| Aug 3, 2026 | Citigroup | Jamesmichael Sherman-Lewis | PT Cut | Buy | $110→$105 |
| Aug 3, 2026 | Wedbush | Ygal Arounian | PT Cut | Outperform | $109→$93 |
| Jul 31, 2026 | William Blair | Arjun Bhatia | Downgrade | Outperform→Market Perform | — |
| Jul 31, 2026 | B. Riley Securities | Naved Khan | PT Cut | Buy | $190→$170 |
| Jul 31, 2026 | Piper Sandler | James Callahan | PT Raise | Neutral | $93→$95 |
| Jul 31, 2026 | Wells Fargo | Alec Brondolo | PT Cut | Equal-Weight | $83→$80 |
| Jul 31, 2026 | Cantor Fitzgerald | Deepak Mathivanan | Maintained | Neutral | $90 |
| Jul 31, 2026 | Benchmark | Mark Zgutowicz | PT Cut | Buy | $185→$140 |
| Jun 18, 2026 | JP Morgan | Alexei Gogolev | PT Cut | Overweight | $154→$124 |
| May 5, 2026 | UBS | Chris Kuntarich | PT Cut | Neutral | $105→$100 |
| May 1, 2026 | JP Morgan | Alexei Gogolev | PT Cut | Overweight | $167→$154 |
| May 1, 2026 | Wells Fargo | Alec Brondolo | PT Raise | Equal-Weight | $77→$83 |
| Apr 28, 2026 | Benchmark | Mark Zgutowicz | PT Cut | Buy | $195→$185 |
| Mar 12, 2026 | Piper Sandler | James Callahan | Assumes | Neutral | $93 |
| Feb 26, 2026 | Citigroup | Jamesmichael Sherman-Lewis | PT Cut | Buy | $195→$110 |
| Feb 26, 2026 | Barclays | Trevor Young | PT Cut | Overweight | $200→$118 |
| Feb 26, 2026 | Evercore ISI Group | Mark Mahaney | PT Cut | In-Line | $145→$95 |
| Feb 25, 2026 | UBS | Chris Kuntarich | PT Cut | Neutral | $145→$105 |
| Feb 25, 2026 | RBC Capital | Brad Erickson | PT Cut | Outperform | $200→$100 |
| Feb 25, 2026 | Wells Fargo | Alec Brondolo | PT Cut | Equal-Weight | $145→$77 |
