"The biggest macro driver for CIBR in 2026 is the emergence of autonomous AI agents as both productivity tools and attack vectors. Research from Palo Alto Networks (NASDAQ:PANW) shows machines and agents already outnumber human employees by 82 to 1 in enterprise environments. As companies deploy agentic AI systems that can reason, act, and remember without human oversight, they're creating "goal hijacking" risks where rogue agents operate at speeds that defy human intervention. Cybersecurity Ventures projects global spending on security products and services will exceed $520 billion in 2026, up from $260 billion in 2021. Much of this acceleration stems from what Harvard Business Review describes as a "surge in AI agent attacks" where adversaries exploit the identity crisis created by deepfakes and synthetic identities"
"Watch quarterly earnings calls from CIBR's largest holdings. Palo Alto Networks, CrowdStrike (NASDAQ:CRWD), and Cloudflare () collectively represent nearly 20% of the portfolio, and their commentary on AI security spending provides the clearest signal of whether enterprise budgets are shifting toward agentic defense. Revenue growth acceleration above 25% in these names would validate the thesis that 2026 marks an inflection point."
CIBR returned about 13% in 2025, trailing the Nasdaq-100 by nearly seven percentage points. Autonomous AI agents are expected to expand the attack surface in 2026, driving increased demand for cybersecurity products and services. Machines and agents already outnumber human employees roughly 82 to 1 in enterprise environments, creating "goal hijacking" risks and enabling faster rogue agent operations. Cybersecurity Ventures projects global security spending to exceed $520 billion in 2026, up from $260 billion in 2021. Deepfakes and synthetic identities enable adversaries to command automated systems in real time. Palo Alto Networks, CrowdStrike, and Cloudflare represent nearly 20% of CIBR; revenue acceleration above 25% in these names would signal enterprise budget shifts. CIBR's $11.1 billion in assets and 36 holdings provide liquidity and broader diversification, including exposure to defense contractors.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]