The AI startup raised $65 billion at a $965 billion valuation, eclipsing its rival OpenAI in the race to own the technology of the century. Its value is roughly the GDP of Switzerland, more than the combined market cap of every U.S. airline, or more than the entire U.S. defense budget.
UBS upgraded Jazz Pharmaceuticals ( NASDAQ:JAZZ | JAZZ Price Prediction) to Buy with a $307 price target, signaling the firm sees a constructive setup the market hasn't yet priced. For long-term investors, the call lands at a moment when fundamentals, pipeline catalysts, and valuation appear to be converging.
The analyst upgrade follows a "clean beat and raise" fiscal Q3 2026 report and frames the recent share dip as "a brief air pocket" ahead of the company's investor forum. The new target sits above the Street consensus of $81.71, with Affirm stock closing at $64.01 on May 8 and trading near $62 intraday Monday.