First Trust NASDAQ Cybersecurity ETF vs Microchip Technology Inc. — how do they compare? First Trust NASDAQ Cybersecurity ETF trades at $99.96, while Microchip Technology Inc. trades at $81.63 (market cap $44.20B). The key difference: Microchip Technology Inc. pays a 2.24% dividend while First Trust NASDAQ Cybersecurity ETF pays none, and First Trust NASDAQ Cybersecurity ETF is trading nearer its 52-week high, Microchip Technology Inc. nearer its low. Which is the better fit depends on your goals.
| CIBR | MCHP | |
|---|---|---|
52-Week High | $100.60 | $102.97 |
52-Week Low | $60.74 | $49.02 |
Market Cap | — | $44.20B |
Sector | — | Technology |
Enterprise Value | — | $49.32B |
Dividend Yield | — | 2.24% |
Signals from Pluang's Aura AI — not financial advice
CIBR, the First Trust Nasdaq Cybersecurity ETF, trades at $97.85, up 1.51% on the day, with a bullish technical signal from moving averages. The ETF has shown strong performance, reportedly outperforming the S&P 500 by three to one year-to-date as of June 5, 2026 (24/7 Wall Street). Recent news highlights institutional activity, including Bank of America reducing its stake while First Trust Advisors increased its position.
The outlook for CIBR is positive, driven by growing cybersecurity spending exceeding $300 billion in 2026 and AI-driven demand. Risks include high concentration in tech stocks and market volatility. Analyst sentiment is optimistic, with upgrades citing reasonable valuations and secular growth trends.
Microchip Technology (MCHP) trades at $84.69, up 13.89% in 24 hours, reflecting strong momentum. The stock is in a bullish technical trend, with recent earnings beats and robust data center revenue growth of 98% last quarter. Analyst consensus is strongly bullish with a $104 price target. However, valuation ratios like a P/E of 124.54 are elevated, and 2025 net income was negative, posing fundamental concerns despite a recovery forecast for 2026.
Outlook is positive driven by AI and data center demand, but high valuation and past profitability volatility are risks. The stock offers growth exposure amid analyst optimism, yet investors should weigh premium pricing against execution risks in a competitive semiconductor market.
Trailing returns across standard periods
Latest headlines on both assets
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index includes securities of companies classified as cyber security companies. The fund is non-diversified.
Read more on CIBR →Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →