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HEADLINES:

Media Alert: New Attacks Detected by Recently Introduced Check Point Threat Emulation Software Blade

Marketwire (May 14, 2013)
Check Point: A Safe Bet To Ride The Rising Cyber-Security Trend
Nick Chiu • Thu, May 9
Check Point Introduces Big Security for Small Businesses

Marketwire (May 7, 2013)
Cloud Star Technicals Breaking Down
The GeoTeam • Tue, Apr 30 • 3 Comments
Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS
Kerrisdale Capital Management • Mon, Apr 29 • 7 Comments
Check Point Software Is A Free Cash Flow Machine
John Huber • Sat, Apr 27 • 10 Comments
Check Point Software Technologies Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Apr 22
Check Point Software Technologies Reports 2013 First Quarter Financial Results

Marketwire (Apr 22, 2013)
Israel - A Standout Among The OECD Economies
Ron Sommer • Sat, Apr 20 • 10 Comments
Check Point 1100 Appliances Deliver Enterprise-Class Security for Branch Offices

Marketwire (Apr 9, 2013)
Buying Into JPMorgan's Tech Laggards
Bret Jensen • Fri, Apr 5 • 12 Comments
Check Point Software to Announce 2013 First Quarter Financial Results on April 22, 2013

Marketwire (Apr 4, 2013)
The Street Doesn't Seem To Believe Radware Will Become A Player
Stephen Simpson • Thu, Mar 21 • 1 Comment
Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio
Insider Monkey • Sun, Mar 17 • 2 Comments
Check Point's President Amnon Bar-Lev Recognized as a 2013 Channel Chief by CRN Magazine

Marketwire (Mar 15, 2013)
SC Magazine Readers Select Check Point for Best Enterprise Firewall and Best IPS Solution in 2013

Marketwire (Mar 14, 2013)
Check Point Software Technologies' Management Presents at UBS Technology Conference 2013 (Transcript)
Wed, Mar 13
Sourcefire's Risk-Reward Seems A Little Out Of Whack
Stephen Simpson • Fri, Mar 8 • 8 Comments
Check Point Reinvents Security and Compliance Monitoring

Marketwire (Mar 6, 2013)
Check Point Continues to Lead Worldwide Combined Firewall and UTM Appliance Market According to Leading Market Research Firm

Marketwire (Mar 4, 2013)

Would Check Point Be Better If It Was Just A Little Worse?
Stephen Simpson • Thu, Jan 24 • 1 Comment

Check Point: A Safe Bet To Ride The Rising Cyber-Security Trend
Nick Chiu • Thu, May 9
Check Point Software Is A Free Cash Flow Machine
John Huber • Sat, Apr 27 • 10 Comments
Would Check Point Be Better If It Was Just A Little Worse?
Stephen Simpson • Thu, Jan 24 • 1 Comment
Rash Of Upgrades Means It's Time To Go Bottom-Fishing On This Beaten-Down Tech Stock
Bret Jensen • Wed, Oct 24, 2012
Check Point's Problem Isn't Palo Alto
Shlomi Cohen • Wed, Jun 27, 2012 • 8 Comments
Check Point Software Technology And Internet Security
Ron Sommer • Mon, Jun 11, 2012 • 4 Comments
Earnings Preview: Check Point Software Reports Results Tuesday
Robert Weinstein • Fri, Jan 13, 2012 • 3 Comments
Time To Check Out Israel's Check Point Software
Jim Van Meerten • Wed, Oct 19, 2011 • 1 Comment
Check Point Earnings Preview
Zacks Investment Research • Mon, Oct 17, 2011 • 1 Comment
Check Point: Earnings Preview
Zacks Investment Research • Mon, Oct 17, 2011
Second Opinion On Cramer's Homeland Security Call: Consider Check Point
Fiver Capital • Tue, Aug 30, 2011
Check Point: Market Sell-Off, Rising Security Software Spending Create Buying Opportunity
Todd Campbell • Thu, Aug 11, 2011 • 2 Comments
Check Point: Earnings Preview
Zacks Investment Research • Tue, Apr 12, 2011
Check Point Delivers Impressive Third Quarter
Zacks Investment Research • Thu, Oct 21, 2010
Bulls Keep the Faith in Check Point Software
optionMONSTER • Mon, Mar 15, 2010
Check Point Q2: Sales and Profit Top Estimates
Tiernan Ray • Tue, Jul 28, 2009
Why Buy Check Point?
Bullish Bankers • Wed, May 13, 2009
Why I'm Long Check Point Software Technology
Ron Sommer • Mon, May 4, 2009 • 1 Comment
Check Point Tops Estimates on "Pure Focus on Security"
SA Editor Jonathan Liss • Mon, Oct 22, 2007
Great Conference Call Moments: Checkpoint's Eyal Desheh
Valulicious • Thu, Jul 26, 2007

