Analysts hold mixed views on the company. Goldman Sachs initiated coverage with a Sell rating and $113 target, citing intensifying competition and fundamental pressure expected in 2026. Conversely, KeyBanc maintained an Overweight rating, though it reduced its price target from $230 to $170, still implying significant upside. The stock recently closed at $122.41. Overall, the narrative centers on competitive threats from AI firms and a challenging 2026 outlook, balanced against some analyst confidence in its long-term growth potential.