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

CIBR Versus IHAK: The Best Cybersecurity ETF As AI Fears Erupt

CIBR is better positioned than IHAK to benefit from AI-driven cybersecurity disruption, warranting its premium P/E and a target price of $75. CIBR's flexible weighting increases exposure to hardware-oriented leaders like CSCO, FTNT, PANW, and AVGO, which are more insulated from rapid AI shifts. IHAK's software-heavy, capped-weight approach limits its ability to adapt quickly to AI winners, justifying a hold rating amid ongoing sector volatility.

Seeking Alpha • Feb 11, 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

The NASDAQ Cybersecurity ETF Looks Like One of 2026's Best Investments

The First Trust NASDAQ Cybersecurity ETF ( NASDAQ:CIBR ) gained ~13% in 2025, trailing the Nasdaq-100 by nearly 7 percentage points.

24/7 Wall Street • Jan 1, 2026

Evercore's Peter Levine talks 2026 cybersecurity playbook

Evercore's Peter Levine joins 'Closing Bell Overtime' to talk the state of play with cybersecurity stocks as we head into the new year.

CNBC Television • Dec 29, 2025

Cybersecurity ETFs: CIBR's Concentrated Strategy Wins Over HACK

The First Trust Nasdaq Cybersecurity ETF is rated a buy due to superior performance, lower risk, and higher liquidity versus the Amplify Cybersecurity ETF. CIBR offers greater international exposure, stronger concentration in high-margin software, and better risk-adjusted returns, making it more attractive for long-term investors. HACK is rated hold, hindered by lower liquidity, higher expense ratio, weaker performance, and greater downside risk, despite slightly broader sector diversification.

Seeking Alpha • Nov 20, 2025

Hot tech stock ETFs, from AI to quantum computing, have made investors lots of money. Is it time to sell?

Thematic ETFs tied to trends like artificial intelligence and quantum computing have drawn billions in new money into the market, and the portfolios have been rewarding investors with big gains. But ETF Action's Mike Akins warns that investors need to be mindful of significant risks within these newer portfolio categories, such as similarly branded AI funds, where performance differs by as much as 60% this year.

CNBC • Nov 14, 2025

CIBR: A Concentrated Bet That's Losing Its Growth Edge

The First Trust NASDAQ Cybersecurity ETF (CIBR) faces growth concerns due to market-cap weighting and stagnation among its largest holdings. CIBR's concentrated portfolio is dominated by top players like Palo Alto and CrowdStrike, which either face slowing growth or high valuations, limiting upside. Compared to broader indices like QQQ, CIBR lags in risk-adjusted returns and upside potential, making it less attractive for growth-focused investors.

Seeking Alpha • Nov 7, 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

What September Slump? 5 ETFs to Play Now

With Fed rate cut hopes and resilient earnings, these 5 ETFs could defy September's historic slump and shine. These ETFs are XLF, OUSA, RTH, GDX and CIBR.

Zacks Investment Research • Sep 3, 2025