Cloud Star Technicals Breaking Down
The GeoTeam • Tue, Apr 30 • 3 Comments
Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS
Kerrisdale Capital Management • Mon, Apr 29 • 7 Comments
Israel - A Standout Among The OECD Economies
Ron Sommer • Sat, Apr 20 • 10 Comments
Buying Into JPMorgan's Tech Laggards
Bret Jensen • Fri, Apr 5 • 12 Comments
The Street Doesn't Seem To Believe Radware Will Become A Player
Stephen Simpson • Thu, Mar 21 • 1 Comment
Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio
Insider Monkey • Sun, Mar 17 • 2 Comments
Sourcefire's Risk-Reward Seems A Little Out Of Whack
Stephen Simpson • Fri, Mar 8 • 8 Comments
Iridian: Hedge Fund's New Bullish Bets For 2013
Insider Monkey • Fri, Feb 8
Frustrating F5 Networks Zigs And Zags Again
Stephen Simpson • Fri, Jan 25 • 3 Comments
Secure Your Portfolio: 7 Security Software And Services Stocks With Positive EBITDA - CAPEX Margin
Maani Value Guru • Tue, Jan 22
Investing In Israel: Time To Buy This Emerging Market
Marc Lichtenfeld • Wed, Nov 28, 2012 • 8 Comments
DEFCON 1: 5 Internet Security Stocks To Consider As Cyber Attacks Escalate
R.S. Analytics • Wed, Nov 28, 2012 • 3 Comments
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, Oct 18, 2012 • 10 Comments
3 Growth Stocks With Positive Momentum
Arie Goren • Fri, Sep 28, 2012
2 Overlooked, Cash Rich Software Stocks
Bret Jensen • Mon, Sep 24, 2012
7 Low-Debt Large Cap Stocks With Ample Cash Reserves
ZetaKap • Thu, Sep 13, 2012 • 1 Comment
It's Time To Bet Big On Cyber Security
Lou Basenese • Wed, Sep 12, 2012 • 4 Comments
7 Cash-Loaded Large Cap Tech Stocks That Analysts Support
ZetaKap • Thu, Aug 16, 2012
An Assortment Of Dividend And Growth Plays To Reflect On
Tactical Investor • Wed, Aug 15, 2012
This Tech Company's New CEO Bought In This Week
Insider Monkey • Sat, Aug 4, 2012 • 4 Comments

Check Point Software Technologies Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Apr 22
Check Point Software Technologies' Management Presents at UBS Technology Conference 2013 (Transcript)
Wed, Mar 13
Check Point Software Technologies' Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Mon, Feb 25
Check Point Software Technologies Ltd. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-13-2013 02:40 PM
Thu, Feb 14
Check Point Software Technologies Management Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Jan 23
Check Point Software Technologies' Management Presents at NASDAQ OMX 29th Investor Program Conference (Transcript)
Wed, Dec 5, 2012
Check Point Software Technologies' Management Presents at the Credit Suisse 2012 Technology Conference (Transcript)
Tue, Nov 27, 2012
Check Point Software Technologies' Management Presents at UBS Global Technology Conference (Transcript)
Thu, Nov 15, 2012
Check Point Software Technologies' CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Oct 17, 2012
Check Point Software Technologies' Management Presents at Deutsche Bank dbAccess 2012 Technology Conference - Transcript
Wed, Sep 12, 2012
Check Point Software Technologies' Management Presents at Citi Technology Conference (Transcript)
Wed, Sep 5, 2012 • 1 Comment
Check Point Software Technologies' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Wed, Jul 18, 2012
Check Point Software Technologies Ltd. CEO Discusses Q3 2010 Results - Earnings Call Transcript
Wed, Oct 20, 2010
Check Point Software Technologies Q2 2010 Earnings Call Transcript
Wed, Jul 21, 2010
Check Point Software Technologies, Ltd. Q1 2010 Earnings Call Transcript
Mon, Apr 26, 2010
Check Point Software Technologies Ltd. Q4 2008 Earnings Call Transcript
Tue, Jan 27, 2009
Check Point Software Technologies Ltd. Q2 2008 Earnings Call Transcript
Tue, Jul 22, 2008
Check Point Software Technologies Ltd. Q1 2008 Earnings Call Transcript
Thu, Apr 17, 2008
CheckPoint Systems Investor Call Transcript
Thu, Jan 3, 2008 • 1 Comment
Check Point Software Technologies Q3 2007 Earnings Call Transcript
Mon, Oct 22, 2007

