Cybersecurity stocks have outperformed broader software and the S&P 500 over the past month as autonomous AI agents create additional security requirements rather than reducing them. The Amplify Cybersecurity ETF gained 7.3% and the First Trust Nasdaq Cybersecurity ETF rose 6.4%, compared with a 2.8% gain for the iShares Expanded Tech-Software Sector ETF and a 0.9% decline for the S&P 500. Bank of America raised its price targets for CrowdStrike Holdings, Okta and SailPoint, citing greater demand for authentication, authorization, monitoring and governance around AI agents. The bank lifted Okta to $200, SailPoint to $22 and CrowdStrike to $260, but kept all three ratings at Neutral. The revised targets were approximately 6% to 9% above the shares' Sept. 17 closing levels.