[DEVELOPING] Security names hold a bid on AI-agent attack risk as brokers lift Palo Alto and CrowdStrike targets
Palo Alto Networks and CrowdStrike continue to be cited as the primary equity expressions of demand tied to autonomous-AI attack surface, with reported target increases including Morgan Stanley $172 to $227 and Citigroup $195 to $250 on CrowdStrike, and Citigroup $340 to $400 on Palo Alto. The divergence from the semiconductor tape has widened rather than closed. What to watch: Palo Alto reports on 18 August and CrowdStrike on 2 September, the first tests of whether the theme is carried by bookings or by sentiment.