"Long-term analysts maintain 82% Buy consensus with $72.18 average price target, citing the AI infrastructure pivot and projected $3.8B revenue by 2028. Q1 revenue grew 355% YoY as the AI Cloud segment begins contributing. The company closed a $2.3B convertible notes offering in January 2026, providing capital for expansion. Trading above 200-day SMA suggests institutional support remains intact despite recent volatility."