Here's What the Billionaires Are Buying

at CNBC.com (Thu, 2:36PM)
Whale Watch: Einhorn Boosts Apple Stake by 83.5%

at CNBC.com (Wed, 5:40PM)
Media Alert: New Attacks Detected by Recently Introduced Check Point Threat Emulation Software Blade

Marketwire (May 14, 2013)
Check Point Introduces Big Security for Small Businesses

Marketwire (May 7, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Apr 22, 2013)
Tech Stocks: Netflix, Microsoft lead broad tech gains

at MarketWatch.com (Apr 22, 2013)
Check Point Software Technologies Reports 2013 First Quarter Financial Results

Marketwire (Apr 22, 2013)
After-Hours Buzz: BBBY, MSFT, HPQ & More

at CNBC.com (Apr 10, 2013)
Check Point 1100 Appliances Deliver Enterprise-Class Security for Branch Offices

Marketwire (Apr 9, 2013)
Check Point Software to Announce 2013 First Quarter Financial Results on April 22, 2013

Marketwire (Apr 4, 2013)
Check Point's President Amnon Bar-Lev Recognized as a 2013 Channel Chief by CRN Magazine

Marketwire (Mar 15, 2013)
SC Magazine Readers Select Check Point for Best Enterprise Firewall and Best IPS Solution in 2013

Marketwire (Mar 14, 2013)
Business is Booming in the Cyber Security World

at Fox Business (Mar 12, 2013)
Check Point Reinvents Security and Compliance Monitoring

Marketwire (Mar 6, 2013)
Check Point Continues to Lead Worldwide Combined Firewall and UTM Appliance Market According to Leading Market Research Firm

Marketwire (Mar 4, 2013)
Check Point Next Generation Firewall Achieves Highest Score in Security Effectiveness and Management in Latest NSS Labs Test

Marketwire (Feb 27, 2013)
Check Point Revolutionizes Attack Prevention With Leading-Edge Threat Emulation

Marketwire (Feb 26, 2013)
Check Point Positioned as a Leader for the 16th Consecutive Year in the 2013 Gartner Magic Quadrant for Enterprise Network Firewall

Marketwire (Feb 25, 2013)
Check Point Uncovers Hidden Security Risks on Enterprise Networks

Marketwire (Feb 21, 2013)
Check Point RSA Conference Sessions Zero In on Targeted Malware Attacks and Critical Infrastructure Security

Marketwire (Feb 21, 2013)

CHKP vs. ETF Alternatives

Company Description

Check Point’s mission is to secure the Internet. Check Point was founded in 1993, and has since developed technologies to secure communications and transactions over the Internet by enterprises and consumers. Eighteen years ago, risks and threats were limited and securing the Internet was... More

