CIBR First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETF Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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18:06
Jul 08
Jul 08
Cybersecurity stocks offer good value.
Amid uncertainty about which software AI names will survive, cybersecurity stocks continue to be pretty good value.
LOW
15:31
Jun 30
Jun 30
Cybersecurity benefits from AI spending wave.
Cybersecurity represents a second- and third-derivative play on AI buildout. Investors are underestimating the scale and scope of AI, and cybersecurity will benefit as the ecosystem expands, yet this is not reflected in stock prices.
MED
23:00
Jun 25
Jun 25
Cybersecurity will keep growing with AI.
Cybersecurity demand will only increase, not decrease, in the age of AI. He therefore favors cybersecurity names and says you need more of them, not less. He previously rode CrowdStrike up for large gains but still sees the sector as a long‑term winner.
MED
22:07
Jun 25
Jun 25
Oversold cybersecurity and enterprise software attractive.
Software has significantly undershot hardware, creating a big dislocation. The selloff is overdone for companies that possess unique data, domain expertise, compliance understanding, and distribution. Leaders in cybersecurity and enterprise software are being decimated by the market despite these defensive moats and ability to integrate AI, presenting a clear value opportunity.
MED
15:55
Jun 16
Jun 16
Buy NVDA, cyber, Adobe on strong yields.
NVIDIA, cybersecurity names, and Adobe offer high earnings yields, good earnings growth, and low price-to-earnings ratios relative to the market, with strong profitability metrics. They are attractive within the current rotation.
HIGH
15:00
Jun 10
Jun 10
Cybersecurity has massive tailwind now.
Cybersecurity is a huge tailwind from AI-driven threats; the firm invests 50% of its dollars there, and the sector has rebounded strongly over the past month as the AI freak-out ends.
HIGH
07:13
Jun 04
Jun 04
Cybersecurity benefits from geopolitics.
Cybersecurity is a favored area because the increasingly complex geopolitical environment makes cybersecurity, drones, communications, and risk management critically important.
MED
12:00
May 20
May 20
Overinvest in cybersecurity for AI threats
As AI enables more sophisticated impersonation and cyber attacks, investors should over-weight cybersecurity to protect against these threats; the speaker is actively overinvesting in the space.
MED
06:07
Apr 20
Apr 20
European defense and cybersecurity stocks are structural.
European strategic autonomy, related to defense spending and cybersecurity, has performed well during the conflict and is a structural theme due to increased focus on defense independence.
HIGH
16:54
Apr 16
Apr 16
AI cyber threats boost cybersecurity demand.
AI models like Anthropic's Mythos expose severe cybersecurity vulnerabilities, leading to increased spending on technology and cybersecurity solutions by banks and other institutions, benefiting cybersecurity companies.
MED
13:36
Apr 16
Apr 16
AI agents improve business cybersecurity.
AI-powered security agents that run constantly to find vulnerabilities will be a significant advantage for businesses, making them less vulnerable to cyber attacks compared to traditional one-time ethical hacks.
MED
14:00
Apr 15
Apr 15
Buy the dip in cybersecurity and technology equities, as the recent sector rotation is a sentiment-driven panic that ignores strong underlying company fundamentals.
HIGH
21:51
Apr 13
Apr 13
Buy cybersecurity dip for AI-driven growth.
Cybersecurity has pulled back due to AI-related headlines, but the dip is a buying opportunity because in an AI-driven world, cybersecurity and M&A in the sector will be significant.
MED
21:50
Apr 13
Apr 13
Buy cyber security dip for AI growth.
Cyber security has pulled back due to AI-related concerns, but this dip is a buying opportunity as cyber security remains crucial in an AI-driven world with potential for M&A activity.
MED
18:49
Apr 09
Apr 09
Short cybersecurity ETF CIBR as part of an active macro short book on software; author explicitly holds this short position and reports it is working, with continued downside momentum in the software sector.
MED
18:25
Mar 27
Mar 27
Author holds an active short in CIBR (cybersecurity ETF), asserting the ETF has not yet bottomed and further downside remains in US software names.
MED
18:06
Mar 06
Mar 06
A new AI security agent from OpenAI poses a competitive threat that could reduce demand for services from established cybersecurity companies.
MED
00:58
Mar 06
Mar 06
DHS has laid off one-third of its cyber professionals due to funding/mismanagement, right as the US enters a kinetic war with Iran (a sophisticated cyber adversary). The government's internal cyber defense shield is weakened. This forces critical infrastructure and private enterprise to rely more heavily on private-sector cybersecurity solutions to defend against inevitable Iranian retaliatory cyberattacks. Increased threat level + decreased government capacity = bullish demand for private cybersecurity vendors. A swift resolution to the conflict or emergency funding restoring DHS cyber capabilities quickly.
19:23
Mar 02
Mar 02
When asked about retaliatory risks, Dimon says, "You got to expect there will be cyber attacks... Banks may be targets." He notes JPM spends a massive amount protecting themselves. Geopolitical kinetic warfare often spills over into asymmetric cyber warfare. If banks and infrastructure are targets, corporate spending on cybersecurity defense must remain high or increase, benefiting pure-play cyber vendors. Long Cybersecurity sector. Tech sector valuation compression or lack of immediate major attacks leading to complacency.
18:34
Mar 02
Mar 02
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water utilities" and corporate targets. AWS in UAE was already hit. As kinetic options for Iran are degraded by US/Israel, they will pivot to asymmetric digital warfare. This forces governments and corporations to panic-spend on hardening defenses, benefiting best-in-breed cybersecurity vendors. LONG. Cyber is the "second front" of this war. Valuation concerns in the tech sector generally.
17:12
Feb 28
Feb 28
Trump acknowledges Iran is a "vicious group" and warns of "casualties." He asserts US military superiority ("no military on earth even close"). Iran cannot win a conventional war against the US. Their only viable retaliation vector is asymmetric warfare, specifically cyberattacks against US infrastructure, banks, and grids. This threat environment forces immediate spending on cybersecurity defense for US corporations and government agencies. LONG Cybersecurity. Iran's cyber capabilities are degraded faster than they can launch attacks.
06:44
Feb 24
Feb 24
Speaker outlines "Option two is cyber warfare" and notes the significant amount of "hardware that's now in the region" for potential strikes. If the US opts for "Option 2" (Cyber) or "Option 3" (Limited Strikes), this directly benefits Defense contractors (ITA) supplying the hardware and Cybersecurity firms (CIBR) handling state-level digital conflict. LONG Defense and Cyber sectors as the primary tools of engagement. De-escalation or a shift strictly to diplomatic channels would reduce the immediate catalyst for these sectors.
19:58
Feb 23
Feb 23
Short CIBR as an active confirmed position; author's cybersecurity ETF short is performing well, suggesting continued bearish pressure in the sector.
MED
11:43
Feb 21
Feb 21
Author incidentally discloses an existing short position in cybersecurity ETF CIBR ("our Core Cyber Short"), but provides no catalyst or reasoning in this tweet.
MED
About CIBR Analyst Coverage
Buzzberg tracks CIBR (First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETF) across 7 sources. 16 bullish vs 3 bearish calls from 20 analysts. Sentiment: predominantly bullish (54%). 24 total trade ideas tracked. Latest voices: Ann Berry, Dan Ives, Matt Tuttle.