Analysts maintain a positive outlook, with BofA reiterating a Buy rating and an $810 price target. Recent long-term energy deals, including a nuclear PPA with Vistra and a solar agreement with Origis Energy, are viewed as strategic for powering AI operations and are not expected to significantly impact 2026 expenses. The company is cited as a major driver of AI infrastructure spending alongside other tech giants, contributing to strong demand forecasts from suppliers like TSMC.