Final Trades: CRWD, AMZN, PLD, BUG

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Nov 28, 2025

BUG: Increasing Exposure (Upgrade To Buy)

Global X Cybersecurity ETF is upgraded to a Buy, with 24% upside potential by year-end 2026. BUG's portfolio rebalancing and additions like SailPoint and Rubrick have impacted recent performance, but sector growth remains robust. Consensus estimates project 13% revenue growth and significant margin expansion, supporting strong adjusted EPS growth through 2027 for BUG.

Seeking Alpha • Nov 20, 2025

Make a Hack-Proof Portfolio With Cybersecurity ETFs

As AI adoption surges and cyberattacks escalate, cybersecurity ETFs like CIBR and HACK stand out as investors seek digital defense gains.

Zacks Investment Research • Oct 29, 2025

4 Stocks Perfectly Positioned For 2025's Cybercrime Boom

It seems like every week, there is another announcement from a major institution, retailer, or other large corporate entity reporting that it suffered a cybersecurity breach that compromised client or customer data.

24/7 Wall Street • Oct 6, 2025

Cybersecurity Market Set to Double: This ETF Offers Exposure

My identity was stolen once, and that was about as fun as it sounds. After returning from a trip abroad, I noticed a series of errant charges on my credit card statement, including a handful of sneaker stores across Tokyo.

MarketBeat • Sep 24, 2025

BUG: Timing May Not Be Right For New Money, But Hold What You Have

BUG ETF offers reasonable fees, liquidity, and niche exposure, but recent performance and volatility undermine its appeal as a growth play right now. High tracking error and underperformance, versus broader tech and the S&P 500 signal that risk is not being matched by returns in the current environment. Earnings weakness and negative analyst sentiment, especially after Q2, have pressured top holdings and contributed to recent drawdowns in the cybersecurity sector.

Seeking Alpha • Sep 7, 2025

Trade Tracker: Malcom Ethridge buys the Cybersecurity ETF, BUG

Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's buying cybersecurity.

CNBC Television • Sep 5, 2025

Final Trades: Toast Inc, KeyCorp, Global X Cybersecurity ETF and Marriott International

Half the year is gone… now the big calls: Here are the stocks the Investment Committee is watching next.

CNBC Television • Aug 26, 2025

Final Trades: Crowdstrike, Leidos Holdings, Fortinet and the BUG

The Investment Committee react to the news out of Qatar and give you their top stocks to watch for the second half.

CNBC Television • Jun 23, 2025

BUG: Cybersecurity Needs Growing As AI Proliferates (Rating Upgrade)

I'm upgrading BUG to a buy, as cybersecurity demand rises with AI adoption and remains a corporate priority despite macro uncertainty. BUG's concentrated portfolio and high valuation are risks, but its growth prospects and industry moat justify a bullish stance. Technical momentum is positive, with strong RSI and seasonal tailwinds; a breakout above all-time highs would confirm the bull case.

Seeking Alpha • May 31, 2025