Analysts Upgrade TXN, DDOG; SanDisk Upside Seen

Bernstein lifts SanDisk target to $1,250, outlines $3,000 blue‑sky case implying ~250% upside from current price.
Stifel upgrades Texas Instruments to Buy, raises target to $250, citing free‑cash‑flow inflection and 300 mm fab expansion.
Guggenheim upgrades Datadog to Buy, projects 27% 2026 revenue growth to $4.36 bn, driven by Anthropic deal.
UBS cuts ServiceNow to Neutral, lowers target to $100, citing AI‑budget pressure and weaker customer spend outlook.