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Check Point Software to Announce 2025 Second Quarter Financial Results on July 30, 2025
Globenewswire· 2025-07-01 13:00
Core Viewpoint - Check Point Software Technologies Ltd. will announce its financial results for Q2 2025 on July 30, 2025, before U.S. markets open [1] Company Overview - Check Point is a leading provider of cyber security solutions, protecting over 100,000 organizations globally [2] - The company utilizes AI-powered solutions and its Infinity Platform to deliver industry-leading security efficacy while reducing risk [2] - Check Point's hybrid mesh network architecture, with SASE at its core, unifies management across on-premises, cloud, and workspace environments [2]
强烈反对!加拿大政府命令海康威视加拿大有限公司停止在加运营
仪器信息网· 2025-07-01 08:21
特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 2025年6月27日,加拿大政府以 "国家安全" 为由,命令 海康威视 加拿大有限公司停止在加运营并关闭其业务,这 一行为严重损害了中国企业的合法正当权益,干扰破坏了中加正常经贸合作。6月28日,中国驻加拿大使馆对此表示 强烈不满和坚决反对,强调中国政府一贯鼓励企业按市场原则、国际规则及当地法律开展对外合作,反对泛化国家安 全概念、打压中国企业的错误做法,同时敦促加方停止将经贸问题政治化,为中国企业提供公平环境,中方将采取一 切必要措施维护企业权益。 事件脉络 加拿大政府的行动 加拿大政府以所谓 "国家安全" 为由,要求海康威视加拿大公司停止运营并关闭业务,这一决定延续了部分西方国家 对中国科技企业的打压趋势,且未提供明确的证据支持其指控,本质上是对正常经贸合作的破坏。 中国政府的回应与态度 中国驻加拿大使馆已明确表明立场,强烈反对加方的无理行为,指出其泛化国家安全概念、滥用国家力量歧视打压中 国企业,违背市场原则和国际规则。 中方强调将坚决维护中国企业的正当合法权益,这体现了中国政府对企业海 ...
Stock Split Watch: Is CrowdStrike Next?
The Motley Fool· 2025-07-01 00:10
Last year was a big one for stock splits, with some of the market's most exciting companies, from Nvidia to Broadcom and Chipotle Mexican Grill, taking part. Investors always are on the lookout for these events, and they often happen after a stock has soared over several months or years. The maneuver brings down the price of each individual share, making the stock easier for more investors to buy.So when looking for the next potential stock-split company, it's a great idea to consider recent top performers. ...
Cybersecurity Stock Ready to Extend Run Higher
Schaeffers Investment Research· 2025-06-30 18:51
Core Insights - Cloudflare Inc (NYSE:NET) shares have increased by 0.7% to $195.32, reaching a three-year high of $196.20, supported by the 20-day moving average [1] - The stock has gained 135.7% year-over-year and 81.4% year-to-date in 2025, indicating a strong upward trend [1] - A historically bullish signal is currently present, suggesting continued momentum in the stock's performance [1] Volatility and Price Movement - The recent peak in Cloudflare's stock price coincides with low implied volatility, as indicated by a Schaeffer's Volatility Index (SVI) of 37%, which is in the 15th percentile of its annual range [2] - Historically, similar conditions have led to an 80% chance of the stock rising one month later, with an average increase of 11.3% [2] - A similar upward movement could push the stock price above $217 for the first time since 2021 [2] Analyst Sentiment - Despite a generally bullish outlook among analysts, there remains some pessimism, with 13 out of 31 firms rating the stock as "hold" or worse [4] - The 12-month consensus target price is $159.83, representing an 18.1% discount to current levels, indicating potential for price-target increases [4] Options Trading Potential - Investors looking to capitalize on Cloudflare's potential price increase may consider options trading, as the Schaeffer's Volatility Scorecard (SVS) ranks high at 80 out of 100 [5] - This high score suggests that the stock has historically exceeded volatility expectations, which is advantageous for options buyers [5]
What Makes FortiGate the Core Driver of Fortinet's Product Growth?
ZACKS· 2025-06-30 17:56
Core Insights - Fortinet's FortiGate platform is central to its secure networking strategy, driving hardware adoption and facilitating expansion into other solutions [1][10] - The launch of the FortiGate 700G series enhances performance and energy efficiency, appealing to mid-sized businesses and distributed enterprises [3][10] - Fortinet's product revenues grew 12% year-over-year in Q1 2025, with FortiGate hardware being the primary growth driver [4] Product and Market Performance - FortiGate firewalls are often the first product for customers, leading to increased integration of Fortinet's other offerings [2][10] - In Q1 2025, FortiGate hardware outpaced overall product growth, expanding in the mid-teens [4] - The company estimates product revenues for 2025 to reach $2.14 billion, indicating a 12.3% year-over-year growth [4] Competitive Landscape - Fortinet faces stiff competition from Palo Alto Networks and Check Point Software, both of which are experiencing strong adoption of their firewall capabilities [5] - Palo Alto Networks reported a 20% year-over-year growth in Software Firewall ARR, driven by public cloud deployments [6] - Check Point Software saw a 14% year-over-year rise in product and license revenues, with expectations of continued momentum through 2026 [7] Stock Performance and Valuation - Fortinet's shares have risen 11.1% year-to-date, underperforming the Zacks Security industry's growth of 23.4% [8] - The stock is currently trading at a Price/Book ratio of 40.17X, compared to the industry's 24.88X, indicating a lower valuation score [12] - The Zacks Consensus Estimate for Q2 2025 earnings is 59 cents per share, reflecting a 3.51% year-over-year growth [15]
WISeKey Shareholders Approved All Agenda Items of the 2025 Annual General Meeting
Globenewswire· 2025-06-30 13:15
WISeKey Shareholders Approved All Agenda Items of the 2025 Annual General Meeting Geneva, Switzerland, June 30, 2025 –WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces that its shareholders approved all items on the agenda of WISeKey’s 2025 Annual General Meeting held on June 27, 2025. Shareholders of WISeKey approved all proposals submitted by the Board of Directors, including the following: The Annual Repor ...
