Buy
1
Hold
0
Sell
2
Watch
0
Mentions Over Time
last 3 months Buy Sell Hold Watch|Prediction trendFactual trend
Predictions and Factualities (3)
sellnext 10 yearsAug 24, 2026Confidence: 70%
Even with optimistic revenue and profit assumptions, the stock remains expensive at 70x free cash flow. Low returns on capital, meaningful debt, and a valuation far above intrinsic value lead the host to agree with Morningstar's sell call.
Target: $82Horizon: long term
sellbefore May 2026 endsMay 27, 2026Confidence: 85%
Trading at 173x 2026 earnings and 74x 2030 earnings. Extreme valuation driven by AI infrastructure buildout. Any slowdown in AI spending, competition, or data center buildout could cause the stock to fall significantly.
Horizon: short term
buy2026Mar 26, 2026Confidence: 70%
Recently rejoined S&P 500 forcing passive fund buying, $7 billion record backlog, 33% revenue growth, Stifel raised target to $430. Presented as likely to keep running though rebalancing dips may offer better entry points.
Target: $430Horizon: medium term
