Market overlooks multiple AI connectivity ramps beyond Rushmore, enabling a path to $3B infrastructure franchise upside.
No bear case derived from provided sources.
Stifel raised its price target, arguing the market overlooks multiple AI connectivity products beyond Rushmore that could drive growth through 2027.
The firm highlighted the late-CY26 ramp of its 1.6T PAM4 DSP, the new Washington 200G TIA platform as a significant standalone opportunity, and Annapurna’s exposure to 224G retimers and AECs as GPU connectivity scales.
These parallel product ramps support a path toward a $3 billion AI infrastructure franchise, with upside to current CY27 revenue and EPS expectations as design wins convert into production.
Research through 2026-06-29 · 2026-06-29 to 2026-06-29 · 1 source reports.
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Research through 2026-11-03. Artifact validity does not establish factual accuracy or research freshness.