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
26 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Barclays
Anthony Valentini
Overweight
Overweight
$265.00
–
–
+58%
Nov 4
Raymond James
–
Market Perform · Sep 2024 · not counted
Outperform
$255.00
$15.00
+1600%
+52%
Nov 4
Cantor Fitzgerald
Thomas Blakey
Neutral
Neutral
$156.00
$138.00
+13%
−7%
Nov 3
Citigroup
–
Buy
Buy
$250.00
$30.00
+733%
+49%
Nov 3
DA Davidson
Gil Luria
Buy
Buy
$250.00
$200.00
+25%
+49%
Nov 3
Goldman Sachs
Gabriela Borges
Buy · Oct 2026
Neutral
$235.00
$230.00
+2%
+40%
Nov 3
Morgan Stanley
Sanjit Singh
Equal Weight
Equal Weight
$233.00
$205.00
+14%
+39%
Nov 3
Piper Sandler
Clark Jeffries
Overweight
Overweight
$235.00
$231.00
+2%
+40%
Nov 3
RBC Capital
Rishi Jaluria
Underperform
Underperform
$130.00
$90.00
+44%
−23%
Nov 3
Rosenblatt
John McPeake
Buy
Buy
$260.00
–
–
+55%
Nov 3
Truist Financial
Arvind Ramnani
Buy
Buy
$250.00
$223.00
+12%
+49%
Nov 3
J.P. Morgan
Brian Essex
–
–
$262.00
–
–
+56%
Oct 29
Oppenheimer
Param Singh
Outperform
Outperform
$235.00
$200.00
+18%
+40%
Oct 29
Deutsche Bank
Brad Zelnick
Buy · Aug 2026
Hold
$225.00
$200.00
+13%
+34%
Oct 26
Mizuho Securities
Gregg Moskowitz
Outperform
Outperform
$245.00
$215.00
+14%
+46%
Oct 15
Robert W. Baird
William Power
Neutral · Nov 2025
Neutral
$250.00
$200.00
+25%
+49%
Oct 12
UBS
Karl Keirstead
Buy
Buy
$250.00
$215.00
+16%
+49%
Sep 15
Needham
–
–
–
$215.00
–
–
+28%
Aug 11
Jefferies
Brent Thill
Underperform · Feb 2025
Underperform
$80.00
$208.00
−62%
−52%
Aug 4
Northland Securities
–
Market Perform · Feb 2025
Market Perform
$200.00
$190.00
+5%
+19%
Aug 4
Wolfe Research
–
Peer Perform
Underperform
–
–
–
–
Jun 16
Wedbush
–
Outperform
Outperform
–
–
–
–
Jun 5
Argus Research
–
Buy
Hold
$190.00
$29.00
+555%
+13%
May 6
HSBC
–
Hold
Buy
$151.00
$205.00
−26%
−10%
May 1
Freedom Broker
–
Buy
Sell
–
–
–
–
Feb 13
Daiwa
–
–
–
$180.00
–
–
+7%
Feb 10
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