Sector: Technology

Industry: Security Software & Services

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Monday, April 22, 6:42 AM Check Point Software Technologies (CHKP): Q1 EPS of $0.79 beats by $0.01. Revenue of $322.7M (+3.1% Y/Y) misses by $6M. (PR) Comment! [Earnings, Tech]
Monday, April 22, 12:05 AM Notable earnings before Monday’s open: BEAV, BOH, CAT, CHKP, HAL, HAS, NVR, PHG, SIX Comment! [Earnings]
Sunday, April 21, 5:30 PM Notable earnings before Monday’s open: BEAV, BOH, CAT, CHKP, HAL, HAS, NVR, PHG, SIX 1 Comment [Earnings]
Wednesday, April 10, 4:35 PM Fortinet (FTNT) -13.5% AH after warning it expects Q1 revenue of $134M-$136M and EPS of $0.10, below a consensus of $140.4M and $0.12. Billings are pegged at $147M-$149M, below guidance of $158M-$162M. The company blames a failure to close a few U.S. service provider deals (F5's warning also cited telco demand), EMEA/Latin America weakness, and inventory shortages and product timing issues. Asia-Pac and U.S. enterprise demand was healthy. With shares trading at 36x 2013E EPS, there wasn't much room for error. Did Ken Goldman's departure play a role? CC at 5PM ET (webcast). CHKP -1.3%. PANW -0.8%. FIRE -1.5%. Comment! [Tech, Earnings, On the Move]
Friday, April 5, 6:19 PM J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. 14 Comments [Tech, Quick Ideas]
Monday, March 25, 10:16 AM Lazard cuts Check Point (CHKP -1.9%) to Neutral; the firm says channel checks indicate share losses to Palo Alto Networks (PANW) are growing. Palo Alto's next-gen firewalls are causing headaches for incumbent firewall vendors Check Point, Cisco, and Juniper thanks to their ability to support deeper content analysis on an integrated platform. The company recently bragged of an 85% win rate in deals it competes for. Comment! [Tech, On the Move]
Tuesday, February 12, 1:51 PM Security hardware stocks rally on expectations Pres. Obama will issue an executive order meant to bolster government spending on cybersecurity following tonight's State of the Union. Intrusion prevention system leader SourceFire (FIRE +8.8%), which received 28% of its sales from the U.S. government in Q3, is the biggest winner, but Fortinet (FTNT +4.3%), Check Point (CHKP +1.2%), and Palo Alto Networks (PANW +1.1%) are also higher. 3 Comments [Tech, On the Move]
Thursday, January 31, 3:59 PM Strong earnings from Citrix, Fortinet, and SGI have translated into solid gains for a number of enterprise IT stocks. Winners include security hardware firms Sourcefire (FIRE +4.9%), Palo Alto Networks (PANW +2.8%), and Check Point (CHKP +3%), and server adapter card/interconnect switch makers Mellanox (MLNX +6.2%) and Emulex (ELX +2.6%), WAN optimization leader Riverbed (RVBD +1.7%), and Citrix virtualization/cloud management rival Red Hat (RHT +2%). Comment! [Tech, On the Move]
Wednesday, January 30, 5:49 PM Fortinet (FTNT) guides on its Q4 call for Q1 revenue of $138M-$141M and 2013 revenue of $625M-$635M, mostly above a consensus of $139.6M and $618.9M. The company expects 2013 EPS of $0.60-$0.61, in-line with a $0.61 consensus. Shares +16.3% AH thanks to the guidance and a strong Q4 beat. Recent downgrades aren't looking too smart. Up in sympathy: PANW +3.1%. FIRE +4.9%. CHKP +1%. Comment! [Tech, Earnings, On the Move]
Tuesday, January 29, 7:14 PM F5 (FFIV -0.8%) is entering the firewall hardware market: the company's new BIG-IP Advanced Firewall Manager combines several security and network management features offered in the past as modules for its core application delivery controller products - that could be necessary to stand out in a market that features tough competition from incumbents Cisco, Juniper, and Check Point, as well as upstarts such as Palo Alto Networks. (PR) (previous) Comment! [Tech]
Wednesday, January 23, 5:31 AM Check Point Software Technologies Ltd. (CHKP): Q4 EPS of $0.91 beats by $0.03. Revenue of $368.6M (+3.3% Y/Y). (PR) Comment! [Earnings, Breaking News, Tech]
Wednesday, January 23, 12:05 AM Notable earnings before Wednesday’s open: ABBV, ABT, APD, ATI, BHI, CHKP, COH, DGX, FNFG, GD, LCC, MCD, MSI, NVS, PX, RES, SAP, STJ, TEL, TXT, UTX, WLP Comment! [Earnings]
Tuesday, January 22, 5:30 PM Notable earnings before Wednesday’s open: ABBV, ABT, APD, ATI, BHI, CHKP, COH, DGX, FNFG, GD, LCC, MCD, MSI, NVS, PX, RES, SAP, STJ, TEL, TXT, UTX, WLP Comment! [Earnings]
Thursday, January 3, 2:22 PM Security hardware stocks are having a rough day: Palo Alto Networks (PANW -3.1%), Fortinet (FTNT -7.8%), Sourcefire (FIRE -3.6%), and Check Point (CHKP -5%) are among the losers. Stephens has started coverage on Palo Alto with an Equal Weight and $50 PT; shares of the fast-growing and richly-valued next-gen firewall vendor fell 4.3% yesterday in the face of a giant tech rally. Comment! [Tech, On the Move]
Tuesday, November 13, 2012, 10:02 AM Palo Alto Networks (PANW +1.1%) is outperforming after introducing the VM-Series, a next-gen firewall that can run on servers using VMware's (VMW) virtualization software. The allows the firewall (and its policies) to be quickly moved from server to server. Palo Alto also introduced new mid-range hardware, a malware prevention service, and an update to the OS its firewalls run on. Gartner notes Check Point (CHKP) has long offered a virtual firewall, but expects the VMware partnership to give Palo Alto, whose solutions are differentiated in other respects, a lift. (Citrix partnership) Comment! [Tech, On the Move]
Wednesday, October 24, 2012, 12:10 PM Check Point (CHKP +1.6%) trades higher after receiving its second upgrade in two days (previous), this time from BofA/Merrill, which is upping shares to Buy. Today's gains come even though firewall rival Juniper issued soft Q4 guidance, and provided bleak commentary to go with it. Comment! [Tech]

