On February 26, 2026, KeyBanc raised its price target on the company from $69 to $74 but maintained an Underweight rating, indicating a bearish stance. The stock fell sharply by 11.58% on Thursday to close at $75.54, as investors took profits following a prior surge driven by strong fiscal year 2026 earnings. Despite the decline, the company is noted for an early investment in a rapidly growing AI start-up and is considered a top pick by some long-term investors.