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