---
title: "Cybersecurity stocks plummet as Anthropic releases Claude safety tool"
description: "On February 20th, cybersecurity stocks generally plummeted, with CrowdStrike Holdings down 7.9%, Cloudflare down over 7%, Zscaler down 4%, SailPoint down 8.6%, and Okta down 9.6%. The Global X Cyberse"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276484959.md"
published_at: "2026-02-20T21:02:18.000Z"
---

# Cybersecurity stocks plummet as Anthropic releases Claude safety tool

> On February 20th, cybersecurity stocks generally plummeted, with CrowdStrike Holdings down 7.9%, Cloudflare down over 7%, Zscaler down 4%, SailPoint down 8.6%, and Okta down 9.6%. The Global X Cybersecurity ETF fell 4.6%, with a cumulative decline of 15.6% for the year. This wave of decline is related to Anthropic PBC's launch of a new security tool for the Claude AI model, which can scan for security vulnerabilities in code repositories and provide patch suggestions. Investors are concerned that the new AI tool will impact the demand for traditional products, thereby affecting the growth and profits of related companies

On February 20th, the stock prices of cybersecurity software companies plummeted significantly. This followed the introduction of a brand new security feature in Anthropic PBC's Claude AI model.

CrowdStrike Holdings saw one of the largest declines, dropping as much as 7.9%; Cloudflare fell over 7%. Meanwhile, Zscaler dropped by as much as 4%, SailPoint plummeted 8.6%, and Okta fell by as much as 9.6%. The Global X Cybersecurity ETF also saw a decline of 4.6%, increasing its cumulative drop for the year to 15.6%.

The new security feature introduced by Anthropic for its Claude AI model can scan for security vulnerabilities in code repositories and provide targeted software patch suggestions for manual review. Currently, the tool is in a limited research preview phase.

Investors are concerned that the new AI tools will weaken demand for traditional (legacy) products, thereby dragging down the growth, profit margins, and pricing power of related companies

### Related Stocks

- [OKTA.US - Okta](https://longbridge.com/en/quote/OKTA.US.md)
- [NET.US - CloudFlare](https://longbridge.com/en/quote/NET.US.md)
- [SAIL.US - SailPoint](https://longbridge.com/en/quote/SAIL.US.md)
- [CRWD.US - CrowdStrike](https://longbridge.com/en/quote/CRWD.US.md)
- [OKTX.US - Tradr 2X Long OKTA Daily ETF](https://longbridge.com/en/quote/OKTX.US.md)
- [PSWD.US - Xtrackers Cybersecurity Select Equity Etf](https://longbridge.com/en/quote/PSWD.US.md)
- [CRWL.US - GraniteShares 2x Long CRWD Daily ETF](https://longbridge.com/en/quote/CRWL.US.md)
- [BUG.US - Global X Cybersecurity ETF](https://longbridge.com/en/quote/BUG.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Harold Davidson & Associates Inc. Has $6.52 Million Stock Holdings in CrowdStrike $CRWD | Harold Davidson & Associates Inc. increased its stake in CrowdStrike (NASDAQ:CRWD) by 59.4% in Q3, owning 13,301 shares  | [Link](https://longbridge.com/en/news/276337804.md) |
| Crestwood Advisors Group LLC Raises Holdings in CrowdStrike $CRWD | Crestwood Advisors Group LLC increased its stake in CrowdStrike (NASDAQ:CRWD) by 57.3% in Q3, owning 6,079 shares after  | [Link](https://longbridge.com/en/news/276217286.md) |
| Anthropic Introduces New Cybersecurity Feature to Claude Code Platform | Anthropic has launched a new cybersecurity feature, Claude Code Security, integrated into its Claude Code platform. This | [Link](https://longbridge.com/en/news/276481602.md) |
| Snider Financial Group Buys 1,243 Shares of CrowdStrike $CRWD | Snider Financial Group increased its stake in CrowdStrike (NASDAQ:CRWD) by 15% in Q3, acquiring an additional 1,243 shar | [Link](https://longbridge.com/en/news/276005190.md) |
| Forecasting The Future: 26 Analyst Projections For Okta | Analysts' ratings for Okta (NASDAQ:OKTA) show a mix of bullish and bearish sentiments from 26 analysts. The average 12-m | [Link](https://longbridge.com/en/news/276133491.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.