CHKP Check Point Software Technologies Ltd Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:54
Oct 29
Oct 29
Check Point relative competitive warning Research
CHKP
Check Point Software Technologies Ltd
Avoid
—
—
11:56
Oct 25
Oct 25
r/ValueInvesting
Check Point appliance recovery could drive stock above $200
The author has been buying Check Point Software, with an average cost of 139, arguing the appliance business decline reflects go-to-market execution and cyclicality rather than lost competitiveness, citing Fortinet's similar decline-and-recovery. The catalyst is management's expectation that the appliance business returns to growth in Q4, which the author thinks could push the stock above $200 on peer P/E multiples. The main risk is that the appliance business fails to recover as expected.
CHKP
Check Point Software Technologies Ltd
Long
1ST
Position: Added
—
15:19
Mar 25
Mar 25
CNBC
Buy cybersecurity for defensive outperformance
Ives views cybersecurity as the defensive area of tech that should outperform amid geopolitical and cyberattack risks, especially with the RSA conference as a near-term catalyst. He says the AI-related selloff around software/cyber has been overdone and names CrowdStrike, Zscaler, Palo Alto Networks and Check Point as cybersecurity names to own.
CHKP
Check Point Software Technologies Ltd
Long
—
—
About CHKP Investor Commentary
Across the available history and selected sources, Buzzberg tracks CHKP (Check Point Software Technologies Ltd) across 8 sources: 4 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 12 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 2 other directions. Latest voices: TheValueist, u/HopeFlyingSquarrel, Dan Ives.