Morningstar

Cybersecurity Stocks Fall on Leak About New Claude Model's Cyber Capabilities

Provided by Dow Jones Mar 27, 2026, 2:50:00 PM

By Nicholas G. Miller

Shares of cybersecurity companies slid after Anthropic accidentally leaked a blog post that suggested an unreleased Claude model has much-improved cyber capabilities.

Palo Alto Networks fell 7.5%. CrowdStrike dropped 7.2%. SentinelOne was down 8.2%. Fortinet slipped 4.8%. And Zscaler fell 8.1%.

Fortune reported that the leaked Anthropic blog post said the new model is "currently far ahead of any other AI model in cyber capabilities."

Cybersecurity stocks also fell last month after Anthropic unveiled a vulnerability-scanning capability that it is building into Claude.

The Wall Street Journal has reported that AI automation could put competitive pressure on cybersecurity products, such as software that analyzes code for vulnerabilities or unusual activity.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

March 27, 2026 10:50 ET (14:50 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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