Goldman Sachs increased its price target for the company from $73 to $83, though it maintains a Neutral rating on the stock. The analyst notes that while the services sector rally has raised valuation concerns, U.S. activity is expected to remain flat. A modest improvement in international markets is anticipated in the second half of 2026 and into 2027, which is expected to result in limited overall changes to financial estimates. The recent rally is attributed to the sector's relative attractiveness and growing international confidence.