| — | Citigroup | Jamesmichael Sherman-Lewis | PT Raise | Buy | $105→$135 |
| — | UBS | Chris Kuntarich | PT Raise | Neutral | $100→$112 |
| — | Evercore ISI Group | Mark Mahaney | PT Raise | In-Line | $85→$105 |
| — | Cantor Fitzgerald | Deepak Mathivanan | PT Raise | Neutral | $90→$100 |
| — | RBC Capital | Brad Erickson | Downgrade | Outperform→Sector Perform | $95 |
| — | Baird | Vikram Kesavabhotla | PT Raise | Outperform | $110→$120 |
| — | Wells Fargo | Alec Brondolo | Downgrade | Equal-Weight→Underweight | $80→$76 |
| — | Citigroup | Jamesmichael Sherman-Lewis | PT Cut | Buy | $110→$105 |
| — | Wedbush | Ygal Arounian | PT Cut | Outperform | $109→$93 |
| — | William Blair | Arjun Bhatia | Downgrade | Outperform→Market Perform | — |
| — | B. Riley Securities | Naved Khan | PT Cut | Buy | $190→$170 |
| — | Piper Sandler | James Callahan | PT Raise | Neutral | $93→$95 |
| — | Wells Fargo | Alec Brondolo | PT Cut | Equal-Weight | $83→$80 |
| — | Cantor Fitzgerald | Deepak Mathivanan | Maintained | Neutral | $90 |
| — | Benchmark | Mark Zgutowicz | PT Cut | Buy | $185→$140 |
| — | JP Morgan | Alexei Gogolev | PT Cut | Overweight | $154→$124 |
| — | UBS | Chris Kuntarich | PT Cut | Neutral | $105→$100 |
| — | JP Morgan | Alexei Gogolev | PT Cut | Overweight | $167→$154 |
| — | Wells Fargo | Alec Brondolo | PT Raise | Equal-Weight | $77→$83 |
| — | Benchmark | Mark Zgutowicz | PT Cut | Buy | $195→$185 |
