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Yahoo
15 hours ago
- Business
- Yahoo
FTNT vs. CHKP: Which Network Security Stock is the Better Pick?
The cybersecurity landscape continues to evolve rapidly, with network security remaining a critical priority for enterprises worldwide. Two industry stalwarts, Fortinet FTNT and Check Point Software Technologies CHKP, have established themselves as leading providers of network security solutions, each offering comprehensive platforms designed to protect organizations from increasingly sophisticated companies operate in the competitive network security space, providing firewall solutions, secure access service edge (SASE) platforms, and AI-driven security operations. Their recent quarterly results showcase different trajectories, with Fortinet demonstrating accelerated growth momentum while Check Point focuses on strategic transformation under new leadership. The timing for comparison is particularly relevant as both firms navigate macro uncertainties while positioning themselves for the next phase of cybersecurity delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. Fortinet's recent performance demonstrates exceptional momentum across multiple business segments, positioning the company for sustained growth throughout 2025. The company's unified SASE strategy is gaining significant traction, with security service building growth exceeding 110% and unified SASE now representing 25% of total business. This remarkable expansion reflects strong market demand for Fortinet's integrated approach to secure company's Quantum Force appliances continue to drive impressive results, with product revenues growing 14% year over year. Fortinet's leadership in SD-WAN adoption is particularly noteworthy, with 73% of large enterprise customers having adopted their SD-WAN solution, creating a natural pathway for FortiSASE expansion. The FortiSASE penetration among large enterprises increased nearly 10% quarter over quarter to 11%, indicating robust adoption AI-driven secure operations segment grew 29%, accounting for 10% of business, while maintaining strong operational efficiency with a record first-quarter operating margin of 34%. The company's financial performance is equally compelling, with a record free cash flow of $783 million and a margin of 51%. Looking ahead, Fortinet is well-positioned to benefit from the anticipated firewall refresh cycle gaining momentum in the second half of 2025, supported by its recently announced FortiGate 700G series delivering superior price-performance advantages over Zacks Consensus Estimate for 2025 earnings is pegged at $2.48 per share, indicating 4.64% growth year-over-year. Fortinet, Inc. price-consensus-chart | Fortinet, Inc. Quote Find the latest earnings estimates and surprises on Zacks Earnings Calendar. Check Point presents a solid foundation with steady performance and strategic initiatives aimed at reinvigorating growth. The company's Quantum Force appliances showed continued strong demand, driving revenues above the midpoint of guidance ranges. Check Point's Infinity platform demonstrated healthy momentum, with revenues exceeding 15% of total revenues and strong double-digit growth year over new CEO Nadav Zafrir's leadership, the company is implementing a comprehensive transformation strategy focused on accelerating growth and enhancing go-to-market capabilities. The strategic partnership with Wiz represents a pragmatic approach to cloud security, allowing Check Point to focus resources on core competencies like SASE while leveraging best-of-breed partnerships. Check Point's SASE strategy emphasizes a hybrid approach, potentially offering advantages in enterprise environments requiring both on-premises and cloud flexibility. The company maintains strong operational metrics with an 88% gross margin and 41% operating margin, demonstrating efficient business operations. However, revenue growth of 7% lags industry peers, and the company faces execution challenges in scaling newer growth initiatives. The formation of a new workforce division targeting SaaS solutions shows promise, though results remain to be proven in the coming Zacks Consensus Estimate for 2025 earnings is pegged at $9.91 per share, indicating 8.91% growth year-over-year. Check Point Software Technologies Ltd. price-consensus-chart | Check Point Software Technologies Ltd. Quote Fortinet has demonstrated superior stock performance with shares gaining 11.6% in three months, outperforming CHKP's growth of 5.8%. Both stocks have underperformed the broader Zacks Computer and Technology sector. Image Source: Zacks Investment Research Both stocks trade at premium valuations reflecting their market-leading positions in network security. Fortinet commands a significant valuation premium with a price-to-sales ratio of 11.5x compared to CHKP's 8.91x multiple. Fortinet's valuation premium appears more justified given its superior growth trajectory and expanding market opportunities in SASE and AI-driven security operations. Check Point's valuation reflects market confidence in the new leadership's transformation strategy, though execution risks remain elevated during this transition period. Image Source: Zacks Investment Research Fortinet emerges as the superior investment choice for 2025, offering stronger revenue growth momentum, a