Bernstein·2026-09-17SectorMarket-Perform▼$351U.S. SMID-Cap Software: Cybersecurity: Exuberant setup... sector fully valued?
Goldman Sachs·2026-09-13CompanyBuy$390Palo Alto Networks (PANW.US): Communacopia + Technology 2026 — Key Takeaways
Wedbush Securities·2026-09-10SectorOutperform$340 → $400▲Assuming Coverage of the Cybersecurity Sector; Learning to Fight AI with AI; Add PANW, RBRK to BILPalo Alto Networks·Top pickRubrik·Top pick
Morgan Stanley·2026-11-03SectorTakeaways From MS IT Conversation – Cybersecurity In The Age of AI: Security Operations Center Evolution
Morgan Stanley·2026-10-22SectorOverweight$410Cybersecurity CQ3 Reseller Survey – Acceleration Continues As Threat Environment Grows
Morgan Stanley·2026-10-12SectorTelecom & Networking Equipment 3Q26 CIO Survey Refresh and Security Support Spend