+17% vs analyst target · new source · 4 agree · 0 dissent
Why BUY: Morgan Stanley lifts its PT to $820 from $775 before Wednesday's report; Truist ($1,000) and Citi ($895) also raised.
⚠ Options imply a ~4.9% earnings move; a bigger 2027 capex guide could reignite the AI-spending selloff.