The latest rating and price-target changes from Wall Street analysts, newest first — the firm, the analyst, and the article each one was published in.
Average 12-month target $98.08 · Consensus Hold (11 analysts)
| Firm · analyst | Date | Rating | Price target | Source |
|---|---|---|---|---|
| TD CowenGautam Khanna | Oct 28, 2026 | — | $82.00 | TheFly ↗ |
| UBS | Oct 23, 2026 | MaintainsBuy | $117.00from $126.00 | TheFly ↗ |
| RBC Capital | Oct 23, 2026 | MaintainsOutperform | $100.00from $115.00 | TheFly ↗ |
| Morgan StanleyKristine Liwag | Oct 23, 2026 | MaintainsEqual Weight | $92.00from $110.00 | StreetInsider ↗ |
| Morgan Stanley | Oct 19, 2026 | MaintainsEqual Weight | — | — |
| RBC Capital | Oct 15, 2026 | MaintainsOutperform | — | — |
| Seaport Global | Oct 12, 2026 | UpgradeNeutral → Buy | — | — |
| Seaport Global | Oct 11, 2026 | — | $104.00 | TheFly ↗ |
| TD Cowen | Oct 9, 2026 | MaintainsHold | — | — |
| Wells Fargo | Sep 30, 2026 | MaintainsOverweight | — | — |
| Jefferies | Sep 28, 2026 | MaintainsHold | $98.00from $110.00 | TheFly ↗ |
| RBC CapitalKen Herbert | Sep 23, 2026 | — | $115.00from $105.00 | StreetInsider ↗ |
| GuggenheimMichael Ciarmoli | Sep 14, 2026 | — | $120.00 | TheFly ↗ |
| Deutsche Bank | Aug 4, 2026 | — | $100.00from $79.00 | TheFly ↗ |
| Wells Fargo | Aug 4, 2026 | MaintainsOverweight | — | — |
Source: Wall Street analysts' published price targets and ratings, compiled by Financial Modeling Prep from StreetInsider, Benzinga, Investing; as of Nov 14, 2026. Not FRC research or a recommendation.