Wedbush initiated cybersecurity-equity coverage with Outperform ratings for CrowdStrike, Palo Alto Networks, Datadog and Rubrik, arguing that artificial intelligence is redirecting security budgets toward broader, integrated platforms rather than expanding total spending. CrowdStrike received a $250 target, Palo Alto Networks $400, Datadog $275 and Rubrik $120. Palo Alto Networks and Rubrik were added to the Best Ideas List. Wedbush rated Tenable Underperform and assigned Neutral ratings to Fortinet, Qualys, Check Point Software, Dynatrace, Varonis Systems and Telos. The firm identified AI defense, platform consolidation, data security, observability and vulnerability-management disruption as the main forces reshaping the sector.