ltfinger
Returning Upgrades (4/30/13): $AEGR, $ARE, $CHKP, $CPT, $CYNO, $ESS, $FOSL, $GK, $HOT, $HPY, $ITC, $MAR, $MJN, $OIS, $SAVE, $TGP
May 1, 10:18 AM
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Saibus Research
Hacker insurance growth trend bodes well for security firms that can take advantage like Check Point http://linkd.in/10d1BTr $CHKP
Mar 19, 11:29 AM
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ltfinger
SELL (ARM 3T Trend Analysis): $AON, $BMY, $BRY, $CAJ, $CHKP, $CRZO, $DOV, $GD, $HRS, $JAH, $MMM, $MUSA, $NFLX, $NS, $PLL, $PNR, $QCOR
Mar 4, 8:19 PM
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Jim Van Meerten
$CHKP - 100% Barchart technical buy signals - 8 new highs and up 7.05% in the last month - Relative Strength Index 66.10%
Feb 28, 3:41 PM
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wecap
long ALXN calls, AMRN buyout, BTU long stock leaps, CHKP long, DD long,MNKD - spec, PSX long calls, QCOR - long. MJNA.PK - like to smoke..
10/26/12
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swingtrader427
EXSB CHKP Jan 57.50 call = 2900% profit and DLTR Jan 55 call =1600% profit. Will apply profits to lower the BE on the remaining spread legs.
10/23/12
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swingtrader427: Sales price - cost = Profit. Profit / cost = ROI. If you bought Apple stock for $50 and now its $600, your profit is more than 100%
10/26/12
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Ocean Man: You couldn't be more wrong. You divide dollar amount of gain by amount at risk. And your risk on this trade was infinite.
10/26/12
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Saibus Research
Report: Descartes Systems Group is Growing the Old-Fashioned Way... They Bought It http://bit.ly/QcA8us $DSGX $CHKP
10/9/12
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ZetaKap
7 Low-Debt Large Cap Stocks With Ample Cash Reserves http://bit.ly/QTZRMC $CERN $CHKP $CMG $GG $KYO $NKE $QCOM @ZetaKap
9/13/12
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ZetaKap
7 Cash-Loaded Large Cap Tech Stocks That Analysts Support http://bit.ly/Q1zZaX $ATVI $CSCO $QCOM $BRCM $CERN $CHKP $ORCL @ZetaKap
8/16/12
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Saibus Research
Top Investment Ideas of the Week http://bit.ly/OUhcSi $BIP $CHKP $S $V $STB
8/6/12
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LATEST REPLIES

swingtrader427
EXSB CHKP Jan 57.50 call = 2900% profit and DLTR Jan 55 call =1600% profit. Will apply profits to lower the BE on the remaining spread legs.
10/23/12
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swingtrader427: Sales price - cost = Profit. Profit / cost = ROI. If you bought Apple stock for $50 and now its $600, your profit is more than 100%
10/26/12
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Ocean Man: You couldn't be more wrong. You divide dollar amount of gain by amount at risk. And your risk on this trade was infinite.
10/26/12
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CHKP Check Point Software Technologies Ltd.

CHKP

Check Point Software Technologies Ltd.