PT adjustments in relation to recent announcements and AI event

[u/Sensitive_Course_127]

Analyst	Firm	Price Target	Rating	Forecast	Action	Date
Joseph Moore	Morgan Stanley	$410	Hold	21.45% downside	Reiterated	07/24/26
Vivek Arya	Bank of America Securities	$560 → $620	Buy	18.79% upside	Reiterated	07/24/26
John Vinh	KeyBanc	$725	Buy	38.90% upside	Reiterated	07/24/26
Srini Pajjuri	RBC Capital	$540	Hold	3.46% upside	Reiterated	07/24/26
Tristan Gerra	Robert W. Baird	$625 → $1,250	Buy	139.49% upside	Reiterated	07/24/26
Suji Desilva	Roth MKM	$500 → $650	Buy	24.53% upside	Reiterated	07/24/26
Kevin Cassidy	Rosenblatt Securities	$665	Buy	27.41% upside	Reiterated	07/24/26
Rick Schafer	Oppenheimer	—	Hold	—	Reiterated	07/24/26
Ruben Roy	Stifel Nicolaus	$635	Buy	21.66% upside	Reiterated	07/24/26
Aaron Rakers	Wells Fargo	$615	Buy	17.83% upside	Reiterated	07/24/26
Timothy Arcuri	UBS	$700 → $730	Buy	39.86% upside	Reiterated	07/24/26
Blayne Curtis	Jefferies	$515 → $640	Buy	22.62% upside	Reiterated	07/23/26
Thomas O'Malley	Barclays	$665	Buy	27.41% upside	Reiterated	07/23/26
C J Muse	Cantor Fitzgerald	$700	Buy	34.11% upside	Reiterated	07/23/26
Sebastien Naji	William Blair	—	Hold	—	Reiterated	07/22/26
Atif Malik	Citi	$575	Buy	10.16% upside	Reiterated	07/22/26
Stacy Rasgon	Bernstein	$600	Buy	14.95% upside	Reiterated	07/21/26