| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Barclays Nicholas Campanella | DOWNGRADE | UNDERPERFORM | $86.55 | $92.61 | 2026-02-27 | $93.77 | -10.7% | 73% | B |
| Morgan Stanley David Arcaro | UPGRADE | STRONG BUY | $98.94 | $90.04 | 2026-09-11 | $82.31 | +1.7% | 64% | C |
| Bank of America Securities Julien Dumoulin-Smith | UPGRADE | STRONG BUY | $102.45 | $93.23 | 2026-08-28 | $81.84 | +2.3% | 63% | C |
| Goldman Sachs Carly Davenport | REITERATE | STRONG BUY | $103.96 | $111.24 | 2026-08-14 | $86.19 | -2.9% | 63% | C |
| Bernstein SocGen Group Stacy Rasgon | TARGET REV | OUTPERFORM | $96.93 | $103.72 | 2026-06-18 | $86.75 | -3.5% | 60% | C |
| Evercore ISI Amit Daryanani | REITERATE | STRONG BUY | $104.46 | $111.77 | 2026-07-31 | $86.92 | -3.7% | 60% | C |
| J.P. Morgan Jeremy Tonet | REITERATE | OUTPERFORM | $97.93 | $104.79 | 2026-07-17 | $88.80 | -5.7% | 58% | C |
| Jefferies Brent Thill | UPGRADE | OUTPERFORM | $97.26 | $104.07 | 2026-03-27 | $91.40 | -8.4% | 58% | C |
| Citigroup Atif Malik | TARGET REV | OUTPERFORM | $96.43 | $103.18 | 2026-05-22 | $88.55 | -5.5% | 58% | C |
| UBS Timothy Arcuri | REITERATE | OUTPERFORM | $94.58 | $101.20 | 2026-04-24 | $95.28 | -12.1% | 54% | D |