better-positioned SASE strategy, and clearer catalysts, including the firewall refresh cycle. The company's unified platform approach, superior financial performance, and expanding market share in key growth segments provide compelling upside potential. While Check Point offers stability and transformation potential under new leadership, execution risks and a slower growth trajectory suggest that investors should consider holding existing positions or waiting for more attractive entry points. Fortinet's operational excellence, strategic positioning, and growth acceleration make it the preferred pick for investors seeking cybersecurity exposure in the current environment. FTNT currently carries a Zacks Rank #2 (Buy), whereas CHKP has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Check Point Software Technologies Ltd. (CHKP) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Check Point announces advancements to Quantum Force Security Gateways
Check Point (CHKP) announced major advancements to its family of Quantum Force Security Gateways. All Quantum Force Security Gateways for the data center and perimeter are receiving a 15%-25% performance boost in threat prevention throughput – delivered automatically via software update. In parallel, Check Point is launching a new lineup of AI-powered Quantum Force Branch Office Security Gateways designed to provide enterprise-level firewall security with up to a 4x increase in threat prevention performance from previous models. These four new branch firewalls deliver industry-leading 99.9% block rate, lightning-fast cloud application performance, and are optimized for SD-WAN to meet the growing demands of hybrid networks and the modern distributed workforce. According to the latest data from Check Point Research, branch offices are now facing an average of 713 weekly attack attempts per location, a 36% rise from the same period last year. Additionally, 50% of branch offices encounter attempts to exploit vulnerabilities from external sources, highlighting the urgent requirement for robust branch security and scalable management in the AI era. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on CHKP: Disclaimer & DisclosureReport an Issue Strategic Acquisition of Veriti Boosts Check Point's Automated Threat Management Check Point announces agreement to acquire Veriti Palo Alto Networks price target raised to $235 from $225 at Wells Fargo DA Davidson technology analysts hold an analyst/industry conference call Check Point achieves FedRAMP 'In Process' status
Techday NZ
28-05-2025
- Business
- Techday NZ
Check Point boosts Quantum Force with AI security update
Check Point has announced significant enhancements to its Quantum Force platform, including an automatic upgrade that delivers a 15%-25% performance boost in threat prevention throughput for all Quantum Force Hybrid Mesh firewalls, as well as the introduction of AI-powered security appliances designed for branch offices. The updates are designed to address growing demands for software-driven security solutions and the increasing threat landscape facing enterprise networks and branch locations. The performance boosts, delivered automatically via software updates, enhance existing security infrastructure without requiring hardware changes. Check Point's new Quantum Force Branch Office Security Gateways offer up to four times the threat prevention performance of previous generations, aiming to meet the security requirements of distributed and hybrid enterprise networks. The four new branch models are engineered to handle rising attack rates on branch offices, which, according to Check Point Research, now experience an average of 713 weekly attack attempts per location, a 36% increase from last year. Additionally, 50% of branch offices reportedly encounter efforts to exploit vulnerabilities from external sources, underlining the importance of robust branch security. "As we continue to prioritise innovation and efficiency, Check Point's new Quantum Force Branch Office Security Gateway firewalls are built for speed, simplicity, and security. They're 4x faster than previous models, optimised for SD-WAN, and backed by our latest AI-powered threat prevention. And with automatic performance upgrades, existing Quantum Force customers will receive a 15-25% performance boost with a software update — no hardware changes required," said Nataly Kremer, Chief Product Officer at Check Point. The branch office appliances are designed to provide a 99.9% block rate for threats, as verified in Miercom's 2025 security benchmark report, deliver improved security for cloud applications, and offer increased connectivity and port capacity. With the adoption of SD-WAN technology and the expansion of remote work, these features are poised to enhance branch office security, making it more resilient and responsive to changing operational needs. Check Point points to findings in its CPR 2025 Security Report, which shows a 44% annual rise in cyberattacks, reflecting the intensification of the security environment for branch locations. The company has designed the new appliances to maintain strong security without impacting network performance or user productivity, a crucial factor for locations that engage in direct customer interactions. "World Wide Technology (WWT) provides security products and services to