The company's stock is trending higher after Morgan Stanley named it a Top Pick in European semiconductors, raising its price target. Analysts point to accelerating memory and AI-driven chip demand, along with firming margin trends heading into 2026. The stock has delivered strong performance, rising 48.6% year-to-date and 56.5% over the last 12 months, though it recently experienced a minor 1.8% dip. The overall outlook is positive due to strengthening demand across both memory and logic segments.