Analysts are highly optimistic about the company's growth prospects, particularly due to its position in the AI megatrend. Needham reaffirmed a Buy rating with a price target of $220, implying significant upside potential and named it a top pick for 2026. The company's focus on high-speed connectivity solutions is driving a surge in business, and it is highlighted as a stock that could outperform as AI adoption grows. High insider ownership is noted as a sign of confidence.