customers across a variety of industries, including financial services, manufacturing, retail and healthcare with distributed branch offices. Check Point's new next-generation Quantum Force Branch Office Security Gateways with enhanced AI powered threat prevention, empower us to protect these customers from the latest attacks on branch offices. These innovations help our clients reduce risk, streamline operations, and scale securely across hybrid environments — turning cyber resilience into a competitive advantage," Chris Konrad, Vice President of Global Cyber at World Wide Technology (WWT), said, commenting on the new offerings. The company has also released a new generation of Quantum Smart-1 Management Appliances, featuring a twofold increase in managed gateway capacity and up to 70% higher log processing rates. These management solutions are intended to centralise and automate security operations across hybrid environments through AI-powered tools and policy orchestration. "Security teams today face more pressure than ever — from rising AI-generated threats to managing fragmented infrastructures. Our new Quantum Smart-1 Management Appliances simplify that complexity. Our new Quantum Smart-1 Management Appliances combine AI, speed, precision, and automation to help organisations manage on-premise, cloud, and distributed IT deployments — faster and smarter," said Nataly Kremer, Chief Product Officer at Check Point. The seventh-generation Smart-1 appliances offer local storage scaling up to 70TB for compliance requirements and support management for up to 10,000 gateways. This architecture is designed to combine unified management across on-premises, cloud, and remote deployments, with integration for over 250 third-party solutions. "The Check Point Infinity Platform demonstrated superior security efficacy, consistently outperforming its peers in the test category of comprehensive threat prevention and response, as well as excelling in the AI-powered testing scenarios. Its AI-driven architecture, hybrid mesh deployment model, and unified security operations prove that Check Point is setting the pace for next-generation cyber security," Rob Smithers, CEO at Miercom, said, highlighting the platform's performance in recent testing. "Branch offices are often the soft spots in enterprise security, providing vulnerable entry-points for attacks and compromising the security posture across the enterprise. Check Point's new Quantum Branch Office Security Gateways deliver robust threat prevention to the edge, enabling organisations to secure their branch offices from emerging cyber threats while keeping pace with the demands of the hybrid workforce," Pete Finalle, Security Research Manager at IDC, noted the importance of edge security. Check Point's Quantum Force Branch Office Security Gateways and Smart-1 Management Appliances are currently available through its network of partners worldwide.
Yahoo
28-05-2025
- Business
- Yahoo
AI-Powered Defense at the Edge: Check Point Launches New Branch Office Security Gateways with 4x Faster Threat Prevention Performance
Optimized for SD-WAN, New Quantum Force Branch Office Firewalls deliver protections against growing attacks on branch offices and superior end user experience REDWOOD CITY, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced major advancements to its family of Quantum Force Security Gateways. All Quantum Force Security Gateways for the data center and perimeter are receiving a 15%-25% performance boost in threat prevention throughput – delivered automatically via software update. In parallel, Check Point is launching a new lineup of AI-powered Quantum Force Branch Office Security Gateways designed to provide enterprise-level firewall security with up to a 4x increase in threat prevention performance from previous models. These four new branch firewalls deliver industry-leading 99.9% block rate, lightning-fast cloud application performance, and are optimized for SD-WAN to meet the growing demands of hybrid networks and the modern distributed workforce. According to the latest data from Check Point Research (CPR), branch offices are now facing an average of 713 weekly attack attempts per location, a 36% rise from the same period last year. Additionally, 50% of branch offices encounter attempts to exploit vulnerabilities from external sources, highlighting the urgent requirement for robust branch security and scalable management in the AI era. 'As we continue to prioritize innovation and efficiency, Check Point's new Quantum Force Branch Office Security Gateway firewalls are built for speed, simplicity, and security,' said Nataly Kremer, Chief Product Officer at Check Point. 'They're 4x faster than previous models, optimized for SD-WAN, and backed by our latest AI-powered threat prevention. And with automatic performance upgrades, existing Quantum Force customers will receive a 15-25% performance boost with a software update — no hardware changes required.' Today's branch offices play a crucial role in engaging directly with customers but often represent the most vulnerable point in network security. Their direct links to the public cloud and the internet make them more susceptible to cyber threats. With the current threat environment and a staggering 44% rise in cyber-attacks year over year, as highlighted in CPR's 2025 Security Report, there is a significant need to implement strong enterprise firewalls that can effectively defend against online threats without impacting network performance by causing delays or disruptions. 