| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| J.P. Morgan Doug Anmuth | REITERATE | STRONG BUY | $74.50 | $79.72 | 2026-07-24 | $70.09 | -11.1% | 57% | C |
| Evercore ISI Mark Mahaney | UPGRADE | STRONG BUY | $76.37 | $81.72 | 2026-08-07 | $74.14 | -15.9% | 53% | D |
| Morgan Stanley Brian Nowak | UPGRADE | STRONG BUY | $78.24 | $83.72 | 2026-09-18 | $71.79 | -13.2% | 50% | D |
| Bernstein SocGen Group Mark Shmulik / Laurent Yoon | REITERATE | OUTPERFORM | $73.25 | $78.38 | 2026-06-26 | $73.81 | -15.5% | 48% | D |
| Bank of America Securities Justin Post | UPGRADE | STRONG BUY | $77.86 | $83.31 | 2026-09-04 | $78.25 | -20.3% | 47% | D |
| Goldman Sachs Eric Sheridan | UPGRADE | STRONG BUY | $75.49 | $80.77 | 2026-08-21 | $79.59 | -21.7% | 45% | D |
| Citigroup Ronald Josey | UPGRADE | STRONG BUY | $74.87 | $80.11 | 2026-05-29 | $86.02 | -27.5% | 41% | F |
| UBS Stephen Ju | REITERATE | BUY | $67.51 | $72.24 | 2026-05-01 | $92.06 | -32.3% | 35% | F |
| Jefferies Brent Thill / James Heaney | TARGET REV | OUTPERFORM | $72.00 | $77.04 | 2026-04-02 | $98.66 | -36.8% | 35% | F |
| Barclays Ross Sandler | TARGET REV | BUY | $65.02 | $69.57 | 2026-03-06 | $99.02 | -37.0% | 34% | F |