On 8 October 2026, Japanese cyber-related stocks came under heavy buying pressure, with concern over AI threats and data breaches driving share prices. カウリス and FFRI Security surged, while leading overseas stocks also rose, reaffirming their position as theme stocks.
In Japan's stock market on 8 October 2026, cyber-related stocks attracted strong buying, with sharp gains particularly evident from the morning session. カウリス rose approximately 22% from the previous day, while サイバーソリューションズ also gained approximately 24%; FFRI Security and ZenmuTech were also bought up temporarily to levels near their daily price limits. The backdrop was concern over an increase in cyberattacks and the growing sophistication of attacks exploiting AI.
In Japan, JPCERT/CC urged caution after a series of personal data breaches around September, spreading expectations that demand for cybersecurity-related services would increase. The number of attacks detected through WAF monitoring reached approximately 1.8 times the year-earlier level, at approximately 1.07 billion, and surged to approximately 450 million in September alone. This became a catalyst for buying the stocks.