Analyst sentiment for the company has improved, with the consensus price target increasing significantly from approximately $469 to $510. This upward revision is driven by emerging market opportunities and new growth drivers. The risk-reward profile is now viewed as more balanced as the truck cycle is expected to bottom out. The company is also positioned to benefit from the growing data center power distribution market, which is projected to reach $3.3 billion by 2030, with the firm named as a leading player alongside other industry giants.