Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Check Point Software Tech / Equity Bottom-Up

<ul><li>Check Point Software reported its financial results for the first quarter of 2026, showing mixed operational performance amid strategic business model changes.</li><li>The company posted 5% revenue growth to $668 million, primarily driven by an 11% increase in subscription revenues, which reached $323 million.</li><li>Non-GAAP earnings per share (EPS) grew by 13% year-over-year to $2.50, and adjusted free cash flow increased by 11% to $457 million, exceeding guidance.</li></ul>

Check Point Software reported its financial results for the first quarter of 2026, showing mixed operational performance amid strategic business model changes.The company posted 5% revenue growth to $668 million, primarily driven by an 11% increase in subscription revenues, which reached $323 million.Non-GAAP earnings per share (EPS) grew by 13% year-over-year to $2.50, and adjusted free cash flow increased by 11% to $457 million, exceeding guidance.

Check Point Software: The $2.77 Billion Revenue Floor Signals Appliance Pressure!

<ul><li>Check Point Software Technologies Ltd delivered a solid fourth quarter and full year performance for 2025, reflecting steady execution amid a cybersecurity market undergoing structural change driven by artificial intelligence adoption.</li><li>Revenue growth remained moderate at mid-single digits, but the underlying mix continued to shift toward subscriptions, which grew at a faster pace and increasingly anchor the company’s business model.</li><li>This transition supported recurring revenue visibility while creating short-term distortions in reported product revenue due to accounting allocation effects following subscription price increases.</li></ul>

Check Point Software Technologies Ltd delivered a solid fourth quarter and full year performance for 2025, reflecting steady execution amid a cybersecurity market undergoing structural change driven by artificial intelligence adoption.Revenue growth remained moderate at mid-single digits, but the underlying mix continued to shift toward subscriptions, which grew at a faster pace and increasingly anchor the company’s business model.This transition supported recurring revenue visibility while creating short-term distortions in reported product revenue due to accounting allocation effects following subscription price increases.

Check Point Software: Subscription Momentum

<ul><li>Check Point Software Technologies Ltd. recently reported strong financial performance for the third quarter amid rising demand across their cybersecurity portfolio.</li><li>The company demonstrated robust growth, with calculated billings up 20% year-over-year, fueled by disciplined execution and heightened demand.</li><li>Revenue increased by 7% to $678 million, exceeding guidance expectations.</li></ul>

Check Point Software Technologies Ltd. recently reported strong financial performance for the third quarter amid rising demand across their cybersecurity portfolio.The company demonstrated robust growth, with calculated billings up 20% year-over-year, fueled by disciplined execution and heightened demand.Revenue increased by 7% to $678 million, exceeding guidance expectations.

Check Point Software: Will Its Focus On Next-Gen Endpoint & Mobile Solutions Pay Off In The Long Term?

<ul><li>Check Point Software Technologies recently reported a solid quarter, with revenue and earnings per share (EPS) in line with expectations.</li><li>The company's revenues exceeded projections slightly, reaching $665 million, with a non-GAAP EPS of $2.37, representing a 9% growth year-over-year.</li><li>This growth was driven primarily by strong customer demand for new appliances and a higher volume of product refreshes, particularly the Quantum Force AI-powered firewalls which posted a robust year-over-year growth of 12%.</li></ul>

Check Point Software Technologies recently reported a solid quarter, with revenue and earnings per share (EPS) in line with expectations.The company's revenues exceeded projections slightly, reaching $665 million, with a non-GAAP EPS of $2.37, representing a 9% growth year-over-year.This growth was driven primarily by strong customer demand for new appliances and a higher volume of product refreshes, particularly the Quantum Force AI-powered firewalls which posted a robust year-over-year growth of 12%.

Check Point Software: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

<ul><li>In a strategic move that signals a shift toward automated, prevention-first cybersecurity, Check Point Software Technologies has announced its acquisition of Veriti Cybersecurity, a pioneering Israeli startup specializing in preemptive threat exposure management.</li><li>The transaction, valued at over $100 million, is expected to close by the end of Q2 2025 and marks the first major acquisition under new CEO Nadav Zafrir.</li><li>The deal comes at a time when Check Point is pushing hard on its hybrid mesh architecture vision and doubling down on its Infinity Platform to unify security across endpoints, cloud, and networks.</li></ul>

In a strategic move that signals a shift toward automated, prevention-first cybersecurity, Check Point Software Technologies has announced its acquisition of Veriti Cybersecurity, a pioneering Israeli startup specializing in preemptive threat exposure management.The transaction, valued at over $100 million, is expected to close by the end of Q2 2025 and marks the first major acquisition under new CEO Nadav Zafrir.The deal comes at a time when Check Point is pushing hard on its hybrid mesh architecture vision and doubling down on its Infinity Platform to unify security across endpoints, cloud, and networks.

Check Point Makes A Bold Bet with Veriti: Can Preemptive Security Reinvent Cyber Risk Management?

United States

Check Point Software Technologies Ltd. develops, markets and supports a range of software and hardware products and services for information technology (IT) security and offers its customers a network and gateway security solutions, data and endpoint security solutions and management solutions.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Check Point Software Tech (CHKP US)

Check Point Software: The $2.77 Billion Revenue Floor Signals Appliance Pressure!

Check Point Software reported its financial results for the first quarter of 2026, showing mixed operational performance amid strategic business...

Baptista Research

Check Point Software: Subscription Momentum

Check Point Software Technologies Ltd delivered a solid fourth quarter and full year performance for 2025, reflecting steady execution amid a...

Baptista Research

Check Point Software: Will Its Focus On Next-Gen Endpoint & Mobile Solutions Pay Off In The Long Term?

Check Point Software Technologies Ltd. recently reported strong financial performance for the third quarter amid rising demand across their...

Baptista Research

Check Point Software: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

Check Point Software Technologies recently reported a solid quarter, with revenue and earnings per share (EPS) in line with expectations. The...

Baptista Research

Check Point Makes A Bold Bet with Veriti: Can Preemptive Security Reinvent Cyber Risk Management?

In a strategic move that signals a shift toward automated, prevention-first cybersecurity, Check Point Software Technologies has announced its...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)