Stock price when the opinion was issued
Very volatile, since it's expensive and grows at a pretty decent clip. Networking solutions for AI, among other things. Coming into 2025, his team was super-optimistic about networking. But questions arose on how much inter-connectivity of data centres the hyperscalers will need, so he's on the sidelines.
Wait and see. He'll revisit at some point.
Pretty fully priced, so don't buy now. Try around $328, and again around $311-12.
(Analysts’ price target is $340.00)