Cybersecurity's Anthropic Headwind - This Makes No Sense

CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude Code Security launch. Claude Code Security targets application code vulnerabilities but does not overlap with core offerings of CRWD, NET, ZS, or RBRK, making the market reaction irrational.

Seeking Alpha • Feb 22, 2026

Cybersecurity Stocks Hit By Anthropic 'Claude Code Security.' JFrog Plunges.

Cybersecurity stocks and shares in providers of software-development tools retreated after Anthropic released "Claude Code Security."

Investors Business Daily • Feb 20, 2026

Cybersecurity Demand Is High—Yet This ETF Is on Sale

As tech's sell-off continues, corners of that sector are hurting worse than others. AI stocks in particular have taken a beating since late October, and the S&P 500's software index is down nearly 19% year-to-date (YTD).

MarketBeat • Feb 14, 2026

Stellar Gains, Heavy Losses: Cybersecurity Stocks Had a Mixed Year

The WSJ Pro Cyber Index of top 20 public cybersecurity firms by market capitalization ended 2025 up more than 27%. But that's down from highs twice as big earlier in the year.

WSJ • Jan 9, 2026

Global X Cybersecurity's ETF May Be 2026's Best Investment As Cybercrime Explodes | BUG

The Global X Cybersecurity ETF (NASDAQ:BUG) has had a rough year.

24/7 Wall Street • Dec 31, 2025

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