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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.

Goldman Sachs sees security spending boost from AI by 2027

Tue, 21 Jul 2026 06:57:22 -0400

Investing.com -- Goldman Sachs analysts said security companies are now viewed as beneficiaries of increased AI spending rather than being at risk from the technology. The firm expects security budgets related to AI may see growth as soon as the fourth quarter of 2026 or the first half of 2027, representing a two to three year lag from initial enterprise AI adoption.

The investment bank compared the timeline to the cloud computing cycle, which took five years for security spending to grow from less than 1% of cloud budgets to 2-5%. Counting 2025 as the starting year for enterprise AI inference

Goldman Sachs sees security spending boost from AI by 2027

Tue, 21 Jul 2026 06:57:22 -0400

Goldman Sachs sees security spending boost from AI by 2027

Tue, 21 Jul 2026 06:57:22 -0400

Okta, Inc (OKTA) PT Raised to $150 at Wells Fargo

Mon, 20 Jul 2026 06:35:42 -0400

Wells Fargo analyst Richard Poland raised the price target on Okta, Inc (NASDAQ: OKTA) to $150.00 (from $100.00) while maintaining a Equal Weight rating.

CapitalOne Upgrades Okta, Inc (OKTA) to Overweight

Thu, 16 Jul 2026 05:11:11 -0400

CapitalOne analyst Connor Murphy upgraded Okta, Inc (NASDAQ: OKTA) from Equal-weight to Overweight.

For an analyst ratings summary and ratings history on Okta, Inc click here. For more ratings news on Okta, Inc click here.

Shares of Okta, Inc closed at $150.86 yesterday.

Form 4 Okta, Inc. For: Jul 08 Filed by: McKinnon Todd

Fri, 10 Jul 2026 17:01:00 -0400

si-local-file:///var/storage/secattach/20260710/26757926.html

Form 4 Okta, Inc. For: Jul 08 Filed by: McKinnon Todd

Fri, 10 Jul 2026 17:01:00 -0400

si-local-file:///var/storage/secattach/20260710/26757926.html

'Okta, Inc (OKTA) Well Positioned'; PT Raised to $175 at KeyBanc

Fri, 10 Jul 2026 08:46:00 -0400

(Updated - July 10, 2026 8:46 AM EDT)

KeyBanc analyst Eric Heath raised the price target on Okta, Inc (NASDAQ: OKTA) to $175.00 (from $130.00) while maintaining an Overweight rating.

The analyst commented: "Okta Well Positioned. We raise our PT to $175 (from $130) as we see Okta particularly well positioned given its: 1) AM capabilities stated above; 2) market leadership, including developing the ID-JAG standard and alignment with Anthropic (link, link); 3) platform breadth across AM, IGA, and PAM; 4) product innovation with Okta for AI Agents, Auth0 for AI Agents, token vault, ID-JAG/XAA, Okta A2A, Workload Identity for Automation in

'Okta, Inc (OKTA) Well Positioned'; PT Raised to $175 at KeyBanc

Fri, 10 Jul 2026 08:46:00 -0400

(Updated - July 10, 2026 8:46 AM EDT)

KeyBanc analyst Eric Heath raised the price target on Okta, Inc (NASDAQ: OKTA) to $175.00 (from $130.00) while maintaining an Overweight rating.

Form 144 Okta, Inc. Filed by: McKinnon Todd

Wed, 08 Jul 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260708/26747967.html

Form 144 Okta, Inc. Filed by: McKinnon Todd

Wed, 08 Jul 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260708/26747967.html

Okta, Inc. (OKTA) call put ratio 1.2 calls to 1 put as share price up 4.1%

Mon, 06 Jul 2026 15:33:03 -0400

Okta, Inc. (NASDAQ: OKTA) 30-day option implied volatility is at 61; compared to its 52-week range of 30 to 79. Call put ratio 1.2 calls to 1 put as share price up 4.1%.

Scotiabank Upgrades Okta, Inc (OKTA) to Sector Outperform

Mon, 06 Jul 2026 05:59:41 -0400

Scotiabank analyst Patrick Colville upgraded Okta, Inc (NASDAQ: OKTA) from Sector Perform to Sector Outperform with a price target of $165.00 (from $135.00).

For an analyst ratings summary and ratings history on Okta, Inc click here. For more ratings news on Okta, Inc click here.

Shares of Okta, Inc closed at $141.42 yesterday.

Scotiabank Upgrades Okta, Inc (OKTA) to Sector Outperform

Mon, 06 Jul 2026 05:59:41 -0400

Scotiabank analyst Patrick Colville upgraded Okta, Inc (NASDAQ: OKTA) from Sector Perform to Sector Outperform with a price target of $165.00 (from $135.00).

For an analyst ratings summary and ratings history on Okta, Inc click here. For more ratings news on Okta, Inc click here.

Shares of Okta, Inc closed at $141.42 yesterday.

Scotiabank Upgrades Okta, Inc (OKTA) to Sector Outperform

Mon, 06 Jul 2026 05:59:41 -0400

Scotiabank analyst Patrick Colville upgraded Okta, Inc (NASDAQ: OKTA) from Sector Perform to Sector Outperform with a price target of $165.00 (from $135.00).

For an analyst ratings summary and ratings history on Okta, Inc click here. For more ratings news on Okta, Inc click here.

Shares of Okta, Inc closed at $141.42 yesterday.

AppFolio board sees departures and new appointments

Wed, 01 Jul 2026 16:20:44 -0400

AppFolio, Inc. (NASDAQ: APPF) announced changes to its board of directors, effective June 29, 2026, including the retirement of two longtime members and the election of two new directors.

Andreas von Blottnitz, who had served as a director since 2007 and as Chairman of the Board, and Janet Kerr, a director since 2015, retired from the board. The company stated that neither retirement was due to any disagreement with the company or its operations, policies, or practices.

The board elected Diya Jolly and Michael Yang as Class I Directors to fill the vacancies. Both were determined to qualify as independent directors under

AppFolio board sees departures and new appointments

Wed, 01 Jul 2026 16:20:44 -0400

AppFolio, Inc. (NASDAQ: APPF) announced changes to its board of directors, effective June 29, 2026, including the retirement of two longtime members and the election of two new directors.

The board elected Diya Jolly and Michael Yang as Class I Directors to fill the vacancies. Both were determined to qualify as independent directors under

AppFolio board sees departures and new appointments

Wed, 01 Jul 2026 16:20:44 -0400

AppFolio, Inc. (NASDAQ: APPF) announced changes to its board of directors, effective June 29, 2026, including the retirement of two longtime members and the election of two new directors.

The board elected Diya Jolly and Michael Yang as Class I Directors to fill the vacancies. Both were determined to qualify as independent directors under