| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Evercore ISI Mark Mahaney / Chris McNally | REITERATE | STRONG BUY | $479.18 | $436.05 | 2026-07-31 | $311.21 | +28.5% | 88% | A+ |
| Goldman Sachs Mark Delaney | TARGET REV | STRONG BUY | $502.36 | $457.15 | 2026-08-14 | $342.27 | +16.8% | 76% | B |
| Jefferies Brent Thill | UPGRADE | OUTPERFORM | $454.39 | $413.49 | 2026-03-27 | $361.83 | +10.5% | 74% | B |
| Bank of America Securities John Murphy | UPGRADE | STRONG BUY | $485.57 | $441.87 | 2026-08-28 | $348.75 | +14.6% | 74% | B |
| Morgan Stanley Adam Jonas / Simeon Gutman | UPGRADE | STRONG BUY | $471.98 | $429.50 | 2026-09-11 | $365.44 | +9.4% | 71% | B |
| UBS Joseph Spak | UPGRADE | BUY | $438.39 | $398.93 | 2026-04-24 | $376.30 | +6.3% | 70% | B |
| J.P. Morgan Doug Anmuth / Ryan Brinkman | TARGET REV | STRONG BUY | $473.58 | $430.96 | 2026-07-17 | $380.84 | +5.0% | 70% | B |
| Barclays Dan Levy | TARGET REV | BUY | $419.20 | $448.54 | 2026-02-27 | $402.51 | -0.7% | 63% | C |
| Bernstein SocGen Group Toni Sacconaghi / Nikhil Devnani | REITERATE | BUY | $436.80 | $467.38 | 2026-06-18 | $400.49 | -0.2% | 62% | C |
| Citigroup Ronald Josey / Itay Michaeli | UPGRADE | STRONG BUY | $475.98 | $509.30 | 2026-05-22 | $426.01 | -6.2% | 59% | C |