Check Point Software's Business Is Steadily Improving

Gio Danisi
2.22K Followers

Summary

  • Check Point’s subscription-based offers are growing fast.
  • Among them, the Infinity bundle has been growing by the triple digits.
  • The recent Avanan acquisition will further improve the company’s offer, while allowing CHKP to penetrate a new promising market.

Concetto di sicurezza digitale

MF3d/E+ via Getty Images

Check Point Software's (NASDAQ:CHKP) third quarter results came in a few weeks ago and are slightly better than expected, as usual for this company, but they failed to impress Mr. Market, whose reaction was rather cold (to say the least!).

This article was written by

2.22K Followers
Private “part time” value investor. I've been managing my personal funds since May 2008.As stocks are just pieces of businesses I try to look at mine with an enterpreneurial approach: that's why my portfolio is made-up by 6-8 holdings, which I follow costantly. My holding period is ideally "forever", even though I can't exclude to make some changes from time to time.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CHKP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About CHKP Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on CHKP

Related Stocks

SymbolLast Price% Chg
CHKP
--