Check Point Technologies is one of the original leading innovators of cybersecurity, first with firewall protection and now with AI-powered software security solutions. Check Point’s strategic focus centers on its Infinity Architecture platform, which delivers unified, advanced threat protection across networks, endpoints, cloud workloads and mobile devices. The platform has demonstrated strong momentum, with double-digit growth in agreements, indicating robust market adoption. In January 2025, Check Point enhanced this architecture with the introduction of six AI-powered capabilities aimed at improving threat prevention and simplifying security operations. With new CEO Nadav Zafrir at the helm, there is excitement he will be able to leverage his relationships with a broad network of Chief Information Security Officers (CISOs) to bring in fresh perspectives to position the company’s products to address precisely what CISOs look for.

We are bullish in both the short-term, with shares taking a -7% breather after an industry-beating +35% return over the past 12 months, and in the long-term as a firm that competitively delivers a critically needed service for its customers.