AI is increasing data volumes, expanding attack surfaces and making security systems more complex, supporting durable spending across the sector. Cloudflare's price objective was lifted to $330 from $255, with its Buy rating retained. Expanding automation and AI capabilities could also increase its share of enterprise security budgets. SentinelOne's Buy rating was reiterated, with its target moving to $22 from $20. Related articlesBofA lifts cybersecurity stock targets to reflect long-term growth outlookRotate to China: BCA tips 3-month reversion trade away from South Korea stocksCiti brush off memory "peak-out" fears, reiterates Buy on Samsung and SK Hynix