| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Jefferies Blayne Curtis / Brent Thill | TARGET REV | STRONG BUY | $385.47 | $350.78 | 2026-03-27 | $300.68 | +8.4% | 72% | B |
| Barclays Tom O’Malley / Raimo Lenschow | REITERATE | BUY | $341.13 | $310.43 | 2026-02-27 | $319.55 | +2.0% | 67% | C |
| Morgan Stanley Joseph Moore / Keith Weiss | UPGRADE | STRONG BUY | $407.65 | $436.19 | 2026-09-11 | $361.99 | -9.9% | 56% | D |
| Bank of America Securities Vivek Arya / Brad Sills | UPGRADE | STRONG BUY | $410.91 | $439.67 | 2026-08-28 | $368.79 | -11.6% | 53% | D |
| J.P. Morgan Harlan Sur / Mark Murphy | TARGET REV | STRONG BUY | $388.08 | $415.25 | 2026-07-17 | $370.83 | -12.1% | 53% | D |
| Evercore ISI Mark Lipacis / Amit Daryanani | UPGRADE | STRONG BUY | $403.08 | $431.30 | 2026-07-31 | $389.28 | -16.2% | 51% | D |
| Goldman Sachs Toshiya Hari / Kash Rangan | REITERATE | STRONG BUY | $395.91 | $423.62 | 2026-08-14 | $392.99 | -17.0% | 47% | D |
| Citigroup Atif Malik / Tyler Radke | UPGRADE | STRONG BUY | $387.43 | $414.55 | 2026-05-22 | $414.14 | -21.3% | 46% | D |
| Bernstein SocGen Group Stacy Rasgon / Toni Sacconaghi | REITERATE | OUTPERFORM | $384.17 | $411.06 | 2026-06-18 | $411.35 | -20.7% | 46% | D |
| UBS Timothy Arcuri / Karl Keirstead | REITERATE | OUTPERFORM | $377.65 | $404.09 | 2026-04-24 | $422.76 | -22.9% | 44% | F |