Posts on CHKP

Latest ideas and analyses related to Check Point Software Technologies Ltd. Ordinary Shares

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CHKP

+33 pts



$CHKP Check the box; Q2/22 review

By junkfoodlover on Aug. 2, 2022, 2:33 p.m.
Tagged topics: earnings results

Views: 10, Votes: 4, Responses: 0, Attachments: 1
CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 37, Votes: 6, Responses: 1, Attachments: 1
CWAN , XMTR , DV , CTXS , PUBM , PING , PATH , CHKP , NICE , MSP , NLOK , PD , MGNI , BSY , ANSS , SMAR , TDC , RPD , ASAN , TRMR

+33 pts



Software job postings begin to level off

By CdnInvstr on May 31, 2022, 1:46 p.m.
Tagged topics: analyst checks , job postings

Views: 21, Votes: 3, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 34, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 42, Votes: 5, Responses: 1, Attachments: 1
PANW , FTNT , CHKP

+35 pts



$PANW $FTNT $CHKP - How sustainable is product growth? Likely longer than many expect.

By labjordan on May 17, 2022, 4:17 p.m.
Tagged topics: analyst checks , deep dive

Views: 235, Votes: 3, Responses: 1, Attachments: 1
CHKP

+31 pts



$CHKP - Noisy Billings Delays Further Inflection

By cassie on April 28, 2022, 5:45 p.m.
Tagged topics: earnings results

Views: 18, Votes: 2, Responses: 0, Attachments: 1
CRWD , PANW , VRNS , CHKP , S , SAIL , IRNT

+51 pts



Security Software - there is no “Microsoft” of security so prefer a basket investment approach

By mooreideas on April 18, 2022, 2:09 p.m.
Tagged topics: deep dive

Views: 177, Votes: 8, Responses: 2, Attachments: 1
GTLB , JAMF , OKTA , PANW , TENB , CHKP

+39 pts



'Don't Stop Me Now' - Growth Inflection in '21 Appears Sustainable

By mooreideas on March 21, 2022, 2:59 p.m.
Tagged topics: analyst downgrade

Views: 39, Votes: 7, Responses: 0, Attachments: 1
PANW , CHKP , FTNT

+36 pts



$PANW: Like the Setup with FW Pricing, Refreshes, and Good Cortex Checks

By realjoe on Feb. 15, 2022, 12:13 p.m.
Tagged topics: earnings preview

Views: 35, Votes: 4, Responses: 0, Attachments: 1
PANW , FTNT , OKTA , RPD , CHKP , SPLK

+41 pts



Fourth-Quarter Security Software Sector Preview

By Btam on Feb. 4, 2022, 7:22 p.m.
Tagged topics: earnings preview , security software , 2022 outlook

Views: 72, Votes: 8, Responses: 0, Attachments: 1
CHKP

+33 pts



$CHKP - Q1 guidance looks conservative

By mooreideas on Feb. 4, 2022, 2:19 p.m.
Tagged topics: earnings results

Views: 40, Votes: 4, Responses: 0, Attachments: 1
CHKP , FTNT , PANW

+33 pts



$CHKP - user conference highlights broadening platform

By mooreideas on Jan. 27, 2022, 12:17 p.m.
Tagged topics: user conference

Views: 31, Votes: 3, Responses: 0, Attachments: 1
ABST , CHKP , DDOG , DT , FTNT , NEWR , OKTA , PANW , PING , RPD , SPLK

+38 pts



Signals and key metrics vary widely between companies into earnings

By mooreideas on Jan. 25, 2022, 12:04 p.m.
Tagged topics: earnings preview

Views: 44, Votes: 3, Responses: 0, Attachments: 1
CHKP

+33 pts



$CHKP - analysts checks suggest growth is inflecting, notably in new customers and emerging tech

By puckerman17 on Jan. 14, 2022, 3:14 p.m.
Tagged topics: analyst checks

Views: 137, Votes: 2, Responses: 0, Attachments: 1
TENB , SAIL , VRNS , QLYS , CHKP

+42 pts



Morgan Stanley Q3 checks indicate stronger security spending environment, favors $TENB $SAIL $VRNS

By josiebe on Oct. 20, 2021, 3:17 p.m.
Tagged topics: analyst checks , Morgan Stanley , security spending , security software

Views: 216, Votes: 4, Responses: 1, Attachments: 2
PANW , PING , AVPT , TENB , CHKP , CRWD

+39 pts



Goldman selects $S $PANW $PING $AVPT and $TENB as their Security Top Picks with accelerating demand into 2H

By mooreideas on Sept. 13, 2021, 2:15 p.m.
Tagged topics: analyst downgrade , analyst top pick , security software

Views: 297, Votes: 4, Responses: 0, Attachments: 2