Why AI Agents Create A Cybersecurity Boom: 3 Stocks To Watch - Zscaler (NASDAQ:ZS), SentinelOne (NYSE:S),

For months, investors worried AI would make cybersecurity less relevant. Bank of America analyst Tal Liani says the opposite is unfolding: AI agents are creating new security risks that can drive higher valuations and more spending. In a note published Tuesday, he raised price objectives for SentinelOne (NYSE:S), SailPoint (NASDAQ:SAIL) and Zscaler (NASDAQ:ZS). Liani frames the shift as AI moving from a productivity story to a security spending catalyst, because autonomous systems need protection from increased and evolving attack entry points. He highlighted identity governance for agents with access to internal apps and data, raising targets for SailPoint, SentinelOne and Zscaler.