| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| GLJ Research | – | Buy | Hold | $381.00 | – | – | +50% | Aug 7 |
| Bernstein | Varun Govindaraj | – | – | $368.00 | $416.00 | −12% | +45% | Jul 31 |
| Citigroup | – | Buy | Buy | – | – | – | – | Jul 30 |
| Keybanc | – | Overweight | Overweight | $360.00 | – | – | +42% | Jul 30 |
| Oppenheimer | Noah Kaye | Outperform · May 2026 | Outperform | $325.00 | $353.00 | −8% | +28% | Jul 30 |
| RBC Capital | Deane Dray | Outperform | Outperform | $337.00 | $418.00 | −19% | +33% | Jul 30 |
| Robert W. Baird | Luke Junk | – | – | $320.00 | $370.00 | −14% | +26% | Jul 30 |
| UBS | Amit Mehrotra | Buy · Oct 2025 | Buy | $370.00 | $201.00 | +84% | +46% | Jul 30 |
| Evercore ISI | – | Outperform · May 2026 | Outperform | $375.00 | $425.00 | −12% | +48% | Jul 29 |
| Piper Sandler | – | – | – | $375.00 | – | – | +48% | Jul 29 |
| Mizuho Securities | Brett Linzey | Outperform · Feb 2026 | Outperform | $380.00 | $290.00 | +31% | +50% | May 21 |
| Roth Capital | Justin Clare | Buy · Oct 2025 | Buy | $355.00 | $335.00 | +6% | +40% | May 21 |
| TD Cowen | Michael Elias | Buy | Buy | $347.00 | $211.00 | +64% | +37% | May 20 |
| B of A Securities | – | Buy | Buy | – | – | – | – | May 15 |
| Barclays | Julian Mitchell | Overweight | Overweight | $412.00 | $345.00 | +19% | +63% | May 15 |
| Loop Capital Markets | – | – | – | $500.00 | – | – | +97% | May 14 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Apr 24 |
| Morgan Stanley | Christopher Snyder | Overweight | Overweight | $350.00 | $285.00 | +23% | +38% | Apr 23 |
| BNP Paribas | – | – | – | $345.00 | – | – | +36% | Apr 14 |
| Goldman Sachs | Mark Delaney | Buy | Buy | $277.00 | $204.00 | +36% | +9% | Apr 14 |
| Deutsche Bank | Nicole Deblase | Buy · Sep 2023 · not counted | Buy | $281.00 | $216.00 | +30% | +11% | Feb 12 |
| Wolfe Research | – | Peer Perform | Outperform | – | – | – | – | Dec 9, 2025 |