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Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'

Tue, 21 Jul 2026 08:31:04 -0400

Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.

Cloudflare Inc. (NET) PT Raised to $300 at Truist Securities

Tue, 21 Jul 2026 08:08:14 -0400

(Updated - July 21, 2026 8:08 AM EDT)

Truist Securities analyst Joel Fishbein Jr. raised the price target on Cloudflare Inc. (NYSE: NET) to $300.00 (from $250.00) while maintaining a Buy rating.

The analyst commented: "We remain constructive on Cloudflare’s positioning as the company broadens the investor conversation from edge security and CDN toward a more unified platform spanning security, network services, developer tools, and AIrelated workloads. We view the framing of the company as a control layer across identity, routing, security, compute, observability, and app workflows as strategically credible, particularly as Cloudflare is already processing hundreds of billions of agentic requests

Cloudflare Inc. (NET) PT Raised to $300 at Truist Securities

Tue, 21 Jul 2026 08:08:14 -0400

(Updated - July 21, 2026 8:08 AM EDT)

Truist Securities analyst Joel Fishbein Jr. raised the price target on Cloudflare Inc. (NYSE: NET) to $300.00 (from $250.00) while maintaining a Buy rating.

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

The analyst commented, "Software stocks remain very challenging, with the median stock in our universe down 25% YTD, compared to the IGV down 10% and the S&P 500 up 9%. Thirty-three (33) of the 45 companies we cover are down year to date on an absolute basis, while 12 are up. It is important to point out, however, that software consists of two subsector – infrastructure and applications. Infrastructure is in a

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

Twilio (TWLO) PT Raised to $250 at Citizens Amid Challenging Software Backdrop

Mon, 20 Jul 2026 08:53:12 -0400

(Updated - July 20, 2026 8:53 AM EDT)

Citizens analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $250.00 (from $210.00) while maintaining a Market Outperform rating.

Cloudflare Inc. (NET) PT Raised to $300 at Wells Fargo

Mon, 20 Jul 2026 06:35:13 -0400

Wells Fargo analyst Ryan MacWilliams raised the price target on Cloudflare Inc. (NYSE: NET) to $300.00 (from $270.00) while maintaining a Overweight rating.

Cloudflare Inc. (NET) PT Raised to $330 at Citizens on Infrastructure Subsector Strength

Mon, 20 Jul 2026 04:16:06 -0400