| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Bernstein SocGen Group Stacy Rasgon / Toni Sacconaghi | UPGRADE | OUTPERFORM | $206.55 | $187.96 | 2026-06-18 | $128.47 | +43.3% | 96% | A+ |
| Evercore ISI Mark Lipacis / Amit Daryanani | REITERATE | STRONG BUY | $220.18 | $200.36 | 2026-07-31 | $123.06 | +49.6% | 96% | A+ |
| J.P. Morgan Harlan Sur / Mark Murphy | TARGET REV | STRONG BUY | $226.44 | $206.06 | 2026-07-17 | $132.38 | +39.1% | 95% | A+ |
| Citigroup Atif Malik / Tyler Radke | UPGRADE | STRONG BUY | $221.65 | $201.70 | 2026-05-22 | $136.88 | +34.5% | 93% | A+ |
| UBS Timothy Arcuri / Karl Keirstead | TARGET REV | OUTPERFORM | $207.29 | $188.63 | 2026-04-24 | $143.09 | +28.7% | 89% | A+ |
| Jefferies Blayne Curtis / Brent Thill | REITERATE | OUTPERFORM | $216.13 | $196.68 | 2026-03-27 | $143.06 | +28.7% | 89% | A+ |
| Morgan Stanley Joseph Moore / Keith Weiss | UPGRADE | STRONG BUY | $221.28 | $201.36 | 2026-09-11 | $167.23 | +10.1% | 73% | B |
| Goldman Sachs Toshiya Hari / Kash Rangan | REITERATE | STRONG BUY | $227.91 | $207.40 | 2026-08-14 | $174.04 | +5.8% | 71% | B |
| Bank of America Securities Vivek Arya / Brad Sills | UPGRADE | STRONG BUY | $231.96 | $248.20 | 2026-08-28 | $186.29 | -1.2% | 64% | C |
| Barclays Tom O’Malley / Raimo Lenschow | DOWNGRADE | UNDERPERFORM | $186.67 | $169.87 | 2026-02-27 | $137.19 | +34.2% | 35% | F |