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Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds
Seeking Alpha· 2025-04-25 16:13
My previous investment thought on Check Point Software Technologies Ltd. (NASDAQ: CHKP ) was a downgrade to a hold rating because its valuation was too high, which I did not feel comfortable with given the decelerating growthI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-t ...
Check Point Software's Q1 Earnings Top Estimates, Revenues Rise Y/Y
ZACKS· 2025-04-24 17:20
Check Point Software Technologies Ltd. (CHKP) reported first-quarter 2025 non-GAAP earnings per share (EPS) of $2.21, which beat the Zacks Consensus Estimate by 0.91%. The figure came at the higher end of management’s guidance of $2.13-$2.23. The bottom line increased 8.3% from the year-ago quarter’s $2.04. (Find the latest earnings estimates and surprises on Zacks Earnings Calendar.)Check Point Software's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with the averag ...
Check Point Software Technologies .(CHKP) - 2025 Q1 - Earnings Call Transcript
2025-04-23 15:49
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Kip Meintzer - Global Head, Investor Relations Nadav Zafrir - Chief Executive Officer Roei Golan - Chief Financial Officer Conference Call Participants Robbie Owens - Piper Sandler Joseph Gallo - Jefferies Adam Tindle - Raymond James Brian Essex - J.P. Morgan Keith Bachman - BMO Shaul Eyal - TD Cowen Shrenik Kothari - Baird Andrew Nowinski - Wells Fargo Tal Liani - BofA Patric ...
Check Point (CHKP) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-04-23 14:36
Check Point Software (CHKP) reported $637.8 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.5%. EPS of $2.21 for the same period compares to $2.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $636.42 million, representing a surprise of +0.22%. The company delivered an EPS surprise of +0.91%, with the consensus EPS estimate being $2.19.While investors closely watch year-over-year changes in headline numbers -- revenue and earning ...
Check Point Software (CHKP) Q1 Earnings and Revenues Beat Estimates
ZACKS· 2025-04-23 12:05
Check Point Software (CHKP) came out with quarterly earnings of $2.21 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $2.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.91%. A quarter ago, it was expected that this data security company would post earnings of $2.66 per share when it actually produced earnings of $2.70, delivering a surprise of 1.50%.Over the last four quart ...
Check Point Software Reports 2025 First Quarter Financial Results
Newsfilter· 2025-04-23 09:00
Core Insights - Check Point Software Technologies Ltd. reported strong financial results for Q1 2025, highlighting robust demand for its Quantum Force appliances and AI-driven Infinity Platform, which contributed to double-digit year-over-year growth in product and license revenues [3][8]. Financial Performance - Cash Flow from Operations: $421 million, a 17% increase year-over-year [8] - Calculated Billings reached $553 million, a 7% increase year-over-year [8] - Remaining Performance Obligation (RPO): $2.4 billion, an 11% increase year-over-year [8] - Total Revenues: $638 million, a 7% increase year-over-year [8] - Products & Licenses Revenues: $114 million, a 14% increase year-over-year [8] - Security Subscriptions Revenues: $291 million, a 10% increase year-over-year [8] - GAAP Operating Income: $196 million, representing 31% of total revenues [8] - Non-GAAP Operating Income: $259 million, representing 41% of total revenues [8] - GAAP EPS: $1.71, a 7% increase year-over-year [8] - Non-GAAP EPS: $2.21, a 9% increase year-over-year [8] Company Overview - Check Point is a leading AI-powered, cloud-delivered cybersecurity platform provider, protecting over 100,000 organizations globally [7]. - The company leverages AI to enhance cybersecurity efficiency and accuracy through its Infinity Platform, which includes various technologies for securing workspaces, clouds, and networks [7]. Upcoming Events - Check Point will participate in several investor conferences in Q2 2025, including Barclays Americas Select Franchise Conference and J.P. Morgan Technology, Media, and Telecom Conference [9].
Check Point Software: Likely Limited Impact Of Tariffs, But I Remain Cautious
Seeking Alpha· 2025-04-15 17:03
Check Point Software Technologies Ltd. (NASDAQ: CHKP ) is due to report its Q1 ’25 earnings on the 23 of April before the market opens, so I wanted to take a look at what should we expect in termsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I ...
3 Cybersecurity Stocks to Buy Now for Long-Term Opportunities
ZACKS· 2025-04-15 14:00
Cybersecurity encompasses comprehensive security measures designed to protect systems, networks and programs from digital attacks. These attacks often aim to access, alter, or destroy sensitive information, extort money from users through ransomware, or disrupt the integrity of normal business operations. The widespread adoption of AI, IoT devices, and increased digitization across both public and private sectors has heightened vulnerabilities and expanded attack surfaces, necessitating the development of a ...
Check Point Recognized for #1 AI-Powered Cyber Security Platform by Miercom
Newsfilter· 2025-04-07 13:00
REDWOOD CITY, Calif., April 07, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ:CHKP), a pioneer and global leader of cyber security solutions, today announced that its Infinity Platform has been named the top-ranked AI-powered cyber security platform in the 2025 Miercom Assessment. The report validates Check Point's leadership across critical security categories, with the Infinity Platform outperforming all competitors in security efficacy, Zero Trust implementation, and ease of use ...
Is Check Point Software Technologies (CHKP) Outperforming Other Computer and Technology Stocks This Year?
ZACKS· 2025-04-02 14:40
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Check Point Software (CHKP) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Check Point Software is one of 611 companies in the Computer and Technology group. The Computer and Technology group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of ou ...