Analysts are optimistic about the company's prospects, noting it has outperformed the Dow over the past year. An Oppenheimer analyst believes investors are underestimating its rising strength in the AI-driven tech world. Evercore ISI reiterated an Outperform rating with a $315 price target following a meeting with the CEO. Jim Cramer has defended the stock, calling it 'absolutely terrific' and a favorite in the technology space. The company is seen as a macro-resistant AI leader with multiple growth drivers.