Jeffrey Wlodarczak | Buy · Dec 2025 | Buy | $420.00 | $400.00 | +5% | +20% | Feb 5 |
| Wedbush | Scott Devitt | Outperform · Mar 2024 · not counted | Outperform | $370.00 | $205.00 | +80% | +6% | Feb 5 |
| Deutsche Bank | Benjamin Black | Buy · Apr 2023 · not counted | Buy | $370.00 | $120.00 | +208% | +6% | Jan 20 |
| RBC Capital | Brad Erickson | Outperform · Oct 2023 · not counted | Outperform | $375.00 | $130.00 | +188% | +8% | Jan 15 |
| Jefferies | Brent Thill | Buy · Oct 2024 | Buy | $365.00 | $155.00 | +135% | +5% | Jan 5 |
| Guggenheim | Michael Morris | – | – | $375.00 | $150.00 | +150% | +8% | Dec 1, 2025 |
| Mizuho Securities | Lloyd Walmsley | Buy · Nov 2022 · not counted | Buy | $325.00 | $135.00 | +141% | −7% | Oct 30, 2025 |
| Seaport Global | Aaron Kessler | Buy · Oct 2024 | Neutral | $330.00 | $200.00 | +65% | −5% | Oct 30, 2025 |