Roy Scheinman
"Check Point Can Close the Gap with Palo Alto—If I Didn't Believe That, I Wouldn't Be Here"Nadav Zafrir, Check Point's new CEO, speaks after the earnings release: "Thirty years of experience have prepared me well for this role—we can do big things at Check Point." On AI’s impact on cybersecurity: "We know some things have changed, some things won’t, and some changes we can’t yet predict. But Check Point can lead in this space, too."
- After the DeepSeek Shockwave: ‘An Opportunity in Israeli Chip Stocks’
The semiconductor sector faced turbulence after Chinese startup DeepSeek unveiled its AI model, which seemingly reduces the need for massive AI infrastructure investments. While major chip stocks tumbled—some recovering partially—Oppenheimer sees a buying opportunity, including in Israeli chipmakers
- Earnings Preview Check Point Rebounded Since Last Earnings Miss—Will It Deliver Today?After a sharp 18% drop following its previous earnings report, Check Point stock has since recovered. What should investors expect from its Q4 results?