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CIBR: A Concentrated Bet That's Losing Its Growth Edge
Seeking Alpha· 2025-11-07 13:59
The First Trust NASDAQ Cybersecurity ETF ( CIBR ) does not fit into the mould of a lower risk investment thesis. In terms of growth, the cybersecurity landscape is plagued with growth concerns that are amplified by aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams ...
Cybersecurity ETFs to Tap as Cyber Threats Grip Tech Community
ZACKS· 2025-07-23 11:01
Core Insights - Microsoft's disclosure of active cyberattacks on SharePoint software highlights significant vulnerabilities that allow unauthorized access to sensitive systems, raising concerns in the tech and business sectors [1] - Thousands of organizations have been compromised, indicating a serious and ongoing threat, with sophisticated exploits allowing attackers to impersonate users even after patches are applied [2] Cybersecurity Market Trends - The attack on Microsoft SharePoint is part of a broader trend where increased digital transformation leads to heightened vulnerability to cyber threats, prompting organizations to increase cybersecurity spending [3] - The global cybersecurity market is projected to grow from an estimated $245.62 billion in 2024 to $500.70 billion by 2030, with a compound annual growth rate (CAGR) of 12.9% from 2025 to 2030 [4] Investment Opportunities - Cybersecurity Exchange-Traded Funds (ETFs) are becoming attractive investment options as they provide exposure to firms that develop defenses against increasing cyber threats, which can disrupt operations and lead to significant financial losses [5] - Leading cybersecurity ETFs, such as the First Trust NASDAQ Cybersecurity ETF (CIBR) and ETFMG Prime Cyber Security ETF (HACK), include major players like Palo Alto Networks, CrowdStrike, Fortinet, and Zscaler, offering diversified investment opportunities [6] Future Outlook - The Microsoft SharePoint breach serves as a reminder that cyberattacks are increasingly complex and frequent, making data security essential for businesses [7] - Investing in cybersecurity ETFs represents a forward-looking strategy for positioning in the future digital infrastructure [7]