Tenable Named a Major Player in Inaugural IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms
Globenewswire· 2025-06-30 13:00
Core Insights - Tenable has been recognized as a Major Player in the inaugural IDC MarketScape: Worldwide Cloud-Native Application Protection Platform (CNAPP) 2025 Vendor Assessment, highlighting its strong position in the market [1][2]. Company Overview - Tenable is identified as an exposure management company that focuses on closing cybersecurity gaps that can undermine business value, reputation, and trust [7]. - The company serves approximately 44,000 customers globally, providing a unified security visibility and action platform that spans various environments, including IT infrastructure and cloud [7]. Product Capabilities - Tenable Cloud Security offers a comprehensive CNAPP solution that integrates seamlessly with Tenable One, enabling organizations to secure their entire cloud stack without needing additional tools [3]. - The platform provides tailored visibility for specific cloud providers such as AWS, GCP, Azure, and Oracle Cloud, simplifying the interpretation of security findings for personnel [4]. - It emphasizes context-rich prioritization and identity-intelligent risk analysis, allowing for the identification of critical vulnerabilities and toxic access combinations that may be overlooked by other solutions [4]. Market Recognition - The IDC MarketScape assessment involved structured discussions, interviews with market leaders, and end-user experiences, validating Tenable's strategies and capabilities in the CNAPP space [2]. - Eric Doerr, the chief product officer of Tenable, stated that this recognition underscores the company's commitment to helping customers manage risk across their cloud environments and overall attack surface [5].
Gorilla Announces $105 Million Registered Direct Offering of Common Stock
Newsfile· 2025-06-30 12:30
The offering is led by a $100 million investment from a single new fundamental institutional investor and includes additional participation from a large existing shareholderThe proceeds will be used to establish performance guarantees and bid bonds, as well as meeting requirements in connection with bids for projects, and in relation to previously announced acquisitionsLondon, United Kingdom--(Newsfile Corp. - June 30, 2025) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a glo ...
Why Palo Alto's AI Push Could Rewrite The Rules Of Digital Defense
Seeking Alpha· 2025-06-30 10:43
Group 1 - Cybersecurity vendors are increasingly viewed as essential utilities in the digital economy, yet the market still favors specialized point-tool solutions over comprehensive integrated platforms [1] - Palo Alto Networks is demonstrating the effectiveness of a unified operating system for security, positioning itself as a leader in the cybersecurity space [1] Group 2 - The article highlights the growing importance of cybersecurity in the context of digital transformation and the need for robust security solutions [1]
F5 Networks: Buy FFIV Stock At $290?
Forbes· 2025-06-30 10:05
Core Viewpoint - F5, Inc. has launched new post-quantum cryptography readiness solutions integrated into its Application Delivery and Security Platform, aiming to enhance application and API security while maintaining performance and scalability. The company's stock has risen nearly 70% over the past year, raising questions about its investment viability despite this increase, which is viewed positively due to its moderate valuation [2][10][11]. Financial Performance - F5's revenues have shown slight growth, with a 5.6% increase from $2.8 billion to $2.9 billion over the last twelve months, compared to a 5.5% growth rate for the S&P 500. Quarterly revenues rose by 7.3% to $731 million from $681 million year-over-year, outperforming the S&P 500's 4.8% improvement [7][11]. - The company has a price-to-sales (P/S) ratio of 5.7, a price-to-free cash flow (P/FCF) ratio of 20.1, and a price-to-earnings (P/E) ratio of 26.9, all compared to the S&P 500's respective ratios of 3.1, 20.9, and 26.9 [7][4]. Profitability - F5's profit margins are higher than most companies in the Trefis coverage area, with an operating income of $730 million and an operating margin of 24.8%. The net income for the last four quarters was $621 million, resulting in a net income margin of 21.1%, significantly above the S&P 500's 11.6% [13][6]. Financial Stability - The company's balance sheet is solid, with total assets of $5.9 billion, including $1.3 billion in cash and cash equivalents. F5's debt stands at $267 million, leading to a strong debt-to-equity ratio of 1.6%, compared to 19.4% for the S&P 500. The cash-to-assets ratio is 21.3%, indicating strong liquidity [13][8]. Downturn Resilience - F5's stock has shown resilience during downturns, performing slightly better than the S&P 500 in recent market declines. The stock has fully recovered from previous crises, including a significant drop of 47.4% from its peak in December 2021 to April 2023, and has since risen to approximately $290 [9][14].