Checks - mixed picture?
Citigroup recently reiterated their Buy rating but marginally nudged their price target from $158 to $156. Their Q2 channel/field checks showed solid demand, but noted that some massive enterprise deals are taking a bit longer to close, and AI monetization ("Now Assist") will scale gradually rather than overnight.
What are your thoughts? Are you staying away due to short-term software jitters, or are you looking at this $103 level as a solid long-term entry point?
u/Technical_Might1399 — 6 days ago