The company's stock has surged 14.6% in the past week and is up 215.2% year-to-date, driven by soaring AI-driven data storage demand. This momentum is part of broader sector-wide enthusiasm and a strong technology sector performance. Analyst sentiment has improved modestly, with the consensus price target increasing from $277.25 to $287.10. The key question is whether the stock still offers value after this significant rally or if the excitement has pushed it too far, with its future tied to the AI infrastructure boom.