UBS says China is at an inflation point regarding equipment demand and could easily make up the $8 billion in lost revenue associated with Biden administration export controls. The caveat is that after 45 positive commentaries in 90 days, the Marketbeat.com consensus rating is still only a "moderate buy" with a price target that assumes the stock is fairly valued at current levels. The sentiment is pegged at "moderate buy" and the price target is up solidly compared to last year, but there has been no movement in over a month.