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 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?

<ul><li>Check Point Software Technologies, a prominent player in the cybersecurity space, recently reported its fiscal first-quarter 2025 earnings, showcasing a mix of strengths and challenges.</li><li>The company's performance in this quarter was marked by a steady revenue growth of 7% year-over-year, reaching $638 million, which was slightly above the midpoint of its guidance.</li><li>The non-GAAP EPS also exceeded expectations, growing 9% to $2.21 per diluted share, $0.03 above the midpoint of the company's projection.</li></ul>

Check Point Software Technologies, a prominent player in the cybersecurity space, recently reported its fiscal first-quarter 2025 earnings, showcasing a mix of strengths and challenges.The company's performance in this quarter was marked by a steady revenue growth of 7% year-over-year, reaching $638 million, which was slightly above the midpoint of its guidance.The non-GAAP EPS also exceeded expectations, growing 9% to $2.21 per diluted share, $0.03 above the midpoint of the company's projection.

Check Point Software: An Enhanced Go-to-Market Strategy & Other Major Drivers!

<ul><li>Check Point Software Technologies Ltd., a prominent player in the cybersecurity industry, concluded its fiscal year 2024 with solid financial results.</li><li>The company reported fourth-quarter revenue of $704 million, surpassing the midpoint of its projections.</li><li>The non-GAAP earnings per share (EPS) was $2.70, aligning with the higher end of forecasts.</li></ul>

Check Point Software Technologies Ltd., a prominent player in the cybersecurity industry, concluded its fiscal year 2024 with solid financial results.The company reported fourth-quarter revenue of $704 million, surpassing the midpoint of its projections.The non-GAAP earnings per share (EPS) was $2.70, aligning with the higher end of forecasts.

Check Point Software Technologies: Focus on North American Market Expansion to Up Their Game!

<ul><li>Check Point Software Technologies Ltd. demonstrated robust financial performance in the third quarter of 2024, as detailed in the latest earnings call with the company’s CEO, Gil Shwed, and CFO, Roei Golan.</li><li>The company reported a revenue increase of 7% reaching $635 million, which slightly surpassed the midpoint of their projections.</li><li>Notably, their non-GAAP EPS increased by 9% to $2.25, further underscoring their successful quarter.</li></ul>

Check Point Software Technologies Ltd. demonstrated robust financial performance in the third quarter of 2024, as detailed in the latest earnings call with the company’s CEO, Gil Shwed, and CFO, Roei Golan.The company reported a revenue increase of 7% reaching $635 million, which slightly surpassed the midpoint of their projections.Notably, their non-GAAP EPS increased by 9% to $2.25, further underscoring their successful quarter.

Check Point Software Technologies: Will The Growth in Subscription Services Last Long Enough? - Major Drivers

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.

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Check Point Software Tech (CHKP US)

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

Check Point Software: An Enhanced Go-to-Market Strategy & Other Major Drivers!

Check Point Software Technologies, a prominent player in the cybersecurity space, recently reported its fiscal first-quarter 2025 earnings,...

Baptista Research

Check Point Software Technologies: Focus on North American Market Expansion to Up Their Game!

Check Point Software Technologies Ltd., a prominent player in the cybersecurity industry, concluded its fiscal year 2024 with solid financial...

Baptista Research

Check Point Software Technologies: Will The Growth in Subscription Services Last Long Enough? - Major Drivers

Check Point Software Technologies Ltd. demonstrated robust financial performance in the third quarter of 2024, as detailed in the latest earnings...

Baptista Research

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