Cyber Stocks Slide As Anthropic Unveils 'Claude Code Security'

Published: (February 20, 2026 at 07:02 PM EST)
1 min read
Source: Slashdot

Source: Slashdot

Market Reaction

An anonymous reader quotes a report from Bloomberg: Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.

  • Crowdstrike Holdings – fell up to 6.5%
  • Cloudflare – slumped more than 6%
  • Zscaler – dropped 3.5%
  • SailPoint – shed 6.8%
  • Okta – declined 5.7%
  • Global X Cybersecurity ETF – fell as much as 3.8%, extending its losses on the year to 14%

Anthropic said the new tool will “scan codebases for security vulnerabilities and suggest targeted software patches for human review.” The firm noted that the update is currently available only in a limited research preview.

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