Bernstein·2026-09-17SectorOutperform$298U.S. SMID-Cap Software: Cybersecurity: Exuberant setup... sector fully valued?
Wedbush Securities·2026-09-10SectorOutperform$220 → $215▼Assuming Coverage of the Cybersecurity Sector; Learning to Fight AI with AI; Add PANW, RBRK to BIL
Morgan Stanley·2026-08-21SectorCybersecurity: Q2 Preview and Reseller Survey – Round 2: Healthy Checks, Higher Hurdles