The online home goods retailer's stock rose after it was named a foundational partner for Google's new AI-driven shopping standard. Analysts highlight accelerating sales growth and improving profit margins driven by AI investments. The stock has nearly tripled over the past year. Multiple firms, including Bank of America, have raised price targets, noting the company is approaching a buy point. Morgan Stanley also included it among top retail ideas for 2026, citing strong top-line trends enabling efficiency and reinvestment.