Core Insights - Check Point Software Technologies has achieved full FedRAMP authorization for its Infinity Platform for Government at the Moderate Impact Level, enabling deployment across federal networks and cloud environments [1][2][3] - The authorization confirms Check Point's commitment to federal compliance standards and its capability to protect critical government data classified as Controlled Unclassified Information (CUI) [2][3] - The Check Point Infinity Platform for Government includes advanced features such as Harmony Email for workspace security, collaborative defenses, and Infinity ThreatCloud AI, which utilizes over 300 machine learning features to detect and block emerging threats [3][4] Company Positioning - Check Point is recognized as an industry leader, having been named a Leader in The Forrester Wave™: Zero Trust Platforms, Q3 2025, and its Harmony Email & Collaboration solution was acknowledged as a Leader in the 2025 GigaOm Radar Anti-Phishing report [4] - The company’s Hybrid Mesh Firewall has also received recognition as a Leader by both Gartner and IDC, reinforcing its strong market position [4] Market Context - The 2025 Security Report from Check Point indicates a 44% increase in cyber attacks, with the government sector being the second most targeted industry, facing an average of 2,286 weekly attacks [3] - The FedRAMP authorization allows Check Point's solutions to be more easily discoverable and procurement-ready for federal mission owners, enhancing its market accessibility [5]

Core Insights - CrowdStrike and Check Point Software Technologies are leading companies in the cybersecurity sector, focusing on cloud and endpoint security solutions [1][2] - The cybersecurity market is projected to grow at a CAGR of 12.63% from 2025 to 2030, driven by increasing cyber threats [2] CrowdStrike Overview - CrowdStrike's primary offering is the Falcon platform, recognized as the first multi-tenant, cloud-native security solution, securing various environments and endpoints [4] - The share of subscription-based sales in CrowdStrike's total revenues increased from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - Despite its strong platform, CrowdStrike faces challenges due to customer pessimism following a global IT outage in July 2024, leading to a Customer Commitment Package that has impacted profitability [6] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 12.5% [7] Check Point Overview - Check Point offers software and hardware solutions for IT infrastructure security, focusing on network and gateway security [9] - The company is experiencing revenue growth from its cloud solutions and strong demand for its Quantum Force, Harmony Email, and Infinity platforms [10] - Check Point's subscription-based model generated $291 million in security subscription revenues in Q1 2025, reflecting a 10% year-over-year increase, with projected earnings of $9.91 per share for 2025, indicating an 8.2% growth [11] Stock Performance and Valuation - Over the past year, Check Point's stock has returned 45.6%, outperforming CrowdStrike's 28.7% gain [13] - Check Point trades at a forward sales multiple of 8.69X, significantly lower than the Zacks Security industry's 13.53X, while CrowdStrike's multiple is 20.14X, indicating Check Point's more attractive valuation [14] Conclusion - Check Point is gaining traction with its platforms, while CrowdStrike is dealing with reputational damage and profit margin pressures [16] - Check Point holds a Zacks Rank 3 (Hold), making it a stronger investment option compared to CrowdStrike, which has a Zacks Rank 4 (Sell) [16]

Core Insights - Zscaler and Check Point Software are both significant players in the cybersecurity industry, with Zscaler focusing on cloud-based solutions and Check Point transitioning from on-premises to cloud options [1][9] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.63%, with a robust CAGR of 9.4% projected from 2025 to 2030, driven by increasing cyberattacks [2] Zscaler Analysis - Zscaler offers a comprehensive range of enterprise network security solutions, including web security, antivirus, and firewalls, and is well-positioned to benefit from the demand for privileged access security [4][5] - The company has seen a significant increase in sales and marketing (S&M) and research and development (R&D) expenses, which have both been in double digits, impacting near-term profitability [6][7] - Zscaler's fiscal 2026 earnings are estimated at $3.08, reflecting a year-over-year decline of 3.5% [7][8] Check Point Analysis - Check Point provides a variety of software and hardware solutions for IT infrastructure security, with a focus on cloud solutions and subscription-based models that ensure stable recurring revenues [9][10][11] - The company reported security subscription revenues of $292.2 million in Q4 2024, marking a 9.9% year-over-year increase, with 2025 earnings projected at $9.95, indicating an 8.6% growth [11][12] Stock Performance and Valuation - Over the past year, Check Point's stock has increased by 28.9%, while Zscaler's shares have returned 9.5% [13] - Check Point trades at a forward sales multiple of 8.28X, significantly lower than the Zacks Security industry's average of 12.53X, while Zscaler trades at 9.91X, making Check Point's valuation more attractive [14] Conclusion - Check Point is gaining traction with its Quantum Force, Harmony Email, and Infinity platforms, while Zscaler faces challenges from rising operational costs and declining profit margins. Check Point holds a Zacks Rank 2 (Buy), making it a stronger investment option compared to Zscaler, which has a Zacks Rank 3 (Hold) [16]