Check Point is a 30-year-old cybersecurity stalwart that has successfully navigated the transition from perimeter firewall to cloud-native security. Infinity architecture (unified platform covering network, cloud, endpoints, and mobile) is gaining enterprise traction as consolidation pressure favours platform players over point solutions. Free cash flow conversion is exceptional (>95%), the balance sheet is net cash, and buybacks are systematic. Revenue growth has re-accelerated after years of single-digit comps — the platform shift is now showing in the numbers.
Thesis reviewed May 29, 2026
Check Point Software Technologies Ltd. is headquartered in Israel, which is currently showing elevated risk signals.
🇮🇱Israel78ENTRYView Israel risk detail →💻Technology19WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 25 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 25 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 25 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 25 | +10% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 25 | +6% | ↓8% | NEUTRAL |
| GLOB | Globant SA | 25 | +12% | ↓8% | EARLY |
| SE | Sea Limited | 25 | +14% | ↓8% | EARLY |
Investors who hold CHKP may also have indirect exposure through these country funds.
Check Point Q4 revenue growth accelerates to 12% YoY; Infinity platform contracts +40%
Cloud security segment (CloudGuard) reaches $600M ARR; growth rate 35%
AI-driven Horizon threat intelligence platform wins Gartner Peer Insights award
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 | ||
| Thomas H. KeanNJ | Buy | $1k–$15k | Jun 1, 26 | ||
| Thomas H. KeanNJ | Sell | $1k–$15k | Jun 1, 26 |