'World Wide Technology (WWT) provides security products and services to customers across a variety of industries including financial services, manufacturing, retail and healthcare with distributed branch offices,' said Chris Konrad, Vice President of Global Cyber at WWT. 'Check Point's new next-generation Quantum Force Branch Office Security Gateways with enhanced AI powered threat prevention, empower us to protect these customers from the latest attacks on branch offices. These innovations help our clients reduce risk, streamline operations, and scale securely across hybrid environments — turning cyber resilience into a competitive advantage.' Check Point's Quantum Force Branch Office Security Gateways capabilities include: Industry-leading threat prevention: A 4x boost in threat prevention throughput with a tried and tested industry leading 99.9% block rate based on Miercom's 2025 security benchmark report. Optimized for Cloud Applications: Lightning-fast security performance for SaaS apps by optimizing for SD-WAN, expanding network connectivity up to 10X to 10 GbE, and increasing port capacity 2X. Unified Management: Top rated unified security management for enterprise, campus, branch, and cloud environments along with zero-trust policy across the entire enterprise. 'Branch offices are often the soft spots in enterprise security, providing vulnerable entry-points for attacks and compromising the security posture across the enterprise,' said Pete Finalle, Security Research Manager, at IDC. "Check Point's new Quantum Branch Office Security Gateways deliver robust threat prevention to the edge, enabling organizations to secure their branch offices from emerging cyber threats while keeping pace with the demands of the hybrid workforce.' AvailabilityThe four new Check Point Quantum Force Branch Office Security Gateways are available now through our network of global partners. For more details about Check Point Quantum Force, visit our website or check out our blog. Follow Check Point via:LinkedIn: X: YouTube: About Check Point Software Technologies Ltd. Check Point Software Technologies Ltd. ( is a leading protector of digital trust, utilizing AI-powered cyber security solutions to safeguard over 100,000 organizations globally. Through its Infinity Platform and an open garden ecosystem, Check Point's prevention-first approach delivers industry-leading security efficacy while reducing risk. Employing a hybrid mesh network architecture with SASE at its core, the Infinity Platform unifies the management of on-premises, cloud, and workspace environments to offer flexibility, simplicity and scale for enterprises and service providers. This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on April 2, 2024. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law. MEDIA CONTACT: Ana PerezCheck Point Software Technologies press@ INVESTOR CONTACT:Kip E. MeintzerCheck Point Software Technologiesir@
Yahoo
23-04-2025
- Business
- Yahoo
Why Is Cybersecurity Stock Check Point Software Sliding On Wednesday?
Cybersecurity provider Check Point Software Technologies (NASDAQ:CHKP) reported fiscal first-quarter results on Wednesday. The company reported quarterly revenue growth of 7% year over year to $637.8 million, topping the analyst consensus estimate of $636.2 million. The American Israeli enterprise security solution provider's adjusted EPS of $2.21 beat the analyst consensus estimate of $2.19. The stock declined following the report, despite the earnings beat. Revenue from Products and licenses grew by 14% Y/Y to $114 million, Security subscriptions increased 10% Y/Y to $291 million, and Software updates and maintenance declined 0.9% Y/Y to $233 million. Margin: Adjusted operating margin declined to 40.5% from 42.1% the prior year. The operating margin declined to 30.7% from 32.4% a year ago as operating expenses surged by 9.2% Y/Y. The company generated $421.1 million in operating cash flow, compared to $361.0 million a year ago, and held $2.93 billion in cash and equivalents as of March 31, 2025. CEO Nadav Zafrir said strong demand for its Quantum Force appliances, fueled by refresh cycles and new projects, delivered double-digit year-over-year product and license revenue growth. He added that the AI-driven Infinity Platform, featuring a Hybrid Mesh Architecture, continues to resonate with customers and delivered another quarter of impressive double-digit year-over-year growth. Outlook: Check Point Software projected second-quarter revenue of $642.00 million —$682.00 million versus the analyst consensus estimate of $665.75 million and adjusted EPS of $2.32-$2.42 versus the analyst consensus estimate of $2.36. The company affirmed fiscal 2025 revenue of $2.66 billion-$2.76 billion versus the $2.72 billion analyst consensus estimate and adjusted EPS of $9.60-$10.20 versus the $9.91 analyst consensus estimate. Price Action: CHKP stock is down 5.04% at $201.61 at the last check on Wednesday. Read Next:Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? This article Why Is Cybersecurity Stock Check Point Software Sliding On Wednesday? originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
